Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards.

Within Easy Insight, you can create new tasks and edit existing tasks from your connected Teamwork account.

Note: You must first enable Easy Insight for your site and have the two-way integration set up. 

While viewing the Teamwork subsection of your data sources, click the Create option in the top left and select Create Report.

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Click the blue List button in the top left to update the report type.

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Under Two Way Reports, select your preferred option.
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You will then be presented with a modal asking you to choose a field. The set of available fields will vary with the data source.

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Once you have selected an initial field, you will be brought to the report. By default, all of your projects will be pulled into the report. You can use the filters in the top left to refine your report, for example only including one project.

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In order for the report to work two way, you will need to click the orange Save button in the top left and select Save the Report to give the report a name.

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If you are setting up a Tree report, you can create new tasks from task lists, add comments to tasks, and create milestones on projects. For two way tree reports, you could select Task Name as the starting field, Project Name and Task List Name as the hierarchy fields, and Comment Body as an additional leaf item.

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You will need to enable the ability to add or edit each individual field.


Tasks

In order to be able to add tasks, click the Task List Name filed and select Enable Add Task.

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You will then see a settings cog to the right of each task list. Click the settings cog and select Add Task to create a new one.

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To edit or delete existing tasks or task lists, you will also need to enable those actions per item. For tasks, click the Task Name field and select Allow Record Edit or Allow Record Delete.

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When edit is enabled, you can click a task name to open the edit modal.

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Teamwork tasks support changing:

  • Task name
  • Start and due date
  • Completion status
  • Assignees
  • Tags
  • Estimated time
  • Progress
  • Priority



Comments

For comments, click the Task Name field and select Enable Add Comment.

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You will then be able to add comments via the settings cog to the right of individual tasks.

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Milestones

In addition to tasks, you can also base reports on milestones and create or edit milestones on certain projects.

Similarly to tasks and comments, you will need to specifically enable each action type you want to allow for each field, such as Allow Record Edit.

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Certain fields in two way reports can also be bulk updated using the Bulk Update Value option.

For more information, see: Enabling Two Way Sync with Easy Insight