Automatically advance pipeline stage when task completed

I would like to automatically advance through my activity set without having to manually change the stage. Is this possible? It seems to be an unnecessary step to mark the task as complete them so into the project and advance the project bar for the next task activity will show.

 

Thank you

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Comments

22 comments
  • Hi Rebecca!

    Thank you so much for your feedback! While this feature isn't currently available, we appreciate you letting us know this feature would be useful to you. 

    Thank you!

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  • I Need this feature as well.

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  • Us too. We thought we'd configured something wrong, and I was really very surprised to discover it doesn't do this anyway (I was all just to dig into the docs, because others had failed to find out how to do it - but I searched in the forums as well.)

    It seems completely at odds with automation if something else has to be done after completing all the tasks in a pipeline stage.

    Having to do it manually is too easy to forget for our occasional users, and so very prone to error.

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  • Can we get some ETA on this change?
    HUGE human error mistakes can be made here...
    Every task set has to end with 'Proceed Pipeline Stage' and its really silly.

    Such good automated workflow ruined by such a simple missing feature.

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  • @Lungile - Thank you so much for letting us know!

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  • Don't forget to add your vote for this at the top @James, if you haven't already!

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  • Yes, this would be an extremely useful feature for us as well.  

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  • I would like this too - 

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  • Any sign of this feature being added? It would be a huge help

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  • We need this feature too 

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  • Us too please

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  • Is this feature still not available? This might be the only CRM/project management software I've ever seen that doesn't allow you to set some kind of trigger to automatically advance the project or opportunity to the next stage. What's worse, is your users have been asking for it for over 2 1/2 years and looks like it's still not implemented. 

    So far, Insightly's marketing and sales pages seem to way oversell the software's capabilities. 

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  • This would be a massive time saver and greatly reduce human error. Really hope it comes soon!

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  • has this functionality been added? I think this is my biggest gripe about insightly - seems like an oversight in development. would make our pipeline functionality much more successful.

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  • Any updates on this?  I'd also love to see this added, it's a major road block for me with fully utilizing the "opportunities" option.  Too many redundant steps.  

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  • I was just about to post regarding this very function.

    At the very least, a dialogue box 'popup' offering the option to proceed to the next stage, once the last item in the activity set has been completed.

    As a company, we've just started using Insightly, and while getting to grips with pipelines, we all assumed this was the case, and were a bit confused at first, until we realised that's not how it works.

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  • Yep +1 here. Currently trailing insightly, and its rather disappointing to see this is missing, even more so that there has been request for this since 2015!!

    Its a unnecessary user interaction, that is expected to function automatically. Couldn't believe it when I was testing that it required manual change.

    Encourage everyone to show the love on OPs post, get the devs attention. 

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  • I'd like this feature as well.

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  • This would be a huge help! The reverse of this being that you shouldn't be able to move a pipeline forward without associated tasks being complete.

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  • Our firm (we are consultants) is able to do this now programmatically. Also working on making projects end, unlinking, and new ones begin, new links, daily/weekly/monthly/annually.

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  • Looking for that here too. 

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  • This would be very helpful. Is there any update on if Insightly is going to do this or not?

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