Manage project insights
Capture, review, filter, and update insights for a specific project to track risks, opportunities, and key findings.
This guide is designed for project manager.
Steps
Step 1: Open the Project Insights section
Navigate to the Project Insights page for your chosen project; the main insights list, summary cards, and filters will load automatically.
Step 2: Review insight summary and key metrics
At the top of the section, review the summary cards showing counts by status, category, and priority to understand the current state of project insights.
Step 3: Filter insights by category, status, or priority
Use the filter controls to select one or more categories, priorities, statuses, or include archived items; the list updates automatically and active filters appear as badges above the list.
Step 4: Reset all insight filters
Click the reset or clear filters option to remove all active filters and return to the default view of all relevant insights.
Step 5: Refresh the insights list
Select the refresh action to reload the latest insights from the server; a loading state appears briefly and a confirmation message indicates that insights have been refreshed.
Step 6: Create a new insight
Click the add or plus button to open the insight dialog, then enter details such as title, description, category, priority, and status before saving to add the new insight to the list.
Step 7: View insight details
Click an insight in the list to open the detail dialog, where you can read the full description, see metadata such as category, priority, and status, and review any additional context.
Step 8: Edit an existing insight
From the list or detail view, choose the edit option to open the create/edit dialog pre-filled with the insight; adjust fields as needed and save to update the insight across the list.
Step 9: Close an insight
Use the close insight action to open the close dialog, confirm the closure details (such as final status or notes), and apply the change so the insight is marked as closed.
Step 10: Archive an insight
Select the archive option on an insight to move it out of the active list; archived items will only appear when the “include archived” filter is enabled.
Step 11: Remove a status, category, or priority from an insight
Use the relevant remove action on an insight to clear its status, category, or priority; the insight is updated immediately to reflect the removal.
Step 12: Load more insights
If more insights are available, click the load more button at the bottom of the list to retrieve additional insights until all have been loaded.
Related Tasks
Last updated: 2026-02-02