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Task Tracking for up-to-date projects

Update task features according to your permissions, visualize project progress and push tasks through the workflow. Task tracking eliminates the need for status update meetings, since everything can be tracked in Easy Project.

Key features:

  • Update of tasks according to workflow and user permissions
  • Update of task features such as tracker, assignee, % done, due date, priority, status, etc.
  • Task update through inline editing
  • Task options such as move, merge, create sub-task, etc.
  • No more need for status update meetings

Time tracking and reporting for efficiency and planning

Time tracking and reporting is the key to efficient time management and planning. It allows employees to efficiently utilize and report their time, and managers can monitor spent time and use it as a reference for future project planning.

Key features:

  • Time tracking by projects/tasks/users/activities
  • Custom exportable reports
  • Time reports (spent time sheets) by defined period of time
  • Easy time logging by workers
  • Stopwatch for exact time tracking on tasks

Checklists

Checklists can easily increase work organization, motivation, and productivity. They eliminate the possibility of forgetting a step and make the delivery of repetitive tasks more efficient and with fewer mistakes. 

Key Features:

  • Project level module
  • Ability to create templates through Administration
  • Role-based permissions
  • Unlimited number of items within a checklist
  • Changes can be saved to history

Workflows

Workflows allow you to define, execute, and automate business processes, eliminating chaos and coordinating tasks between employees. Easy Project allows you to set task permissions and workflows based on user types.

Key Features:

  • Adjustable status transitions and field permissions
  • Dependency on roles and trackers
  • Prevents users from doing undesirable changes on tasks
  • Improves safety and minimizes unwanted user activity

Organization structure

Organization structure is a form of a tree hierarchy where every user in the organization, except the top one, is subordinate to a single another user. This arrangement helps define how activities such as task allocation, coordination, and supervision are standardly directed toward the achievement of organizational aims. It also determines who is eligible to approve vacation requests submitted by users.

Key features:

  • A clear overview of the organizational structure of the company

  • Subordinate filters on tasks

  • Custom module on a personalized page

  • Defines vacation approvers

  • Customizable design


Business dashboards

Business dashboards consist of three main features - global filters above dashboards, graphs and charts with click-through functionality, and trends. With global filters, a user can apply a filter to all or just selected modules on a personalized page together in just two clicks. Graphs and charts can be configured to show a specific page (dimension) upon a click on the chart values. Moreover, trends give you real-time values and trends overview just after one glance on a dashboard.

Key Features:

  • Global filters above dashboards – all modules on dashboard are filtered together

  • Graphs and charts with click-through drill down to other dimensions

  • Trends with automatic comparison to the previous period

  • Continous awareness of current performance

  • A global-level module


Meeting Calendar

Meeting planning can be a tedious process involving dozens of emails. With the Meeting Calendar, you can easily organize personal, team, and project meetings, check your colleagues' availability, and send  invitations to their emails.

Key features:

  • Meeting entries with name, date, time, agenda, project and invitations
  • Check of user availability for meeting planning
  • Meeting invitations sent to e-mail with accept/deny options
  • Setting of recurring meetings
  • Integration with other calendars via iCal (Google, Outlook)

Global roles by user types

Each user type might have a predefined default role, thus eliminating the need to assign a role to newly created users of specific user types. For the sake of simplicity, default user roles are reduced to a few most common roles in an organization. When you invite new users to the system, you may assign him a specific role already before you send the invitation. For each user type, a customized personal dashboard is available for immediate use.

Key features: 

  • A role can be assigned automatically when creating a new user

  • Selection from the most common roles in an organization

  • Invite new users with a predefined global role

  • Personal dashboard for each global role of a user


Video and Audio conferences - Zoom integration

Thanks to Zoom integration you can easily create and plan audio & video conferences directly in your Easy Project. Simply add a video meeting to the calendar, invite users to one on one meeting via chat or create meetings directly on task, contact or CRM case.

Key features: 

  • Audio & Video conferences with both "Meet now" and planned meeting options
  • Meetings on CRM cases and contacts with automatically logged sales activity using Plus button
  • Conferences associated with specific Task
  • "Meet now" option on chat

Activity Feed

An activity feed is the fastest way to find out about the latest task updates. It is always accessible on your sidebar, where you can see updated tasks and recent comments, completely eliminates the need for email notifications.

Key Features:

  • Ability to follow tasks in which you are the author, coworker, and assignee
  • Visualization of the updated tasks with the latest comments
  • Always available on the right sidebar
  • Can be added as a module on a personalized page
  • No more need for email notifications

Team Chat

Stay in touch with your colleagues, remote teams, and work-from-home employees. Easy Project offers integrated communication tools such as instant chat, which is always available on the right sidebar. Available in all paid subscription plans.

Key features:

  • Accessible from the right sidebar
  • User search
  • User messages for quick communication
  • Chat history
  • Sound and visual notification

Action Buttons

Cut down the number of steps necessary for a task update. Simply open a list of tasks and drag & drop one to the pre-set Action Button, which can perform any kind of task update, including change of assignee, tracker or priority.

Key Features:

  • Task update with drag & drop
  • Update of any task features
  • Customization and coloring of buttons
  • Supports custom fields
  • Complete overview of buttons accessible through More menu

Additional information

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