Often used to capture New Project or Change Requests, our custom forms module also enables you to capture virtually any type of information.
By using the templates provided, as well as ones you create yourself, custom forms allows you to turn Easy Projects software into whatever you need it to be: a survey tool, an issue tracking software, a way for you to collect and process job applicants, or a way for your clients to request project proposals.
Converting to Projects and Tasks
Once you have collected the data, you can either analyze as is, or convert any submission into tasks or projects with a single click.
As an added bonus, you can automatically apply a template to a newly created project or task. This way, collecting requests and proposals and turning them into fully actionable projects with any number of predefined steps takes seconds.
Custom Forms functionality is a huge time saver for any team working with incoming requests.