SmartTask
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  • Quick Start
    • Overview
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    • Invite Teammates [Admin]
    • Creating Groups
    • Creating Projects
    • Creating first Tasks
    • Working together as a team
    • Fundamental Elements
  • fundamentals
    • Task
      • Creating a task
        • Creating task from email
        • Importing Tasks from CSV
      • Task Assignee & Followers
      • Subtask
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      • Recurring task
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      • Set Task Priority
      • Export Tasks
    • Reporting
      • Portfolio
      • Dashboards
        • Setting up Dashboards
        • Filtered Views
    • Time Tracking
      • Estimate and Actual Time
      • Analytics View
      • Timesheet
      • Reports through Dashboard
      • Costing and Billable Rates
      • Show Time fields by default
  • CRM & Sales Management
    • Adding Contacts
      • Importing contacts
    • Sales Pipeline
    • Logging Sales Activities
    • Sales Reports
    • Phone Call Configurations
  • Chat
  • Group
  • Project
    • Chose the right view for your workflow
    • Edit Project Details
    • Project Views
    • Set Project as Template
    • Create Custom Fields
    • Setup Sprints
    • Move project to another group
    • Duplicate a Project
    • Project Dashboard
    • Import Tasks to Project
    • Export Project Tasks
  • Permissions
    • Group Permissions
    • Project Permissions
    • Task Permissions
  • Custom Fields
  • Settings
    • Profile Settings
    • Organization Settings
  • 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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  1. fundamentals

Task

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.

PreviousFundamental ElementsNextCreating a task

Last updated 29 days ago

When you track your work in SmartTask, everybody is clear on their responsibilities and accountability. Here are a few quick ways to start collaborating and tracking your work with your team:

  • — The simplest way to create a task is by clicking on the "Add Task" button. One can also create a task from Email directly.

  • Assign a task — Collaborating for a task essentially means assigning tasks to yourself and your teammates. Give it a try and assign a task to a member in your team (even if they aren’t using SmartTask yet.) Provide details and information they need to complete the task.

  • Add a follower — Add stakeholders pertaining to a task as the followers so they can see any work on the task, communicate about it, and get notified about any related progress. You can add/remove followers at the right corner of the pane at the bottom of the task page. Try adding someone as a follower on one of the tasks you have just created.

  • Comment on a task — You can comment on a task to ask questions, respond to teammates, or offer extra information and insight. Comment on a task you created to give an update about it.

Creating a task