Insights

How do I export tracked time?

To export the time you have tracked for a client, you must have Insights and Time. Insights and Time are included in Studio, Agency, and¬†Agency Plus plans. If you are on a free or Professional Plan,¬...

Why am I am unable to view the Insights tab?

Insights is a premium feature and only available to the Studio and higher plans. Also, only team members and administrators are able to see the insights page. With Insights, you can get information ...

How do I export project data to a spreadsheet?

Export all of your project information (pod name, milestones, tasks, and time by team member) using Insights. Use the filters available to narrow down your search, or export everything from the start...

How do I export all the tasks to a spreadsheet?

To get a big picture view and export all of your pod and team member’s tasks, you use¬†Insights. 1. Go to¬†Insights. 2. On the right side under Get Insights On, click¬†Pods. 3. Select the¬†pod y...

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