Snaptrude Dashboard, or the homepage, is where all the teams and projects you have access to and have worked on will be available. The dashboard has Personal Workspace and Teams sections to help categorize and manage your projects easily.
Personal Workspace
This is your 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.
You can choose the "Sort By" option to sort the projects of your choice, either “Alphabetical", "Date created", or "Last modified".
You can choose to "Open", "Rename", "Delete" and even “Duplicate” the projects by clicking on the three dots bottom on the project’s thumbnail.
Templates
Snaptrude allows designers to create, save, and utilize templates to standardize and streamline their project creation process. There are two methods to create a Template.
Method 1: From the Template tab
Open the Templates tab from your workspace or the respective team
Click on 'New template' button
Enter the name of the template & select the units for it.
Finally click on 'Create' to create the template.
The new template will then open in a new tab in the browser and you can start working on it. The interface & tools available in the template will be similar to that of a project.
Method 2: From an existing project
Open a project that you wish to save as a template.
Once the project opens, click on the name of the project, a dropdown will open
Select 'Save as Template' from the dropdown.
Enter the template name and finally click on 'Save'.
Explore 'Working with Templates on Snaptrude' to know more about templates in detail.
'Shared with me'
Clicking on the 'Shared with me' button will display all the projects that others have shared with you. You can open these projects to view or edit depending on the permission level granted to you.
Working in 'Teams'
"Teams" is a shared workspace where you can invite and work with multiple stakeholders as part of these shared workspaces. You can create unlimited teams and unlimited projects under any specific team.
Each Team will have its own set of projects, folder structure, central library, and team permission preferences.
To add a team, click on the “+” next to “Teams” on the dashboard. A window will open. Assign a distinct name to each team as required. Then, invite stakeholders by simply adding their email IDs. Subsequently, these team members will receive an email notification inviting them to join the team.
All the projects created under a specific team will be accessible to all the project stakeholders. You can add or remove teammates at any time. To know more about how teams work go to 'Collaboration: Teams Setup'.
Learning Resources
Under Learning Resources, there are two tabs you can navigate to:
Help - Browse through help articles and tutorial articles.
Book a Demo - If you have further issues you cannot solve, you can use this option to book a demo with Snaptrude and solve all your questions and problems.