Repeating Tasks in Activity Sets

Every time I add an activity set, I have to go into each new task and set it to repeat. Please can you add the ability to make a task repeat from the Activity Set settings.

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Comments

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  • Any update on this?  We're having a challenge of setting a "Monthly Tasks" Activity Set where we need to make them repeat...monthly.  With 20 companies to manage, this can get burdensome.  I would appreciate any best practice thoughts on work flow.

     

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  • This is a great suggestion!

    @Jerry- Unfortunately, there's no workaround to set up the Activity Sets to repeat monthly which would be a great feature. I voted on your comment and hope others do the same.

    Perhaps others in the Community may have some ideas on what they do as a work flow.

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  • Thank you, Nora.  We'll get there.

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  • Apparently you can import a set of tasks via a CSV file, and set each one to repeat. It seemed to work when I tried a quick test but I haven't had chance to set up my task sets yet to try it properly. 

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  • Yes, that can be done.  However, I don't believe that imports the tasks into Activity Sets or Pipelines.  I'll have to play with it myself.  Thanks, Paul.

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  • Incredible oversight that not all features of a task are not available in the Activity Set.  Makes setting up processes extremely cumbersome when it could be so much smoother - please add this feature!!!!!

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  • I'm really surprised that tasks in Activity sets can't be repeated - great suggestion and pleased that it's not just me that is surprised by this missing feature!

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  • @Paola, I don't believe they can, which is a challenge for us (right now, we will have to apply the template and modify each one).  One step at a time, I guess.  It would be a nice improvement.

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  • Please add this feature.  It would be extremely helpful!!

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  • Please add this feature. I have clients who are registered to a monthly support  plan I provide, which requires me to perform the same list of tasks each month for every client according to the plan they are registered to.
    There is no automated way to do this in insightly today.

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  • Any news on this feature?

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  • Hi Jonny:

    Thank you for showing your support for this feature request. Hearing user's preferences helps us with planning for possible improvements!

    This unfortunately doesn't have a spot on the immediate roadmap. However, your votes and feedback are important in helping decide what is to be considered, so we'll let you know if something changes. Thanks!

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  • Agree with the posters on this item. It seems an easy fix for Insightly since the recurring tasks sets are already there and all they would have to do is add a little code that would save me from missing repeating tasks since we have to manually add it each time a task list is started. just an extra step that multiplied over time is what your company is supposed to be saving us. Thanks and looking forward to the fix.

     

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  • I would like to add my voice to the call to be able to make each task in an activity a repeating task, if required. This would save much time and stop the missing of tasks.

     

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  • I would like to vote yes for this feature as well.

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  • +1 for this feature - which seems a strange omission. 

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  • I'm voting yes for this feature.  We need to be able to apply a prospecting campaign with the last task being an auto set and forget so we know the prospect won't get forgotten.  And we often apply activity sets to bulk contacts so to go into every single one and set a manual repeat on the last task is onerous and time consuming.  Team members either forget, get distracted or just don't do it which means follow ups fall in a hole.  

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  • Please add this feature! Currently, I have a task that needs to be done daily for every Opportunity, until the Opportunity is converted (or suspended, or lost). So I have to manually create 30 identical tasks in my activity set -- each with a due date that is 1, 2, 3...30 days from the start of the activity set. Not only is this time consuming, it also clutters up my Task list. If the Opportunity is won  on Day #15, the tasks for Days #16-30 stay in my task list until I manually delete each one. And if it takes longer than 30 days to convert an Opportunity, then I have to remember to create additional daily Tasks. 

    The option to set tasks to repeat and/or regenerate weekly, daily, or monthly would be hugely helpful!

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  • I vote for this feature as well.

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  • I can't believe it has now been 2 years since this was requested, and it doesn't seem that Insightly are interested in improving tasks. I think it's time to start looking at the other CRMs.

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  • I'm really surprised this is not a feature that's been added yet.  Two years since it was requested??  Please add!  I'm wanting tasks that repeat weekly in my activity sets.

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  • +1 Please develop this feature. I agree with everyone else's comments. We provide a monthly service to some clients and although I would like to switch to use Insightly for project management (which would mean an upgrade of my package because there are other features I'd need) I can't because it would create a data entry overhead to setup projects correctly. It is surprising it isn't included in activity sets given it is possible to create a recurring task, as a web developer I can see it should be relatively straightforward to develop Activity sets to include recurring tasks.

    With this idea being unplanned for 2 years, and looking at the other ideas that are marked as planned development, it seems there is little development focus on improving Insightly's project management functionality. This is a shame because being able to go from lead to project seamlessly in the same software, with the ability to setup activity sets to handle a variety of different new projects would be a great selling point for Insightly.

    https://support.insight.ly/hc/en-us/community/posts/203077840-Ability-to-clone-a-project - more discussion on this idea to shows more people would benefit from this feature.

     

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  • After over 2 years I gave up waiting for this and other project improvements. I'm using Centre CRM (for accountants) instead, at a cost but it saves me so much time making tasks repeat or setting up many clone projects every month. And it can email clients automatically e.g. when a project is created or task is completed! CRM that does the admin work for you!! Bye-bye Insightly.

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  • Hi Paul

    Thanks for the tip, I'll take a look...

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  • Feature coming?

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  • For all those that get this msg regarding this feature.  Can you please all press the hearts on each person who responded as those are what count as votes so we can increase vote tally.  Hopefully we can get Insightly to move!  Thanks all

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  • Here Here!!

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  • Would love to have this opportunity!

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  • HOpefully I haven't missed anything here, but it seemed from the first few comments that there were two separate requests, so I'm wondering if we need an extra request thread.  The title of this thread is about individual repeating tasks within activity sets, but it seemed that both Paul and Jerry were needing whole activity sets to be repeated.  Being able to set a whole activity set to repeat would be an amazing time saver if needed, as well as being able to repeat individual tasks within an activity set.

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  • Wow! Hasn't been able to add this in 4 years.  Must not care

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