Easy Projects Outlook Addin is a handy tool that fits right into your Outlook. It adds a new ribbon menu where you can quickly create tasks or projects, check out imported calendar events, and even keep everything synced between Easy Projects and Outlook.
With this add-in, managing and organizing budgets, resources, and project health becomes super easy. You can track milestones, see how resources are loaded up, and assign tasks to your team members without breaking a sweat.
The Easy Projects Outlook Addin is really effective because it lets you do all of this right from within your email. You can send emails and manage contacts just the way you like while keeping an eye on your projects.
Before diving in, make sure Easy Projects is set up properly on your computer. You’ll need to go into the Settings window to enter the URL address and your login info to connect everything smoothly. Once that's done, creating new tasks, issues, requests, or projects becomes a breeze! You can even import customer details and sync calendar events easily.
If you're looking to make a new request, just fill in the activity name along with choosing the parent activity and project. Set start and end dates as well as status and priority. Then assign it to whoever you want! If you change your mind later, it’s easy to cancel or mark it private so no one else can see it.
To sync all your information effortlessly, just hit the Sync button found in the main toolbar. The add-in will show you what's happening during the sync process so you know exactly what’s being imported.
In short, the Easy Projects Outlook Addin makes it super simple to manage all your data from Outlook. Create new projects and tasks easily while assigning them to any user you choose!
Go to the Softpas website, press the 'Downloads' button, and pick the app you want to download and install—easy and fast!
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