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Printable Tutorials

Activity Center Views – Productivity at a Glancepdf

Custom Fields – Infinite Possibilitiespdf

Project Manager's Quick Start Guidepdf

End User's Quick Start Guidepdf

Senior Manager Quick Start Guidepdf

Easy Projects Glossarypdf

Video Tutorials

Activity Center 101: Adding Projects, People, and Tasks!

Getting Started with Easy Projects - Quick Start Guide
Learn how to create projects, tasks and add assignees right from the Activity Center
Activity Center - Adding Projects & Activities
Learn how to create projects and tasks using Activity Center
How to Add Sub-Activities
Learn how to add child tasks, issues or change requests to your parent activities
Editing in Activity Center
Watch this tutorial to learn how you can easily edit your activities using Activity Center
Drag and Drop in Activity Center
Learn how you can change hierachy or order of tasks using the drag'n'drop functionality of Activity Center.
How to Import Data from CSV (Excel)
Learn how to import your existing list of tasks, projects, timelogs, users or customers from Excel / CSV.
Filtering in Activity Center
Filters allow you to surface the information that you care the most about in our project management software. Here's a one minute video going over how you can easily set up your own filters.

Activity Center: Managing Timeline and Schedule

Easy Projects Gantt Chart View Tutorial
Learn how to use the Gantt View to inspect, define and modify your project timelines with one click.
How to Create Project Templates
Learn how to create templates and use them to make new projects in the Activity Center.
How to add Dependencies
Setting up dependencies ensures that your project schedule is always under control+ and that you don't start a task at the wrong time. Watch this short tutorial to find out how you can set them up in Easy Projects

Activity Center : Advanced Topics

File Approval
Get instant team feedback on critical deliverables and decisions with the Approval Workflow.
How to use Portfolios
Project portfolios allow for logical grouping of projects to help you stay organized. Here's a quick video that shows you how you can set them up in Easy Projects.
Bulk Edits / Batch Operations
Activity Center not only allows for very quick creation of tasks, but also enables users to do bulk edits. See how you can do just that in this tutorial for our project management software!
Icons in Activity Center
With the introduction of Activity Center in version 9, we have really simplified the interface of our project management software. Watch this quick video to find out how our new icons help you find what you need in a matter of seconds!
Colors in Activity Center
We use a variety of colours in our project management software to convey important information to you. In addition, you can set up your own colours to suit your needs. Here's how!
Resource Loading Report
Keeping an eye on your resources and who you can assign new tasks to is critical in project management. Our resource loading report allows you to both ensure you avoid bottlenecks, and also that your team is not being burn...
How to add Users
Here's a 3 minute video on how you can add users in Easy Projects' Project Management Software. We'll cover creation of users, and how you can manage permissions to limit access to only those who are involved.
Dynamic Email Notifications & Alerts
Email notifications make it easy to know what is going on in your projects. Watch this short video and see how you can set them up in our project management software.
Easy Projects Financial Module
Learn about Easy Projects Financial Module: how you can track your revenue, profit, budgets and other key metrics. See how to approve time logs mark them as billed and much more...
Keeping an Eye on Your Project's Dollars - Part I
Six Financial Metrics and KPI's for Successful Project Management

Working Outside the Activity Center

How to view your Assignments
My Assignments page is a all-in-one page for your team members. Learn how to use it with this tutorial.
Using the Calendar
Calendars are the most fundamental tools in helping us become and stay organized. Learn how to use our Team Calendar.
Time Tracking
One of the most popular features of our project management software is the time tracking module. You can easily record your time with the built-in timer, add time for the week, and more, just with the click of a few button...
Executive Dashboard
Like the one in your car, the dashboard gives you access to critical project management information for effective decision making. It is a convenient way to monitor the most important aspects of your project in real-time.
Report Generator
Easily create comprehensive reports using the powerful report generator. Every custom report can be imported to the Dashboard as a custom widget to highlight critical project information.
Contextual Menus in Easy Projects
To make interaction as easy as possible with our project management software, we have included an intuitive contextual menu that speeds up your workflow. Have a look here to learn how!

Access for Customers, Guests and other stakeholders

Guest User's Tutorial
Easy Projects comes with unlimited free licenses for people who only need a basic level of access to your projects. This guest portal is ideal for external clients or stakeholders who need to keep tabs on your work, but should not have access to all the options Easy Projects offers. Watch this short tutorial to learn more!
Adding Guest Users
Guest users are free accounts that come with Easy Projects' Project Management software that you can offer to clients, so that they can stay informed without having access to too many options. Watch this minute and a half tutorial to find out how you can create these users!

Custom Forms for Work request management and data capture

How to Create Custom Forms for Data Capture
Our custom forms module enables you to collect virtually any form of information that you might need: change requests from your clients, resumes from job applications, contact information for clients and vendors and much more.
Custom Forms - Converting Forms into Projects
In this short tutorial+ we'll review how you can convert information you have collected through your custom forms into projects that you and your team can working on right away!
Custom Forms to Templates
Convert form submissions into complete project plans in no time at all.

Customizing Easy Projects for your processes and workflow

Custom Fields
Custom fields allow you to collect any kind of data that might be important for your projects, and customize your setup the way that suits your needs. Watch this video to learn how to set them up in less than a minute!
Custom User Roles
This tutorial covers some possible user roles in Easy Projects. There are many options available to fit your needs, like project manager and administrator, as well as the option to create your own user roles.

Integration with other Desktop and Cloud Apps

Easy Projects MS Outlook Add On
Learn about how you can use Microsoft Outlook to integrate with Easy Projects and manage your projects and assignments.
Use the Zapier API service to choose from hundreds of Apps to integrate with Easy Projects
No programming required - just point and click to setup Apps to Zap info into Easy Projectrs and vise versa
Easy Projects meets Business Intelligence equals PowerBI embedded
Limitless ways to visual your project data and add a higher level of decision making to your processes.

Request a Free Demo of Easy Projects

Let's talk! During a personal demo we will walk you through Easy Projects and show you how your entire team can collaborate on your projects easier, faster and more efficiently than ever before.

Easy Projects has been an easy decision for us. We're spending a quarter of the time and money we needed to invest in our prior systems and we're seeing twice the results.

Aaron Hamilton,
Director of Information Technologies National Underwriter Company

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