Initial Setup

SmartTask

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Getting Started

Quick Start

Initial Setup

Invite Teammates [Admin]

Creating first Tasks

Working together as a team

CRM & sales management

Fundamentals

Frequently Asked Questions

Onboarding the team

Initial Setup

Let go through initial steps in SmartTask

Set profile picture
 Scientifically mind grabs an image a thousand times faster than words. 
 A picture is the quickest way to identify a teammate and colleague. Upload a picture that would assist your colleagues to prioritize your messages over other multiple users.
Setting your profile picture is simple. Just navigate the profile settings and clicking on the "Add profile picture" button.
Change Default Organization
Smarttask as the name suggests is an immensely smart application that lands the user into the frequently used organizational upon each login. If any other organisation is preferred as the default page, a change can be made in the profile setting.
A quick guide for setting default organization page is as given below.
SmartTask structure
 Here is how an organization within SmartTask is structured:
Organization: is the highest level of the hierarchy. This gets further classified into groups/ departments , projects and members of the projects. 
Groups: Groups can be equated to the various departments in an organization. Example : Human Resources, Technical, Finance , IT and the like 
Projects: Projects is at the lowest level of this structure which are part of one or more groups depending on their nature. Example : Chandrayaan Mission, A new Marketing Campaign, etc.
Let's invite a few teammates to our organization 

Quick Start

Invite Teammates [Admin]

Last modified 4yr ago

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Set profile picture

Change Default Organization

SmartTask structure