> For the complete documentation index, see [llms.txt](https://guide.smarttask.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.smarttask.io/fundamentals.md).

# fundamentals

- [Task](https://guide.smarttask.io/fundamentals/task.md): Tasks are the most fundamental building blocks in every organization. In this section, Let's capture the fundamental concepts related to a task in SmartTask and its related functionalities.
- [Creating a task](https://guide.smarttask.io/fundamentals/task/creating-a-task.md)
- [Creating task from email](https://guide.smarttask.io/fundamentals/task/creating-a-task/creating-task-from-email.md): How to create tasks by forwarding emails to SmartTask
- [Importing Tasks from CSV](https://guide.smarttask.io/fundamentals/task/creating-a-task/importing-tasks-from-csv.md): Import tasks from Excel, SmartSheet or any CSV file.
- [Tasks from Forms](https://guide.smarttask.io/fundamentals/task/creating-a-task/tasks-from-forms.md)
- [Task Assignee & Followers](https://guide.smarttask.io/fundamentals/task/task-assignee-and-followers.md): Learn quickly how to assign a task to a team member and keep people in loop by adding them as a followers to an ongoing task.
- [Subtask](https://guide.smarttask.io/fundamentals/task/subtask.md): Add subtask to divide work into smaller peace.
- [Task Comments](https://guide.smarttask.io/fundamentals/task/task-comments.md): Comment on a task to ask question, provide more information or offer an insight.
- [Filter, Group and Sort Tasks](https://guide.smarttask.io/fundamentals/task/filter-and-sort-task.md): you can get your task list as you want to see.
- [Recurring task](https://guide.smarttask.io/fundamentals/task/recurring-task.md)
- [Set reminder](https://guide.smarttask.io/fundamentals/task/set-reminder.md)
- [Milestones](https://guide.smarttask.io/fundamentals/task/milestones.md)
- [Task Dependencies](https://guide.smarttask.io/fundamentals/task/task-dependencies.md)
- [Task Attachments](https://guide.smarttask.io/fundamentals/task/task-attachments.md)
- [Task Templates](https://guide.smarttask.io/fundamentals/task/task-templates.md): Learn how to create Task Templates in SmartTask to standardize recurring work. Save existing tasks as templates or build new ones directly from any project view.
- [Hide Task from Guest](https://guide.smarttask.io/fundamentals/task/hide-task-from-guest.md)
- [Set Task Priority](https://guide.smarttask.io/fundamentals/task/set-task-priority.md)
- [Export Tasks](https://guide.smarttask.io/fundamentals/task/export-tasks.md)
- [Archive a Task](https://guide.smarttask.io/fundamentals/task/archive-a-task.md)
- [Reporting](https://guide.smarttask.io/fundamentals/reporting.md)
- [Portfolio](https://guide.smarttask.io/fundamentals/reporting/portfolio.md): Have a comprehensive view of all your projects through Portfolio. Learn how Portfolios work
- [Dashboards](https://guide.smarttask.io/fundamentals/reporting/dashboards.md)
- [Setting up Dashboards](https://guide.smarttask.io/fundamentals/reporting/dashboards/setting-up-dashboards.md)
- [Filtered Views](https://guide.smarttask.io/fundamentals/reporting/dashboards/filtered-views.md)
- [Time Tracking](https://guide.smarttask.io/fundamentals/time-tracking.md)
- [Estimate and Actual Time](https://guide.smarttask.io/fundamentals/time-tracking/estimate-and-actual-time.md)
- [Analytics View](https://guide.smarttask.io/fundamentals/time-tracking/analytics-view.md)
- [Timesheet](https://guide.smarttask.io/fundamentals/time-tracking/timesheet.md)
- [Reports through Dashboard](https://guide.smarttask.io/fundamentals/time-tracking/reports-through-dashboard.md)
- [Costing and Billable Rates](https://guide.smarttask.io/fundamentals/time-tracking/costing-and-billable-rates.md)
- [Show Time fields by default](https://guide.smarttask.io/fundamentals/time-tracking/show-time-fields-by-default.md)
- [CRM & Sales Management](https://guide.smarttask.io/fundamentals/crm-and-sales-management.md)
- [Adding Contacts](https://guide.smarttask.io/fundamentals/crm-and-sales-management/adding-contacts.md): Learn quicky the ways of adding a contact to SmartTask and associate it with parent company.
