We're very happy to get this feature into the hands of our customers, as it's been requested often and those that need it really need it. We've added a drop down selection to the bottom of the task form where you can choose if a task is to repeat itself (shown below in red), and how often. There are a few different repeat frequency options to choose from:
- Every day (repeat every single day)
- Every weekday (repeat every work day - Monday through Friday)
- Every week (once a week)
- Every two weeks (once a fortnight)
- Every month (once a month)
- Every 3 months (once a quarter)
- Every 6 months (once every half year)
- Every year (annually)
The way repeating tasks work in Insightly, is when you mark a task as complete that has this repeat frequency set - Insightly will generate the next occurrence of this task for you automatically, and add it to your task list. Repeating tasks show a small repeat icon next to their names in the task list (as shown below in red).
So all you need to do is fill out the Due Date of the first occurrence of the task and set the repeat frequency, and Insightly will keep generating the next copy of the task for you when you complete the current one. To turn off a task repeating, set the repeat option back to none for the last task copy.
You can also set reminders for a task, and the reminder will repeat too. We will send you a reminder the same number of days before the task is due as when you setup the first repeat task and the reminder for that.
We'll be adding the repeating tasks functionality to tasks defined within Activity Sets shortly too.
Custom Filters for Organizations
We've added custom filters to the Organizations list this week too. They're very similar to the custom filters feature we added to the Contacts List recently, so we won't bother you with a big explanation of how the Organizations version works - it's much the same the it's Contacts counterpart. You can slice, dice and save your Organization list based on criteria like the Organization name, email address, country, zip/post code, or phone number area code.
We hope you like these two new features, and we've got more improvements on the way soon too.