Tasks & Workflow

Would be good to have a N/A button that fills all items within each section N/A. A good example would be a Self-assessment workflow. We have each part of the self-assessment divided into sections, Employment, Self-assessment, CGT etc , When you co...

Some subtasks can be completed by any individual on a given team so would be useful to be able to allocate a subtask to that team so when it is ready for completion the task can be picked up by anyone on the team

When you record part records received, it would be helpful if you could see on task page what records were requested, instead of having to re-type this into progress note.

A new task is created, let's say VAT return submission, it comes up with a default workflow template, set up either globally or as per client

Can you add a a facility to mark new tasks as private for your own personal use

When this is updated in the Recurring Tasks list, it is easy to filter and update the Tasks list rather than looking into the detailed information.

Currently we have to download everything but we want to look at the time on 1 job for 1 client, we have to download time for everyone and then filter by the client we are looking for and remove the rest of the data out.

Draft accounts cannot be sent to Comoaies House !!!

Other Progress options would be "Filed", "Submitted", "Account on Hold" etc