📖 Guide

General

• 🏠 Home
• ⭐ How to use Favorites
• Customize the sidebar and manage quick views
• 🔔 Notifications (in-app)
• 📧 Email Notifications
• 👁 Watching projects/tasks

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Project Portfolio

• What is the project portfolio?
• Show project portfolio
• View of the project portfolio
• List view in the project portfolio
• Project Portfolio Analysis

Project

• What is a project?
• ➕ Create a new project from scratch
• 🎨 Set project icons and colors
• Manage registers in projects
• ✨ How to use project templates
• ✨ Apply project templates to existing projects

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✅ Tasks

• How to save tasks
• What is a task?
• Create a task
• Create task from comment
• Display task
• Versioning of the task description field

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Folder

• Create folders (columns in the Board view)
• Folder properties

🏷 Labels and Flavors

• Labels
• 🌈 Flavors
• Flavor configuration
• Flavors type "Formula" (calculated fields)
• "Calculation limit exceeded" when using flavors of type "Formula"
• Flavor type "Relation"

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Templates

• Task templates

List View

• Custom views
• Share views
• ↕️ How to use Sorting
• Disable formulas
• Working with task lists
• Multi-selection and bulk processing in list view

Board View

• Task cards in the board view

📅 Timeline

• What is the Timeline?
• Dependencies
• Filter, sorting and grouping
• Edit tasks in the timeline view
• Holidays in the timeline
• Automatic Planning with the Timeline Assistant

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Gantt

• What is the Gantt Chart?
• Tasks in the Gantt Chart
• Holidays in the Gantt view
• Gantt chart in smenso: filters, sorting and grouping
• Gantt Chart Dependencies
• View the critical path

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🔋 Workload

• The Workload View
• Assignment mode: Assign tasks securely
• View capacity directly in person selection dialogs

Status

• What's the status of a project?
• Add Status Widgets
• How to create status reports
• Status report templates
• 🏷️ How to use flavors in status reports
• Use flavors in status reports & flavor type “Status”

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Feedback

• What is feedback?
• Display feedback
• Submit feedback

📎 Files / Attachments

• Attachments in smenso
• Attachments in projects
• Attachments in tasks
• Attachments in Status Reports
• Attach files from OneDrive/SharePoint
• Folder Structure in the Files Tab

My Tasks

• My Tasks

⏱️ Time Tracking

• Time logs in smenso
• Add time entries
• Delete time entries
• Multiple time entries
• Validity period for working time in settings/personal master data
• Use flavors in the time evaluation

Portfolio Timeline

• What is the Portfolio Timeline?
• General
• Manage projects in the portfolio timeline
• Operating the Portfolio Timeline
• Key combinations in the timeline

📊 Reporting

• Reporting with Microsoft Power BI
• Excel Reporting
• Project Overview
• Portfolio Analysis

Mobile View

• Navigation in the Mobile App
• Search (mobile)
• Save
• Filter, group, sort
• Change folder

⚙️ Admin Center

• The Admin Center
• Manage the organization
• Manage members (and guests)
• Roles
• Single sign-on (SSO): Sign in with Microsoft Entra ID
• Change email address and/or sign-in method

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⚙️ Workspace settings

• Manage members
• Manage teams
• Manage holidays
• Manage absence types
• Flavor Manager
• Label Manager

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↕️ Exporting/Importing Data

• ⬆️ Exporting Tasks
• ⬆️ How to import tasks in project
• ⬆️ Exporting the Project list (Portfolio)
• ↕️ Exporting/Importing Projects
• ⬇️ Importing a project
• ⬆️ Export teams

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🔗 Integrations

• "JiraCreate" from smenso with PowerAutomate
• Integration with Power Automate
• Connect with Jira Cloud (Atlassian)
• Microsoft Teams Integration
• Microsoft Teams Integration via URL/Website
• d.velop Integration

🔗 smenso API

• API Endpoint: Task
• Using Flavors with the smenso API
• Using template endpoints
• API Endpoint: Template/Create/Project
• API Endpoint: Template/Project/UpdateMasterData
• API Endpoint: Template/Task/Create

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