Review a project insight’s details
Use the insight detail dialog to understand the background, category, priority, status and recommended actions for a specific project insight.
This guide is designed for project manager.
Steps
Step 1: Open the insight detail dialog
Select an insight from your project insights list to open its detail dialog in a pop-up window.
Step 2: Review the insight category and priority
At the top of the dialog, check the coloured category label and priority badge to understand how important and what type of insight it is.
Step 3: Check the status and key dates
Review the current status, creation date and any other key timestamps to see how recent the insight is and where it is in its lifecycle.
Step 4: See who created the insight
Look at the creator information to understand which team member raised the insight, using their name or email from the project member list.
Step 5: Read the insight description and recommended actions
Scroll through the main body of the dialog to read the detailed description, context and any recommended actions linked to the insight.
Step 6: Open related links or tags
Use any visible tags or external link icons to explore related resources or references associated with the insight.
Step 7: Close the insight detail dialog
When you have finished reviewing, close the dialog to return to the project insights list.
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Last updated: 2026-08-31