What are page layouts?

What do you do when you can't find the fields you need because the page is overloaded with fields? Look no further than page layouts.

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With page layouts, you can:

  • Reorganize fields on the page
  • Make fields required
  • Add or remove fields
  • Limit layout access to specific user profiles
    (requires Advanced Permissions)

Page layouts are all about customization - they allow your Insightly Administrator to select and organize the fields on a record. Page layouts will improve how you create, edit, and view your records. You'll only see the information you need, with nothing to clutter your productivity.

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You can customize your records for all your users, and with Advanced Permissions, you can create layouts for groups of users by using profiles.

For example, take projects. John from the marketing team might want his projects to only display fields for the videos he produces, while Kourtney from the product team wants her projects to only show fields for help center content.

Their Insightly administrator can create two different project layouts for each team's profile. When they each look at a project, they'll only see the fields that are applicable to their own work.

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Page layouts also provide the ability to create required fields so no vital information can be missed. You can also create read-only fields to keep your team up to date without allowing incorrect information from being added by well-meaning reps.

Use any fields you need, whether they are Insightly's standard fields or any custom fields you create. Just drag and drop!

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Page layouts will streamline your Insightly experience. Think about what fields you need and meet with your Insightly administrator. Your admin can start creating and assigning layouts.

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