SmartTask
SmartTask
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Getting Started
Quick Start
Fundamentals
Task
Organization initial setup
CRM & Sales Management
Permissions
Group Permissions
Project Permissions
Task Permissions
Group Basics
Project Basics
Portfolio
Custom Fields
Custom Charts
Automatic Check-ins
White Label Overview
Email Template for on-boarding team
Frequently Asked Questions
Onboarding the team
Location Tracking
Permissions
Learn who has access to what and how to restrict access to a few members only.
Here are the articles in this section:
Group Permissions
Learn all about group permissions.
Project Permissions
Learn all about project permissions
Task Permissions
Learn all about task permissions
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Creating a sales pipeline
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Group Permissions
Last updated
2 years ago
