Easy Projects Update: Quick-add for Portfolios, Customers, and Categories

June 29, 2015 Patrick Icasas

In our latest update, we’ve drastically simplified the process for creating new portfolios, customers, and activity categories! You can now create them straight from the Activity Center or the Project/Activity details page.

Creating from the Activity Center

To create a new portfolio in the Activity Center, simply click on the “Portfolio” field to bring up the drop-down menu.

quick-add portfolio1

Type the name of your new portfolio in the search field. If it does not exist yet, you’ll see a “+Add” option. Simply click on this option to create a new portfolio and automatically assign your project to it. It’s that simple!

quick-add portfolio2

Just follow the same process for the Customer and Activity Category fields.

quick-add category

Creating from Project/Activity Details

To create a new portfolio, customer, or category from the Project/Activity Details page, just click on the option you want to change and type in the new item like you did in the Activity Center. Once again, you’ll see an option to “+Add New Item”. Click on it, and it will instantly be created.

quick-add-details

You don’t even need to reload the Details page (although you do still need to actually save the change you made)!

If you want to put additional details into your portfolios, customers and categories, you can apply them from their usual management screens. Just be aware that you still need to have the proper permissions to add them. Consult your EP administrator if you’re in doubt!

The post Easy Projects Update: Quick-add for Portfolios, Customers, and Categories appeared first on Blog | Project Management Software | Easy Projects.

About the Author

Patrick Icasas is a former marketing project manager with 7 years of marketing and PR agency experience, managing creative projects for brands such as Nokia, Verizon Wireless, and Adobe. He now spends his time helping people make the most out of their project management software and entertaining his 5 year old daughter.

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