Getting Started

Welcome! SmartTask is the easiest way for you and your team to achieve great results. This quick start article would help you learn basics.

What is SmartTask?

SmartTask is an all-in-one work management and collaboration tool designed to help teams and businesses manage tasks, projects, sales, and customer relationships efficiently. It combines project management, team communication, time tracking, and workflow automation in a single platform.

Organization: is the highest level of the hierarchy. This gets further classified into groups/ departments , projects and members of the projects.

Groups: Groups can be equated to the various departments in an organization. Example : Human Resources, Technical, Finance , IT and the like

Projects: Projects is at the lowest level of this structure which are part of one or more groups depending on their nature. Example : Chandrayaan Mission, A new Marketing Campaign, etc.

What can you do with SmartTask?

✅ Task & Project Management – Assign tasks, set deadlines, priorities, and track progress with Kanban, List, and Timeline views.

✅ Collaboration & Communication – Chat, comment, and share files directly within tasks to keep conversations organized.

✅ Portfolios for High-Level Project Management – Monitor multiple projects under a single portfolio, track progress, and get a bird’s-eye view of overall performance.

✅ Workflow Automation – Automate repetitive tasks, set dependencies, and create recurring tasks to streamline processes.

✅ Time Tracking & Reporting – Track time spent on tasks, generate reports, and analyze productivity.

✅ CRM & Sales Tracking – Manage leads, deals, and client interactions to boost sales efficiency.

✅ Custom Dashboards & Analytics – Get real-time insights into project progress and team performance.

✅ Integrations – Connect with tools like Slack, Zapier, and Google Drive to enhance workflow.

and much more.

Getting Started with SmartTask