The Easy Projects Android app allows you and your team to collaborate and manage projects anytime, anywhere. The application is available as a free download and is supported by all Android devices.
Creating an account
You can create a new account in few simple steps.
To create an Easy Projects account:
- Tap 'Create new account' at the bottom of the login page.
- Fill in the form.
- Click 'Create account'.
Logging In
To access your hosted account, you will be prompted to enter your credentials: email address, password and company alias in order to log in. If you are unsure about your alias, you can log in to your web version of Easy Projects and take a look at the URL. Your alias will be the first part of the URL, e.g. yourcompany.go.easyprojects.net.
Connecting to in-house account
You can connect to your in-house account at any time, if you have one.
To connect to your in-house account:
- Tap 'Switch to in-house account' beneath the 'LOG IN' button on the login screen of the app.
- Type your In-house URL.
- Type your email and password.
- Tap 'LOG IN'.
To return to the hosted account, use 'Back to hosted account'.
My Tasks
When you login, you will land on the “My Tasks” page which is similar to your “My Assignments” on the web version. Here you can view both “Pending” and “In Progress” tasks.
Two views are available:
- Projects + Tasks
- Tasks
Projects + Tasks view (
)
In this view, you view a collapsed list of projects with only projects visible:
Use the downward-arrow button opposite a project to reveal its tasks:
Tasks Only view (
)
In this view, you view a list of tasks. The name of the project is given in the top line of each list item:
Sorting Tasks
To sort your Tasks simply tap the 3 horizontal bars in the top right of the My Tasks page. Tasks can be sorted by end/start date, alphanumerically or by project.
Task Status
The status of the task is indicated in the task summary as seen on the “My Tasks” page. In order to change the task status, tap the status.
Task Information
In order to access task Actions, tap the task title and the Actions will expand below.
Assignees
By tapping the photos of team members below the task status, you’re able to change the task assignees, just like in the online app. Here, you can easily re-allocate the task to another assignee by tapping on the square to the left of their photo, or add them to the task. Tap “save” in the upper right hand corner, when you’re done. To unassign a user, tap on the blue check mark in the square to uncheck and press save.
You will also be able to assign the task to yourself by moving the slider at the top of the “change assignments page to the right.
Time Logging
In the task controls, you’ll notice the first icon is a clock. This is where you can track time for a particular task. Tap the clock to access the timer or manually log time.
Adding a time log manually is illustrated in 2 figures below:
The timer will only remain active for one task at a time. Unless you stop or pause the clock, the timer will continue to run as you navigate through the app.
Once the clock is stopped, you must press “SAVE” in order to successfully record it into the time log. You can also enter time logs manually.
Comments & Attachments
To comment on a task, open the icon with the speech bubble. At the bottom on the page, you’ll find a text box where you can add a comment. When complete, tap the blue icon on the right to send.
From the comments section, you can touch the paperclip icon in the lower-right hand corner to attach a file. You will be prompted to attach a file by using your camera, from photos or videos saved on your phone.
Approval Workflow
To request approval of a comment, tap the Request Approval button (
). Select the approvers and tap 'Apply'.
View Attachments
If files are already attached to a task then the number of attached files is listed next to the paperclip icon in the upper-right hand corner and you are able to see the attachments when you press the paperclip icon. From the attachments page you can upload a new attachment by touching the document icon in the lower right-hand corner , or open an existing attachment by clicking on it. You can view most popular file formats, including: png, jpg, doc, xls, ppt, and pdf.
Open Attachments
To open a file, tap its name. NOTE: You must have the appropriate application installed on your phone/tablet to be able to open the file, e.g. MS Word for *.doc files.
Delete Attachments
To delete an attachment before sending, simply tap the thumbnail image and it will disappear.
To delete an attachment after it’s been sent, click on the image to enlarge. Click on the garbage bin icon in the upper right hand corner.
Attachment Requirements
*You must have the appropriate application installed on your phone/tablet to be able to open the file, e.g. MS Word for *.doc files or Acrobat Reader for *.pdf files.
Editing a task
To access a task's details to view or edit them, tap the pencil button (
).
Push Notifications
If you want to use push notifications functionality on your mobile Easy Projects Android app to receive notifications about changes at your Easy Projects account. The mobile app's push notification is triggered by the following notification events:
- Assign a user to an activity; and
- Add message to an activity's message board.
To enable push notifications:
- Tap
. - Select Settings.
- Move the Push Notifications slider to the right.
PN Recipients
The recipients of push notifications are:
- The creator of the activity;
- The assignees of the activity;
- Any project member who can view the activity;
- 'Also notify' users.
NB: The notifications are visible only in the current sign-in session (if you log out and log back in, the notifications received in the previous session are no longer visible.
Adding projects
To add a project:
- Tap
. - Select 'Add project'.
- Fill in the New project creation form.
- Tap 'Save' when you are done.
Adding tasks
You can add activities from All Tasks and My Tasks screens.
The tasks you add are automatically synched with your Easy Projects account. If your notification rule includes notifying about added tasks, adding a task will trigger a notification event as usual.
- Tap .
- Select 'Add task'.
- Fill in the New task creation form.
- Tap
to upload a photo, video, or file. - Tap 'Save' when you are done.
