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Tasks & Workflow

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Ability to copy existing recurring task

I'd like to be able to copy an existing recurring task to simply add it for a new client rather than having to create a new one from scratch each time. Inevitably I do something slightly different time.
Mark Dorrill over 1 year ago in Tasks & Workflow 1 Planned

Set default ‘Staff Task Allocation’ for custom created services

Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.
Guest 11 months ago in Tasks & Workflow 3

Task monitor and partner as selectable people for workflow steps

In the people dropdown on workflows it currently gives the options; task assignee, client manager and a list of staff members. This change would make it so that task monitor and partner are selectable people for workflow steps. This fixes an issue...
Guest almost 2 years ago in Tasks & Workflow 0 Planned

Sort by Records Received Date

No description provided
Miriam Sackie-Mensah over 2 years ago in Tasks & Workflow 1 Already exists

Sort Workflow Templates

If workflow manager either sort alphabetically or add sorting to the columns to make it easier to find templates for editing
Jon Ellis over 2 years ago in Tasks & Workflow 0

A "today" button on the calendar when entering a date

It would be useful to have a "today" button on the calendar that can be used when entering dates on eg Accounts Latest Action box, just like you get on the Outlook calendar when inputting an appointment.
Guest 12 months ago in Tasks & Workflow 0

Bulk re-assign staff task assignees

It is great that tasks can be bulk re-assigned by selecting them all in the tasks list. However, it does not re-assign the staff tasks assignees in the client record. It would be great if that option was added when re-assigning tasks. Either you j...
David Martinelli 12 months ago in Tasks & Workflow 0

Latest action colours

It would be really useful if you could choose the background colour for the Progress position ie 'Records requested' in red is fine, but 'To review' would be good if it was green - as I have done the work and passed on for review, I will not be ab...
Guest 7 months ago in Tasks & Workflow 0

Set Target Date for Recurring Task

We tend to work to target dates so these tasks are being created but only with a deadline date so the target date has to be set manually.
Miriam Sackie-Mensah over 2 years ago in Tasks & Workflow 0

Change Target Date Without Opening Task

Being able to change the Target Date from the task list would be great and save time especially when changing multiple target dates.
Miriam Sackie-Mensah over 2 years ago in Tasks & Workflow 0