Tasks & Workflow

On the new tasks list, on the side panel, it would be great and useful to have a 'Timesheet' tab added so controllers can check how much time has been spent on the task, by whom and the last time when time was logged on a task

I feel it would be a good idea to allow editing of the 'latest progress note' and previous progress notes . Simple things like wrong spelled words currently can't be updated .

Allow documents to be uploaded as part of a workflow step/subtask

Some of my tasks will take weeks until completed due to awaiting client info etc. And i believe it would be useful if when marking a subtask as complete, that there be an option where we can insert a date. This date would be the date that we under...

When you've made changes to a task, it can create a new tasks but keep the old task with a red 'delete' option in the middle of the task. It would be good to search all tasks available for deletion to review and delete these in bulk as they still ...

At the moment, if you change the progress on self employed accounts, the change is mirrored against the client's tax return. I may have the situation where accounts are "awaiting approval" but the tax return is "records requested" - the progress s...

The following idea would be very useful especially for long workflows, when several staff members need to complete subtasks on a workflow, and when there is not necessarily a chronological order of subtasks groups to be completed. For instance, fo...

When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.

Being able to attach a document whilst creating a task instead of having to go back in and add it afterwards would be really useful.

We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...