Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to auto assign tasks on completion of prior job stage

So for our practice we have Jobs set up for various aspects such as accounts, payroll, vat returns etc and for each job there will be a number of job stages. One of these job stages will always be 'Manager Review' and the follow up to this will be 'Review Points Complete' or something similar. At the moment the trainee has to go into the job profile and manually send the manager the task for Manager Review and then this will show in our task list.


From tasks we have the option to tick the box to complete the job stage which is great. However we then have to go into the job profile anyway and manually send the task to the trainee for the next job stage.


It would be great if on completion of a job stage the next stage could automatically be sent to the assignee via tasks.

  • Guest
  • Feb 19 2021
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