Calendars & Tasks

You’ll never be more organized with Insightly Tasks and Calendar Events! Set up individual or recurring tasks to track things like ‘to dos’, log meeting notes or phone calls. With task email reminders you don’t even have to log into Insightly to stay on track. In additions, tasks can be linked to contacts, opportunities, projects organizations and emails. And, best of all, if it needs to get done but you can’t get to it then delegate task to another user!

The Insightly Calendar shows all your events and you can even display your tasks with due dates, milestones, and public events from other Insightly users. You can also sync your Insightly calendar with Google and Outlook Calendars.

Calendar Features

Reports Screenshot
  1. See all your Insightly events in one place.
    Click the check boxes to display your tasks with due dates, your milestones, and public events from other Insightly users.

Tasks Features

Reports Screenshot
  1. Categorize tasks by email, follow up, phone call, user, and status
  2. Track all tasks by due date