Found a success you’d like to share with the whole team? Need to bring something interesting to the right person’s attention? Saving an Insight lets you save your findings for yourself as a personal discovery to return to at a later time or with other members of your team.

Insights are the best way to quickly share information with fellow team members without them having to recreate your steps to get there. Other team members can click on the insight’s title taking them directly to it. Subscribing to an Insight means you’ll never miss any important information or discoveries your colleagues may contribute.

You can find Insights in the navigation menu wherever you are in the app:

From here you’ll see the Insights dashboard:

My Subscriptions - see which insights you subscribe to and who they were created by. Click the title to go to the insight and click the workspace name to visit the workspace. Click ‘Manage’ to manage your subscriptions:

Recent Comments - list of recent comments on insights within the account. Click the titles to view the insight:

Insights Table - lists all public insights saved in the account. Lists insight name, workspace of origin, type of tool the insight is on, when it was created, and any tags associated with the insight. Click the title to go to the insight and click the workspace name to visit the workspace, as does 'Actions'. Click ‘Manage my Insights’ to manage the insights you’ve created:

Clicking the ‘+’ in the first column expands the information box of the insight. This is the same as it appears at the top of insight when viewing it and contains the insight’s description. Subscribing to the insight can be managed here using the toggle on the right. ‘Explore’ will take you to the insight:

Now that you know how to find other insights in a workspace, let’s look at how to create them.

Insights can be created on all workspace-level tools. The example here is from SERP Matrix.

You can find ‘Save as Insight’ at the top of the tool:

Insight content:

Insight sharing:

Click ‘Confirm’ to create your insight:

Once created, you’ll see your insight at the top of the page. It’ll tell you the same information as the insight content and sharing, plus the tracking frequency of the workspace and what tool the insight comes from.

Other information includes how many subscribers there are, how many comments and the options to edit, subscribe/unsubscribe from the insight, or create a new insight:

Comments appear at the bottom of the page. Here you can add comments and see comments from other users:

Click the ‘Manage Insights’ button at the top of the insights list to edit the insights you’ve created:

From the ‘My Insights’ page, use the tick boxes and the ‘apply selection to’ drop-down to delete insights:

Alternatively, click the edit icon for more options:

From here you can edit the insight:

Click ‘Save’ to confirm changes.