Completed

Add a mobile dashboard

I really value the dashboard on the browser based insightly. I would love to see the same or similar functionality on the mobile app (I am using the Android app). The dashboard allows me to see the latest activity and keep up to date with what my colleagues have been up to. It is a pity that it is not currently available on the mobile apps and I would love to have that feature!

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Comments

13 comments
  • Hi David,

    It's great to see you over here from LinkedIn. Thank you for posting this product suggestion that would benefit anyone who uses mobile.

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  • Yes! I would use the hell out of a mobile dashboard. 

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  • Hi David & jay,

    Knowing you both are users of our mobile app, have you signed up to beta test events and calendars? Maria, our Director of Product, would love your help. You can read about it here. And here's a sneak peek of the new calendar on Android.

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  • Hi Brenda,

    I do use the mobile app a little. However I don't really use events and calendars in general so I am not sure that I would be a good beta tester in this instance. I know that I would get a lot more benefit out of the mobile app if I could see the latest activity rather than having to search for specifics.

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  • I'm also really missing the latest activity feed. Staying up to date is the perfect task when I'm on the road, and this is hard with the actual mobile app.

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  • we definitely need to see the activity feed that is show on the web ap via the "home" page

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  • I used insightly in a previous business for a couple of years and made this feature request for a mobile 'Home' tab approximately 2 years ago - at that time it was suggested it was an imminent feature addition.

    Now two years later I find myself seeking an adequate CRM for another business and I simply cannot believe the dev team haven't built this simple feature yet to satisfy mobile users - truly unbelievable lack of interest in user feedback. 

    If this was a completely new complex feature I would understand the need to leave it to an ongoing vote; but putting something this simple to the vote appears to be a easy & lazy way to avoid doing it, even though the end result would increase ui consistency across platforms.

    My frustration over this issue comes from the fact that one gets used to using the home tab on desktop as a very fast overview on all activities - to try and change user behavior on mobile seems absurd to me...

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  • In response to the comments on the Home Tab...

    The Insightly development teams work in many different areas, and build out a lot of great features for a very diverse group of users from around the world.  This can be seen in a plethora of features all geared to you, the user, and to provide the tools and workflow needed.

    As is often the case, there's only so much time in the day, and the teams are working very diligently on the features most requested by our users.  It's how we can better prioritize what needs to be done.  This is a large reason why we ask for feedback.

    In the case of the home tab functionality - Yes, this is actively being worked on by our mobile team.  However, their focus has been in other areas simply because those other areas have garnered more feedback, comments and requests.

    The mobile team is actually designing the next evolution of what a *mobile* home tab/feed should be.  Mobile presents us with additional tools and resources (geo-location, phone, etc), so we aren't taking the "easy" way out by using the standard Home tab approach - That itself would be "too easy" and would not give our customers the mobile experience they're looking for.

     

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  • I too lament the lack of a mobile dashboard and would love to see one implemented.

    To take that a bit further, I think it would be great for the mobile app to be more "pushy" for those who want it to be. That is, I'd love to get instant notifications when someone updates something I'm following/adds a new comment, etc. Similarly, the ability to quickly add comments, new tasks, etc. would be lovely. Currently, while possible, it's a bit too clunky for me to use it on a regular basis.

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  • @Stephen - Thank you for your feedback! These are are all features that we're hoping to implement in the future. 

    Thank you for letting us know!

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  • Any hope of ever getting this completed? It has been more than a year since the dev team was "working on it". I get not taking the easy way out but perhaps you are letting the possibility of something great be the enemy of something that is really good, pretty straightforward and very beneficial? 

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  •  We have all been waiting for more than two years for this, please give us an update. This is really important as is fixing the task function with custom fields, tags and more prioritization choices. Please help!! 

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  • Hi all, great news! In our latest mobile release (3.22), we've added a new home tab to the mobile apps and this should be resolved! When you log in, you are now dropped on to the new home tab with cards that are configurable ("Today," "Recent Activity," and "Recently Used"). For additional information, you can learn more here. Please let us know if you have any additional feedback or questions.

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