In-line editing

We have introduced a new way to manage and update data. This article walks through how to best use it.

Matthew Hammett avatar
Written by Matthew Hammett
Updated over a week ago

This feature update is all about making Insight faster, more intuitive, and a delight to use. We know that when managing large amounts of data, having to click through to individual forms can be a timely and painful process.

After listening to your feedback, we have introduced a new table layout in order to speed up how you add, update, and manage your data in Insight, reducing admin time and making the platform more intuitive.

Adding data

From the Programme or Project screen, use the left-hand Project Navigator and select Actions. Simply click ADD in the top left corner, type in the name and hit enter. Your new item will appear at the top of the table. Now you can work across the table columns and simply input data directly into the cells of your new row.

As before, the only mandatory field when inputting new data is the name, so you can work as iteratively as is necessary for your desired workflow.

Managing data

Rummaging around a large data set can be a timely process, so we’ve added new functionality to make things easier to find. With the new table format, you can filter and sort across any of the columns and even move columns around to suit your preferred way of working.

Updating data

In-line editing makes the updating process quicker than ever. Simply double-click the required table cell and start editing. Once you’re done, hit Enter, and the new data will save and update automatically.

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We’re continuously improving Insight and committed to making it the tool of choice for change managers. If you have any feedback or would like to suggest features, we would love to hear from you. Get in touch here...

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