A project fact sheet gives you an immediate overview when opening a project - for example key information, open points, or a short summary of the current status. In smenso, you set up a project fact sheet using a text widget.
Adding a text widget
- Open the
Overviewpage of a project - Click
Customize widgetsand selectMy notes- the widget will be added at the bottom of the page
- Scroll to the bottom of the page, open the
3-dot menuof the widget and selectDuplicate
- A copy of the widget is created - it is initially private, meaning only you can see it
Important
Save the overview page now before continuing with the next step!
Making the widget visible to everyone
- Open the
3-dot menuof the duplicated widget and selectConfigure widget
- Change the title to e.g. Project fact sheet
- Enable the option Visible to everyone
- Save the configuration - then confirm that the widget should be made visible to everyone
Note
The original "My notes" widget remains as a private widget for you. The project fact sheet is the shared copy visible to everyone. You can edit the content of the fact sheet directly in the widget at any time.
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