Tasks & Workflow

To have the option to generate star recurring task would be helpful.

The system only recognises the names of clients, not their internal reference number, which creates confusion because the wrong task can be attributed to the wrong person, due to not being able to search for the internal reference number/unique re...

Add a “Back to top” button at the bottom of the client and task lists

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.

Would it be possible for the team to add in the period *start* date as a variable so we can communicate with our clients more clearly? Example:“Please provide us with bank statements for the period between 1st January 2020_(period start)_ – 31st D...

Bulk task update to reasign users and email changes

Mark a sub task as a 'blocker' preventing other tasks from being completed until the task is completed

Add user level permissions to: Restrict Access to Workflow Manager Prevent users from creating Workflow Templates Prevent users from making global changes to Workflow settings Prevent users from making changes to Client level Workflow settings Res...

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.