Tasks & Workflow

If workflow manager either sort alphabetically or add sorting to the columns to make it easier to find templates for editing

We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...

Great improvement to have the names of the writer of note within the note section (History), Is it possible to have the History description to appear on the task once you open it to full view (yellow in attached Doc) This will mean we will see the...

it adds another task which can be monitored

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.

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...

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.

Would it be possible in relation to adding a progress note in a Tasks I can add additional text to the latest progress note, as currently a new progress note must be added . Whereas I can add additional text to a progress note in the service Detai...

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...