[Insightly Classic] What are the Next Activity and Last Activity dates?

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.

When a record has tasks or emails linked to it, you will see Next Activity and Last Activity date fields in the Details section. These dates let you track recent and planned interactions with a related contact.

They're useful for planning and for following up with the right people at the right time. For example, you can create a custom filter or custom report to find records that haven't had recent activity.

  • Date of Last Activity displays the last date that a linked task was marked complete or a linked email was saved. This field will update even if you link the task or the email to the record at a later time.
  • Date of Next Activity displays the due date of the next incomplete task. When the date is in the past, this indicates that there is an overdue task.


To view the items that the dates refer to, click the Emails or Tasks subtab.


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