New Feature Set Up Recurring Action Items

New Feature Set Up Recurring Action Items Im kind of embarrassed to say this is a new feature over 7 years after we launched JibberJobber.  But here we are, and it is awesome.  This is new, as of last night. Lets say you meet someone and want to reach out to them a few times a year just to keep in touch with them.  They arent someone you are going to follow-up with very often, but you dont want to lose track of them, or fall off of their radar. In JibberJobber, set up their contact record (I would do this by emailing them and BCCing JibberJobber), and then create a Log Entry / Action Item. Under the Action Item tab you will see a new checkbox to make the Action Item recurring (see image).  Internally we code named this feature RAI.  Pretty clever, huh?  (yeah, that stands for Recurring Action Item) When you click the checkbox you will have this new box that you are likely familiar with it is similar to outlook and gmail and other systems where you schedule something recurring.  In this example Im saying I want to follow-up every 3 months (or, each quarter): One challenge we had was, how do NOT show you tons and tons of pending Action Items that could clog up your Log Entry display?  We put future Action Items in a new tab, like this (the spelling will change in the next few weeks to Recurring instead of Recurrent): On the Log Entries tab you wont see a bunch of future recurring Action Items, but if you click on the other tab you will see them, like this (this is a test I did to do a recurring Action Item every day for the next 31 days): We dont want to clog up your Log Entry page with tons of future recurring Action Items but you will see any future Action Items (including recurring Action Items) on the Action Item panel on the home page of JibberJobber (this shows for Monday and Tuesday of next week I erased the name of the person it is associated with): A couple of months ago I was talking with an IT person who manages a lot of development and she said she knew how BIG this project is.  It doesnt seem big when you think about it but to implement it, it is pretty big.  Thats one reason we havent done it before now if you find any issues let us know. I am sure Ill be using this feature A LOT. New Feature Set Up Recurring Action Items Im kind of embarrassed to say this is a new feature over 7 years after we launched JibberJobber.  But here we are, and it is awesome.  This is new, as of last night. Lets say you meet someone and want to reach out to them a few times a year just to keep in touch with them.  They arent someone you are going to follow-up with very often, but you dont want to lose track of them, or fall off of their radar. In JibberJobber, set up their contact record (I would do this by emailing them and BCCing JibberJobber), and then create a Log Entry / Action Item. Under the Action Item tab you will see a new checkbox to make the Action Item recurring (see image).  Internally we code named this feature RAI.  Pretty clever, huh?  (yeah, that stands for Recurring Action Item) When you click the checkbox you will have this new box that you are likely familiar with it is similar to outlook and gmail and other systems where you schedule something recurring.  In this example Im saying I want to follow-up every 3 months (or, each quarter): One challenge we had was, how do NOT show you tons and tons of pending Action Items that could clog up your Log Entry display?  We put future Action Items in a new tab, like this (the spelling will change in the next few weeks to Recurring instead of Recurrent): On the Log Entries tab you wont see a bunch of future recurring Action Items, but if you click on the other tab you will see them, like this (this is a test I did to do a recurring Action Item every day for the next 31 days): We dont want to clog up your Log Entry page with tons of future recurring Action Items but you will see any future Action Items (including recurring Action Items) on the Action Item panel on the home page of JibberJobber (this shows for Monday and Tuesday of next week I erased the name of the person it is associated with): A couple of months ago I was talking with an IT person who manages a lot of development and she said she knew how BIG this project is.  It doesnt seem big when you think about it but to implement it, it is pretty big.  Thats one reason we havent done it before now if you find any issues let us know. I am sure Ill be using this feature A LOT. New Feature Set Up Recurring Action Items Im kind of embarrassed to say this is a new feature over 7 years after we launched JibberJobber.  But here we are, and it is awesome.  This is new, as of last night. Lets say you meet someone and want to reach out to them a few times a year just to keep in touch with them.  They arent someone you are going to follow-up with very often, but you dont want to lose track of them, or fall off of their radar. In JibberJobber, set up their contact record (I would do this by emailing them and BCCing JibberJobber), and then create a Log Entry / Action Item. Under the Action Item tab you will see a new checkbox to make the Action Item recurring (see image).  Internally we code named this feature RAI.  Pretty clever, huh?  (yeah, that stands for Recurring Action Item) When you click the checkbox you will have this new box that you are likely familiar with it is similar to outlook and gmail and other systems where you schedule something recurring.  In this example Im saying I want to follow-up every 3 months (or, each quarter): One challenge we had was, how do NOT show you tons and tons of pending Action Items that could clog up your Log Entry display?  We put future Action Items in a new tab, like this (the spelling will change in the next few weeks to Recurring instead of Recurrent): On the Log Entries tab you wont see a bunch of future recurring Action Items, but if you click on the other tab you will see them, like this (this is a test I did to do a recurring Action Item every day for the next 31 days): We dont want to clog up your Log Entry page with tons of future recurring Action Items but you will see any future Action Items (including recurring Action Items) on the Action Item panel on the home page of JibberJobber (this shows for Monday and Tuesday of next week I erased the name of the person it is associated with): A couple of months ago I was talking with an IT person who manages a lot of development and she said she knew how BIG this project is.  It doesnt seem big when you think about it but to implement it, it is pretty big.  Thats one reason we havent done it before now if you find any issues let us know. I am sure Ill be using this feature A LOT.