Features

An improvement made to sort alphabetically by default, or sort by the total row by default.

The ability to change a start date on a job created from a template would be really helpful. For example, our STP Finalisation job template has a start date of 1 July each year, but in reality final payruns for the year are processed prior to this date. Having the option to change the start date to the day after the last payrun has been done for each client would make managing workflow easier.

"at times you may throw in a task quickly to get the ball rolling but then want to convert it to a recurring task. Being able to upgrade an adhoc task to a template would be invaluable"

Change access for user clients so that they can't see and/or edit statuses, practice activity, due date, assignees, or process. And stop them being able to edit a task. Clients need to be sent tasks that they complete but don't edit in any way. And don't see internal practice processes.

Ability to force a manual sync or have an option or button to do this within the app.

Build an Outlook extension to manage emails in Outlook directly with XBert and provide easy ways to get XBert information while working in Outlook

It would be good to be able to add a subtask to a task that has been created from a template. This would be handy if a one off task comes up for that fortnight/week.

Sometimes we have tasks that can be done by multiple users - ie, they are all capable but whoever has capacity can do it first. It would be good to have the ability to assign to more than one person. A bit like ApprovalMax workflow where they have "Any 1" approver to approve, but there are multiple approvers who receive it. Does that make sense?!

Ability to export the Work list to Excel as well as exporting by client.