Tasks & Workflow

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

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...

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

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.

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.

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...

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...

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