add recurring / repeating tasks
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.
We’ve taken a different a more powerful approach to repeating tasks called Tracks – you can use tracks in many situations that you would normally use repeating tasks. For more details:
Alec Kinnear commented
I like the tracks too. We do serious project management in TeamworkPM which has all the recurring whatevers and subtasks you could ever want.
Just to let you know I'm happy.
Voted. This has to be added! Thanks guys!
r w commented
We understand your tracks but i guess what Capsule doesn't understand that if you just have a general task that you do not associate with any organization or contact, like "Produce Monthly Sales Projections", and you do that every 3rd Monday in the month, you want to set-up a recurring task to do this. Tracks do not help with this. I know as a business owner, have monthly, weekly, quarterly, annual task that I have to do and would like to utilize my CRM to handle all my tasks (not just related to my customers). So now i have to manually setup the tasks or just keep reissuing new dates on the tasks. It's a pain. Please setup some type of recurring tasks like MS Outlook. Thank you.
Surely it is not a hard thing to setup recurring tasks within the calendar. I have weekly meetings, monthly tasks, quarterly tasks, annual tasks. Cannot understand why a simple recurring task cannot be setup in calendar.
I like the tasks on the capsule, however, it would be really beneifial if i could have an option if they are a recurring task, i.e. quarterly or annually.
I've tried this and it seems unintuitive. I end up having to use an outside, 3rd party app for tasking. Also, tracks works on the model based on days from the last step. True repeating tasks usually need to be repeated on a calendar-based model. (First Tuesday, every Wednesday, etc.)
Lisa mahar commented
Agree with all comments that recurring tasks are needed. Daily, weekly, monthly, yearly.
I need to be able to put a task to contact clients every 90 days. I shouldnt have to create a track and then reset it every time it is completed.
Also, you can't specify a specific date with tracks.
Will Abbott commented
Tracks are not a more powerful approach if you simply want to add a recurring task such as weekly, monthly, yearly etc. Follow Google's Calendar for inspiration.
Recurring plus drop down default task menu for routine tasks such as "follow up call" . 3 votes here!
Agreed with the comments below. Tracks don't cover what we're looking for. 3 votes for recurring Tasks!
This is a showstopper - will not be signing up for capsule if there is not a way to create recurring items - tasks, calendar items...
Josef, Tracks do not work for repeating tasks. With repeating tasks, you usually want them to recur the same time and date every week, month etc. You cannot do that with tracks, especially if its every month.
Please find a way to add repeating tasks using the calendar. This is a limitation that is critical for weekly, monthly, etc. tasks that we need a reminder for. This feature is sorely missed! Any plans to add this functionality? ~ Rachael
Ola Halvorsen commented
We are invoicing customers once per month. Would be great to not have to use google calendar for this, when everything else is in Capsule. 3 votes for this one!
JJ Fiasson commented
There is still need for recurring tasks - e.g. a report I need to provide a client with every month on the same date. Tracks cannot be used for this.
Andy Dopleach commented
Tracks don't cover every type of recurring task. If they do then how can I set one up to remind to make a sales call on the 21st of every month to a particular client. Or to remind me to check the weekly backups worked. The lack of this feature is a major drawback for Capsule - which is awesome in every other way - and having to use another system to manage tasks is not productive.
daily, weekly, monthly, yearly would be a good start. Love Capsule, but this feature is missing.
YES! this would be great. Need monthly and yearly recurring tasks and reminders. I sell products that need licencing every year. We need a way to remind and resell the product licence.
I have to agree. I have several tasks which repeat weekly or monthly. There is currently no good way to do that. And creating a "track" I'm still not able to Repeat that track each month. Thus far, this is the only frustration I have with CapsuleCRM - otherwise, LOVE IT! PLEASE try to find some way for those of us with repeating tasks.
Joel V. commented
I totally agree with Chealsea Fell below. Any updates from Capsule?