Activity Sets

Is it possible under activity sets to establish a weekly task.  I see you can set up a task and a due date but not a reccuring option.  We will have customers which I will set up as projects and will have a weekly service associated with this project that I would like managed through unsightly for the team member responsible for this project.

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Comments

8 comments
  • Hi Davina, the Activity Sets do not have the capability of creating a recurring Task. These Tasks would need to be created outside of an Activity Set.

     

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  • Thank you for the reply, is this something that could maybe be considered as a future update... seems like service businesses could really use this function..

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  • Hi Davina:

    Adding this to the Community is the first step to getting visibility for a feature request. Now that you have added your idea here, other users can comment and vote on it too :)

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  • Adding the function of recurring task within an activity set should be a priority. 

     

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  • Hi there,

    Is it possible to sort the activity sets? We need them to appear in an hierarchical order in the drop down menu.

    Looking forward to you answer!

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  • Hi Daniel,

    Insightly doesn't have an option to filter or sort Activity Sets, only the Task itself.

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  • This has been an ongoing question and keeps falling under new requests. I have been , along with many others requesting this update for at least a year for myself. In real estate and I am sure many of the businesses that use this CRM it is imperative that we are able to reduce the amount of time and chance we have to miss tasks and (activities) that are recurring. Please look into all of your threads to see how may of us have asked for this? Thanks in Advance Bill

     

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  • Hi Bill,

    I see that you've already voted for the feature suggestion from our Ideas & Suggestions page.  Thank you for being active in our Community! :)

    We understand that it can be frustrating when a feature that you're looking forward to has not been added into Insightly yet.  The Ideas & Suggestions page is monitored by our Product and Engineering teams constantly, so rest assured that your voice has been heard.  

    While we may not have repeating Activity Set tasks planned for addition right now, that doesn't mean they won't be implemented in the future.  In the meantime, we really appreciate your feedback and advocacy.

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