tasks and user settings:
- Task Imports - You can now import tasks as you would any other data item. In case you need a refresher or you are just starting with Insightly, here are data import tips from our online knowledgebase.
- Default task settings - You can now determine if you want your tasks to be public or private. The public setting will allow everyone to view your task. The private setting will allow only the task owner, creator and any administrators to view the task. To set default task settings go to My Info > User Setting.
- Re-assign open items - When deleting a user (i.e. maybe they are no longer working at your company) you can now easily reassign open items such as tasks, activity sets, projects, opportunities and milestones to another Insightly user. Administration is though a simple dialogue box that is accessed from the System Settings icon.
- Change responsible user in Opportunities & Projects - As a new function in mass maintenance, you can now change the responsible user for groups of opportunities and or projects.
As always, let us know if you have any questions or comments.