Skip to main content
Question

Logging calls and SMS as tasks in Insightly?

  • February 16, 2026
  • 1 reply
  • 5 views

Is there a way the call & SMS logger can log those actions as an “Task” instead of an “Event” in Insightly?

 

1 reply

ByrneReese
Community Manager
Forum|alt.badge.img+3
  • Product Manager
  • February 17, 2026

@ccraig That capability is not currently supported as you know. I would like to learn more about the thought process here. I think of tasks as very different than events. A phone call feels like an event. If we overload the concept of a task, then what will AI create when it extracts actions items from a phone call’s transcript? It seems to me that tasks are really about tracking things to be done, not things that have happened. What do you think?