Planned

Tags for tasks

I find it very inconvenient that I cannot set tags for tasks in Insightly. Usually there are very many tasks in the database and the possibility to tag and then filter them would be very handy. It is a frustrating limitation that I cannot filter tasks by product/customer/priority/status in the flexible way. Such functionality would improve access to vital customer information, which is required on daily use.

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Comments

58 comments
  • Hello All, 

    thanks for putting that thought here. I totally agree that this small feature can do a lot for the productivity during our workdays. It would be great if you could add it sooner than later. 

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  • I agree - need custom fields for tasks

     

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  • I'd like to share the answers I got from insightly support today. I'm not sure if they're really working on these tasks. They don't seem to have made much progress since May if I read through this thread. Insightly is a great tool and I like the support I get but the tasks part is totally underdeveloped and needs to be empowered in order for it to be functional. I've got only 32 tasks in one project so far and it's a mess since filtering and sorting is hardly possible. Everything needs to be done with categories and that's a pre-programmed mess.

    So here goes

    "1.) There is not a way to reorder your Tasks in Insightly at this time. These are ordered by the due dates. What you can do is use Categories to group your Tasks together, oryou can always export the Tasks and reorder them in Excel.

    2.) Filter and/or sort tasks by project (when I’m in the general task list, not in this project task list)?

    3.) There is not a way to filster tasks by project from the Tasks page, rather you would need to select a Project and look under the Tasks tab.

    4.) Tags are not available for Tasks, but again, you can use Categories instead.

    5.) Custom Fields and Custom Filters are not available for Tasks. Sorry about that!

    These are all great suggestions, so I hope that you take some time to add your comments to our Community's Product Feedback page, where other Users can add their votes.

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  • I can not agree more with this one. The limiting filtering and no tagging on tasks is really disappointing. One of the first questions I asked to Insightly support (before they had this community) was why is the task filtering so basic (1), and why can't we tag (2). They responded with:

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    1) Yes, the Task filtering is basic. Tasks were the first part of the Insightly program and I'm sure those will get updated eventually. In the meantime you can of course export your data and do some filtering on your own.

    2) This applies to #1 as well. Tags for tasks is a popular request and I know it's on our list of things to do.

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    I do hope they add this functionality soon.

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  • Tagging tasks - another vote!  I was told by customer service this week that this was not on the roadmap so I'm a little confused.  Really need this functionality to distinguish and manage my tasks. Please please add asap and confirm if this is on the roadmap or not, and if it is when we can expect to see it rolled out?

     

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  • We absolutely agree.  Insightly tasks are almost not usable for us.  We need either tags or custom fields or preferably both.  Of course we need a way to prioritize them as well.  Toodledo does a really nice job in these areas as an example.

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  • Just another vote for being able to add custom fields to Tasks.  This would make an already great system even better.

    Not to put any undue pressure on you, but the future of my small business depends on you. Our fate rests in your hands, but no pressure. 

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  • Hi Rafal,

    Improving Task functionality is on our radar and we'll update this post when task improvements has a spot on the roadmap.

    @Jeff - Thanks for letting everyone know Support's response!

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  • I vote for tags for tasks, too.

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  • +1 for this & for custom fields on tasks.

    I'd like to be able to record an estimated time for a task (in hh:mm) and a custom field would let me do this.

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  •  

    More than 1 year and can not have a 1 custom field in task? Wow

     
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  • Tags and custom fields for tasks. Mandatory !

    +1 for me !

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  • Tags for Tasks,  a no brainer.  C'mon Insightly!

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  • Can an Insightly Staff member please update everyone on this request and provide an ETA for when custom fields and tags for tasks will be added? It has been planned since 2015 and is still not available.

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  • Hi Dawid,

    Thanks for your feedback and your vote. It truly helps us in prioritizing features.

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  • This would also solve my issue as you cannot bulk edit task due dates within a project.  So if we have 80 tasks that need to me delayed by two months within a project we have to change each one individually.  If we could tag tasks we could then tag them the project name and bulk select them from the task section.  

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  • We Agree. Not only filtering but also...

    1. ...the option to re-arrange daily tasks. In this way we can order them and group them by organization.
    2. ...a reference number in front of the task name would also make it more easier to refer to a specific task.  

     

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  • Strongly agree. Tasks is how I keep myself sorted and prioritize my next business step.

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  • We have a New Year and nothing's changed as far as tasks are concerned. I cannot wait any longer. Insightly is very slow at implementing new features. The competition is growing. I've started evaluation of another CRM tool :(

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  • +1 for me !

    "Tasks" is part of the core features of Insightly, and even the first object appearing under "Home" on the left handside.

    Adding the ability to set Tags on Tasks would be completely in the same logic, and definately usefull for many reasons.

    Hoping to see this in the near future!

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  • Hello everyone!

    Yes, we do need you to improve your task managment. I suppose this will make your crm much more relaible for tasks:

    1. You need take best simple functionality from "wonderlist" - first of all a field for quick dropping priorities http://prntscr.com/ch9e4j

    2. Quick adding task without details (as in wonderlist) - i suggest this http://prntscr.com/ch9fio

    3. Better filtring or tagging tasks will be very usable

    4. Ability for check-box to a couple of tasks http://prntscr.com/ch9gjg for finising them in project tasks - as we have at list of tasks http://prntscr.com/ch9hb6

    5. Maybe check-list in the task

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  • Definitely more options to define, filter, group & display tasks are needed

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  • Please add Tags to task.. +1 vote

     

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  • Tagging tasks - another vote! We are almost at the end of 2016 Insightly ... 

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  • Hello,

    We absolutely need tags and custom fields for tasks.  We also need the ability to assign tasks.

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  • IMHO filtering tasks by organization/project/opportunity/priority/status is highest priority, followed by tagging and then custom fields.  One can of course find a task list by going to the task tab on the higher level record, but these screens have no mass editing or updating features.  

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  • We need tasks with custom fields and tags. Also more choices for prioritizing! This is my third time posting this same info over the last 3 years!!!!!

     

    please move this up in your priorities!

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  • Hi Insightly team, any updates?

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  • Insightly, you are dead to me.   

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  • Wow.  Just trying out Insightly for the 14 day free trial and the forums are littered with requests that date back to 2015 and earlier for features that were *marked* planned, but never came to be.  It's clear that while they are making small updates, the active development on this program has slowed tremendously or stopped.

    When it comes to tags for tasks and being able to sort tasks by project, not having it is wildly unusual and a huge oversight.  And it's a deal breaker for me.  Too bad, too, because I absolutely love the Chrome sidebar for Gmail and the calendar/contact sync (even though it's not perfect).  

    And don't get me started on the useless dashboard/homes creen.  I believe that certain developers believe that their workflow is what everyone wants and they become hard-headed to make a change.  I hope they'll one day prove me wrong, but from what I can see the owners need to take a serious look at what people are requesting in the forums and realize that tasks need to be tagged and sorted.

     

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