Projects
📘 Tracking, Sharing, and Organising Projects
Last Updated: September 2, 2025SmartSaaS makes it easy to monitor progress and collaborate with your team or clients. Tracking Progress Sharing Projects Organising Projects
📘 Adding Work Packages and Tasks to Your Project
Last Updated: September 2, 2025Once you have a project, you can break it down into work packages and tasks. Step 1: Add Work Packages Step 2: Add Tasks to a Work Package Now your project is structured into work packages with specific tasks for each team member.
📘 Creating a New Project
Last Updated: September 2, 2025The Projects section helps you organise and manage work efficiently. Here’s how to create a new project: Step 1: Navigate to Projects Step 2: Create Your Project Your project is now created and ready for the next steps.
Project AI
Last Updated: September 21, 2023Using AI, we can suggest new projects suitable for your business to help you track, organise and speed things along. This is greatly enhanced if projects have previously been created as we can learn how you manage your projects as well as your priorities when managing or participating within a project. AI can also help...
Project conversation
Last Updated: September 21, 2023By default, all users within a project are notified if any edits are made to a project, or a new project is created. Additionally, we have added a tracker as well as a generated Gantt Chart that tracks your projects progress for you. If you would like to only be notified of changes in particular...
Tasks and subtasks
Last Updated: September 21, 2023Each task in your project is individually tracked with a visual indicator in the form of a percentage bar. As assigned users mark off tasks with a checkbox, projects are automatically updated, and if appropriate, users are notified within changes of the project. This ensures that all users within a given project are aware of...
Editing a project
Last Updated: September 21, 2023Should you wish to make any edits to your project, such as allocate yourself a task (which can then automatically populated in your calendar and reminders) it can be done simply by adding a task to your project. The project manager can also assign you a task, and if you are not a part of...
Creating a project
Last Updated: September 21, 2023Simply hit the ‘Create’ button and fill in a few details to get started, you can then invite (or remove) users as you wish. Users can also be assigned permissions to edit. Anyone on a project is notified when any changes are made or if any tasks assigned to them are modified are added. AI...
What are projects?
Last Updated: September 21, 2023Here you can create, edit and track projects alongside your team for a connected experience. Projects can also be automated to be created or modified as required when tied to various different actions such as sales or service fulfilment (see project automation).
Projects
Last Updated: September 10, 2023Projects allows you to create, edit and share projects with ease, giving you full control over user access as well as allowing automations made on your chosen events. It is simple to modify and customise projects and invite anyone to share them. Then you can apply them to your products to automate your workflow.