Bright would automatically work out how much time to allocate to a task by reference to either a fixed table broken down by service or ideally for that table to be able to receive a formula so the hours can be calculated

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

Create a to-do list on the dashboard where you can either type something in for each line or you can add a task to the list. Then once completed, click complete to remove the line from your to-do list (and mark the task as complete).

Keeping track of clients ID expiries would b very useful to ensure compliance with AML regulations. I have been able to set up a new field on the clients file to allow me to put the date in but it doesn't covert to a task so there are no reminders...

It would be incredibly useful to be able to bulk change target dates. If i schedule work in then fall behind a day, i currently have to go in and change all target dates in schedule.

It would be very useful to add the total WIP figure as an option on the client list screen for reporting. It would help understand at a glance client status and lockup.

It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.

We assign tasks to different staff members and we would want the completed emails of the task to go from the task assignee not manager

We had numerous clients who, when registering for the portal, would not complete the process. They would approve the terms then stop or approve the LoE. We had to amend our emails to ask that they kept going until they had set up a password. Could...

I keep asking/pleading would it be possible for the developers to enable the General Notes for Payroll service tasks to be visible in the new view task list, they used to be visible as a pop up in the old view task lists, if you hovered over the “...