Using events in Insightly

Create calendar events in Insightly to keep track of conferences you're attending, gatherings you've organized, office holidays, and other important dates in your Insightly calendar.

You can do the following with Insightly events:

  • Link them to other Insightly records, so you can identify organizers, suppliers, participants and any projects or opportunities that are related to an event.
  • Set them as private so they're only accessible to yourself and your Insightly administrator, or set them as public so that your other Insightly users can choose to view them on their Insightly calendars.

You cannot:

  • Schedule an event for another user.
  • Invite others to an event.

Note: Continue using your calendar application to send meeting invitations or schedule events for others. Insightly's calendar is not designed for these functions. We also offer a Google Calendar and Microsoft Exchange (Outlook) calendar sync to give you a combined view of your calendars.

For more information on the Insightly calendar, see the article The Insightly calendar.

Adding new events

  1. Begin creating a new event using one of the following methods:
    • From the Quick Add menu at the top of the page, select Add New Event.

      Quick add event

    • From a contact, organization, opportunity or project, click the Actions menu and then Add New Event. Insightly will automatically link the new event to the item you are viewing.

      Record add event

    • From within the Events subtab for a contact, organization, opportunity or project, click the Add Event button. Insightly will automatically link the new event to the item you are viewing.

      Events subtab add event

    • Click the calendar icon in the top right, then click the New Event button.

      Calendar add event

  2. Enter a name, location, and description for your event.
  3. When you place the cursor in the date field, a calendar will appear. Select your event date from the calendar.

    Event date picker

  4. Click the time field and use your keypad or arrow keys to enter or select a time. If your event is an all-day event, select Yes from the All Day Event list.

    Event time field

  5. To link an event to another record, which will then display the event on the linked record's Events subtab, begin typing the name of the record in the Add New Link field. Insightly will display matching records as you type. Click the record you would like to link.

    Event link

  6. Choose the public or private option from the Visibility list. Public events can be viewed by your other Insightly users. Private events may only be viewed by you and your Insightly administrators.

    Event public private

  7. Click the Save button at the top of the form, or click the down arrow next to the Save button to save and immediately begin adding another event.

      

Time zone settings

All events in Insightly are displayed in your own time zone. See Changing time zone and other calendar settings to learn how to change your time zone setting.

Have more questions? Submit a request
Top