Tasks & Workflow

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.

it adds another task which can be monitored

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 .

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 ...

Some of my tasks will take weeks until completed due to awaiting client info etc. And i believe it would be useful if when marking a subtask as complete, that there be an option where we can insert a date. This date would be the date that we under...

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

It would be really nice if you could add a feature that lets us park tasks temporarily, so they’re hidden from the main list. That way, the task list stays neat and clean, and we can still review any tasks that have been parked when needed.

The following idea would be very useful especially for long workflows, when several staff members need to complete subtasks on a workflow, and when there is not necessarily a chronological order of subtasks groups to be completed. For instance, fo...

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.