Tasks & Workflow

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...

I want the ability to create custom workflow group titles to help keep my practice more organised.

VAT Return Quarterly End 28/02/2025 doesn't read right to me :-)

Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.

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.

Being able to change the Target Date from the task list would be great and save time especially when changing multiple target dates.

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)

Hi there, I am starting to like the task deadline overview on the Overview page and use it more and more. Thank you. :-) This request would be for improvements to it. I would love to see more date filter options/ Currently there are only four. But...