Using the Right Sidebar : Tags, Co-Workers, and Additional Features

Introduction

In this tutorial, you’ll learn how to use the right sidebar in Easy8 when working with tasks. The sidebar gives you quick access to essential actions like updating a task, logging time, creating subtasks, and using AI summaries. These features help you work faster and stay organized. By the end, you'll be able to manage tasks more effectively using the sidebar.

Target Audience

User + Administrator

Prerequisites

You must have access to an Easy8 account.
You must have permission to view and edit tasks.
You should understand how to open a task in Easy8.

Right Sidebar Features Overview

⚠️ Note: The availability of sidebar options depends on installed plugins, add-ons, and the current user's permissions.

1. Update

Click this button to open task editing options directly in the sidebar.

2. Start Working

Click Start Working to begin tracking time on the task.

3. Progress Information

See how much time has been spent vs. estimated, and how much of the task is done:

Spent/est. time ratio
Spent time total
% Done

4. AI Task Summary (New)

Click this to generate or view an AI-generated summary of the task.
🧠 Requires: The Easy AI add-on must be installed and activated.

5. More Actions

Click More to expand a list of advanced task actions:

Log time – Manually enter time you spent on the task.
Add sub task – Create a new subtask linked to the current task.
Copy – Duplicate the task.
Delete – Remove the task.
Move – Transfer the task to another project.
Clone as subtask – Create a subtask copy from the current task.
Create template – Save this task’s structure for reuse.
Merge – Combine with another task.
Add related tasks – Link related or dependent tasks.
Create branch – Make a new branch from this task.
Accounts lookup – Connect with account-related data.
Add Test Case – Link or create a test case.

6. Tags

Manage task tags in this section. Add or remove tags to help organize tasks.

7. Exports

Use this section to export task data.

Conclusion

You have successfully learned how to use the right sidebar in Easy8. From updating tasks to logging time and using AI summaries, the sidebar offers powerful tools for daily work. It helps keep your task actions quick and accessible.