Tasks & Workflow

We have staff with the same initials, so it is confusing when looking at the task list which member of staff the task belongs to. Being able to customise this would make it easier to differentiate.

For regular tasks such as VAT returns, the BrightManager task process involves logging time and then completing the task so that the next quarter is pulled through. It would be great if there was a button on the timesheet entry screen which asked ...

it would be useful to add to the list of filtering along with deadline or alphabetical order, a latest action date

You can Bulk move tasks but the work flow remains allocated to the original staff member. so now 2 staff members are showing the task Ideally an option to bulk move the Workflows at the same time

I have been linking documents to tasks but it almost feels pointless to do so at present. When I review my tasks page i have to revert back to the client page then documents to see related task documents. If when i select a task it shows the docum...

For monthly bookkeeping tasks, the manager might have finished them and now needs partner or user approval. This should be handled through the workflow interface rather than notifications. Imagine 300 clients with staff completing work and manager...

It would be really useful to be able to customise the background colour for each Progress Position. For example, Records Requested in red is very clear, but To Review would be better in green, as the work has been completed and passed on — no furt...

I'm getting notifications for clients CS01's being overdue yet it was submitted 16 days earlier and the information against the record has updated and rolled forward with the new date for next year but the notification still says overdue. Using In...

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?

It would be useful to be able to export the task list as a simpler version, that shows the client, the job stage, latest job stage, and notes as a PDF file as well as a CSV version