Fundamentals
Here are the articles in this section:
Task
Tasks are the most fundamental building blocks in every organization. In this section, Let's capture the fundamental con...
Organization initial setup
Lets create and setup our organization in SmartTask. It is as simple as child's play.
CRM & Sales Management
Permissions
Learn who has access to what and how to restrict access to a few members only.
Group Basics
Group is second layer in the organization. Lets learn more about groups.
Project Basics
Learn all about project settings and visibility
Portfolio
Have a comprehensive view of all your projects through Portfolio. Learn how Portfolios work
Custom Fields
Learn how to track anything and everything with Custom Fields
Custom Charts
Make your own analytics view with Custom Bar, Line and Pie charts similar to what you do in excel
Automatic Check-ins
Automatic check-ins are questions that prompt your team to share updates regularly with everyone in the project. Think a...
White Label Overview
Setting up custom domain and branding with SmartTask White Label feature
Slack Integration
Make Slack communications actionable with SmartTask integration. Convert conversations to tasks in SmartTask.
Last updated 2 years ago