Portfolio | SmartTask

Getting Started
Quick Start
fundamentals
- Task
Organization initial setup
CRM & Sales Management
Permissions
Group Basics
Project Basics
- Sections
- Export Project Tasks
Portfolio
- Milestones
Custom Fields
Custom Charts
Advanced
- White Label Overview
  - Setting up Custom Domain
Integration for Slack
Frequently Asked Questions
Onboarding the team
- Email Template for on-boarding team

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