Tasks & Workflow

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...

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...

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.

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...

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...

I feel it would be a good idea to allow editing of the 'latest progress note' and previous progress notes . Simple things like wrong spelled words currently can't be updated .

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...

Being able to attach a document whilst creating a task instead of having to go back in and add it afterwards would be really useful.

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 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...