How can we improve Base?

Schedule repetitive tasks

Being able to schedule tasks on a regular repetition schedule (like calling people once a month)

1,237 votes
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    James shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    59 comments

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      • Cory commented  ·   ·  Flag as inappropriate

        Recurring tasks would help my team out a lot. Most of our account management tasks (e.g. sending a report to clients) recur every month for multiple months.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I JUST started using this CRM and this is the first hiccup. I was to set an event to repeat 3 days in a row. Should be simply!!!! Come on!!!

      • Cory commented  ·   ·  Flag as inappropriate

        This is the #1 request from my team at the moment, would save us a ton of time.

      • Rich Stack commented  ·   ·  Flag as inappropriate

        This would be very helpful. The workarounds required are a nuisance. Please revisit this suggestion.

      • Bob Clarke commented  ·   ·  Flag as inappropriate

        New user and love most of the program! This is definitely a needed addition. Please address this!

      • Anonymous commented  ·   ·  Flag as inappropriate

        I have now left Base because of this - now using Pipedrive - it instantly asks you if you need to schedule another task. Shame as almost everything else on Base is so much better!

      • Anonymous commented  ·   ·  Flag as inappropriate

        This is a key feature in my opinion. Being able to schedule monthly, quarterly, annual calls, reviews, etc. A very much needed feature for many businesses.

      • Anonymous commented  ·   ·  Flag as inappropriate

        thanks - I'll have a look at Pipedrive - this is just not on. Not even a comment from Base?

      • Alexander B. commented  ·   ·  Flag as inappropriate

        Nadim, does Pipedrive have a version of Smart Links or where you can create a URL with a custom field or name from the customer aka qbo.intuit.com/app/customerID=[Custom Field]?

      • Nadim Khimani commented  ·   ·  Flag as inappropriate

        I actually have found another crm that will do just this for a fraction of the price. Pipedrive has this and more like creating a new pipeline just for recurring customers. I've bought into it today and they even import everything from calls to notes to tags automatically.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It is a insane that this isn't done yet. I agree I've really enjoyed base, but w/ recurring customers every month, it seriously misses the boat on this. It's enough to make me consider looking at a new CRM that has it, in fact I started shopping yesterday. Hopefully Base has an answer soon.

      • Tyler Hanson commented  ·   ·  Flag as inappropriate

        We have been using base for 2 years now and this is one of the main issues I have with it. A lot of our business is based around repetitive tasks (I assume most others) essentially we manage accounts for procurement. It would be so helpful to set up a repetitive task to gather needed documents based on their expiration and even sending out emails.

        I mean it would be very nice to have the automated tasks actually perform a function like sending emails for you, but I don't want to ask to much as getting this feature seems to be falling on deaf ears. The most voted feature and no response AT ALL!?????

      • Anonymous commented  ·   ·  Flag as inappropriate

        Base seems to only roll out new features based on one persons decision. If it were group vote and the developers were highly motivated to produce they would have a way better product. It seems also that they over engineer and test too long for each improvement. I think it's a company philosophy issue and it won't be long before some other crm s figure out their call feature n app

      • Michael D Smith commented  ·   ·  Flag as inappropriate

        its ridiculous that this hasn't been responded to since it was posted almost 5 years ago.... this company is ridiculous.

        What's the point in voting if they don't care enough to respond.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I just started using Base. Do like it but including this seems a no brainer to me and I am highly surprised this hasn't been done yet.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Adding to the chorus here: repetitive tasks with simple snoozing UX is a great way to keep on top of client relationships, which you already help track. Let's get this done...

      • Michelle Myers commented  ·   ·  Flag as inappropriate

        This one is a major hole in your software. I often try to accomplish this on Google then send the calendar over, but it's not always accurate. Please add this feature.

      • GLEN HARPER commented  ·   ·  Flag as inappropriate

        I agree with all the comments below. Without this feature I'll be looking at other options...

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