How to follow itemsTo turn on the email notifications, navigate to the page for the individual item you wish to follow and receive notifications for, and click on the blue “Follow” button on the top right corner of the blue header bar. When you click the button it will turn green to indicate you are following that item.
For items that you are following, a blue star will appear next to that item in the list view.
Setting when to receive notificationsTo select what actions you would like to receive email notifications for, go to My Info > Notifications. The 'My Info' page is the small card icon in the top right corner of Insightly. In this screen, click the 'Notifications' tab, and check or uncheck the boxes corresponding to the actions you would like to be notified of.
Automatically following itemsYou can also choose to follow some items in Insightly automatically without having to explicitly click the 'Follow' button each time. This is useful for receiving comments on notes you have created, or updates on a task you assigned to another user to complete, or when other users update items you created. Checkboxes for those are below the email action options.
Viewing notifications and listing followed itemsTo view a list of your current notifications within Insightly, rest your pointer over the orange speech bubble icon in the top right corner of Insightly, as shown below.
A page will appear with the following tabs – Contacts, Organizations, Opportunities, Projects, Tasks, Emails, Notes. You can click on each of these tabs to see the items you are following. You can also choose to “Unfollow” any item by clicking on the “Following” button next to that item.