Tasks & Workflow

the list view of tasks is too overwhelming, even when using the filter to narrow options. Can a Kanban system be used in AM either as its own task tab or drop down option, showing 3-5 columns of tasks; 'overdue' 'todays tasks', with a future view ...

Add the option to allow multiple tasks to be created for a service (per client). Example use case: Task is overdue (or not completed) in time prevents the trigger of the next automation email. A simple workaround could be to include an option on t...

Add a field to flag clients by priority and be able to filter them so you can see the priority tasks.

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

It would be useful to have a kanban board to show the tasks that need user input or ones that are with the client

Currently Payroll setup create tasks monthly. It would be good to also auto create tasks yearly for sending P60 and End of year submissions Also have a different option for Weekly, 4 Weekly and monthly payslips

Would it be possible in relation to adding a progress note in a Tasks I can add additional text to the latest progress note, as currently a new progress note must be added . Whereas I can add additional text to a progress note in the service Detai...

Such as mass updating tasks which is now available in BM, it would be very useful to be able to mass update groups of subtasks with one or two clicks, and so without having to complete/mark them N/A each and every one of them.

I want the ability to create custom workflow group titles to help keep my practice more organised.