New Insightly issues: milestones, tasks

I posted this on another page last year and never had any response from insightly, so when I raised this with support this week, I was advised that I posted it in the wrong area and that the engineering and product teams don't look at those. So here I go again.

 

We switched to the new Insightly lNov 2017 and there is a lot to like, but also a lot to not like.

I like a lot of the new view functions, but the issues we are having now are:


Milestones - you used to be able to 'tick off' a milestone when it was completed - whether or not it was past the due date or not. Now you have no idea whether or not we met the milestone or if it is still to come because it automatically goes to past date. Really frustrating.

Milestone's don't all display on one page - you have to click to see all of them - this is the same with opportunities and projects - I'd love the opportunity to say how many I display on the one page and not be limited to what Insightly say I can see on one page.


Also, you used to be able to see Tasks listed under each milestone - it's frustrating that I can no longer see which task belongs to each milestone.


Similar to tasks, when in an opportunity, contact or project, you were able to see previously which tasks are outstanding and which have been completed - this is no longer possible. There's no tick box next to each task when you are looking at it in the project, opportunity or contact view - so you don't know what's done and what isn't.

One of my colleagues also wrote: I must agree with Paul. Most critical for me is with Tasks not displaying if completed or not.  As above, Milestones should remain current/top of page until ticked off/achieved. Dropping to a past date prior to achieving the milestone is not very user friendly.  

If tasks are allocated to a Milestone it would be great to have them display under the milestone as before, this is why we set up the activity lists ie groupings to a specific milestone.

I would also like to be able to print a page of Projects, Tasks etc without it cutting off at one page.  

We ended up switching back to the old version of insightly until these items are fixed, as it severely harmed out business when using the new version.

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Comments

12 comments
  • Official comment

    Hello Everyone,

    Happy to announce that the Task and Milestones feature is now available!

    Users will now be able to see Tasks that are associated with Milestones from their Project records in the Milestones tab.

    We thank you for your time and feedback as Insightly worked to get this feature added. 

    You can read more by clicking here.

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  • I was about to post a similar issue. We love the New Insight but having the milestone view with outstanding task is the cornerstone of our project management part. 

    We had to revert back to the old version. We are also having difficulties Reverting back from Pipelines project to Milestones projects

     

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  • The benefit of milestones was that you can see pending tasks linked to them. I'm not sure what the function of milestones is in the new setup. We can't figure out how you can even see the tasks linked to them, which means you can't tell whether a milestone is actually coplete or not (only overdue.) Please bring back the old view! Milestones with the bulleted Tasks underneath them. 

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  • I agree with the issue about tasks. 

    Our team does not use Milestones, but we do rely heavily on Tasks. We have also had to switch back after trialling the new U.I. for over a week.  Some new views are great (Kanban), however, the inability to view clearly which tasks are complete was causing quite an issue with our team. Having the clear, green check boxes to show that tasks were complete was very beneficial, and a nice visual indicator.  

    We also had an issue with marking tasks as complete - this required multiple 'clicks'.  Opening the Activities, looking at the list of tasks, sometimes clicking into the task to see the details, selecting the three dots next to the task and clicking mark as complete.  

    We have switched back to the classic Insightly for now, hoping these issues can be worked out before we are required to switch to using the new U.I. 

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  • Tasks in the new Insightly are not well set up I agree

     

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  • I agree also, want to be able to tick of tasks and have them allocated under correct milestones

     

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  • Any update on this from Insightly staff? This is only one of the frustrations we've had with the new Insightly and its a pretty big one.

     

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  • I’m not hopeful that we will see this addressed in the update next week. We have to make decisions in our business about what we do in the future - I’ve been waiting for the Sept release to see what they do, but I have little faith anything will change. 

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  • Thank you for listening to our feedback and adding tasks to the milestone page. I appreciate it. Whilst it’s not exactly the same as Insightly Classis, where tasks sat directly under the milestone, it is progress. 

    Id still love them to sit directly under a milestone, and for a milestone to be shown as done, overdue or upcoming, as it is in Insightly Classic because it’s easier to see when a milestone is overdue 

    however, progress is progress, and I appreciate you listening. 

    What would be a further improvement is if you can please add a check box to each task so you can also complete a task in one click from this page. It’s been updated in this release from the activity page, but not here. We will still have to do multiple clicks to close off a task. 

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  • After a few more days playing with the New Insightly experience and Milestones, can we please request the following changes be made to Milestones:

     

    1) Can you allow us to change the page layout for milestones so we can make it out own layout?

    Alternatively:

     

    2) I would like Milestones to still be listed, with their associated tasks directly under each milestone (as it was in Insightly Classic.)

    3) If a milestone reaches its appropriate date, and isn't completed, can it show up in an overdue section, so it doesn't just drop down to a past milestone date, even though it isn't completed?

    We need better visibility to know that a certain milestone hasn't been reached and might need the date resetting.

    Having the tasks sit under each milestone, is also very helpful.

    In fact, having it exactly the same as Insightly Classic would be amazing. 

    And a check box added to each task so it can be closed off as completed with one click would be amazing.

    See attached images





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  • Hello Pablo,

    Thanks for the great feedback and happy to hear you like Insightly's update!

    I suggest posting your new request to our Ideas & Suggestions page as a new post. This will allow for your request to be better viewed for consideration by our Engineering Team. 

     

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  • Alejandro, I will do that - mind you, the process for doing this is so frustrating as this post is already in the ideas and suggestion page. Maybe you need a more efficient way of raising these issues so we don't have to post multiple times for your feedback to be seen.

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