additional fields for tasks: (i) client instructions received, (ii) draft papers prepared (for your own filing), (iii) draft waiting for your review

[PatrickM8836]

Please add additional fields tor tasks for: (i) client instructions received, (ii) draft papers prepared (for your own filing), (iii) draft waiting for your review.

Currently, when looking at our tasks that are due, there is no way to distinguish between those that are ready to be acted on or those that we need completion of some prerequisite (client instructions, draft papers/forms). Similarly, review of drafts by partners could have better workflow organization, and having these additional fields in the tasks would be very helpful.

These seem easy to implement (engineering-wise by AppColl), non-disruptive to users who don't want to use them, avoids problems with keyword typos (use of keywords in the comments being the current recommended system for tracking), and would also allow filtering by date (helpful in many situations, such as reacting to client instructions within a certain period of receiving the instructions).

So the fields could just be a check box (preferably with date tracking of when the check box was checked) or allow entry of a date (indicating a date of the receipt of client instructions, preparation of draft papers, or preparation of a draft waiting for review).