Not planned

Automatic pipeline stage advancement

A suggestion would be to automatic pipelines as when an activity set gets completed and the next step is a new pipeline stage instead of having to manually change the stage it automatically changes.  Having to manually change the stage is another opportunity for failure.

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Comments

18 comments
  • Official comment

    Hello Everyone,

    Thanks for all the great feedback, comments & votes!

    I'd like to suggest to continue to add your votes and comments to the main thread as well which you can find here. This will make it easier to track all the votes and comments in one place for our engineering team to view. 

    Thanks again! 

     

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  • AND - be able to set start/stop dates for pipeline stages in advance 

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  • I agree it is a nuisance and inconvenient and inefficient to HAVE to manually advance the stages.

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  • Find this very frustrating, leaves room for steps to be missed and therefore the pipeline is useless. Needs to an automated feature otherwise this system is a waste of time.

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  • Sorry to hear that this is causing trouble for you. This hasn't found it's place on our road map but with enough interest and votes this may be considered in the future.

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  • I agree, this is very important and for a CPA firm like myself, almost makes the workflow part of insightly useless.  For me very important to have automatic changes of pipelines so that the next person in the workflow gets automatic notification and it doesn't get missed changing the pipeline.

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  • Thank you for sharing your support for this feature request Ted. Don't forget to add your vote to the top if you haven't already.

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  • Yes, would like to see this automated!

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  • Thanks for your support Nick.

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  • I know that we have requested many times over, various automation features for Pipelines which are REALLY important because I know I would appreciate them too, but I also want to add something to this request with the addition of some requests for Activity Sets because they fit into the entire schema  of a truly automated workflow

     

    I would definitely like to see 3 things related to pipeline automation

    1. When you set up a a pipeline with multiple activity sets I would really like to see ALL related tasks set up at the moment that I hit "save".
    2. Within the pipeline, as the tasks are marked "Complete" for a particular stage of the pipeline it should automatically advance to the next stage.  The reason this is particularly important is because the person responsible for the actual Project is not the same person/or people who are responsible for the individual tasks which means, in theory, no progress can be made through the pipeline and tasks without intervention at the project level.  Which doesn't completely make sense since you can set up all the Activity Sets without a pipeline, to generate all tasks associated with a particular project all at once.
    3. Lastly, when looking at the task list tab of a given project, there is no way, other than the Stages Icons,  to identify which which stage is which, the "Title" in blue should probably be the Stage Name  for easy identification.

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  • We really need pipeline automation, as well. Please make this happen.

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  • This is critical functionality for any sales team. Frankly shocked it is not included at the paid service levels at least.

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  • Just set up our first pipeline and immediately see what all the fuss is about. I hope this thread is being acted upon!!!

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  • Lyla, is this on the road map yet?

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  • How is this not normal....who wants to go and change stages all the time.....when tasks are done, move on to next, please please get this automatic

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  • yes, PLEASE!!

     

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  • This would make a huge difference! To spend a lot of time automating workflow processes and then require my staff to manually almost defeats the purpose... Very important!

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  • I can't believe this was started 2.5 years ago!

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