Tasks & Workflow

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

Hi there, I am starting to like the task deadline overview on the Overview page and use it more and more. Thank you. :-) This request would be for improvements to it. I would love to see more date filter options/ Currently there are only four. But...

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...

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.