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Project Management Integrations: Project Selection
Project Management Integrations: Project Selection

Choose project/list you want to integrate and sync with Insightful

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Written by Katarina Dakic
Updated over 5 months ago

During the setup process as an Admin, you will be prompted to select projects/lists you wish to synchronize with Insightful. Insightful supports syncing more than one project/list with your project management provider.

How to select project/list

After successfully completing the initial authentication process, you will be taken to the Project Selection Screen. Here, you will see a list of all projects/lists with checkboxes next to them. Each selected project/list will be added as a new project within Insightful.

You also have the option to edit the list of projects/lists you wish to synchronize with Insightful at any time. To do so, navigate to the integration with the needed tool and then select Edit β†’ Edit Projects.

After successfully making your selections, as an Admin, you will be directed to the User Matching Screen.
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Project management integrations are available on the Time Tracking, Automatic Time Mapping, and Enterprise plans.

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