Incoming Requests & Forms
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.
Create Your Own Form
in 30 Seconds
Custom forms are not only flexible, but simple to create. Pick a name, drag and drop the fields you want, and save. Here are just some examples of what you can do with custom forms:
CRM
- Lead Tracking
- Sales Management
- Deal Analysis
HR Department
- Job Candidates
- Interviews
- Vacations
IT & Development
- Requests for IT Department
- Document Templates
- Sprint Planning
- New web-site request form
Project Management
- Risk Register
- Change Requests
- Meeting Minutes
- Expense Tracking
Surveys & RFQs
- Customer Satisfaction Survey
- Lessons Learned
- Support Feedback
- Marketing Services RFQ
Easy Sharing
Custom forms are powerful because they are easy to share and collect the information you need from team members or stakeholders. You can get input from people outside your company through a public URL, or you can make it internal and keep things private.
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.
