Module "Projects"

September 24, 2020|Yuliia Pnivchuk

This functionality enables adding thematically related or just any desired documents to the separate projects. This way documents can not only be conveniently stored in one place but also generated as one document later on.

In order to create a new project, click on the green button "New project" in the left upper corner or on the green Plus button under "My documents".

New tab "My projects" highlighted

Creating project via the green Plus button highlighted

While creating a new project, you have to fill in the field "Project name" and optionally also the "Due date". The due date indicates when the project should be completed. The due date is displayed in black if there is at least one day left to the set due date. If it is red, the date either falls due today or has already fallen due some time ago.

Every project also has one of the following statuses:

  • "In progress"
  • "Completed"

Initially, every project is established with the status "In progress", that is not visible during the creation process.

Creating of new project highlighted

Altogether, it then looks like this:

Newly created project highlighted

After creating your first project, you can add there as many documents as you like by clicking on the "Add" button.

Button for adding documents to the project highlighted

To begin with, no documents are being displayed, so you need to look for the specific ones via the Search field.

Dialogue window "Add document to the project" highlighted

List of documents to be added to the project highlighted

After documents have been added to the project, you can also choose only some of them by ticking the checkbox on the left. Then, pressing on the "Generate" button allows you to create or export your selected documents as a new one.

Button "Generate" highlighted in the project

The chosen documents will be generated into one document in the same order they are laid out in the project. If you want to change it, arrange the documents accordingly.

Different types of export for projects highlighted

There are several possibilities to export the chosen documents as a single document, namely:

a) new SMASHDOC - new SMASHDOC will be generated and saved under "My documents". It can additionally be edited as a normal document and only then exported to the desired format.

b) exporting to Word

c) exporting to PDF

You can indicate the name of the project yourself when creating a new SD. In the case with other export formats, the name is automatically taken from the projects name and suffix (book) added. You can erase it and fill in the desired file name.

File name of the generated document highlighted

You can also edit the metadata of your project by clicking on "Edit" in the projects menu.

Option "Edit the project" highlighted in the menu

Apart from editing the project name, due date, you can also edit the projects status from e.g. "In progress" to "Completed" and vice versa.

Changing projects status to "Completed"

The status of each project is dispayed on the main page "All projects" in the separate column on the right.

Column with projects statuses highlighted

But you can also find all ongoing projects under the separate tab "In progress" and all finished projects under the separate tab "Completed".

All completed projects highlighted under the tab "Completed"