[Insightly Classic] Quickly adding new items & viewing recent items

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

You can quickly add a new record from any page in Insightly. Click the plus (+) icon at the top of the page and select the record type you'd like to add.


Accessing recent items in Insightly

To see a list of the last ten items you've viewed, click the Recent Items icon next to the search bar at the top of the page. Use this list to jump between records you've been working on.


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