Add a Little Personality to Your Environment

Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!

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Have You Checked Your User Settings, Lately?

Sometimes, especially when we’ve got a ton to do, we jump right in to new software, get to work, and focus only on what’s in front of us. In the rush to get more done, we can miss important updates or settings that can actually lighten our workloads. It’s a good idea to periodically review your software settings and have your staff do the same. Everyone who uses Insightly can access the User Settings page to update their preferences and make sure they’re not missing out on anything that can make their jobs easier.
 
To access the settings, click your profile icon in the upper right and select User Settings. There’s a menu on the left with all of your options. Some of them, like Contact Sync and Calendar Sync, will only function when your Insightly administrator has subscribed to a paid plan or enabled that option. Among the many options, you can:

  • Set your time zone, default currency, and language (User Details and User Settings).
  • Choose a different background color for Insightly (Color Theme).
  • Customize the signature on emails you send from Insightly (Email Signature).
  • Change what happens when you save an email or create a task (User Settings).
  • Set which items you automatically follow and receive email updates about (Notifications).

Setting things up the way you like them and the way they work best for you will make every Insightly day a little better.

Insightly User Settings
Access the Insightly User Settings page from the profile menu
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Do What You’re Best At

When starting a business, you’ll often have to wear many different hats. But when you find yourself stretched too thin or your company starts expanding, recognize what your strengths are and fill other roles with contractors or staff to let you focus on the tasks you do best. Are you better at writing blog posts than networking? Do the writing and hire a PR person to handle the other marketing duties. If you’re a numbers wiz but slip up on invoicing your clients regularly, focus on the accounting and hire someone to come in once a month for billing. As our businesses expand, we all need more help with our jobs. Hiring the right person for the tasks that take more time for you will free you up to perform even better in the areas where you shine.
 
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Personalize Your Space to Reflect Who You Are

Being in an environment that reflects your personality and reminds you of the things that make you happy can keep your mood positive and your mind at ease. When you leave work, having a space that’s your own gives you a place of refuge to come home to. Whether you’re a sports fan or a collector of African art, decorating to reflect your cultural connections can inspire you and energize you every time you come home. If certain colors resonate with you, paint your walls or include those shades in the objects you place around you. The ideas you put together don’t have to stop at home, either, so add a little something to your work desk to spruce it up. You can keep happy reminders on your desk, like a golf ball from one of your lowest-scoring rounds or your child’s unicorn/lion/parakeet drawing. The right colors and accessories can make your days more productive and maybe put a smile on your face just when things are feeling a little stressful.

 

Send Us Your Tips

Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!

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About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions for over ten years.

Image courtesy of stockimages at FreeDigitalPhotos.net.