Basics of Easynote

Get started with Easynote, and most common things you will use

Teams and People

What are teams and people and how do they work?

Okay, so one of the most important things to get started to work together with your team and colleagues is to have them on the same team as you. Before someone can join your project, the need to be part of your team. So your team, is basicly...

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By Mensur Zahirovic

updated 3 months ago

How to invite someone to a team

One of the most important things in Easynote, is to invite someone to a team. It means basicly, that you are inviting someone to be part of your company. Once they are part of your team, then you can invite them to different projects. Which...

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By Mensur Zahirovic

updated 3 months ago

How to set/remove a team administrator?

So you can have both team administrators and project administrators. Why would you need a team administrators. Well, imagine you are working for a company of 500 employees and they all need to be part of your team. I'm sure you don't want to...

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By Mensur Zahirovic

updated 3 months ago

How to see how many people are on your team, and who they are?

So when you are using Easynote, you are paying for the license for the team members. And if you would like to know who your team members are and how many seats you have bought and used the this is the guide for you. So the first step is Go to ...

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By Mensur Zahirovic

updated 3 months ago

How to see all team members, and what projects they are members of.

If you would like to know, which projects all your team members are part of, then you Go to Teams and People Select the team, which you are owner of or member of Click on the following icon You will now see all your team members, and what...

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By Mensur Zahirovic

updated 3 months ago

How to switch between teams

So you might be member of several teams, and under different teams, you might be working in different projects. In order to switch to another team simply, click on The icon to get the dropdown menu and to change the team.

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By Mensur Zahirovic

updated 3 months ago

How to delete someone from your team

If you would like to delete someone from your team them you need to: Go to Teams and People Select the team which you are owner of or administrator of In team members, find the member you would like to delete and click on the COG icon to the...

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By Mensur Zahirovic

updated 3 months ago

Projects

How to give or remove access to a project

In order to give someone access or remove someone's access in a particular project you need to first make sure that those people are part of your team. Note: Only the project owner or a project adminstrator can give or remove access to a project....

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By Mensur Zahirovic

updated about 2 months ago

How to make someone a project administrator

Sometimes you work with a large team, or you would simply like to have someone to manage your project members. Note: Only the project owner or a project adminsitrator can make someone else a project adminstrator.  So, how do you make someone a...

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By Mensur Zahirovic

updated about 2 months ago

Give read only access to a project

Sometimes you want to restrict who can edit and change your project. If you would like someone to be able to view your project, but not be able to make any changes, you can give those users read only access . Note: Only a project owner or project...

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By Mensur Zahirovic

updated about 2 months ago

How to organize projects in folders

So, imagine that you have a list of different projects. If you would like to organize them better you could create different folders and move them inside the folders. How to create a new folder To start with, you need to create a folder to be...

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By Mensur Zahirovic

updated 3 months ago

How to move a project to another team

If you would like to move your project to another team you need to go to the projects page. Click on your name Select Projects Once you are in the projects page 3. Select the project you would like to move to another team 4. Click on the ...

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By Mensur Zahirovic

updated 3 months ago

How to copy / duplicate a project

Easynote lets you duplicate a project easily! To duplicate a project, finish the following steps: Go to the right-hand corner, click the arrow next to your avatar and choose Projects . Select the project you wish to duplicate, click on the ...

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By Mensur Zahirovic

updated 3 months ago

How to delete a project

Easynote lets you delete a project easily! To delete a project, finish the following steps: Go to the right-hand corner, click the arrow next to your avatar and choose Projects . Select the project you wish to delete, click on the Settings ...

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By Mensur Zahirovic

updated 3 months ago

How to set project deadline

If you need to set a deadline on your project, you can do so by going Go to the right-hand corner, click the arrow next to your avatar and choose Projects . Select the project you wish to set the deadline for and then click the arrow below...

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By Mensur Zahirovic

updated 3 months ago

How to change project name

To change the name of your project is super simple. Once you are inside the project click on the name of the project and change it to the desired name you would like to have. Note . Only the project owner or administrator of the project can...

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By Mensur Zahirovic

updated 3 months ago

How to check activity on a project

In order to see entire project activity on who has done what, when and where related to the project, you can open the project activity. Project activity is found to the left in the menu. Once you have clicked to open the project activity you...

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By Mensur Zahirovic

updated 3 months ago

How to create a project

Good news! Creating a new project on Easynote is super simple. Let me show you: Click on the arrow in the menu. Once the menu has expanded, click on the Project button. Create an empty project or select a template Once you have clicked on...

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By Mensur Zahirovic

updated about 2 months ago

Templates

Tasks

Email to task

Would you like to create tasks by sending an email to Easynote? Well, now it's possible. Simply send an email to a specific email, with the subject and description and the task will be created. Step 1. Get the email adress Once you are inside...

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By Mensur Zahirovic

updated 3 months ago

Create a new task

Easynote lets you create a new task easily! To create a new task, finish the following steps: Under every project category (“Preparation” in the example below), under all tasks, there is a +Add Task feature that you need to click on to create a...

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By Mensur Zahirovic

updated 3 months ago

Checklists & Subtasks tips and tricks

So when you are managing checklists and subtasks, let us show you some hidden secrets inside. How to rename a checklist To rename a checklist simply click on the name of the checklist and set a desired name. How to delete a checklist If you...

