Skills Management in Easy8

Introduction

Skills management is not a native feature in Easy8, but you can easily use Resource Management for this purpose. By creating specific custom fields on users and tasks, and combining them with filters, you can build a practical solution to plan based on people’s competencies.

Target Audience

Administrator

What Is Skills Management?

Skills Management in Easy8 helps you:

Define skills using custom fields (e.g., Programming, Debugging)
Assign those skills to users using boolean or list-type fields
Mark which tasks require specific skills
Use filters in Resource Management to display only the relevant users and tasks

This allows you to assign tasks based on user qualifications, ensuring proper resource use and successful delivery.

How Does It Work?

Step 1: Create a Custom Field for User Skills

Go to Administration >> Custom fields >> Users >> New custom field

Field name: e.g., Skill 1 (e.g., Programming)
Field type:
- Boolean – shows whether the user has the skill (yes/no)
- List – lets you define levels like Beginner, Advanced, Expert

This custom field will be available in each user’s profile.

Step 2: Create a Custom Field on Tasks

Next, create a matching custom field for tasks:

Administration >> Custom fields >> Tasks >> New custom field

Field name: e.g., Skill 1 required?
Field type: Boolean (yes/no)

This lets you mark which tasks require a specific skill.

Step 3: Use Filters in Resource Management

In Global Resource Management, do the following:

Click Filters >> Add filter
Add the skill custom field for users (e.g., Skill 1 = Yes)
Add the skill custom field for tasks (e.g., Skill 1 required? = Yes)

This shows only the users who have the skill and the tasks that require it.

Step 4: Save and Tag the Filter

After creating the filter:

Save it and mark it as “Tagged in heading”
This allows quick access from the top bar in Resource Management
Clicking the tagged filter will display only qualified users and matching tasks

Optional: Hide Groups

If you don’t want user groups to appear in the view:

Add a Group selection filter
Set the value to None

Conclusion

Although Skills Management is not a built-in feature, Easy8 allows you to manage it effectively using custom fields and filters in Resource Management. This setup helps ensure that only skilled users are assigned to tasks that require their abilities.

📌 Note: Most actions described in this article can also be performed in the project-level Resource Management. To access it, go to a specific project and click the "Resource Management" tab. The functionality is almost identical, but it will only display and apply to tasks and users related to that specific project.