Easy Projects for Microsoft Teams Review: Turbocharge Your Project Management from Teams  

Easy Projects is a business process automation and project management software

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Easy Projects for Microsoft Teams Review: Turbocharge Your Project Management from Teams
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Published: February 1, 2023

UC Today Team

Easy Projects is a business process automation and project management software by a Canadian company, Logic Software. The company was founded in 2002 and is a Microsoft Silver Partner for application development. Easy Projects is Logic Software’s flagship product, launched in 2003.  

Easy Projects offers a comprehensive solution for all your task management needs, from calculating billable hours to team collaboration and productivity analytics. Its biggest USP is that it integrates with 2000+ enterprise apps. This allows you to build a single pane of glass and obtain visibility into ongoing projects, processes, and workflows across the enterprise, regardless of the app in use. Easy Projects has won a number of industry awards over the years, including recognition by G2, Software Advice, and GetApp. Companies like IBM, HP, and Illy rely on Easy Projects for streamlining business operations.  

Logic Software launched the Easy Projects app for Teams in March 2021. The app enables interoperability between the two platforms, so you can fetch data from Easy Projects and modify details. This bi-directional integration gives you real-time visibility into key tasks and updates in Easy Projects. Let us review it in more detail.  

Inside Easy Projects for Teams  

As a prerequisite for using the application, you must have an Easy Projects account. Pricing starts at $24 per user for small teams, billed per month on an annual basis. If you aren’t an existing customer, you can sign up for a trial account to take the Easy Projects Teams app for a test drive. It is recommended that you properly set up your Easy Projects account so that the app can fetch information, make configurations, etc

Once the account is in place, download the Easy Projects Teams app from Microsoft AppSource. You could also visit the Teams application store from the platform’s left navigation pane to get the app. Here are the features it enables:  

  • The Easy Projects chatbot – There are two ways to use the Easy Projects app (or integration) for Teams: through the chatbot and via the messaging extension. You will be greeted by the Easy Projects bot immediately after you install the app. Type in “help” when chatting with the bot to view the full list of supported bot commands and functions.  
  • Task creation from messages – This is the primary capability enabled by the Easy Projects Teams app. Easy Projects integrates with a wide range of business and productivity tools so you can create and monitor tasks at every step of your workflow. In Teams, you can hover on any channel or chat conversation, click on the “More actions” option and create a task. This opens the task creation window, where you can specify the activity name, choose its parent project from the list of projects associated with your Easy Projects account, and enter a detailed description. It is a bidirectional integration, meaning new tasks will automatically sync to your account.  
  • Basic account management – You can use the Teams app to log in or log out from your Easy Projects account. This is a useful feature in a number of scenarios – for instance, if you are using a shared device in an office, you can quickly use Easy Projects functionalities without being permanently logged in.  
  • The Easy Projects messaging extension – In addition to the chatbot, Easy Projects is also available as a messaging extension in chat or channel conversations. Click on the Easy Projects icon below the message compose area to fetch a list of tasks and projects associated with your account. You can also search for specific Easy Projects items to share with other conversation participants. Shared items will appear as adaptive cards in line with the conversation.  
  • Real-time notifications – By integrating Teams with your Easy Projects account, you will be able to receive notifications on important events and updates directly from Teams. You can select and configure updates by accessing your main Easy Projects account.  
  • Link unfurling – When you copy-paste a link to an Easy Projects item (a task, a project, etc.), it will appear as a dynamic card instead of a plaintext link. 

Why the Easy Projects App Makes a Difference  

Easy Projects is an extremely powerful tool, and the Teams app gives you one more channel to access its various functionalities.  

What We Think  

If you aren’t already an Easy Projects customer, you can try the app for its document management capabilities, advanced business intelligence, automation, and billable hours planning.

Download the Teams integration here 

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