Tasks & Workflow

Sometimes it is useful to be able to send a report or document to the client highlighting what we have a problem with. What I suggest is being able to add documents to the task, which are sent out as attachments to the part-records email.

would be useful to be able to notify a subtask assignee/ team (see team idea) when a subtask is ready for completion (ie all pre-requisite tasks are complete)

It would be helpful to have Self Assessment 'latest action' within the client file. At present we only have an Accounts 'latest action' field for SA clients. I know that Self Assessment is broken down within tasks, but from an administrative point...

In Bright Manager, we often have incomplete tasks from the previous period that overlap with the need to open new-period tasks to ensure workflow continuity. To avoid duplication and preserve workflow progress, we manually update client profiles t...

This idea is from a controllers point of view .Would it be possible to have the ability to bulk select clients and update deadline date rather than having to update the deadline field by Client. If this was possible other fields like progress note...

Be able to quickly edit the target Date on a task in cases where there maybe a client dealt (missing docs etc) without having to open and edit the entire task - too many clicks.

I've started to use the task calendar for the bookkeepers to see if they can take anymore tasks before allocating. It would be useful if we could log their holiday in there otherwsie we have to go to their outlook as well. As BM is already connect...

Hi there, It would be useful if after one updates a recurring task, you end up again the recurring tasks program/screen. Currently, after updating, the screen loads up your current tasks. Many thanks

This is so outside programmes can create tasks like sales programmes and other todo lists

I have set routines to check tasks, It would be helpful to be able to have saved bookmarked tasks (like attached)