Task Tracking
Updated April 28, 2017
Task Tracking
Score 8 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
I am the only one in my organization that is using Insightly. I use it to keep track of my tasks. I get task requests via email, phone and in person and needed a way to keep track of it all.
- Color coded labels for categories
- Can relate tasks to projects
- Send email reminders at specific times
- When a project is copied, it would be nice if all the tasks copied with it.
- Comments that are added to tasks are too low on the page.
- Be able to add attachments to tasks without having to add it through a comment.
I previously used Salesforce to pull my tasks from but it was used company wide. I think Salesforce was good for connecting account information with tasks and more. Insightly is good for having one large feed of tasks to work off of.