Tasks & Workflow

For monthly bookkeeping tasks, the manager might have finished them and now needs partner or user approval. This should be handled through the workflow interface rather than notifications. Imagine 300 clients with staff completing work and manager...

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...

Detailed idea / proposal for the BrightManager development team At present, BrightManager tasks allow only a single target date, which works well for short, single‑day activities but becomes limiting for larger pieces of work that realistically sp...

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...

it would be useful to add to the list of filtering along with deadline or alphabetical order, a latest action date

I'm getting notifications for clients CS01's being overdue yet it was submitted 16 days earlier and the information against the record has updated and rolled forward with the new date for next year but the notification still says overdue. Using In...

It would be useful to be able to export the task list as a simpler version, that shows the client, the job stage, latest job stage, and notes as a PDF file as well as a CSV version

I would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?

It would be great if you could drag and drop tasks on the deadline calendar like in outlook. This would help with moving tasks if needed and for planning your month.