📖 Guide
Learn how to use smenso
General
- 🏠 Home
- Customize the sidebar and manage quick views
- ⭐ How to use Favorites
- Using filters
- Search 🔎
- 🔔Watching projects/tasks
Project Portfolio
Project
- 📖 What is a project?
- 📖 Create a new project from scratch
- 📖Set project icons and colors
- 📝 Project master data
- 🛡️ Permissions: Visibility (Private Projects)
- 🛡️ Permissions: Project Roles
✅ Tasks
- How to save tasks
- What is a task?
- Create a task
- Create task from comment
- Display task
- Versioning of the task description field
Folder
🏷 Labels and Flavors
- Labels
- 🏷️ Configure labels
- 🌈 Flavors
- Flavor configuration
- Flavors type "Formula" (calculated fields)
- "Calculation limit exceeded" when using flavors of type "Formula"
Templates
List View
Board View
📅 Timeline
- What is the Timeline?
- Dependencies
- Filter, sorting and grouping
- Edit tasks in the timeline view
- Holidays in the timeline
- Automatic Scheduling in the Timeline
Gantt
- What is the Gantt Chart?
- Tasks in the Gantt Chart
- Holidays in the Gantt view
- Gantt chart in smenso: filters, sorting and grouping
- Dependencies in the Gantt view
- View the critical path
🔋 Workload
Status
Widgets
Feedback
📎 Files / Attachments
Notifications
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
📊 Reporting
Custom views
Mobile View
⚙️ 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
⚙️ Workspace settings
- Set the Default View for the “Projects” Menu Item
- Manage members
- Manage teams
- Scheduling Mode: Fixed Dates or Fixed Duration
- Manage holidays
- Manage absence types
↕️ Exporting/Importing & Printing
- ⬇️ Importing a project
- ⬆️ How to import tasks from Excel (.csv)
- ⬇️ How to import tasks from Microsoft Project (.mpp)
- ⬆️ Exporting the Project list (Portfolio)
- ↕️ Exporting/Importing Projects
- ⬆️ Exporting Tasks
🔗 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