Tasks & Workflow

it adds another task which can be monitored

It would be useful to snooze tasks where you are awaiting information from clients, or where a task cant be progressed for another reason. This would make it clearer which tasks are actionable

Add a field to flag clients by priority and be able to filter them so you can see the priority tasks.

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

If there is a possible option to create a to-do list within AM based on the jobs i.e. list tasks in a custom order rather than based on deadline date that would be very useful

Under each element of the workflow, have the ability to add notes, so that if a step is marked as NA, a note can be added to confirm why this task was not required. Or enable note to be added, to prove that steps have been completed (e.g. writing ...

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.

On the old task list under each payroll task it would show some useful information to our payroll department (it would say “monthly”, “weekly” etc) whereas when they switch to the new task list this information is not shown - they are not switchin...

It would be useful to be able to view a timestamp or audit log for when each subtask in the workflow has been completed

The current deadline calendar only covers half of the screen. It would be useful to fill up the whole screen so I can see more days and tasks.