add recurring / repeating tasks
I have to write a weekly report for a client. It would be useful if that task appeared weekly. I can set it in my calendar but I would prefer only to have one task list. I don't see how a track can help with this.
It seems that the tracks are only for opportunities or cases and you have to enter each one separately. It would be nice to have a task list as a reminder to do things that need done monthly, weekly, etc. So that you could check off the task when complete on mobile or desktop and not have to enter it again for the next time.
need to create reoccurring tasks, will allow for things like collecting money, follow-ups, etc
I need to know when my recurring task will be, like classrooms, weekly meetings, etc.
You can now have repeating tasks! When adding or editing a task, click the little link to ‘repeat’ and set the interval. You can read more about how it works in our blog post: https://capsulecrm.com/blog/comments/repeating-tasks/
Thanks for all your votes and comments. We really appreciate it!
- The Capsule Team
Yayyyy! At Last! Thanks :-)
Norma Nowell commented
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?
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.
Debbie Dean commented
This is one feature I am looking forward to seeing :)
When will this feature be ready?
This would be great - the only thing that was stopping me from using Capsule. Timeline for delivery?
Mike Crompton commented
@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 Kindle commented
@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.
AdminDuncan Stockdill (Admin, Capsule) commented
@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.
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 Neil commented
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.
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.
@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 Keeble - I take your point. Right now recurring tasks aren't in the pipeline and so these types of workarounds are your best bet for now unfortunately. Sorry I don't have better news for you on this.
@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.
@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 email@example.com if you have any more questions around this.
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!
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!
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.
@Josef ... Tracks are indeed useful, as a template of the tasks that (usually) need doing, but it's evident from the votes and comments here that Capsule customers consider repeating / recurring tasks very different and a key feature. We would like to see this as well.