Tasks & Workflow

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 ...

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

We added a client some time back, with several tasks, including PAYE. It looks like this task is driven by the ‘RTI Deadline’ in the ‘PAYE Details’ area of the client details. We didn't realise this and no task was created: We’ve missed registerin...

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

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 would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.

Would be good to be able to full track latest action stages for one-off jobs such as 60-day CGT returns. Either allow job frequency to be one off (so doesn't re appear once completed) or allow for the full “Latest Action” stages to the AdHoc tasks.

To make exclamation mark on tasks more versatile, instead of saying missing information when there isn't anything missing, it should say ' see urgent note' saves confusion if there is missing information for the client or not

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...

We assign tasks to different staff members and we would want the completed emails of the task to go from the task assignee not manager