Collaboration Tools

Everything in Project Insight is collaboration:

• Assigning Active Tasks to a Resource immediately populates their dashboard to begin work
• Marking a Task complete immediately advances the completed hours for a Project Manager
• Entering Time immediately changes the Project Health indicators for a Project Sponsor

Everything you do in Project Insight increases project visibility and accountability.

For teams who rely heavily on email or cubicle hopping, Project Insight centralizes those practices into a collaborative environment where others can always seek the latest project updates for themselves.

Comments

• Leave comments and create notifications around those comments for instant reaction
• Even use @mention in Comments to target the specfic person to want to comment to
• Use Comment Types to run reports around specific types of comments you make regularly

Add File

• No longer will your team wonder if they have the latest version of a file
• Add one or Add Multiple Files to any item (i.e. Project, Task, Folder, Issue, etc.) in Project Insight

Related Items

• Once added, your attachments will always be in the same spot in the "related items" section of the item detail page
• You can quickly see if any items have attachments in your Project by adding the Attachments column

Articles/HTML Pages

• If you think you need it, you'll use it 
• Add Article/HTML Page
• If you don't think you need Articles/HTML pages, you won't use this

Easy to Search

• Use the magnifying glass to generally search Project Insight content
• PI also has advanced searching in the form of Search Reports where you can filter your search criteria
• Do this often? Save your search criteria and find it under Miscellaneous Reports

Communication Settings

• For teams who need to limit the communication between groups (like keeping your clients communication separate from each other)
• Project Insight allows for robust limitations of who can see whom