Tasks & Workflow

I have been linking documents to tasks but it almost feels pointless to do so at present. When I review my tasks page i have to revert back to the client page then documents to see related task documents. If when i select a task it shows the docum...

We would like the ability to rename tasks that are automatically generated by a service. For example, we currently have the Accounts service activated. We do not want separate tasks for accounts preparation and accounts submission, so we have disa...

At the moment when you create a task from your notifications, that task stays in your notifications and you have to manually archive it. I think it would be a good idea for that Task to automatically be archived once the Task has been created. Thi...

For regular tasks such as VAT returns, the BrightManager task process involves logging time and then completing the task so that the next quarter is pulled through. It would be great if there was a button on the timesheet entry screen which asked ...

Problem: You know what needs to be done but don't know when to do it based on availability or what to prioritise. Solution: Like with the deadline calendar and target date calendar, an option to link a task to a 'Diary/calendar' selecting start da...

You can Bulk move tasks but the work flow remains allocated to the original staff member. so now 2 staff members are showing the task Ideally an option to bulk move the Workflows at the same time

To make exclamation mark on tasks more versatile, instead of saying missing information when there isn't anything missing, it should say ' see urgent note' saves confusion if there is missing information for the client or not

It would be really useful to be able to customise the background colour for each Progress Position. For example, Records Requested in red is very clear, but To Review would be better in green, as the work has been completed and passed on — no furt...

We are uterlising the tasks system and using it to replace an internal emailing system. It would be useful if it sent notification when the progress note or description was updated.

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