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:
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.
Looks like I will have to use Insightly instead: http://blog.insightly.com/2011/07/repeating-tasks-and-organization.html
2 years since the last Capsule response on this?!!! This is the ONLY thing stopping me from giving Capsule money. And I am not the only one. Tracks are not recurring tasks.
r w commented
Nishi, yea the funny thing is, Capsule thinks that you would want to set up track for the whole year and beyond to create such a simple recurring task such as payroll on the 28th. They just don't get it. I love Capsule but there are just some minor tweaks and this is one of them.
Nishi Patel commented
I was optimistic about Capsule CRM but it is completely unusable for me, I need to set up a monthly payroll task to reoccur on the 28th of each month, how is this possible?
Please Please Please !!! Why don't Capsule see how important this is? You cant even copy and paste an appointment / to do?
I thought using a CRM was s'posed to make my life easier not more difficult. Tracks are not the solution to what we are asking for I'm afraid.
Joe Bollinger commented
Need recurring tasks.....please.
Yes Tracks are good but's its not a recurring task!
Yup. Echo previous comments, this is the only thing stopping me from moving over.
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!