Cloning task in phone app


I need to be able to complete and clone a task in the phone app. Phone app does not really display all options. Any advice?



  • Hi Mira,

    Insightly will add custom fields to Tasks in a few weeks. At that time you could make a custom checkbox field for tasks called, "Complete & Clone". Then whenever that field is checked, Workflow Automation + Zapier would clone the task and complete the original one. 

    Let me know if you need any help. 

    Thank you,

    Micah Feldkamp

  • You could do this right now with a default field like "Category", but that may be a improper use of real estate, since tasks are so limited right now.

    Thank you,

    Micah Feldkamp

Please sign in to leave a comment.