General Information
With the easyJOB integration, you can seamlessly synchronize the management of your projects and tasks between easyJOB and awork. Agencies benefit from a smooth workflow where essential data is automatically exchanged between the systems. The best part? The integration is customizable and perfectly tailored to your needs. Here's how the integration works and how to set it up.
Why is the easyJOB integration great?
If you're using easyJOB for project planning and awork for task management and time tracking, the integration allows you to connect both tools seamlessly. This means less manual work, a clear overview of your projects, and everything in one place. The integration ensures that key information such as project structure, tasks, deadlines, and times are automatically synchronized between easyJOB and awork – without any extra effort.
How the integration works
The integration between easyJOB and awork is simple and structured. Here are the key steps:
Mark a job in easyJOB: Mark a job in easyJOB with the attribute "Sync to awork." This will automatically synchronize the job with awork.
A project is created in awork: A new project is created in awork, which pulls the essential data from the easyJOB job:
Job number and description from easyJOB → Project name in awork
Client/Product → Client field in awork
Start and end dates of the job → Start and end dates in awork
Service positions → Tasks in awork
Automatic task management: Each service position in easyJOB is created as a task in awork. These tasks can be further divided or added to in awork, depending on how you prefer to work.
Time tracking and synchronization: Time entries logged in awork are automatically synced back to easyJOB and assigned to the appropriate service position. This makes it easy to track how much time is spent on each task – perfect for billing and project monitoring.
Typical workflows of our customers
Our customers use the integration in various ways, depending on their project needs and workflows. Here are three examples of how the integration is applied:
Example 1: Creative Agency
A creative agency uses the integration to better organize their various projects and sub-projects in awork. When a job is marked in easyJOB, it automatically becomes a project in awork, allowing them to manage their tasks efficiently and track time.
How it works:
Project creation: Jobs from easyJOB are automatically synced with awork. The job number and description become the project name, and the client information is synced directly.
Task management: Service positions are created as tasks in awork. Teams can further break down these tasks and add subtasks in awork.
Time tracking: All time entries made in awork are synced back to easyJOB and assigned to the appropriate service positions – perfect for accurate billing.
Example 2: Full-Service Agency
This agency uses the integration to connect their project structure in awork with detailed time tracking in easyJOB. One key feature is the automatic synchronization of users through their email addresses stored in both systems.
How it works:
User synchronization: Employees are automatically matched between easyJOB and awork based on their email addresses, saving time and preventing double assignments.
Project setup: When syncing, a template from awork is loaded that matches the project requirements. Planned hours from easyJOB are carried over as planned hours in awork.
Time tracking: Tracked times in awork are synced back to easyJOB and matched with the correct service positions. If a match cannot be made, a special process ("Unassigned time entries") handles it to ensure all time is correctly recorded.
Example 3: Event Agency
This event agency works with a structured task list management system. Service groups in easyJOB are synced directly as task lists in awork, simplifying organization and time tracking.
How it works:
Task lists: The agency uses service groups in easyJOB, which are synced as task lists in awork. Each service group becomes a task list, and the corresponding tasks are created automatically.
Task flexibility: Tasks within these lists can be flexibly edited, added, or deleted – while maintaining the overall structure for clarity.
Time tracking: Time tracked in awork is synced with the corresponding service lines in easyJOB. If no match is found, a specific service line is created to ensure all time is correctly recorded.
How to set up the integration
You need a license for both systems to use the easyJOB integration in awork. You can set up the integration yourself or get support from our team. We offer different service packages tailored to your specific needs.
If you would like to use our easyJOB integration, simply get in touch with us at [email protected]. We look forward to your inquiry!