Share projects!

Would be great if I could share a single project with a external contact.

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3 comments
  • I had this feature on my mind too. A project within Insightly can be very very detailed. But how can we share something easily with the client? You can not do so without making an external system and duplicate the data somehow. Would be nice to just send them to a public project, displaying tasks, notes, etc. And the important thing would be how to decide what they can see within a project. Not all tasks or notes (for example) should be displayed in front of them. So some type of control of what would be "public" is a must.

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  • Hi Sami,

    Showing a specific project in view-mode to an external (non-Insightly) customer is not on the immediate horizon. However, new role-based permissions are coming which will allow you to set 'read-only' permissions. Currently any Insightly user can edit and delete. Thanks!

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  • Keep up with the Jones. Other project manager platforms allow this.

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