Completed

Ability to Print Tasks

A user suggested the ability to Print Tasks. This would be a great feature to add, let's vote it up!

 

*Currently the workaround to Print is to export your data (Tasks) and print the file or print a screenshot of your Tasks. 

 

59

Comments

42 comments
  • would love this function and would help me manage my tasks more effectively.

     

    2
    Comment actions Permalink
  • Terrible idea in my opinion and a complete waste of Insightly's very limited development resources.

    Welcome to 2017 and the world of smartphones, tablets, laptops, etc people. Why on earth would anyone need to print anything from Insightly?

    There really needs to be a Vote Down button.

    0
    Comment actions Permalink
  • Why is such a basic function (print) missing in Insightly? Exporting to Excel first is no solution for this task.

    1
    Comment actions Permalink
  • Dear Insightly:

    I don't see any response from you to these comments. Have you responded to individual users? I agree with most of the comments above: sometimes we like to have a printed task list!

    Peter Buck

     

    0
    Comment actions Permalink
  • Hello everyone. Maria here from the Insightly product team. Appreciate everyone's comments nudging us to think harder about how to make working with Insightly easier. 

    We value and prioritize ease of use, especially for users on the go. To Ron's point above, we invest heavily in Insightly mobile apps and responsive easy-to-navigate layouts of our apps.

    If you haven't yet switched to the New Insightly User Experience, you may give it a try, as the new UI lets you fully customize your list views. With list view customization, you can select which fields you want to display on the page and sort your records to you liking - making browser printing more convenient, and letting you skip a step of having to export to excel.

    From our testing, we see that printing using browser option has become easier and cleaner in the new UI. Please give the new UI a try. Tip: when printing details of a record, like a task or a contact, make sure to open that record in a full view, rather than in a blade view for better printing.

    For full transparency, we won't be prioritizing a dedicated print option in the near future but will continue adding customization options and enhancing our mobile apps.

    Below is an example of a task detail print view - using the browser (Chrome) option.

     

    0
    Comment actions Permalink
  • I need the ability to print NOTES.  The content of my interactions with my customers is the most vital information I can store.  Plus, I have to copy  the content of my Notes to another file to report to my boss.  If I could print the note and all its contents, it would save me all the double work. 

    I would also like the ability to create a NOTE from an EVENT.  I use EVENTS to track meetings, and I must use a NOTE to relate the minutes of the meeting.  Currently, I must create a NOTE off of one of the CONTACTS at the meeting and Re-Link the other CONTACTS, ORGANIZATIONS, and OPPORTUNITIES that were already listed in the EVENT.  Again, this creates double-work and inefficiency. 

    Please address these. 

    0
    Comment actions Permalink
  • Maria T., WHY is printing not on your radar right now?  The browser print function, <CTRL-P>, never captures the entire text of a note.  I would say that even your example would not print entirely on LETTER sized piece of paper or similar PDF. 

    0
    Comment actions Permalink
  • Hi Folks! Just wanted to give a little update. Print function is on our radar! I have switched this status as planned. :)

    0
    Comment actions Permalink
  • If we can't print the tasks, it would be great to be able to pull a task report with linked contacts, email addresses and phone numbers. 

    0
    Comment actions Permalink
  • Hi everyone! The latest product update brings the new Print functionality! Learn more HERE.

    0
    Comment actions Permalink
  • Hi, I still don't see how this can be used to print the task list / summary? That still doesn't seem possible.

    0
    Comment actions Permalink
  • Hi Daniel, the new print functionality is the same across all record types. You can only print an individual record not the whole list at once. As a workaround, however, you create a Task report to print a task list/summary.

    0
    Comment actions Permalink

Please sign in to leave a comment.