Integrated projects in Insightful are projects synced with external project management tools through Insightful's integrations. This feature enables users to track project time within Insightful while synchronizing data with their preferred project management tools. This can help you improve productivity, identify bottlenecks, and make better decisions about resource allocation.
Project management integrations are available on the Time Tracking, Automatic Time Mapping, and Enterprise plans.
All integrations with project management applications are in the Beta phase.
You can create projects within Insightful in two ways:
Create your own projects within Insightful. To learn more, please visit the following article: Introduction to Project Management with Insightful.
Sync with your favorite project management tools in just a few steps to track time on projects, as will be explained below in the text.
Learn more in the video below:
Integration Setup
To set up project management integrations with Insightful, you will need to be an Admin. To synchronize Insightful with your project management tool, navigate to the Settings → Integrations → Project Management, and then click on Configure Integration for the chosen provider.
After clicking on Configure Integration, you will be prompted to authenticate yourself with a project management application. You will then be guided through the step-by-step screen provided by Merge.
We collaborate with Merge.dev, a trusted third-party vendor specializing in providing integrations via a single unified API. This collaboration enables us to provide you with seamless integration between project management tools and Insightful.
Once you have been successfully authenticated as an Admin, you will be prompted to do the following:
Choose which projects/lists from the project management application you want to sync with Insightful.
Once you’ve selected projects/lists you want to integrate, you’ll be presented with a User Matching screen, where you will have full control over how user mapping is done.
If there are any unmatched users between your project management provider and Insightful, you can skip over this step, and go back to this page to edit users later by navigating to Settings → Integration → Edit → Edit Users.
The synchronization process may take some time, depending on the number of items chosen for syncing.
Once all projects/lists are imported, you will be able to immediately start tracking time on projects/lists and tasks.
👉 Learn more: