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