Tasks & Workflow

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

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 ...

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.

We need to be able to allocate a time limit to each job and be able to see accurately how much time has been spent against that job for staff to view. As an example, we might agree with a client that we will do 3 hours book-keeping each month. We ...

Hi there, I am starting to like the task deadline overview on the Overview page and use it more and more. Thank you. :-) This request would be for improvements to it. I would love to see more date filter options/ Currently there are only four. But...

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

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