Question 1

How do I edit my contact information?

Accepted Answer

To edit your own contact details, click on your ${color}#000000 (1.) and then on ${color}#000000 (2.). Here you can now change various details:

__Change password: (3.) __ To change the password, follow this link: How do I change my password?

Email notifications: To set the email notification, follow this link: How do I turn email notifications on or off?

Account Settings: To set the language, follow this link: How do I change the language?

__Edit personal information: __ Click on the Edit button (4.). A new window will open (screenshot 2). Here you can enter your first and last name, your e-mail address and your business and mobile phone numbers (fields marked yellow). Define whether your profile should be publicly visible by clicking Yes or No (screenshot 2, no. 1). You have the option of adding a profile picture by dragging and dropping the picture into the designated area or adding it by clicking select (screenshot 2, no. 2). Click on the Save button to save all changes (screenshot 2, no. 3).

Screenshot 1

Screenshot 2

Question 2

What can project admins do?

Accepted Answer

Project admins are listed in the menu under ${color}[#000000](Project Settings) in the section "Project Administration" (4.).

They can make the following settings: As a project admin, click on the orange Edit button in the respective section.

Project Details: Change project name, address and image.
Organization Settings: Change internal project number and add or remove internal staff from the project.
Print Shop Options: Select a printer and change the billing address.

project administration: add and remove project admins.
file name configuration: define the schemes according to which smino should recognise files and deactivate this.
Archiving: Archive projects.
deletion: delete projects

You can resend invitations to the project or delete them. => How do I resend an invitation to a contact person? => How do I delete an invitation to a contact person in the project?

Under Contacts (1.) you can, as project admin, add organisations and persons as project participants (2) and edit (3).

![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/

Question 3

How do I create a distribution group for tasks?

Accepted Answer

First click on ${color}#030303 (1.) and then select the button ${color}#030303 (2.).

A new window will open. To create a new distribution group, select one of the two buttons + Create person group.

|| Information: Only persons from the contact list in this project can be selected. If the person does not yet exist, he or she must be entered first. The following helparticle explains how to do this => How do I add external project participants?

Give the group a name and then select the desired persons from the contact list (areas marked in yellow). In this step you can also check or uncheck the checkbox to define whether the group of people should be visible to everyone in the project or only to your organisation.

By clicking on the X (1.) you can delete the selected contact from the list. When you have entered all the desired persons, click on the Save button (2.).

| Note: You can create and store several groups.

You will now see the created person group in the overview. You can edit it agai

Question 4

How do I release tasks in the organisation?

Accepted Answer

|| Information: A task can either be visible only to the person responsible (and the creator) or to all employees of the same organisation who participate in the project.

There are three ways to make or adjust this setting:

Direct: When the task is created (except in a protocol).
Subsequently: Under "Tasks".
Subsequently: In the respective protocol, in the detailed task overview.

When creating the task:

How to create a task is explained by the following helparticle => How do I create a task?.

Click on the person icon. The icon will change and you will be shown via pop-up what which icon means.

| Note: By default, the setting is set to "All employees of my organisation in the project".

Under "Tasks ":

Under Tasks (1.) you will find all the tasks assigned to you and those that have been assigned to other employees in your organisation in this project and released to everyone from the organisation.

| Note: You can only adjust the tasks assi

Question 5

How do I delete a task template?

Accepted Answer

| Note: To be able to perform this action, you must have the "Organisation Admin" right. => What can organisation admins do?

Click on your name (1.) and then on organisation (2.).

Now you can click on Templates (1.) and then in the Tasks area (2.) select the Trash button (3.) for the template you want to delete.

Confirm the deletion of the task template by clicking on the Delete Template button.

Question 6

How do I create a print job?

Accepted Answer

You have the possibility to print your plans as well as documents. To do this, first click on ${color}#000000 (1.) and then select the desired file(s) by clicking on the Checkbox (2.).

You can also select several files at once from the main and subfolders. On the right at "Selection" (yellow marked area) you will then see the selected files. Now you can click on Create print job.

If you have selected files that are not printable, a message appears stating that these files will be ignored. However, you can still proceed with the print job. To do this, click on the Yes button.

Now you get to the print details. Here you can choose between different options: There is the option to print (1.) or plot (2.) the documents. You can have the printed documents roll (3.) or fold (4.). In addition, you have the choice of having the print black and white (B/W) (5.) or colored (6.). Select the options by clicking on the checkboxes (7.). By clicking in the top column (yellow marked area) you apply the respective setting for all files. If you notice that you have selected a file by mistake, you can remove it by clicking on the Dump Bin button (8.). After that click the

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