2️⃣ Managing Projects

In smenso, you have numerous options for efficiently managing and customizing your projects. In this help article and in the available learning videos, we will guide you step by step through the key features for managing projects and explain how to create, structure, and customize projects with or without a template.

Whether you're creating multiple tasks within a project, changing the project phase, or adjusting the project location – here you will find important information to get the most out of your project management.

1. Creating a new project – with a template

Create a project based on a template. Choose from a variety of templates available in your workspace.

Learn more about creating a project:

• ✨ Using project templates

Watch the video from our smenso Basics Playlist:

2. Creating a new project – without a template

Create a new project from scratch and see how to set up and structure a project from the ground up.

Learn more about creating a project:

• ✨ Using project templates

Watch the video from our smenso Basics Playlist:

3. Structuring projects with folders and tasks

In the following help articles, you will learn how to effectively structure your projects in smenso. We show you how to create folders, create tasks and subtasks, and organize them into up to seven levels. We also explain the different views you can use to adjust your structure and offer helpful tips for making the best use of the drag-and-drop feature.

In the linked YouTube video, this process is explained step by step, so you can efficiently use smenso to structure your projects.

Learn more about project structure, folders, and tasks:

• Creating a task
• Grouping tasks
• Custom views

Watch the video from our smenso Basics Playlist:

4. Adjusting project phase, project type, and location

In the following articles, you'll learn how to adjust the master data fields Project Phase, Project Type, and Location in smenso. We show you how to easily edit existing fields, add new ones, and flexibly adjust your projects to meet your requirements – whether in board view or list view.

In the linked YouTube video, you'll see step by step how to make these changes to better organize your projects.

Learn more about the master data fields:

• 🖊️ Renaming standard project master data fields
• 🖊️ Adding/changing/deleting values in project master data fields

Watch the video from our smenso Basics Playlist: