Sage For Accountants Ideas Portal

Subtasks on Tasks

On tasks, it would be helpful to have subtasks that can be checked off.
You can currently enter details, manually adjusting the text as subtasks are completed, but it would be much easier to have checkboxes

  • Shaun Long
  • Oct 24 2025
  • Great Idea Currently In The Works
  • Admin
    Danielle Fisher commented
    6 Nov, 2025 02:37pm

    Hi Shaun,

    We have Job Management in development as we speak. This allows you to "group" a series of task as part of one workflow/job, and duplicate that across clients.

    We're aiming to deliver this around March next year.