Question 1

How do I create a people group?

Accepted Answer

Groups of people can be created for tasks, logs, acceptance and conversations. 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.

Question 2

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 (3.).

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.

You will now be taken to the print details. Here you can choose between various options: There is the option to print (1.) or plot (2.) the documents. The printed documents can be rolled (3.) or folded (4.). You also have the choice of whether you want the print to be black and white (B/W) (5.) or color (6.). By selecting the checkbox for the QR code, you determine whether you want the print with or without it (7.). Select the options by clicking on the Checkboxes (8.). Click in the top column (area marked yellow) to apply the respective setting to all files. If you notice that you have selected a file by mistake, you can remove it by clicking on the **Waste garbage

Question 3

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 4

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.
Repro Service: Select a printer and change the billing address.

project administration: add and remove project admins.
Setting for file storage: Define QR code and schemes according to which smino should recognize files and deactivate this.
Archiving: Archive projects.
deletion: delete projects

You can add task types under Task Types Configuration.

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

by clicking on the edit (4.) button at the organisation, the role and the name of the organisation can be changed. You can delete/edit (6.) or reactivate (7.) participants/organisations. In addition, the rights

Question 5

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".

3. 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 assigned to you, unless you are the admin or the creator of the task.

Click on the Person icon (2.). The icon changes and a pop-up will show you what each icon means.

In the respective protocol, in the detailed task overview:

Open the

Question 6

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.

Frequently Read Articles

Browse All Categories