SmartPM documents
Step-by-step guide for projects, tasks, Gantt chart, calendar, team, notifications, file attachments, time tracking, reports, and AI-assisted planning. You can search for what you need in the left-hand box or browse the sections.
Getting started
First login, dashboards home page, first project, project from template and adding the team to the project.
Tasks
Adding tasks, editing tasks, subtasks, Kanban, labels, history and search.
- Adding tasks: list and kanban views
- Editing a task: status, priority, date, assignee
- Adding subtasks
- Table view
- Editing multiple cards together
- Filters and saved filters
- Managing cards and lists on the board
- Adding checklists to cards
- Moving, copying, archiving cards, and adding covers
- Deleting a task
- Grouping tasks with labels
- Task templates
- Recurring tasks
- Viewing task history
- Searching in projects, tasks, and comments
- Undoing and redoing changes (Ctrl+Z)
Gantt chart
Dates, dependencies, auto-shifting, critical path and milestones.
Collaboration
Real-time updates, comments and mentions, notifications, file attachments, sharing the project with the customer and customer approval.
Calendar
Project calendar and personal calendar: task due dates in month and week views.
AI
Chat-based assistant, extracting tasks from documents, subtask suggestions, project status summary, creating a project plan from a description and usage limits.
Time and cost
Counter, manual time entry, weekly chart, project budget, hourly rates, expenses and CSV.
Reports and workload
Project status, overdue items, person workload, time summary, weekly capacity and CSV.
Project settings
Kanban columns, working days, custom fields, automation rules, archive and delete.
Troubleshooting
Common scenarios and solutions.