Introduction
Easy8 includes a wide range of tools that go beyond basic project management. When used properly, these features can significantly improve project control, collaboration, and efficiency. This article covers key best practices and advanced tips to help project managers and teams get the most out of Easy8.
Target Audience
- Project Managers
- Team Leads
- Administrators
Best Practices for Efficient Project Management
1. Use Project Templates to Standardize Structure
- Save time and ensure consistency across similar projects by creating and applying project templates.
- Templates can include tasks, milestones, custom fields, dashboards, and module settings.
- Use the “Copy to project” option from the template list to enrich existing projects.
Tip: Always set start and due dates in the template to allow proper shifting of tasks when applying the template to a new project.
2. Enable Only Necessary Modules
- Every project can have different modules (Tasks, Time tracking, Gantt, etc.).
- Activate only the modules relevant to that project through Project Settings > Modules.
- Disabling unused modules keeps the project interface clean and easier to navigate.
3. Structure Work with Subprojects
- Break down large projects into smaller subprojects for better task distribution and tracking.
- Assign different team members and roles to each subproject for clearer responsibility.
4. Use Project Statistics and Indicators
- Add the Project Information panel to your project dashboard using the “Customise” option.
- This panel provides quick insights into due dates, estimated time, spent time, and a visual indicator showing project health.
Indicator color meanings:
- Green – on track
- Orange – overdue tasks
- Red – project passed due date
5. Communicate Clearly with Project News
- Use the News module to post official updates or decisions.
- Team members can comment or follow posts via Watch or Atom feed.
- Only users with proper permissions can manage or comment on news.
6. Share Information with Project Noticeboard
- Add a Noticeboard widget to the project overview or homepage via the Customize this page option.
- Display static announcements or key messages for all team members.
7. Optimize Notifications
- Let users customize how they receive notifications (all events, only assigned tasks, or author-related events).
- Admins can set default email behavior under Administration > Settings > Email notifications.
- Encourage users to disable notifications for actions they perform themselves to reduce noise.
8. Set Up Public Projects and Anonymous Access Carefully
- Use public projects for information that can be viewed by all users or external visitors.
- Configure anonymous access by disabling login requirements and managing permissions for the Anonymous role.
- Use the Anonymous user profile to customize dashboard content for non-logged-in users.
9. Archive or Close Completed Projects
- Close projects to make them read-only while keeping them visible for team reference.
- Archive projects to hide them from regular view but preserve data (accessible by admins only).
- Only delete if you are sure the project and its data are no longer needed.
Conclusion
Efficient use of Easy8’s advanced features helps project teams stay organized, save time, and improve collaboration. From setting up templates and dashboards to managing permissions and notifications, following these best practices leads to smoother project execution and better results.
