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Categories Tasks & Workflow
Created by Guest
Created on Aug 9, 2024

Workflow - Not required - the button to complete Jobs in Section with in the workflow

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 come down to for example section CGT, We need to change each item to N/A, in-progress or done. When you come across a section that is not required, you need to change each part of the section (sale of property, cost of sale, etc) to N/A. One button at the top of that section that changes each item to N/A within that section only. Would be helpful

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  • David Martinelli
    Aug 14, 2024

    Actually it would be good to mark all the subtasks in the group as EITHER 'complete' or 'not applicable'

  • David Martinelli
    Aug 13, 2024

    Completely agree with Jonathan's idea. It would work with other examples as well such as onboarding workflows. Ours take into account many scenarios so having a 'Mark all subtasks complete in this group', which could work similarly as the recent 'complete multiple tasks at the same time' feature, would be a fabulous and efficient time saver.