Getting Started with SmartProject
-
1
Create your company profile
Add your company's name, departments, sub-departments and employees
-
2
Create your partner profile
Invite your partner to cooperate so that the customer, for his part, can create a company profile with the appropriate structure and specialists
-
3
Create collaboration
Create the first collaboration - a project or an independent list of tasks with a name, to which we add a list of tasks responsible for completing tasks, and also set the level of access
-
4
Operate within collaboration
In collaboration, create the necessary documents, such as Gantt charts and documents in MS Excel and Word and start working on the project
Creating company's profile
Creating your company profile is the first step in working with SmartProject. By adding departments, divisions, subdivisions and specialists, you can set access levels for both specialists and entire departments. The access level can provide the ability to be an observer, be able to edit tasks, or projects in general, and not see the task or project if access has not been granted
- Add your company name
- Add departments and sub-departments
- Add employees
Partner/Customer Company Profile
For effective work on projects, invite the customer or contractor company to display project activities for both parties, which will allow more efficient and effective activities, as well as monitoring project activities with a minimum consumption of resources to track the implementation of project tasks
Work in Collaboration
Creating a collaboration undermines your joint performance and allows you to create projects, Gantt charts, work in MS Excel and Word, create classic and interactive Mind Maps and display project activities depending on the assigned tasks. You can also schedule events in your calendar and invite your colleagues and employees to participate
Project Management
By creating list of tasks, you can assign those who are responsible for the implementation, set the deadlines for completing tasks, their priority, dependencies, and the platform will automatically generate a Gantt chart with the criterion you specified
