Tasks & Workflow

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)

When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.

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.

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...

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...