Tasks & Workflow

It would be useful to be able to update the job stage when you are filling in time on the timesheet.

filter for a workflow step on the task list

We have staff with the same initials, so it is confusing when looking at the task list which member of staff the task belongs to. Being able to customise this would make it easier to differentiate.

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

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 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.

Hi there, It is great that when users want to create a new task for several clients, they can do that from the task screen and add all the clients they need in the client field of the task. It would be also very useful to start selecting all the c...

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...

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...