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.
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:
Agree. Obvious feature that is a no-brainer. Only reason we haven't switched. The only reason at all.
Come on guys, this can't be that difficult to implement.
Stuart Paterson commented
I'm glad I'm not the only one who's missing this functionality!
I currently have to use Google Calendar and Capsule side-by-side because Google Calendar CAN create recurring events - I'd happily ditch Google Calendar if Capsule could implement this.
Also, Josef, I'm probably not the first to say this - Tracks are in no way the same thing to the request people are making!
Five years? FIVE YEARS?!!
Tracks are for project templates. Eg "every time I build a website, I need to xyz..." This is not the same as "Monthly customer service call to all top clients" or "annual renewal invoice" or "networking breakfast every Friday".
Come on! What's the hold up? This thread is looking as embarrassing as a Google Drive feature request :(
Rodrigo Mantillán commented
This would be great for recurrent invoicing.
I can't believe this is not implemented.
Am I missing something - the following steps in Tracks don't show in calendar, only the next on the list and therefore is not a substitute for recurring tasks. The remaining tasks in a track don't seem to update their dates when the preceding task date is changed.
nearly 600 votes and still not implemented. It should be easy, create a task and select recurring every x number of days, weeks, months.
I'm now going to have to spend a little while looking at alternatives to Capsule.
I vote for this too. We have loads of tasks that repeat monthly or annually. A track isn't the same.
totally important !
Come on Capsule, this is a basic necessity that your users have been asking for for a long time. We deserve better than that.
But in the meanwhile I tried the Torpio solution and it seems to work
I love tracks you simply need to add a bit more functionality like Setting a start date. When I'm doing my 3 month planning I know what days I'll need to work on the track but if I put it in it start the process on my planning day that doesn't coincide with the start of the track tasks. Having to manually change the dates depending on my planning date defeats the automation
We made a Torpio script to enable recurring tasks in Capsule - take a look at http://blog.torpio.com/2013/12/01/torpio-advent-calendar-24-days-of-torpio/
is there a reason why its taking so long to respond to the feedback with a real answer that speaks to the question - i'm just looking to move my business onto capsule but wont if developments are too slow coming or requests 'fudged' around..........
Joel V. commented
I've been subscribed to the comments on this request for 2 years and get so many people saying it's so important... yet surprised Capsule hasn't done this yet. I do use Tracks, but really that's a different thing than being requested here.
Recurring tasks are necessary. I'm considering moving our business to Capsule for it's simplicity, but lots of our day to day work recurs indefinitely. Any update on this feature?
kelly fallis commented
absolutely need a recurring task option - this is a basic crm feature that you've overlooked for weekly tasks with no dependencies
This would be an awesome feature... tracks are cool but need programming in... a simple click to repeat every week or month or 4 weeks for x period or indefinately would be a great feature and save so much time
jacob fitzpatrick commented
Tracks is not a replacment for recurring tasks. What if on the sebtember 1st of each year I need to send a client a invoice. Or on the 5th of each month I need to run a report to a client.
Julian Wellings commented
Really need this please!
I am voting for this task as i had very nearly missed a payment from a client. we use tasks as a reminder to check who has to pay what during the week / month / year.
we have tasks that we have to perform monthly and yearly, and as our client base grows managing these recurring tasks will only get more difficult. Implementing this would save us so much time and effort. so pretty please with a cherry on top, ADD THIS FUNCTION ASAP! Regards NIk
Linda Coussement commented
Yes definitely need this! Seems like an easy thing to add but would save us much time, especially in our financial, project management and HR processes!