Ordering Activity Sets

Is there an easy way to re-order activity sets if the process changes or I need to add an additional step in the middle?

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Comments

11 comments
  • Hello Jennifer!

    There isn't a way to re-order activity sets. You'll need to edit the sets directly and add what you need. 

    Thank you for letting us know that having that ability would be helpful! 

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  • I would also love to have the ability to re-order with the activity sets so you can add a step wherever you want and not just the last one.

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

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  • Another vote.  You can change the order of custom field data (drop down options, etc.) so seems like it would be easy to add that capability to activity sets.  It sucks when you want to add a step to the process but either have to add it at the end OR re-do all of the other steps.  Seems like a pretty big oversight. Thanks.

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  • Thanks for your feedback Erin!

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  • It gets my vote

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  • I vote for this too. You can waste hours re-entering tasks if you need to add one or even re-order some, especially if you have a large number of task associated with the Activity Set. 

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  • I agree that it would be very helpful to be able to easily change the order of the Activity Set entries.  I would like to see it similar to the custom field data.  I agree with Damian that it's complicated and time consuming to change the order of sets that have large number of tasks associated with it.

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  • I can not believe something that seems so simple, can not be done.

     

    I agree this is something that should be added

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  • Highly wanted, and seemingly easy for Insightly to adjust? So then, when could we have this feature? Thank you in advance. 

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  • Hi there Johannes:
     
    I see you also found the request under our Ideas & Suggestions page.  This is the primary area our team looks at when deciding what ideas from our users to consider next. Should this idea move to our Product Roadmap, we'll let everyone know there. You're already following the post so you'll automatically receive an email notification for any updates. 
     
    We appreciate your feedback, thanks for being an Insightly customer.
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