Introduction
This reference article provides a structured overview of the most important project modules available in Easy8. Each module adds specific functionality to your project workspace, allowing teams to manage tasks, risks, finances, documents, and collaboration more effectively. You can enable or disable these modules per project depending on your needs.
Target Audience
- Project Managers
- Administrators
Definition of Project Modules
| Module | Description |
|---|---|
| CRM | Integrates customer relationship data and contacts with project-related actions. |
| Task Tracking | Core module for managing tasks, assignees, statuses, and progress. |
| Spent Time | Tracks and logs time spent on tasks for reporting and billing purposes. |
| WBS (Work Breakdown Structure) | Visualizes task hierarchy and structure to plan and analyze project scope. |
| Gantt | Displays tasks and milestones on a timeline for scheduling and dependency tracking. |
| Project Scrum Board | Agile-style board for managing user stories and sprints within a project. |
| Kanban Board | Visual task board with columns for workflow stages (e.g., To Do, In Progress). |
| Budgets | Supports planning, tracking, and evaluating project financial performance. |
| Mind Maps | Helps with brainstorming and visual planning through interconnected ideas. |
| Risks | Identifies, tracks, and evaluates project risks with probability and impact. |
| Accounts | Manages billing-related data linked to project activities. |
| Earned Values | Provides performance metrics like cost and schedule variances for earned value management. |
| Resources | Shows team member availability and allocation across tasks and projects. |
| Test Cases | Enables writing and managing structured tests linked to requirements. |
| Requirements | Defines what needs to be fulfilled by the project; often used in technical scopes. |
| Wiki | Collaborative space for storing project documentation in structured form. |
| DMS (Document Management System) | Organizes and controls access to documents with versioning and folders. |
| Documents | Allows uploading and attaching files directly to the project. |
| Files | Stores files related to tasks and project events in a central location. |
| News | Posts project-related announcements for team-wide communication. |
| Calendar | Displays deadlines, events, and planned activities on a monthly/weekly view. |
| Quick Project Planning | Simplified interface for creating and scheduling tasks and milestones in a grid view. |
| Baselines | Captures a snapshot of the project timeline for performance comparison. |
| Checklists | Adds lists of subtasks or steps to complete within individual tasks. |
| Easy Web Hooks | Enables external system integration through automated triggers (webhooks). |
| Stakeholders | Allows recording and categorizing individuals or groups involved in the project. |
| AI Project Status | Uses AI to estimate and display the real project status based on tracked data. |
Usage Notes
- You can activate or deactivate modules in Project Settings > Modules.
- Choose modules based on the scope and needs of each individual project.
- Some modules work well when combined (e.g., Requirements + Test Cases or Task Tracking + Kanban).
- User roles and permissions impact access to each module’s features.
Examples
- Software development project: Gantt, Kanban Board, Task Tracking, Test Cases, Requirements, Spent Time, Resources
- Marketing campaign project: CRM, News, Calendar, Budgets, Quick Project Planning, Stakeholders
- Product design project: Mind Maps, WBS, Risks, Checklists, AI Project Status, Baselines
