linking tasks to contacts and organizations

With the new Insightly experience, a feature from the Classic Insightly went away.

When creating a task from scratch, you used to be able to link it to a contact or organization. Now it seems you can only link it to an opportunity or project. Below is a screenshot of the "create task" screen I'm referring to. 

Please bring back the very useful feature of linking a task to a contact or organization, directly from the create task window!

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Comments

7 comments
  • Agree! 

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  • Completely agree this is a major flaw in the layout. It's very important, whether it's a task or event, for the owner to be able to link it to both a contact and organization. This is important when looking into an organization to know the last communication without having to click into each contact. Insightly's Gmail integration and user friendly layout is amazing, however this feature is so crucial, that I will no longer be using Insightly and go with another CRM provider. 

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  • Yes it's absolutely insane that they would think it's a good idea to remove this feature. 

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  • We are going to be reevaluating the renewal of Insightly for another year. It is expensive for the basic functionality that it can't provide.

    We need to have tasks associated with an organization.  Before, we were able to associate an organization to a task as we were creating that task...basic process flow.  They have taken this functionality away.

    In lieu of not being able to do that, I thought that creating a custom field in Tasks would allow me to build that association,  Now I am told that there are no custom fields for tasks.

    It is a no-win situation for my team who just needs a basic workflow

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  • Insightly, please make this feature available again! 

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  • We also need this feature as it's causing our team an extra step in unnecessary admin when creating tasks. 

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  • I was thinking about starting our organization on Insightly. This feature not being present pretty much rules insightly out for me and makes the tool pretty much useless.

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