Tasks & Workflow

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

By having the ability to add recurring notes on a task this helps set important notes for the next upcoming tasks but also important one. For Example if a client submits their own confirmation statement but you want to send an email to remind them...

We would like the ability to rename tasks that are automatically generated by a service. For example, we currently have the Accounts service activated. We do not want separate tasks for accounts preparation and accounts submission, so we have disa...

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...

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?

Detailed idea / proposal for the BrightManager development team At present, BrightManager tasks allow only a single target date, which works well for short, single‑day activities but becomes limiting for larger pieces of work that realistically sp...

When a client signs a document the task process should be updated to that it has been signed by the client rather than looking our for the email and then manually going into the client/task to update this.

I keep asking/pleading would it be possible for the developers to enable the General Notes for Payroll service tasks to be visible in the new view task list, they used to be visible as a pop up in the old view task lists, if you hovered over the “...

We are uterlising the tasks system and using it to replace an internal emailing system. It would be useful if it sent notification when the progress note or description was updated.

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily