Add recurring events in Activities.
If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.
Steve Motter commented
To take from the old efficio playbook..how do we log a REOCCURING activity? example: Send bill on the LAST day of each month. Change COPY on the FIRST day of each month...Right now, process is TOO slow for an AE on the go to enter each one seperate.
Can we please create a reoccurring activity feature? My team has things that happen every single month like a meeting, reporting, etc. that they would love to be able to put in once and then be reminded.
Katherine Hebert commented
There are more times than not, that we will have repeated/reoccurring meetings with the same notes entered. It would be a huge timesaver if Mobile had an option to copy the notes/comments from the previous note when the Saving/Create another button is selected
Eileen Fredette commented
Should the option be Workdays instead of daily, or a workdays option?
A great example of this might be prospecting. I need to make 5 prospecting calls per day so I'd have 5 items that are recurring. I'd want to manage each of them individually once they are created. When I complete an instance, I might change the subject or add notes or add an account or contact, or change any other attribute. I would not want this to change all of the instances of this item. Simiarlly, if I change the series (like in Outlook) I would NOT want all of my changes to be lost.
If I download the activity to outlook is it downloading the series or the item?
Amy Lane commented
yes the example given below looks perfect -- is this close to being implemented yet?
Kathy Minicozzi commented
This is exactly what we need. It works for me, as is. I don't have any changes. Thank you!
Looks great! Thank you.
AdminRyan Moore (Product Owner, Matrix) commented
We have a lot of folks voting on this feature (up to 25 now!) so I am counting on some of you to provide feedback on this topic.
I've mocked up a design change to the Activity experience in order to accommodate for recurring activities, and I'd like to know how this feels to you.
Please click the link below in order to see an image of the design and leave a comment on this feedback page with what you feel works, doesn't work, or suggestions for improvement.
Keep it focused on the Date section of the dialog as that is the scope of this project.