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Helpdesk

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Activity overview

Latest activity by Helpdesk
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    Helpdesk created an article,

    How to change default currency unit?

    The default currency unit is set in Administration settings, Advanced settings tab. To change the default currency unit: Go to User Menu > Settings > General. Click Advanced settings tab. Un...

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    Helpdesk created a post,

    Make BOT and INTERCOM buttons smaller & re-format for more compact view.

    Just wondering if you can talk to the Easy Projects people about changing some formatting.  This new BOT is usually in my way when I want to post, could it be moved above the chat or maybe make bot...

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    Helpdesk created a post,

    Allow users to search for projects and activities by BILLING TYPE

    Use case: Currently flat fee tasks with no start date are not included in the billing report. This creates a risk of tasks going unnoticed and thus not billed. As of now, Easy Projects does not all...

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    Helpdesk created an article,

    How to Convert User from Regular (licensed) to Guest

    Q. How can I change one of my regular users to a guest?   A. There is no automated way to do this since a regular user is a licensed user and a guest is a free user, but there are steps you can do ...

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    Helpdesk created an article,

    Is it possible to use multiple resource rates for a project?

    This can be done through user custom fields, which are easily created/modified. The reporting on these rates can be done through Easy Projects' Business Intelligence (our analytics platform).   For...

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    Helpdesk created an article,

    How do I rename a team?

      Easy Projects does not allow you to rename a team you have misspelled accidentally. The way to handle this is simple: Delete the team; Add it with the correct name.  What to do if a team has b...

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    Helpdesk created an article,

    Deleting teams

    To delete a team from the list of teams: Click the deletion button. Confirm the deletion. Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already l...

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    Helpdesk created an article,

    Weekly Timesheets

    See Time log use requirements for what you need to be able to add or edit time logs for yourself or someone else.   The Weekly Timesheets page is designed to help you log, track and edit time en...

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    Helpdesk created an article,

    Really Quick Start

    Setup projects tasks and invite assignees, in under 30 seconds!

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    Helpdesk created an article,

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

    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 T...