Sunday, 12 September 2010

New Insightly version debuts with enhanced task system

Over the weekend we launched a new version of Insightly with a greatly enhanced task system, and many other improvements.

Linking is one of the pillars of Insightly, and being able to link relevant items to each other provides better context and captures relationships. Tasks in Insightly now have the ability to link to multiple contacts, organisation, projects or opportunities in the same way as other items within the system, using the links sidebar on the right hand side of the screen.

The previous tasks system in Insightly was great for quick to-do like items, but fell short of being able to define and describe complex tasks. We've added a big text area for defining longer task descriptions, and the ability to comment on tasks and add file attachments too.

We've also added a priority for tasks and the ability to set a task reminder when you want it, and the option of quickly adding further tasks after creating one for rapid fire task entry. If you want to set a reminder at a specific time for all new tasks, we have a setting for that under My Info > User Settings > Task and Calendar Settings.

We have also upgraded the task list with better filtering so you can now see a list of publicly visible tasks for any employee in your organisation, and we built in an associated link list (with popups for related item details) for each task right under the task title. We also included search in tasks so you can find items more efficiently in a long list.

We also upgraded the dashboard with better filtering, the associated link preview technology that we included in the task list, and the ability to search history items.

The new enhanced task system will provide a great foundation for two future features we have planned around workflow planning and automation for projects and opportunities.

One other feature we added was better integration with Gmail. When you click on an email address in Insightly we now take you directly to your Google Apps Gmail to send a new email with the To address filled out, and your Insightly dropbox email address filled out in the BCC field. If you prefer to use Microsoft Outlook, Mozilla Thunderbird, or another email client, you can change these settings under My Info > User Settings > Email Address Links.

We hope you like the new features !

15 comments:

  1. Spent a couple of hours using the new task manager and on balance I like it. But I'd like you to consider the following: the start and end calendar should use my preferred start day of the week, in my case Monday, as opposed to Sunday, and I'd like task creation in a project to offer a save and create a new task option.

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  2. The better integration with gmail is really the great one to me.

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  3. Dave, you can change the start date for your week under your user settings.

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  4. Dear Insightly, switching the date to Monday in user settings does not set the calendar in Tasks to Monday. A bug maybe?

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  5. I am facing a problem, Could not get any emails on my Drop Box, As a result no contacts are updated, I am using my drop box ID on bcc.

    Kindly Help

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  6. I can't get any emails in the Drop Box either, but I am a brand new user

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  7. I'm facing the same problem as PKT - no emails arrive to the dropbox. Tried to change the dropbox address, no result.

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  8. Feature request - will be nice to have alert via email when any of the team member in the group had updated the Opportunity, project, task and etc, that you had shared.

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  9. I'm so pleased with initiating the email from insightly with user/bcc filled out!! BRILLIANT!

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  10. It would be useful if the account holder could be changed.

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  11. My apologies, I found out how to change the account holder

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  12. Repeating what Jason has said. " Feature request - will be nice to have alert via email when any of the team member in the group had updated the Opportunity, project, task and etc, that you had shared." Unable to have my team review opportunities regularly and get them to work on the same. Alerts can also be sent when deadlines are approaching and as a reminder at a preset frequency.

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  13. We're checking out Insightly as a CRM solution for our small company...but we're also interested in the Project feature. Can you create "templates" in Projects that can be used over and over?? We have a "Project Checklist" that needs to happen every single time we secure a new client...so starting from scratch every time wouldn't be fun. Just wondering...

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  14. Hi EJ, you might want to use a activity set

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  15. Echoing Jason's and Aruns request for email alerts when tasks are due or someone comments on a task

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