Answered

custom views for Tasks on my phone

My Insightly phone app in Tasks used to show more info but now it only shows:

Task Name

Assigned To

Due Date

I would like to see: 

Task Name 

Due Date

Linked Contact

Linked Organization (which is currently showing blank on my desktop even though it shows in Related)

 

How do I fix this?

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  • Hi Matt,

     

    You can create a custom Task list view and edit it to show the desired data. Once the listview has been created in the web app, you will be able to view it in the mobile app. 

     

    I hope this helps!

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