Tasks & Workflow

It would be useful to have a "today" button on the calendar that can be used when entering dates on eg Accounts Latest Action box, just like you get on the Outlook calendar when inputting an appointment.

It is great that tasks can be bulk re-assigned by selecting them all in the tasks list. However, it does not re-assign the staff tasks assignees in the client record. It would be great if that option was added when re-assigning tasks. Either you j...

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

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

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...

It would be really useful if you could choose the background colour for the Progress position ie 'Records requested' in red is fine, but 'To review' would be good if it was green - as I have done the work and passed on for review, I will not be ab...