What an assistant connected to Easy8 can do. You do not pick tools yourself: ask in plain language and the assistant chooses them. Tools of an optional module appear only when the module is part of your Easy8.
Every tool works with the permissions of the signed-in user. Tools that change data are refused under a read-only access policy or a read-only API key.
Tasks
| Tool |
What it does |
Access |
easy8_issues_list |
Finds tasks by project, assignee, author, status, milestone, tags, dates or text. |
Read |
easy8_issues_get |
Shows a task with its comments, attachments, relations, watchers and next possible statuses. |
Read |
easy8_issues_create |
Creates a task or subtask, also from a task template, with tags, watchers and relations. |
Change |
easy8_issues_update |
Changes a task, its watchers and relations, and can add a comment. |
Change |
easy8_issues_comments_create |
Adds a comment to a task. |
Change |
easy8_issue_attachments_upload |
Attaches a file to a task; a file with the same name becomes a new version. |
Change |
easy8_issue_attachments_read |
Lets the assistant download an attachment, such as a PDF or spreadsheet, and work with it. |
Read |
easy8_issue_templates_list |
Finds task templates. |
Read |
easy8_issue_templates_get |
Shows a task template. |
Read |
easy8_issue_templates_create |
Creates a task template. |
Change |
easy8_issue_templates_update |
Changes a task template. |
Change |
Projects
| Tool |
What it does |
Access |
easy8_projects_list |
Finds projects, with their manager and owner. |
Read |
easy8_projects_get |
Shows a project with its custom fields and modules. |
Read |
easy8_projects_create |
Creates a project. |
Change |
easy8_projects_update |
Changes a project, including turning its modules on or off. |
Change |
easy8_projects_set_status |
Closes, reopens, archives or unarchives a project; closing can also close its tasks. |
Change |
easy8_projects_copy |
Creates a project as a copy of another one, such as a template. |
Change |
easy8_project_members_list |
Lists project members and their roles. |
Read |
easy8_project_members_add |
Adds a user to a project with roles. |
Change |
easy8_project_members_update |
Changes the roles of a project member. |
Change |
easy8_project_versions_list |
Lists the milestones of a project. |
Read |
easy8_project_versions_create |
Creates a milestone. |
Change |
easy8_project_versions_update |
Changes a milestone, such as its date or status. |
Change |
easy8_project_issue_categories_list |
Lists the task categories of a project. |
Read |
easy8_project_issue_categories_create |
Creates a task category. |
Change |
easy8_project_issue_categories_update |
Changes a task category. |
Change |
People, time and settings
| Tool |
What it does |
Access |
easy8_users_me |
Tells the assistant who you are. |
Read |
easy8_users_search |
Finds a colleague, for example to assign a task. |
Read |
easy8_activities_list |
Shows what a user did in Easy8 over up to 31 days. |
Read |
easy8_time_entries_list |
Lists spent time by user, project, task or period. |
Read |
easy8_time_entries_create |
Logs spent time on a task or project. |
Change |
easy8_time_entries_update |
Corrects a time entry. |
Change |
easy8_lookups_list |
Reads lists such as task statuses, priorities, trackers, activities and custom fields. |
Read |
Checklists
Task tools also show the checklists of a task and create tasks with checklists.
| Tool |
What it does |
Access |
easy8_checklists_create |
Adds a checklist to a task, with items or from a checklist template. |
Change |
easy8_checklist_items_create |
Adds an item to a checklist. |
Change |
easy8_checklist_items_update |
Renames, reorders, checks or unchecks a checklist item. |
Change |
easy8_checklist_templates_list |
Lists the checklist templates of a project. |
Read |
Agile Board
Task tools also filter tasks by sprint and set their sprint and story points.
| Tool |
What it does |
Access |
easy8_agile_sprints_list |
Finds the sprints available in a project. |
Read |
easy8_agile_sprints_get |
Shows a sprint. |
Read |
Scrum boards
Task tools also put a task into the inbox of a backlog board.
| Tool |
What it does |
Access |
easy8_scrum_boards_list |
Lists backlog, overview and team boards with their last, current and next sprint. |
Read |
easy8_scrum_sprints_list |
Lists sprints, including past ones. |
Read |
easy8_scrum_sprints_get |
Shows a sprint with its goals, PBIs and sticky notes. |
Read |
easy8_scrum_sprints_update |
Changes the dates and goals of a sprint. |
Change |
easy8_scrum_sprints_start |
Starts the current sprint once the previous one is closed. |
Change |
easy8_scrum_sprints_close |
Closes the running sprint; this cannot be undone. |
Change |
easy8_scrum_items_list |
Finds PBIs (product backlog items). |
Read |
easy8_scrum_items_get |
Shows a PBI with its sticky notes and linked tasks. |
Read |
easy8_scrum_items_create |
Creates a PBI, also from a task or by splitting another PBI. |
Change |
easy8_scrum_items_update |
Changes a PBI and its linked tasks. |
Change |
easy8_scrum_items_move |
Moves a PBI within the backlog, into a sprint, between sprints or to the bin. |
Change |
easy8_scrum_items_delete |
Deletes a PBI from the bin for good. |
Change |
easy8_scrum_sticky_notes_create |
Adds a sticky note to a PBI in the current sprint. |
Change |
easy8_scrum_sticky_notes_update |
Changes or moves a sticky note. |
Change |
easy8_scrum_sticky_notes_delete |
Deletes a sticky note. |
Change |
Help Desk
| Tool |
What it does |
Access |
easy8_helpdesk_projects_list |
Shows the Help Desk settings of projects. |
Read |
easy8_helpdesk_sla_events_list |
Lists SLA events of tickets. |
Read |
easy8_helpdesk_mail_templates_list |
Lists Help Desk email reply templates. |
Read |
Attendance
| Tool |
What it does |
Access |
easy8_attendances_list |
Shows attendance and absences, and requests waiting for your approval. |
Read |
CRM
Task tools also filter tasks by their customer account and show the accounts linked to a task.
| Tool |
What it does |
Access |
easy8_crm_cases_list |
Finds opportunities; active ones unless asked otherwise. |
Read |
easy8_crm_cases_get |
Shows an opportunity. |
Read |
easy8_crm_cases_update |
Replaces the description of an opportunity with text you approved. |
Change |
easy8_crm_active_quotes_list |
Shows the active quote terms of opportunities and whether they contain a product. |
Read |
easy8_crm_accounts_get |
Shows a customer account with its description and custom fields. |
Read |
easy8_crm_accounts_update |
Changes a customer account, such as its manager, addresses, tags or custom fields. |
Change |
easy8_crm_account_sales_activities_list |
Lists customer accounts, optionally with a summary of their sales activities. |
Read |
easy8_crm_account_sales_activity_analysis |
Analyses the sales activities of many accounts in batches, after asking you first. |
Read |
easy8_crm_leads_list |
Finds leads, including archived ones, with their sales activities. |
Read |
easy8_crm_personal_contacts_list |
Finds contact persons by email or account. |
Read |
easy8_crm_sales_activities_create |
Records a meeting, call or email as a sales activity. |
Change |
Risks
| Tool |
What it does |
Access |
easy8_risks_list |
Finds risks by project, status, assignee or name. |
Read |
easy8_risks_get |
Shows a risk with its solution, severity and linked tasks. |
Read |
Budgets
| Tool |
What it does |
Access |
easy8_money_project_summaries_list |
Shows project budgets: revenues, expenses and profit. |
Read |
easy8_money_entries_list |
Lists planned and other revenues and expenses. |
Read |
easy8_money_entries_get |
Shows one revenue or expense. |
Read |