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 !
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