User Preferences
User Preferences are used to customize how you want view and use Smooth Projects. Most preferences will be set by your Administrator. To adjust your own user preferences click "My Info" in the upper right corner and then on "Edit Preferences".
OR, on the top toolbar:
1. Click on "User Admin" (if User Admin privileges are granted to you).
2. Click your User Name
3. Click 'Edit preferences"
The Edit User Preferences Screen will display:
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Tabbed Box View:
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Short Date Format:
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Time Format:
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Currency Format:
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User Interface Style:
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User Task Assignment Maximum:
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Default Event Filter:
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Task Notification Method:
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Task Log E-mail Defaults:
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E-mail Assignees |
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Task Log E-mail Subject:
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Task Log E-mail Recording Method:
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Click on the drop down arrows to view and select your options.
Locale: Select your language
Tabbed Box View: Select your preference for viewing tabs or flat view for different areas of the program.
Short Date Format: Select the date format you prefer to be displayed.
Time Format: Select the time format you prefer to be displayed.
Currency Format: Select the currency format you prefer.
User Interface Style: Select the theme (visual appearance) of the program. This selection will only effect your log-in. Each user may have their own interface selected.
User Task Assignment Maximum: When you delegate a task (assign a user) you are able to specify what percentage of the task that user will be responsible for. Set this to limit the percentage amount that can be assigned to any one user.
Default Event Filter: Set to automatically display categorical events of your choice.
Task Notification method: When a task is created or edited there will be an option to notify select recipients. Set this to include or not include the task/event owner in the e-mail notification.
- Click on E-mail Assignees to ensure that a task log e-mail will be sent to all users who are assigned to the task via the Human Resources setting.
- Click on E-mail Task Contacts to e-mail all contacts assigned to a task so they will receive a copy of the task log e-mail.
- Click on E-mail Project Contacts to e-mail all contacts assigned to a project so they will receive a copy of the task log e-mail.
Note: If a single contact is in more than one location (e.g., they are set up as a Task Contact and they are an assignee on a task), Smooth Projects will ensure that those users only receive one e-mail.
Task Log E-mail Subject: If you would like to have a default Subject line entered automatically for you on all of your e-mail notifications please enter it here.
Task Log E-mail Recording Method: Set to “Append to Log” to enter a log each time a e-mail is sent to a recipient.
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