Tasks & Workflow

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

I want the ability to create custom workflow group titles to help keep my practice more organised.

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

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...

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.

A new task is created, let's say VAT return submission, it comes up with a default workflow template, set up either globally or as per client