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Onboarding

4
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Administration server

34
  • Administration server dashboard
  • Connections - Introduction
  • Get an overview of my company's connections
  • Connect me to another company
  • Connect me to users from other companies
  • Approve or reject connection invitations
  • Disconnect me from a company or a user
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  • User management - Introduction
  • Create a new user
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  • Billing - Introduction
  • View my company's billing history
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  • Global configurations - Introduction
  • Edit 'Global Configurations' Items
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  • Make my company profile searchable
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  • Make my user profile searchable (Company administrator)
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Processes common to all sharemundo links solutions

107
  • Company management module - Introduction
  • Company dashboard - Introduction
  • Company dashboard - sharemundo links® "Core"
  • Company dashboard - sharemundo links® "Enterprise"
  • How do I navigate in my sharemundo links® solution?
  • Update my company profile
  • Update my user profile
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  • Reorganize widgets on the dashboard
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  • Corporate actions - Introduction
  • Company actions - List view
  • Company action items - Table view
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  • Create a new company action item
  • View action item details
  • Modify an action item (assigned person)
  • Modify an action item (person who assigned the action)
  • Create a subtask for an action item
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  • Duplicate an action item
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  • Corporate chat - Introduction
  • Join a discussion with all my colleagues
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  • Enterprise document management - Introduction
  • Documents - 'Folders' view
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  • Link documents - Introduction
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  • Time registration - Introduction
  • Get an overview of my employees' timesheets
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  • Enter my hours (company)
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  • Record expenses - Introduction
  • Get an overview of my employees' expense reports
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  • Record an expense claim (company)
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  • Billing - Introduction
  • Get an overview of my company's invoices
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  • Editing an invoice
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  • Resources - Introduction
  • Get an overview of my employees' absences
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  • Request an absence
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  • Enter a new observation about one of my collaborators
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  • Contact management - Introduction
  • Create a new company in my contacts
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  • Opportunities and Offers - Introduction
  • Get an overview of my company's opportunities and offers
  • Register a new opportunity
  • Converting an opportunity into an offer
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  • Company calendar - Introduction
  • Add a new event to my company calendar
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  • Configurations (Enterprise) - Introduction
  • Modify my company's configurations
  • Synchronize configurations with global configurations
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Processes specific to sharemundo links "Enterprise" solutions

54
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Create a new project
  • Modifying an existing project
  • Modify project status
  • Add people to my project team (existing sharemundo links® connection)
  • Add people to my project team ("external" people)
  • Opportunities and Offers - Introduction
  • Convert an offer into a project
  • Project actions - Introduction
  • Create a new project action
  • Project chat - Introduction
  • Participate in a discussion with the entire project team
  • Project document management - Introduction
  • Get an overview of my project documents
  • Time registration - Introduction
  • Enter my hours (project)
  • Record expenses - Introduction
  • Record an expense claim (project)
  • Billing - Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to the 'Element evaluation' module
  • Add a note in the 'Element evaluation' module
  • Add a sketch in the 'Element evaluation' module
  • Add an audio recording in the 'Element evaluation' module
  • Add a document in the 'Element evaluation' module
  • View an element / object ('Element evaluation' module)
  • Modify element/object properties ('Element evaluation' module)
  • Delete an element / object ('Element evaluation' module)
  • Project phase and schedule management - Introduction
  • Get an overview of project phases and their status
  • Get an overview of the project jâlons
  • Add a project phase
  • View project phase details
  • Modify a project phase
  • Closing a project phase
  • Delete a project phase
  • Add a project link
  • Modifying a project level
  • Closing a project jâlon
  • Delete a project level
  • Duplicating a project phase
  • Site reports - Introduction
  • Get an overview of all site reports (for a given project)
  • Add a site report
  • View a site report
  • Modify a site report
  • Delete a job report
  • Send a site report
  • Print a job report
  • (Project) Configuration - Introduction
  • Modify project configurations
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Processes specific to sharemundo links "Energy Consultant Solution".

1
  • Financing - Introduction
  • Home
  • sharemundo links Help Center
  • Processes common to all sharemundo links solutions
  • Activate 'My tasks' mode

Temps de lecture: < 1 min

Activate 'My tasks' mode

This feature is common to all sharemundo links® solutions.

Note Activating the 'My Tasks' mode lets you filter the company or project dashboard (if you're using a sharemundo links® solution that includes project management) to display only those items that concern you directly.

Step 1: Go to your company dashboard or the dashboard of one of the projects you're involved in.

Note: the screenshots below are for the company dashboard, but the process is the same for a project dashboard.

Step 2: Click on 'My tasks' (top right of dashboard).

The dashboard will display only those elements that are relevant to you.

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  • SOLUTIONS
    • PRESENTATION
    • PAR SECTEURS
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