Importing CSV into Easy Projects
Quickly import existing and new projects, tasks, time entries, and more using the Easy Projects import tool
Most Recent Videos
4:20Time Logs Overview
In this tutorial we demonstrate all aspects of adding, editing and managing time logs in Easy Projects.
5:14Approval Request Workflow
In this tutorial video we'll demonstrate the approval request workflow in Easy Projects.
3:48Easy Projects App for Microsoft Teams
In this tutorial we demonstrate the new Easy Projects app for Microsoft Teams with the ability to create tasks in Easy Projects from a chat in Teams.
1:595 competitive advantages for professional services companies
In this video you will learn about 5 competitive advantages that your services business can leverage to drive performance and get an edge on your competition. For additional details on this topic
4:01Easy Projects Interactive Gantt Chart Tutorial
In this video we demonstrate how to use the interactive Easy Projects Gantt Chart view to visualize and manage your projects and activities. Create dependencies, display milestones, visualize your cr
16:19Easy Projects Financial Module Overview
We present a comprehensive overview of the Easy Projects Financial Module demonstrating how to configure it to monitor your project financial health in real time.
1:27Going digital with Project Management
In this video on digital project management you will learn about: - challenges facing professional services organizations in 2021 and - Criteria to assess project management software choices Read t
5:04Salesforce & Easy Projects Integration
A high level overview of the Salesforce to Easy Projects integration demonstrating examples from a sample deal flow.
3:14Project Plan Sharing
Project Plan Sharing allows you to create custom Gantt Chart snapshots and share them via PDF or dynamic link with your project stakeholders.
1:44Top 5 Threats to the Growth of Managed IT Service Providers
Are you losing sleep over how to manage your IT Services projects for better growth? If yes, you're not alone. Learn about the top 5 threats that your business faces and how to overcome them by choos
5:39Easy Projects to HubSpot Integration
Demonstrating the core functionality of the Easy Projects to HubSpot integration.
5:18Easy Projects and Jira Integration
Demonstrating the core functionality of the Jira to Easy Projects native integration.
51:28Notifications Center - Easy Projects Webinar
Watch our Customer Success teams' recorded webinar where they introduce the new Notification Center in Easy Projects. Explore real use cases of how to best utilize the Notification Center and learn
1:44How to Write a Project Status Report - Easy Projects
Those project status update meetings are every manager's worst nightmare. Team members arrive late or not at all, technology for presentations fail, or agreements and agendas can't be reached, which i
1:30How to Set up a PMO in a Professional Services Firm - Easy Projects
For a full guide on how to set up a project management office (PMO), visit our blog: https://explore.easyprojects.net/blog/pmo-in-a-professional-services-firm
55:44New Financial Module - Easy Projects Webinar
We've released more updates to the Easy Projects Financial Module! We're making it easier to track the financial health of projects and spot any impending risks. We've added bar graphs to help commu
1:10How to Write a Strong Statement of Work
If you're starting to explore the concept of creating a statement of work, you must understand what the process entails. To learn more about how to write a strong SoW you can read our article here: ht
1:34Dashboard - Easy Projects Tutorial
The Easy Projects Dashboard allows you to see all your important reports on a single page. Customize your layout and filters to create your own personalized information panel.
4:55Report Generator - Easy Projects Tutorial
The Easy Projects Report Generator allows you to take any data within Easy Projects and present it in a way that will unlock insights, drive change, and increase efficiencies. Watch this quick tutori