Recurring Projects

I'd like to see recurring jobs/projects.  Many business, particularly service, have the same jobs/projects to complete for customers at regular intervals.  Some may have each or all weekly, monthly, quarterly & annually for same client.  It is preferable to have these auto create rather than the time consuming (& flawed) task of creating from templates.   

This is a much requested facility by service business.  Have spent weeks reviewing workflow/project management systems and all but one fail on this.  The 1 that does do recurring jobs falls short in other ways.

Hope your development team can see there way to developing recurring projects/activity sets in insightly.

 

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7 comments
  • concur; we have a work-around, but it would be nice to not have to use it!!

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  • Hi Alan,

    Would you mind sharing your work-around?

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  • This would be a very welcome addition along with recurring projects would be to turn that project into a template for future use with other clients/customers

    Any updates on if this is in any kind of development?

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  • Hi Alan,

    I'd like to hear about your workaround too, if you don't mind sharing?

    Thanks

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  • Hi all,

    I wonder if the workaround Alan is referring to is using pipelines and/or activity sets? If there is a certain procedure you use on a reoccuring bases, creating pipelines and activity sets that can be applied whenever you set up  similar job/project (with one click) can be a great time saver and prevent, "the time consuming (& flawed) task" of recreating the project.

    https://support.insight.ly/hc/en-us/articles/204061774-Video-Automating-with-Pipelines-and-Activity-Sets

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  • Agree that having Projects be able to have various recurring frequencies would be a huge plus.  Any update on whether this is in the development roadmap?

    Thanks.

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  • Yes - definitely a much needed feature for our bookkeeping business! 

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