Quire Insight View Permalink

The Insight view is only available in the Professional, Premium, Enterprise plans. More information can be found on our pricing page.

Overview

What is Insight in Quire?

The Insight view lets you automatically calculate, aggregate, and analyze data from your task list without manual grouping or calculations. It turns your project tasks into a dataset, making it easy to track workload, progress, and custom metrics across members or fields.

How does the Insight view work?

By default, Insight groups data by members, but you can toggle both default and custom fields to generate different views of your project data without exporting or manual calculations.

Create an Insight

1. Click the + icon at the top of your project.
2. Select Add insight.
3. Enter a name for the Insight tab.
4. Select a permission to determine who can access this insight tab.

Toggle Fields

How do I toggle fields in an Insight?

When an Insight is created, it starts with default fields grouped by members. You can toggle default fields or custom fields created in Table view.

Click + Add a field to include more data in your Insight.

Insight Fields

In the Professional subscription plan, you can add three insight fields for each project. Upgrade your subscription plan to add more fields. More information can be found on our pricing page.

1. Click +Add a field.
2. Select + Add a new insight field.
3. Enter a field name and choose the Insight type.

Insight Types

What is a Formula Insight?

Formula Insights calculate new values based on existing task fields. You can reference fields by name and apply basic or advanced calculations.

Learn more about Quire formulas.

What is a Lookup Insight?

Lookup Insights search within a dataset and return matching values. They are ideal for large projects where you need automated data retrieval and calculations.

Edit Insight Fields

How do I edit an Insight field?

1. Click the field name at the top of the Insight.
2. Select Edit field.

How do I delete an Insight field?

1. Click the field name at the top of the Insight.
2. Select Delete field.

Sort and Calculate

How do I sort Insight values?

1. Click the field name at the top of the Insight.
2. Select Sort.

How do I calculate Insight values?

1. Click the field name at the top of the Insight.
2. Select Calculate.

Manage Insights

How do I edit an Insight view?

1. Right-click the Insight tab.
2. Select Edit details.

How do I manage all Insight fields?

1. Right-click the Insight tab.
2. Select Edit insight fields.

How do I delete an Insight?

1. Right-click the Insight tab.
2. Select Delete.

Export and Print

How do I export an Insight?

1. Click the More Options icon in the upper-right corner.
2. Select Export CSV.

How do I print an Insight?

1. Click the More Options icon in the upper-right corner.
2. Select Print.