Easy Projects is Work and Project Management Software that is designed to help teams of all sizes collaborate more effectively, stay on budget and deliver projects faster.

Birdview PSA is a professional services automation platform built for organizations that want to better manage their entire delivery lifecycle. It includes all of the features and functionality of Easy Projects, plus an added layer of advanced functionality and financial tools for billing clients and tracking revenue and profit.

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How can we help?

Adding members to project
Auto-assigning activities to project members
Calculating project progress based on that of its activities
Changing project portfolio
Creating projects based on templates
Creating projects in Activity Center
Cross-project dependencies
Deleting projects
Draft status
Duplicating projects

How do I access the list of my templates in Activity Center?

Helpdesk

July 18, 2018 15:43
Updated

There are two quick methods to list your templates in Activity Center:

Template pre-saved view.

Simply click Saved views and select Templates on the list, as shown below.

Templates filter

To use this filter:

Click Advanced filters;
Select Templates on the Statuses tab.

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Template pre-saved view.

Templates filter

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