Beta

Insights surface what's worth knowing; Tasks turn them into assigned, trackable work. Create one from an insight in one click, or start from scratch — either way, you and your team can now collaborate on your daily work!

Creating a task

• From an insight — open its menu and create a task directly, or add one from the insight's detail page. Give it a title, priority, and optionally a due date and owner (defaults to you). Tasks created from an insight also get an auto-close toggle — on, and the task closes itself when the insight retires or is dismissed; off, you close it manually.
• From scratch — open the global Tasks list (side navigation), click create task, and pick the report and view it belongs to. The Tasks list is also where you see everything outstanding — filter by owner, group by priority, due date, or project, and tick items off directly. Good for a Monday-morning triage of what's on your plate

This new feature is in private bata, currently enabled across selected organizations. Want to give it a try? Contact support@caplena.com.

For more information on tasks and how they interact with insights, read our documentation.

Nobody can watch every signal, every day. So Caplena now actively scans your reports and flags what's worth your attention — like a radar —  Risks to fix, and opportunities to scale. That means less digging through reports to find what changed. You see it and can act instantly.

Where you'll see them

• In your report — a collapsible side rail on the right, shows insights next to the insight element they came from.
• On the insights board — a global page collecting every insight across all your reports & views.
• On the insights detail page — a page that shows a specific insight, the linked insight element and linked tasks users can act on.

An insights' life-cycle

1. Discovery — On a regular interval, the Insight Agent scans your report views. If it finds something worth flagging, a card appears in the rail. If not, nothing shows — no noise

2. Updates — Live insights are rechecked on the same schedule, so the numbers stay current for as long as the finding remains relevant-

3. Retirement — Once an insight stops being relevant, it's retired and removed from the view. A new one can appear later if the data shifts again.

This new feature is in private bata, currently enabled across selected organizations. Want to give it a try? Contact support@caplena.com.

Read our documentation to get more details on the new insights feature.