SmartTask
Home
  • Getting Started
  • Who uses SmartTask
  • Quick Start
    • Overview
    • Initial Setup
    • 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
      • Task Comments
      • Filter, Group and Sort Tasks
      • Recurring task
      • Set reminder
      • Milestones
      • Task Dependencies
      • Task Attachments
      • Hide Task from Guest
      • 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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On this page
  • Create a Group
  • Edit Group Name
  • Delete Group

Group

Group is second layer in the organization. Lets learn more about groups.

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Last updated 7 days ago

There can be multiple groups in an organization. It can be thought of as a department or a team in an Organization. For eg: Accounts, Marketing, Engineering, etc. Basically it is a team within an organization.

A group can be of three types

  • Public Group: Anyone in the organization can find and join the group

  • Request to Join: Everyone in the organization can see the group but cannot access it until they request to join. The admin will receive a request and can accept the request.

  • Private Group: A private group is only visible to invited members. It can be identified by the lock icon beside its name.

Create a Group

You can create different groups for various purposes which suit best for your organization. Click on ‘ADD NEW GROUP’ in the side bar.

Edit Group Name

Group name can be edited by clicking on the three dot menu options. The name can only be changed by a group admin.

Delete Group

Organization or Group Admins can delete a group.

Deleting any group will delete all the projects associated within the group. This is a irreversible process.

A person can remove themselves from the group view just by removing themselves from the group members list.