Tasks & Workflow

We need to be able to allocate a time limit to each job and be able to see accurately how much time has been spent against that job for staff to view. As an example, we might agree with a client that we will do 3 hours book-keeping each month. We ...

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.

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)

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.

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.

This is so outside programmes can create tasks like sales programmes and other todo lists

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.

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...