- How to Create a New Task from the Project Insight Mobile App
- How to Create a Project in Project Insight
- How to Create a Time Entry from the Project Insight Mobile App
- How to Create an Approval of a Project in Project Insight
- How to Create Custom Fields in Project Insight
- How to De-Activate a User in Project Insight
- How to Enter Receipts and Expense Reports from the PI Mobile App
- How to Impersonate a User (Admins Only)
- How to import companies in Project Insight
- How to Import Projects Using MS Excel
- How to Import Tasks from Microsoft Project into Project Insight
- How to Invite New Users to Your Project Insight Workspace
- How to Limit Read or Edit for Certain Custom Fields in Project Insight
- How to Make Regular Tasks into Appointment Tasks
- How to manage the visibility of project views in Project Insight
- How to Organize Sections in the Left Navigation
- How to Permanently Delete a User in Project Insight
- How to Post a NEW Feature Request on the PI Community
- How to Retrieve 7Pace token for the Project Insight for DevOps Integration
- How to Send a Page in Project Insight via Email
- How to Send an Invoice Record from Project Insight to QuickBooks
- How to Set a Favorite Page or a Default Page in Project Insight
- How to Set up Stage Gates in the Project Plan
- How to Start Over on an Approval
- How to Support your Users with the Impersonate Feature
- How to Track Your Support and Community Requests
- How to Update the Task Display within the Project Status Board View
- How to use Elapsed Days to Schedule Tasks on Weekends
- How to use Project Phases
- How to View Notifications from the Project Insight Mobile
How to Videos
Short videos explaining or showing how to use features and settings in Project Insight