There are many ways to create activities in Easy Projects e.g. using Quick Panel, project contextual menu, import from CSV, Issue By Email feature, etc.
Note that activities can be added to existing projects only.
All possible ways to create an activity are:
Quick Panel
.
It's accessible on all pages on the left of the main menu.
"Add activity" link:
Projects
page.
Project contextual menu.
Hover on a project line to mark it orange then left click to open contextual menu and choose "Create activity for this project" link:
Project details
page.
The quick panel for different pages can have handy links for quick actions, e.g. "Create activity for this project" link on the project detail page:
Thus every time you need to create activity for specific project you just can click on link with a project name (even in a report) and then use the quick panel.
My Assignments
page.
"Create a new task" button allows to create task for existing project and select parent activity for it:
Issue by email
feature
.
To create an issue by email just send an email to a dedicated address and it will be converted to an issue.
Time logs
page.
"Add a new project or activity" link allows either to create activity in existing project or create new project and activity in it.
Just created activity will be automatically chosen to add time for.
Activities (Classic)
page.
Use handy links in project contextual menu to:
-
create task
-
create issue
-
create request
-
quick add activities in spreadsheet mode
The quick add activities form allows to add 3 activities at once:
The number of quickly added activities can be increased, see how it can be done at
this link
.
The "Create new activity" button on this page can be used as well.
Activities (Silverlight)
page.
Click on a project or an activity then click on the "Add new activity" button to add activity to project or to parent activity correspondingly:
Right click on project to open contextual menu which allows to create tasks, issues and requests:
Activity's contextual menu allows to create sub-activities of task, issue and request types:
Interactive Gantt
.
Click on the Activity button and choose New from the menu:
Import tasks from CSV
.
CSV (comma separated value) file with as many lines as you want can be used to import the same number of activities including assignees and custom fields.
Values from the first line of the CSV file can be automatically recognized as EP field names:
Article ID: 206, Created On: 5/29/2012, Modified: 2/12/2013