ProjectSmith Help
Boards, timesheets, approvals and capacity on top of your Autotask projects. Find the answer, then get back to the work.
Browse by topic
Section titled “Browse by topic”Getting startedSign up, invite your team, assign seats and connect Autotask.
ProjectsHow projects come from Autotask, boards and columns, tasks, phases and dependencies.
Time and approvalsLog time, submit your week, approve time and decide requests.
Capacity and leavePlan who works on what each week, and book leave.
ReportsUtilisation by person, team and period, with drill-down and CSV.
Autotask connectorWhat ProjectSmith reads from Autotask, what it writes back, and how often.
Account and billingPlans and prices, the trial, invoices, cancelling, roles and what each person can see.
Security and privacyTenant separation, sign-in options, data residency and sub-processors.
Can’t find it?
Section titled “Can’t find it?”Use the search at the top of the page. Still stuck? Select Get help in the top bar of the app, or email the ProjectSmith support team at support@getprojectsmith.com. See Get help.