I suggest you ...

add recurring / repeating tasks

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    anonymousanonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous shared a merged idea: enable tasks to repeat  ·   · 
    Anonymous shared a merged idea: Add ability to set up recurring tasks that are ongoing say monthly, weekly, etc.  ·   · 
    AnonymousAnonymous shared a merged idea: allow tasks in the calendar to be recurring, with different frequency options, such as daily, weekly, monthly, etc  ·   · 
    AltanisAltanis shared a merged idea: ability for re-occurring tasks  ·   · 
    LorraineLorraine shared a merged idea: Allow scheduling of tasks i.e. repeat every 3 months  ·   · 
    Hot Marketing & DesignHot Marketing & Design shared a merged idea: add recurring appointments  ·   · 
    Anonymous shared a merged idea: Recurring task  ·   · 


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      • Norma NowellNorma Nowell commented  ·   ·  Flag as inappropriate

        So without having a repeating tasks button, how do I set up a reminder to invoice certain clients on a monthly basis, or to request payroll information each month, or send a birthday card 3 days before a birthday? Without doubt this would change the experience from just being a database of clients and prospects etc, to something that is part of my management system. It is available on other CRM applications. Surely, this is a basic necessity - how hard can this be to implement?

      • JThomasJThomas commented  ·   ·  Flag as inappropriate

        It's great to hear recurring tasks are coming! The tracks are great, but we have many tasks that we repeat every month and I would love to have them auto populate.

      • Anonymous commented  ·   ·  Flag as inappropriate

        This would be great - the only thing that was stopping me from using Capsule. Timeline for delivery?

      • Mike CromptonMike Crompton commented  ·   ·  Flag as inappropriate

        @Duncan / @Ben / @Josef - This is amazing news... I will feel altogether happier to recommend Capsule CRM to other clients as well as use it ourselves even more.

      • Chris KindleChris Kindle commented  ·   ·  Flag as inappropriate

        @Duncan / @Ben / @Josef - that's great news Duncan, thanks for confirming, particularly since Josef informed us (below) that repeating tasks "aren't in the pipeline" just last month.

        Great to see Capsule responding to customer feedback - thank you.

      • Duncan StockdillAdminDuncan Stockdill (Admin, Capsule) commented  ·   ·  Flag as inappropriate

        @Ben One of the teams here has working on repeating tasks. It's been in review this week and looks like we're confident of having a solution we can share soon. Keep an eye out for it in a coming release.

      • BenBen commented  ·   ·  Flag as inappropriate

        Lack of recurring tasks function is the number 1 issue needed to be fixed in capsule. It is ridiculous to think it does not work. If I had known it did not exist, I would not have picked Capsule for our CRM solution. Lets all get together and leave capsule CEO Duncan Stockdill a twitter message to get this fixed ASAP @DuncanStockdill. Without recuring tasks, we will be migrating to another solution which is a shame. Duncan, if you're listening, I will happily write on 5 forums inc this one about how good capsule is and the recurring function, when it is fixed!

      • Peter NeilPeter Neil commented  ·   ·  Flag as inappropriate

        In my view it is not a CRM unless it has repeating tasks. For me I have customers that I need to routinely contact every 1 month, 3 months or 12 months and I can't do this using Capsule.

      • TorpioTorpio commented  ·   ·  Flag as inappropriate

        We created a script in Torpio around Christmas time that can handle this -


        Reading through this thread and talking to clients we know that it works well in practice.

        It's a one click install, is hosted by us and it's free. If it doesn't quite do what you require, let us know and we can discuss changes.

        It should handle all the monthly, annual requirements and recurring invoicing tasks.

        Thank you

      • Chris KeebleChris Keeble commented  ·   ·  Flag as inappropriate

        @Josef - I appreciate your candidness on this, but can't deny I'm really disappointed to hear that there are no plans to implement it. It is, after all, the 4th most voted for feature on here.

        Can I ask what the decision to exclude repeating tasks from the pipeline is based on?

        We did a huge amount of work with repeating tasks & events when developing the getoncourt.com system (it's an online booking system for squash and tennis clubs, and needed clubs to be able to put in very flexible repeating events such as weekly club nights, monthly events, etc.) and I understand only too well how complicated implementing repeating tasks can get.

        If it's something we can help share some experience with, please don't hesitate to ask?

      • Chris KeebleChris Keeble commented  ·   ·  Flag as inappropriate

        @Josef - when I read Jon's comment, I assumed he was using "Send birthday card" as an example of an annually recurring task.

        The solution you propose is ok, but we have monthly and annually repeating tasks (client reports & software licence renewals, etc. etc.) - we need recurring tasks, not a work around.



      • Josef SzottenAdminJosef Szotten (Customer Support for Capsule CRM, Capsule) commented  ·   ·  Flag as inappropriate

        @Jon - I'm sorry this has been a lot of extra work for you. What I could recommend for the birthday situation would be something different. You could setup a custom list field for 'Birthday month' on your contacts. Then you'd be able to filter for lists of contacts based on the month they're birthday is in. That would help you narrow down the people you need to contact for their birthday. Would that be helpful maybe?
        Feel free to email support@capsulecrm.com if you have any more questions around this.

      • JonJon commented  ·   ·  Flag as inappropriate

        I probably spent a whole hour trying to figure out where the "repeat" button was. Color me stunned when I finally realized that it just didn't exist. I'm creating work-arounds by creating tasks like "Send birthday card" on 365 day cycles, with an eventual task to re-start the whole track... but it just feel extremely inelegant and very silly to have to do it that way. Little help please, Capsule!

      • Anonymous commented  ·   ·  Flag as inappropriate

        So seriously why are you frustrating users, stalling new users from coming on board and insulting people by ignoring their comments/requests for two years?

        This cannot be your marketing strategy!

      • YvaYva commented  ·   ·  Flag as inappropriate

        I want to add recurring tasks for client follow up on a quarterly basis (to the person/organisation, not the opportunity or case). I really don't understand why Capsule are digging their heels in on this issue, as it would offer us the flexibility to use the system as we see fit. I would still use Tracks, just for slightly different things, including following a consistent sales and on-boarding process. We need both.

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