To achieve the project goal, tasks need to be defined and worked on. In smenso Cloud, you have the option to create any project phases and tasks.
You can create project phases and tasks in the board view as follows:
- In the Overview, open the desired project.
- Click on Board in the menu.
- Create your folders in the workspace by clicking on + Add Folder
- Enter a meaningful name for the folder.
- Confirm your entry with the Enter key.
The three-dot menu to the right of the phase label allows you to move or delete the phase.
You can also create folders in the list view to better organize your tasks and project phases. Here is a guide on how to create a folder in the list view:
- Open Project: In the overview, open the desired project in which you want to create a new folder.
- Switch to List View: Click on "List" in the menu to switch to the list view.
- Add Folder:
- Hover your mouse over the area where you want to create the new folder.
- Click on the three dots
...
icon next to an existing phase/folder or task, as shown in the image. - A dropdown menu appears. Select the "Create Folder" option.
- Name the Folder:
- Enter a meaningful name for the new folder.
- Confirm your entry with the Enter key.
- Manage the Folder:
- You can move or duplicate the folder as needed.
- To move a folder, click on the three dots
...
again and select either "Move Down" or "Move to End." - If you no longer need the folder, you can also delete it via the menu.
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