How to Create Filters in Insightly
- George Apostolov
How to Create Filters in Insightly: step-by-step guide
Go to your desired module.
Create a new list and click on the gear icon.
Select 'Add New List View'.
Enter a name for your list and click 'Save List view'.
Open the filtering menu to narrow down your organization list.
Click 'Add a Filter Row', create a new filter to segment organizations by specific criteria.
Choose which organization field you want to filter by.
Modify the condition type to refine how your filter works.
Select the exact match condition for precise filtering results.
Finalize your city selection to apply the location filter.
The filter will now appear in your saved filters or view list for future use.
Quick answer: To create filters in Insightly, navigate to your desired module, create a new list view, and open the filtering menu. Add a filter row, select the organization field, modify the condition type, set the exact match condition, and finalize your city selection to save the filter for future use.
About this tutorial
Segment your data efficiently within the app by following this guide to build and save custom filters. This guide shows how to create Filters in Insightly in 11 steps, starting with "Go to your desired module" and finishing with "The filter will now appear in your saved filters or view list for future use". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Filters in Insightly?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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