rearrange activity set tasks

It would be incredibly useful if the order of items in Activity Sets could be rearranged.  We often adjust our list of tasks and many items require to be done in order.  This means if something in the order has changed we have to delete all tasks and then re-add them in the order we want for them to be arranged, because Insightly doesn't have any order arrangement abilities.

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Comments

20 comments
  • Thanks for taking the time to submit this. I have heard other users suggest this. 

    Community- Please vote for this suggestion if its something that would help you as well. :)

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  • I agree this would be VERY helpful.  I am a newbie and find it very frustrating that I have to start from scratch each time i need to edit an activity set.  A drag and drop feature would be very helpful for reordering tasks.

     

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  • Fully agree, this would be a huge asset to the system.  I have the same issue as the other two contributors on this feed.  Please make it happen!!!!

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  • Hi David...did you vote on this request?  It is my understanding that the more votes a feature request has, the more likely it is to have it added to insightly

     

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  • Hi Madalyn, really dumb question, but where or how do I vote? 

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  • Hi David!

    You can vote by pressing on the carrot up. :)

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  • Thanks Nora.  Just wondering, do you have to be an Insightly user to vote?  I utilize insightly with my team but we have only one account.  The suggestions that I have voted upon would often benefit a lot of people who are sharing an account.

    In other words...can we "stuff the ballot box"?

     

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  • David - looks like Nora answered your question before I did.  thanks for voting

     

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  • @Madalyn- Love your question.

    You can cast one vote per user, BUT you can get all the users within your account to vote! :)

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  • Thanks Nora

     

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  • This would be so useful. Im constantly changing and improving my processes. Having to rewrite an entire order-sensitive activity set to add a new task at the top is crazy.

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  • Yes please. Just hit this problem and I was hoping to find a way to do it. Sigh!

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  • I can't believe this isn't a feature.  I didn't see an up carrot to vote, but I "hearted" the post subject.

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  • I don't think Insightly cares about these user feedback forum posts.  Every time you contact support they say to suggest here, but every time you suggest here the idea just dies here.  I've seen so many suggestions with so much user feedback for approval that never gets any backing from Insightly.

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  • This would be an incredibly helpful function for our team!! I hope this gets added. 

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  • I can't believe this isn't a feature.  I didn't see an up carrot to vote, but I "hearted" the post subject.

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  • Has this feature been added but hasn't been updated here?

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  • Activity sets are worthless without the ability to rearrange the tasks within them. As a small business, we are always coming up with new, improved ways to do things. This includes making frequent changes to our task lists. It's very tedious to recreate activity sets on a regular basis when it seems so common sense that there should be a way to rearrange each item in the list. As I have said for many years now, a CRM is supposed to make things *easier." I'm not saying that Insightly is a bad product, but it seems like so much production time is spent on features that no one is really asking for. And the common sense stuff is overlooked for YEARS. Please add this feature. It just makes sense.

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  • Nora D. -  This has been a request since 2015.  Seems pretty simple and I know more people probably despise having to do exactly what we are complaining about but just do not have the time to write you all.  Please fix, seriously.  As of 12/4/2017 there is no up or down carrot to vote only a heart to select.  Where do you all stand on this fix?  Not sure that those who work for others understand the importance of efficiency.  I understand and recognize that you all are increasing communication lines with teams and businesses but please there is a point that efficiency trumps communication.  Devil is in the details and a pain in my butt.  I agree with David Ruffo.  I am really only frustrated because this conversation has been going since 2015.  Really!?

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  • Any update on this or is it being abandoned because of the "new" version?

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