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Managing Tags in the Mobile App.

Is there anyway to filter tasks and opportunities by using a specific tag? We have multiple admins and would like to focus on our own specific opportunities.

 

Thanks!

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Comments

29 comments
  • Official comment

    Hello Everyone,

    This feature is now implemented with the latest version of the Insightly mobile app

    Here are the steps to filter by Tags:

    1. Click on the three lines on the top left corner
    2. Select Filter
    3. Locate "Tagged with" > "Select"

    Hope everyone finds this useful. Thanks for everyone's patience! 

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  • Hi Lthompson,

    I noticed your question concerned Mobile directly.  Right now, our mobile products don't support filtering for tags like our web app does, however, it is on our feature list for inclusion into future builds.

    Please make sure to check often with the Insightly Community because we're constantly adding new features!

     

    Thanks

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  • That would be most welcome on the iPad at least, since it is used as a laptop substitute and not a quick reference tool as an iPhone might be. Please see my comment #205935938

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  • I am traveling with my iPad and just realized the mobile app has this deficiency. Filtering with tags is a must have! Totally stranded me this trip. Wish I had known earlier. Hope it gets moved up the chain soon.

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  • Thank you so much for your feedback @Don & @Ninagail!

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  • This function would be an awesome add on

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  • @Janette - Thank you for letting us know!

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  • +1

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  • Yes, please!!! Otherwise we just end up using safari on our iPads to access Insightly. Tags are an essential part of how we use the software. Please update soon. Thanks.

     

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  • Thank you, Abe, for your vote. Ability to filter by tags is coming in one of our upcoming releases. 

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  • Do you expect this release to come out soon? This functionality is vital to using Insightly on the road; the fact that it lacks that is distressing, to day the least, after having put up the money for it.

     

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  • Hi JoAnne,

    We don't have an exact date of when this will be released; however I promise to keep you and the Community posted as soon as more information is available.

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  • Hi Lyla, Nora and Brenda,  

    It seems like votes for the feature request to "add a search filter for tags in the mobile app" are diffused across multiple threads.  Can you please let us know which one is the correct post to "Up Vote" so that this feature request can bubble further to the top?  Some of these posts offer a link to vote... but that doesn't seem consistent across all.

    Thanks!

    Natalie 

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  • Am attempting to "up vote" this. Feature strongly requested. 

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  • So sorry for the confusion Natalie.  This platform (Zendesk) doesn't offer the option to merge suggestions and you will sometimes find multiple posts for the same idea. With that said, please cast your vote for this on this post Managing Tags in the Mobile App.

    Thanks!

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  • Please add Tag searching to the search bar. 

    Thank you,

    Tom 

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  • Hi Thomas,

    Thanks for your feedback. Please make sure to vote for this feature by clicking on the heart at the very top.

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  • Gotta make tag search in the Mobile App happen

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  • Add my vote: Add tag searching to the mobile app. this is the one most serious limitation of the app.

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  • Added my vote.

    I recently started using Insightly for vast personal networking (while also considering it for commercial & NGO use with my colleagues & friends involved to longevity advocacy and aging prevention projects).

    Quick tag filter is the most used feature for me, so I can (quickly!) search people by their interests and personal values to contact them with specific proposals or questions.

    I'm into moving around the city, so this is the main feature for mobile app for me now. Hope you'll add it soon.

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  • Please add my vote for this. Pretty disappointed to see this has been discussed since 2015 and still not available.

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  • I am added my vote to have this available in the mobile app. This product is SO close to what I need. Another thread promised to have this option released in 2015. I am disappointed it has not happened yet. Any updates on when it might be available?

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  • @Lisa if you haven't yet, please make sure to click on the heart icon next to the post title to add your vote. 

    @Mary thanks for adding your vote already and letting us know this feature is important to you for our mobile app. At this time, we don't have an exact timeline but we'll definitely keep you and the rest of the Community posted when we know more. We are working towards being able to bring the mobile and website to a parity functionality. We appreciate your patience through our work in progress!

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  • add my vote

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  • Hi everyone, 

    Happy to report that version 3.17 of our mobile app supports all filtering functionality - including the ability to filter by tag. Read about this and other improvements in our Product News announcement.

    Don't forget to update to this latest version (3.17) to take advantage of these features. Thanks!

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  • @Brenda L., Awesome!

    Thank you personally for announcing this, and many thanks to Insightly team for adding important features and keeping the software modern!

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  • Thank you, Alex. The team has been working hard and I know they will appreciate your kind words. And thank you also to Natalie G. who replied "christmas in January!!!!".  :-)

    As always, we appreciate the ideas submitted to improve the product as well as your votes on the ones that are important to you. Have a great day!

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  • You still can't search by tags in the mobile app, right? Or am I missing something?

     

    The only option seems to be to create a dummy organization that mimics your tags and relate everyone to that so you can filter them.

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  • Great, thank you.

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