Colour key:
In Progress
Pending
Completed
Overdue
Warning / Due soon
All jobs
| Job | Client / Practice | Type | Period | Assignee | Due | Status | Sub-tasks | Alerts |
|---|
Groups
Client & Practice directory
| Name | Type | Practice | Entity | Contact | Mobile | Obligations | Status | Active jobs |
|---|
Staff & access
Manage staff members, their roles, and access codes. Client codes are managed separately.
Whisper Lab
Manage filter lists used across the portal.
Backup & archive
Export completed jobs to free up storage.
Bulk create jobs
Step 1 — Filter clients
A-Z:
| Name | Entity | Group | Contact | Active jobs |
|---|
0 clients selected
Step 2 — Job details (applied to all selected clients)
Sub-tasks
Step 3 — Preview & create
Select clients and fill in job details to see preview.
Gentle Nudge
Show jobs due within
with pending documents