Here you will find helpful articles and videos that show you how to efficiently organize and manage your tasks in smenso. From creating and assigning tasks, prioritizing, to managing subtasks – we guide you step by step on how to keep your to-dos organized and optimize your project management.
In the linked help articles and videos, you will receive valuable tips on task management, such as creating dependencies, setting due dates, moving tasks, and adding important information. Whether you use smenso for simple or complex projects, these guides will help you always keep track of your tasks.
1. Tasks in Detail
In the articles below, you will learn how to manage tasks in detail in smenso. We show you how to create, open, and edit tasks, add details such as due dates, priorities, and responsibilities, and attach important information directly to the task.
In the linked YouTube video, you will find a step-by-step guide to using task features effectively to make your projects more efficient.
For more detailed guides, see the following articles:
Watch the video from our smenso Basics Playlist:
2. Creating Flavors (Custom Fields)
In this step, you'll learn about flavors: flavors are custom fields that can be added in many areas of the system to better structure your projects. We explain step by step how to create, edit, and use flavors in projects and tasks.
We show how to create flavors in different formats (such as text fields, dropdown lists, or checkboxes) and even use advanced options like formulas. Additionally, we explain how to use flavors for filtering and improving the overview of your projects.
For more detailed guides, see the following articles:
Watch the video from our smenso Basics Playlist:
3. Adding Efforts to Tasks
In this step, you'll learn how to add and manage efforts in tasks in smenso. We explain step by step how to enter planned efforts and costs, log time, and create forecasts to optimize your project management. You will also learn how to allocate efforts among team members and how this data can be visualized in the resource utilization view.
For more detailed guides, see the following articles:
For a detailed explanation of the features, you can also watch our video from the smenso Basics series, which shows you how to efficiently and transparently manage efforts.
Watch the video from our smenso Basics Playlist:
4. Uploading and Managing Documents
In this step, you'll learn how to upload and manage documents in smenso. We explain how to attach files directly to projects or tasks, either by direct upload or by linking with cloud services like OneDrive and SharePoint. You'll also learn how to view documents in smenso, use previews, and download files when needed.
For more details on each step, see the following articles:
For a detailed explanation of the features, also watch our video from the smenso Basics series, which shows you step by step how to manage and keep documents up to date in smenso.
Watch the video from our smenso Basics Playlist:
5. Task Status and Workflows
In this step, we show you how to assign different statuses to tasks in smenso – from "Not Started" to "Completed" – and what options you have. You'll learn about the standard workflow, consisting of the statuses Not Started, In Progress, and Completed, and find out how to manage completed tasks optimally. We also show you how to customize the workflow by adding new statuses, allowing you to better structure your work process.
For more information and guides, see these articles:
For a detailed explanation of the workflow features, you can also watch our video, which gives you a comprehensive overview of managing tasks and customizing your workflow.
Watch the video from our smenso Basics Playlist:
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