EP Test

What kind of information can I import into Easy Projects?

What’s the best way to easily recreate common projects?

What’s the best place to store important information about a project or activity?

A. Project/Activity description

B. Files and messages

C. Project/Activity name

D. Custom field

What are portfolios used for?

A. Allows multiple departments to use the same Easy Projects account

B. Categorize projects for easier reporting and organization

C. Restrict certain projects to authorized members

D. Works with custom fields to track case-specific information

E. All of the above

What project status should you use if you’re only setting up a project and don’t want it live?

A. Draft

B. Open

C. Closed

D. Template

What Billing Rate should I use if I’m charging a customer by the hour at a flat rate that changes depending on the customer?

Where should I list down the purchases I plan to make for my project?

A manager wants to give his team member permission to convert Custom Form submissions into Projects. Where should he go to grant his team member access?

A. Notifications screen

B. Custom Form Setup screen

C. Roles & Permissions screen

D. Portfolio Permissions screen

EP Test

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