Ideas for the Mambu Banking Engine

2 VOTE

Additional Filters for All Tasks View

What Add additional filters to "All Tasks" View type Closed Date Closed by Why Allowing additional filtering on tasks can be useful in terms of reporting and workflow/process management

Created almost 3 years ago by Monica Branzan

Mambu (old aha project) / Tasks

0
1 VOTE

Possibility to create checklist in task, i.e. subtask

How: Possibility to create checklist within a task, in order to create subtasks to be marked as done. Why: Added functionality for tasks

Created about 3 years ago by Richard Axelsson

Mambu (old aha project) / Tasks

0
2 VOTE

Recurring tasks

How: Possibility to have recurring due dates for tasks.E.g. Weekly, Monthly, Every second Monday, the 4’th in Each month, etc Why: Many tasks are repetitive and it is good to have tasks with reminders of what to do and when.

Created about 3 years ago by Richard Axelsson

Mambu (old aha project) / Tasks

0
2 VOTE

Automatic Task Refreshing on the Dashboard

What: Refresh number of tasks displayed on the Dashboard widget whenever a new task is assigned to the User. Why: If new tasks are not shown on the Dashboard immediately, important tasks might be missed out if the user doesn't manually refres...

Created over 3 years ago by Dorota Nosal

Mambu (old aha project) / Tasks

0
2 VOTE

Allow task templates to auto-populate task name

What: Allow specifying a task name with placeholders for task templates, so the task name is populated when using the task template. Why: This will help to fully automate and standardise workflows that rely on tasks.

Created over 3 years ago by Rodrigo Ocampo

Mambu (old aha project) / Tasks

0
2 VOTE

As a developer I would like to know how many records match my search criteria

What & Why: As an example I will take GET /api/repayments?dueFrom=2011-01-05&dueTo=2011-06-07 when the result set has 1500 records. In this case, as per the pagination default settings only 50 records will be returned. The end user has no ...

Created over 3 years ago by Alin Burlacu

Core Lending / UX / Templates / Users / Tasks / Notifications / Loans / Data Management / API

0
4 VOTE

Tasks on account level

What: Possibility to create tasks on a loan/deposit account level Why: Some tasks are specific to a particular account rather than a client, and this would allow to easily identify account to which the task is related to. Such functionality wo...

Created over 3 years ago by Dorota Nosal

Mambu (old aha project) / Tasks

0
11 VOTE

Automatically created tasks

What:Allow Tasks to be created and assigned automatically for users the same way we are going to send notifications to users. Instead of sending an SMS or an Email, a task will be created and assigned to the user with all the details from the temp...

Created over 4 years ago by Theodoros Bourliaskos

Mambu (old aha project) / Tasks

1
5 VOTE

Restrict the right to edit a task to the task's creator

Currently any user can edit any task raised in the system, changing the task's due date, description or assignee.Ideally, a task should be editable only by the person who raised it initially (or, alternatively, by a user with a specific permission...

Created over 5 years ago by Guest

Mambu (old aha project) / Tasks

1
16 VOTE

Allow assigning tasks to groups of users (or roles)

Use case: Create a task and assign to anyone in role "call centre agent" so that any agent can check the pending tasks for their group, pick it up from the queue and complete.

Created over 5 years ago by Guest

Mambu (old aha project) / Tasks

0 Planned