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SOLUTIONS by sharemundo

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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
  • Get details on the companies and users I'm connected to
  • User management - Introduction
  • Create a new user
  • Differences between profiles
  • Modify the type of profile assigned to a user
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  • Get an overview of the licenses purchased by my company
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  • Billing - Introduction
  • View my company's billing history
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  • Global configurations - Introduction
  • Edit 'Global Configurations' Items
  • Settings - Introduction
  • Make my company profile searchable
  • View or modify my company profile
  • View or edit my user profile (Company administrator)
  • 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
  • Make my user profile visible
  • Reorganize widgets on the dashboard
  • Add widgets to the dashboard
  • Remove widgets from the dashboard
  • Activate 'My tasks' mode
  • Disable 'My tasks' mode
  • Corporate actions - Introduction
  • Company actions - List view
  • Company action items - Table view
  • Company action items - Calendar view
  • 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
  • View subtask details
  • Modify a subtask
  • Duplicate an action item
  • Delete an action item
  • Corporate chat - Introduction
  • Join a discussion with all my colleagues
  • Have a private conversation with a colleague
  • Enterprise document management - Introduction
  • Documents - 'Folders' view
  • Documents - List view
  • Get an overview of my company's documents
  • Create a new folder
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  • Upload a document to sharemundo links®.
  • View a document
  • Edit document metadata
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  • Send a document
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  • Link documents - Introduction
  • Link documents - documents already loaded in sharemundo links®.
  • Link documents - documents' upload
  • Remove linked documents
  • Time registration - Introduction
  • Get an overview of my employees' timesheets
  • Get an overview of my timesheets
  • Enter my hours (company)
  • Enter my hours (project)
  • Modify a timesheet
  • Delete a timesheet
  • Approve or reject a timesheet
  • Export timesheets or expense reports
  • Record expenses - Introduction
  • Get an overview of my employees' expense reports
  • Get an overview of my expense reports
  • Record an expense claim (company)
  • Record an expense claim (project)
  • Modify an expense report
  • Delete an expense report
  • Approve or reject an expense claim
  • Billing - Introduction
  • Get an overview of my company's invoices
  • Create a new invoice (company)
  • Create a new invoice (project)
  • Editing an invoice
  • Edit invoice status
  • Download an invoice
  • Send an invoice
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  • Resources - Introduction
  • Get an overview of my employees' absences
  • Get an overview of my absence requests
  • Request an absence
  • Cancel an absence request
  • Get an overview of absence requests awaiting approval
  • Approve or reject an absence request
  • Enter a new observation about one of my collaborators
  • Get an overview of how my resources are used
  • Edit my employees' HR data
  • Contact management - Introduction
  • Create a new company in my contacts
  • Create a new user in my contacts
  • Add a user to my contacts
  • Add a company to my contacts
  • Send a sharemundo links® connection request
  • Delete a user (or a company) from my contacts
  • Restore a deleted contact (or company)
  • Opportunities and Offers - Introduction
  • Get an overview of my company's opportunities and offers
  • Register a new opportunity
  • Converting an opportunity into an offer
  • Edit an opportunity or an offer
  • Close an opportunity or an offer
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  • Company calendar - Introduction
  • Add a new event to my company calendar
  • View calendar event details
  • Modify a calendar event
  • Delete a calendar event
  • Synchronize my Outlook calendar with my company calendar
  • 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
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  • sharemundo links Help Center
  • Processes specific to sharemundo links "Enterprise" solutions
  • Add a note in the 'Element evaluation' module

Temps de lecture: < 1 min

Add a note in the 'Element evaluation' module

This feature is only available if you have a license for one of the sharemundo links® 'Enterprise' solutions.

Step 1: Once you've selected the project for which you wish to add a note, go to the 'Item rating' section in the left-hand menu ('Project management' section).

Step 2: Go to the 'Notes' tab.

Step 3: Click on 'Add notes here'.

Step 4: Write your note.

Step 5: Enter the metadata relating to your note and click on 'Save'.

Step 6: The note you have just written will be automatically added to the 'Notes' tab in the 'Item evaluation' module and to the 'Notes' folder (subfolder of 'Item evaluation') in the 'Project document management' module.

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