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By Mensur Zahirovic

updated 3 months ago

How to create checklists and subtask

So checklists are subtasks are great addition to split a task into multiple tasks. Now this is exciting. Before you are able to create any subtasks, inside a task, you must create a checklist! How to create a checklist Click on the task to open...

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By Mensur Zahirovic

updated 3 months ago

How to download / delete multiple attachments

If you have many files attached to your tasks, then you can download or delete several of them one. How to download multiple files at once Click on a task to view more information about it Then click on the attachments tab Hover over each task...

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By Mensur Zahirovic

updated 3 months ago

How to add attachments/files to a task

Adding attachments, documents or files to a task can be very useful. This gives you opportunity to help your project organized, you can quickly access to additional information and let others to download files. So how do you attach files to a...

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By Mensur Zahirovic

updated 3 months ago

How to add/delete/edit comments

Comments are a great way to keep track of what is happening with a task. You can update different statuses, tag people and use them as a log. This article contains several sections Where are the comments inside a task? How do I add a comment to...

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By Mensur Zahirovic

updated 3 months ago

How to import tasks

What better way to save time when you are working on another platfrom and you would like to switch to Easynote, than import the tasks from the other platfrom. In Easynote, you can import tasks in 4 different ways From a list From monday.com From...

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By Mensur Zahirovic

updated 3 months ago

How to set a task as favorite

If you have many tasks, and sometimes you want to keep track of some of the important ones, then one thing could be to set them as favorites and have them visible in your dashboard. To set a task as favorite in Easynote Open a task to view it...

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By Mensur Zahirovic

updated 3 months ago

How to share a directlink to a task

If you need to share a link to a task, so someone can quicky open it and view it then you can Click on the task to open it Click on the Link icon Click on the copy icon , to copy the url link or hit CTRL+C / CMD+C on your keyboard In Task Url...

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By Mensur Zahirovic

updated 3 months ago

How to see all task activity

So, one of the interetings things when working with a tasks, is to see it's activity. What has happened with the task, who has done what, when etc. The easiest way to see a task activity is to Click on a task to open it. To the left click on...

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By Mensur Zahirovic

updated 3 months ago

How to move a task to another project

If you think that a task should not be part of a particular project and you would like to move it to a another project then you can move it by. Open the task to view in. Click on Move / Copy button Click on the tab Move Select the Select...

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By Mensur Zahirovic

updated 3 months ago

How to copy task to another project

The best way to copy a task from one project into another in Easynote is Start by opening then task to view it Click on the Copy / Move icon Click on the Copy tab Click on the dropdown Select project Select the project, to where you would...

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By Mensur Zahirovic

updated 3 months ago

How to create re-occuring tasks

Sometimes if you have tasks that are repetitive you can create a task have it repeated on desired time. This is called a re-occuring task. To set a task as re-occuring then Click on a task to open it Click on the re-occuring icon Set toggle to ...

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By Mensur Zahirovic

updated 3 months ago

How to move task to another category

So maybe you view looks like this where you have multiple categories, and you would like to move one task into another category. For example: Move Livingrom task from Second Floor category into the First Floor category. So it's super simple,...

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By Mensur Zahirovic

updated 3 months ago

How to see all archived / completed tasks

So you have archived/completed quite many tasks and you would like to see overview of all archived tasks in your project? Well, there is a simple way to see all archived tasks. Click on the COG settings icon Click on the Archived tasks Now you...

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By Mensur Zahirovic

updated 3 months ago

How to edit a task title

If you would like to edit a task title there are several ways to do it. Option 1. Click on the edit button Hover over a task , next to the task title A icon, will be shown to edit on task title Click on the icon Change to desired name Hit ENTER...

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By Mensur Zahirovic

updated 3 months ago

How to delete a task

One of the most common fuctions on Easynote is to delete a task. On Easynote there are several ways to delete tasks, so let us show you those. Option 1. Rightclick on a task, and delete Go to Easyview or Kanban view Rightclick on the task...

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By Mensur Zahirovic

updated 3 months ago

How to archive / mark as completed a task

When you are done with a task in Easynote or you would mark it as completed, then you can archive a task. There are 2 different ways to archive a task. Option 1. Rightclick on a task, and archive The first option to archive a task, is to ...

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By Mensur Zahirovic

updated 3 months ago

How to set / edit / delete labels on tasks

Labels are really good if you need to organize your tasks in certain way or maybe you want them to get certain type of attention. So let us show you how you can set labels on tasks How to set label on task Click on task to open it Click on the ...

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By Mensur Zahirovic

updated 3 months ago

How to set a task description

If you would like to set a task description in Easynote you need to Click on the task to open it Click on the Add description area Once you are in edit mode of task description, you have the option to use a editor to set different styles of your...

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By Mensur Zahirovic

updated 3 months ago

How to exports / save tasks to Excel

If you would like to export / save your tasks from a project into a excel file you can the Click on the COG icon Click on the Excel Your tasks will now be exported to a excel file. Note: Tasks exported are for that project, you are currently in.

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By Mensur Zahirovic

updated 3 months ago

How to export tasks to PDF

If you would like to export your project tasks to a PDF file you can then Click on the COG icon Then, click on the PDF link Your tasks will now be generated and exported into a PDF file.

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By Mensur Zahirovic

updated 3 months ago