Tutorials

Printable Tutorials

Activity Center Views – Productivity at a Glance pdf

Custom Fields – Infinite Possibilities pdf

Project Manager’s Quick Start Guide pdf

End User’s Quick Start Guide pdf

Senior Manager Quick Start Guide pdf

Easy Projects Glossary pdf

Video Tutorials


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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 visualize your project data and add a higher level of decision making to your processes.