- [Importing contacts](https://guide.smarttask.io/fundamentals/crm-and-sales-management/adding-contacts/importing-contacts.md)
- [Contact Filtered View - Permission](https://guide.smarttask.io/fundamentals/crm-and-sales-management/contact-filtered-view-permission.md)
- [Contact Accessibility & Permissions](https://guide.smarttask.io/fundamentals/crm-and-sales-management/contact-accessibility-and-permissions.md)
- [Sales Pipeline](https://guide.smarttask.io/fundamentals/crm-and-sales-management/creating-a-sales-funnel.md): Learn how to create a sales funnel in SmartTask and tracking sales performance through analytics view
- [Logging Sales Activities](https://guide.smarttask.io/fundamentals/crm-and-sales-management/sales-activities.md): The record pertaining to Customer activity feed aids in referring back to an older conversation and getting ourselves updated quickly.
- [Sales Reports](https://guide.smarttask.io/fundamentals/crm-and-sales-management/sales-reports.md)
- [Phone Call Configurations](https://guide.smarttask.io/fundamentals/crm-and-sales-management/phone-call-configurations.md)
- [Chat](https://guide.smarttask.io/fundamentals/chat.md)
- [Group](https://guide.smarttask.io/fundamentals/group.md): Group is second layer in the organization. Lets learn more about groups.
- [Project](https://guide.smarttask.io/fundamentals/project.md): Learn all about project settings and visibility
- [Chose the right view for your workflow](https://guide.smarttask.io/fundamentals/project/chose-the-right-view-for-your-workflow.md)
- [Edit Project Details](https://guide.smarttask.io/fundamentals/project/edit-project-details.md)
- [Project Views](https://guide.smarttask.io/fundamentals/project/project-views.md)
- [Set Project as Template](https://guide.smarttask.io/fundamentals/project/set-project-as-template.md)
- [Create Custom Fields](https://guide.smarttask.io/fundamentals/project/create-custom-fields.md)
- [Setup Sprints](https://guide.smarttask.io/fundamentals/project/setup-sprints.md)
- [Move project to another group](https://guide.smarttask.io/fundamentals/project/move-project-to-another-group.md)
- [Duplicate a Project](https://guide.smarttask.io/fundamentals/project/duplicate-a-project.md)
- [Project Dashboard](https://guide.smarttask.io/fundamentals/project/project-dashboard.md)
- [Import Tasks to Project](https://guide.smarttask.io/fundamentals/project/import-tasks-to-project.md)
- [Export Project Tasks](https://guide.smarttask.io/fundamentals/project/export-project-tasks.md)
- [Permissions](https://guide.smarttask.io/fundamentals/permissions.md): Learn who has access to what and how to restrict access to a few members only.
- [Group Permissions](https://guide.smarttask.io/fundamentals/permissions/group-permissions.md): Learn all about group permissions.
- [Project Permissions](https://guide.smarttask.io/fundamentals/permissions/project-permissions.md): Learn all about project permissions
- [Task Permissions](https://guide.smarttask.io/fundamentals/permissions/task-permissions.md): Learn all about task permissions
- [Custom Fields](https://guide.smarttask.io/fundamentals/custom-fields.md): Learn how to track anything and everything with Custom Fields
- [Karma Points](https://guide.smarttask.io/fundamentals/karma-points.md): Reward good work done by the team through Karma points
- [Leaderboard](https://guide.smarttask.io/fundamentals/karma-points/leaderboard.md)
- [Reporting](https://guide.smarttask.io/fundamentals/karma-points/reporting.md)
- [Rewards](https://guide.smarttask.io/fundamentals/karma-points/rewards.md)
- [Settings](https://guide.smarttask.io/fundamentals/karma-points/settings.md)
- [Fulfillment & Tracking](https://guide.smarttask.io/fundamentals/karma-points/fulfillment-and-tracking.md): Setting up Reward fulfillment in SmartTask
- [Settings](https://guide.smarttask.io/fundamentals/settings.md)
- [Profile Settings](https://guide.smarttask.io/fundamentals/settings/profile-settings.md)
- [Organization Settings](https://guide.smarttask.io/fundamentals/settings/organization-settings.md)