Duplicate tasks

when I change the pipeline stage on a project (I've just done it for the 'onboarding' pipeline from stage 3 to stage 4, for the 'Onboarding: Me Montessori Ltd' project), it is creating the tasks twice. This has happened a number of times now.

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  • Hi Fikile,

    It looks like your Insightly account Admin has attached the same activity set to each stage of your pipeline, which means the same 9 tasks will be created every time you change your pipeline stage.  

    They can edit the pipeline stages by going to System Settings > Pipelines and editing the correct pipeline from there.

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  • @Fikile, Was this the problem or are you still getting duplicates? I ask because our team has a similar issue... any time we have a reoccurring task marked as complete, it now creates two new tasks instead of one. (Ironically this is happening just as Insightly Sales notified us we are approaching our record limit! Hmmmm....)

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