Repeating Projects

My projects repeat every year. Please could you add the feature to set up a repeating project.

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Comments

15 comments
  • Hi Paul!

    Thanks for the suggestion! This is definitely something that has been brought up and we are considering. At this time we don't have an estimated time frame but we'll make sure to keep the Community posted on any updates. :)

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  • This is also a concern of mine.  Debra Thompson, CPA

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  • Yes, this is an important feature. +1

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  • This is critical. I also work for a tax firm and having tax return projects repeat every year is a HUGE time saver. 

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  • I agree. This should be a priority!

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  • Please make this a priority!  I would like to be able to "complete" a project and then have a new project with the old notes, tasks, links, etc.

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  • Nora, any idea when this will be completed? I just got done with another tax season. We have 2,500+ clients that will come to us next year for tax returns and I don't want to have to go in and make "2016 Taxes" another project for that many people. If there was a checkbox that I could tick off that would make "Taxes" a repeatable project on Jan 1st of every year for every client, that would be AMAZING! Have it carry over all the previous info too as a option. 

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  • Hi Bobby:

    This is still on our road map. Our resources and priorities can shift quickly so we are reluctant to publish a road map with specific release dates.

    Don't forget to add your votes and comments to the items that are important to you as this helps move your requests though the cycle.

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  • The cloning feature helps, but it still would be nice to just do once.

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  • Hi Lyla, Any update on this? I am a new Insightly customer and repeating projects seems to be the biggest missing functionality. Thanks, Allen

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  • Agreed!  Adding the ability to repeat a project should be a priority. 

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  • I can't believe it has now been 18 months since this was requested, and it doesn't seem that Insightly are interested in improving projects. I think it's time to start looking at the other CRMs.

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  • I was hoping this would be done by now. I will have to start looking for a new CRM as well this summer. 

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  • I got a million things I wish Insightly could improve on, like how about milestones in mobile, but they kinda solved this one with "clone project."  It's an option under Actions in the Project mode.  Does that not work?

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  • That's not a solution. That's a clumsy work around that relies on a human so inevitably something will be missed eventually.

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