Snaptrude Dashboard or the homepage is where all the teams & projects you have access to and have worked on will be available. The dashboard has a Personal Workspace & Teams sections to help categorize and manage your projects easily.
Personal Workspace
This is your personal workspace where all the projects you have created are stored. Under this you will find “Templates” & “Shared with me”.
The right section of the dashboard contains all the projects you have worked on so far, with the details on when the project was last updated, along with the day & time stamp.
“Shared with me”
Clicking on the "Shared with me" button will display all the projects that have been shared with you by others. Depending on the permission level, you can open these projects to view or edit them.
Create your team
A "Team" is a shared workspace for collaborating with multiple stakeholders, managing projects, folders, a central library, and permissions. All the projects created under a specific team will be accessible to all the project stakeholders. You choose to add/remove teammates at any point in time.
Click the “+” next to “Teams” on the dashboard to add a team. Assign a name, invite stakeholders via email, and they’ll receive an email and a notification on their dashboard to join the team.
Note: Lean more about working in team including adding team members, permission setting & customizing team library here.
Access Projects, Folders & Template
The process of creating projects, folders and templates remain the same for both personal & team workspaces and can be accessed form the right side of the dashboard.
For projects, you can choose the "Sort By" option to sort either by “Alphabetical", "Date created", or "Last modified".
You can choose to "Open", "Rename", "Delete" and even “Duplicate” the projects by clicking on the tree dots bottom right corner of the thumbnail.
Follow the tutorials to learn about:
1. Create & Manage Projects
2. Working with Templates
3. Managing Folders & Sub-folders
Search Project & Folders
Use the search bar at the top to find a project or folder and navigate directly to the respective project or folder by clicking there.
Notifications
Click the notification button at the top right corner to view comments you're tagged in or teams you've been added to.
Account Management
For any account related settings, go to the account section beside the notification button.
Note: Go to Manage Your Snaptrude Account to learn more about account management.
Accessing Help
If you wish to access any help, click on the help button. Or if you wish to talk to an technical consultant, you can message us directly through the chat button.
