Tasks & Workflow

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...

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

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'client name' field in task filters? Many thanks, David M

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

It would be very helpful if, instead of the standard notification system that is in place (which seems to notify you around 1 day before a task becomes due, you could set up when you want to be notified by the system of upcoming tasks. For example...

Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For j...

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

It would be great if you could drag and drop tasks on the deadline calendar like in outlook. This would help with moving tasks if needed and for planning your month.

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'Task Assignee' field in task filters, for all users and also in the Insights module? Indeed...

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 ...