# SmartTask ## SmartTask - [Getting Started](https://guide.smarttask.io/master.md): Welcome! SmartTask is the easiest way for you and your team to achieve great results. This quick start article would help you learn basics. - [Who uses SmartTask](https://guide.smarttask.io/who-uses-smarttask.md) - [Overview](https://guide.smarttask.io/quick-start/getting-started.md): Welcome! SmartTask is the most efficient way for you and your team to achieve great results. This quick start article would help you learn basics. - [Initial Setup](https://guide.smarttask.io/quick-start/initial-setup.md): Let go through initial steps in SmartTask - [Invite Teammates \[Admin\]](https://guide.smarttask.io/quick-start/inviting-team-members.md): Invite team members and start collaborating with them. - [Creating Groups](https://guide.smarttask.io/quick-start/creating-groups.md) - [Creating Projects](https://guide.smarttask.io/quick-start/creating-projects.md) - [Creating first Tasks](https://guide.smarttask.io/quick-start/adding-a-task.md): Lets create first tasks in SmartTask. - [Working together as a team](https://guide.smarttask.io/quick-start/working-together-as-a-team.md): Learn to synergise the power of teamwork and surpass milestones pertaining to project completion and organisational goals. - [Fundamental Elements](https://guide.smarttask.io/quick-start/fundamental-elements.md) - [Task](https://guide.smarttask.io/fundamentals/task.md): 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. - [Creating a task](https://guide.smarttask.io/fundamentals/task/creating-a-task.md) - [Creating task from email](https://guide.smarttask.io/fundamentals/task/creating-a-task/creating-task-from-email.md): How to create tasks by forwarding emails to SmartTask - [Importing Tasks from CSV](https://guide.smarttask.io/fundamentals/task/creating-a-task/importing-tasks-from-csv.md): Import tasks from Excel, SmartSheet or any CSV file. - [Tasks from Forms](https://guide.smarttask.io/fundamentals/task/creating-a-task/tasks-from-forms.md) - [Task Assignee & Followers](https://guide.smarttask.io/fundamentals/task/task-assignee-and-followers.md): Learn quickly how to assign a task to a team member and keep people in loop by adding them as a followers to an ongoing task. - [Subtask](https://guide.smarttask.io/fundamentals/task/subtask.md): Add subtask to divide work into smaller peace. - [Task Comments](https://guide.smarttask.io/fundamentals/task/task-comments.md): Comment on a task to ask question, provide more information or offer an insight. - [Filter, Group and Sort Tasks](https://guide.smarttask.io/fundamentals/task/filter-and-sort-task.md): you can get your task list as you want to see. - [Recurring task](https://guide.smarttask.io/fundamentals/task/recurring-task.md) - [Set reminder](https://guide.smarttask.io/fundamentals/task/set-reminder.md) - [Milestones](https://guide.smarttask.io/fundamentals/task/milestones.md) - [Task Dependencies](https://guide.smarttask.io/fundamentals/task/task-dependencies.md) - [Task Attachments](https://guide.smarttask.io/fundamentals/task/task-attachments.md) - [Task Templates](https://guide.smarttask.io/fundamentals/task/task-templates.md): Learn how to create Task Templates in SmartTask to standardize recurring work. Save existing tasks as templates or build new ones directly from any project view. - [Hide Task from Guest](https://guide.smarttask.io/fundamentals/task/hide-task-from-guest.md) - [Set Task Priority](https://guide.smarttask.io/fundamentals/task/set-task-priority.md) - [Export Tasks](https://guide.smarttask.io/fundamentals/task/export-tasks.md) - [Archive a Task](https://guide.smarttask.io/fundamentals/task/archive-a-task.md) - [Reporting](https://guide.smarttask.io/fundamentals/reporting.md) - [Portfolio](https://guide.smarttask.io/fundamentals/reporting/portfolio.md): Have a comprehensive view of all your projects through Portfolio. Learn how Portfolios work - [Dashboards](https://guide.smarttask.io/fundamentals/reporting/dashboards.md) - [Setting up Dashboards](https://guide.smarttask.io/fundamentals/reporting/dashboards/setting-up-dashboards.md) - [Filtered Views](https://guide.smarttask.io/fundamentals/reporting/dashboards/filtered-views.md) - [Time Tracking](https://guide.smarttask.io/fundamentals/time-tracking.md) - [Estimate and Actual Time](https://guide.smarttask.io/fundamentals/time-tracking/estimate-and-actual-time.md) - [Analytics View](https://guide.smarttask.io/fundamentals/time-tracking/analytics-view.md) - [Timesheet](https://guide.smarttask.io/fundamentals/time-tracking/timesheet.md) - [Reports through Dashboard](https://guide.smarttask.io/fundamentals/time-tracking/reports-through-dashboard.md) - [Costing and Billable Rates](https://guide.smarttask.io/fundamentals/time-tracking/costing-and-billable-rates.md) - [Show Time fields by default](https://guide.smarttask.io/fundamentals/time-tracking/show-time-fields-by-default.md) - [CRM & Sales Management](https://guide.smarttask.io/crm-and-sales-management.md) - [Adding Contacts](https://guide.smarttask.io/crm-and-sales-management/adding-contacts.md): Learn quicky the ways of adding a contact to SmartTask and associate it with parent company. - [Importing contacts](https://guide.smarttask.io/crm-and-sales-management/adding-contacts/importing-contacts.md) - [Contact Filtered View - Permission](https://guide.smarttask.io/crm-and-sales-management/contact-filtered-view-permission.md) - [Contact Accessibility & Permissions](https://guide.smarttask.io/crm-and-sales-management/contact-accessibility-and-permissions.md) - [Sales Pipeline](https://guide.smarttask.io/crm-and-sales-management/creating-a-sales-funnel.md): Learn how to create a sales funnel in SmartTask and tracking sales performance through analytics view - [Logging Sales Activities](https://guide.smarttask.io/crm-and-sales-management/sales-activities.md): The record pertaining to Customer activity feed aids in referring back to an older conversation and getting ourselves updated quickly. - [Sales Reports](https://guide.smarttask.io/crm-and-sales-management/sales-reports.md) - [Phone Call Configurations](https://guide.smarttask.io/crm-and-sales-management/phone-call-configurations.md) - [Chat](https://guide.smarttask.io/chat.md) - [Group](https://guide.smarttask.io/group.md): Group is second layer in the organization. Lets learn more about groups. - [Project](https://guide.smarttask.io/project.md): Learn all about project settings and visibility - [Chose the right view for your workflow](https://guide.smarttask.io/project/chose-the-right-view-for-your-workflow.md) - [Edit Project Details](https://guide.smarttask.io/project/edit-project-details.md) - [Project Views](https://guide.smarttask.io/project/project-views.md) - [Set Project as Template](https://guide.smarttask.io/project/set-project-as-template.md) - [Create Custom Fields](https://guide.smarttask.io/project/create-custom-fields.md) - [Setup Sprints](https://guide.smarttask.io/project/setup-sprints.md) - [Move project to another group](https://guide.smarttask.io/project/move-project-to-another-group.md) - [Duplicate a Project](https://guide.smarttask.io/project/duplicate-a-project.md) - [Project Dashboard](https://guide.smarttask.io/project/project-dashboard.md) - [Import Tasks to Project](https://guide.smarttask.io/project/import-tasks-to-project.md) - [Export Project Tasks](https://guide.smarttask.io/project/export-project-tasks.md) - [Permissions](https://guide.smarttask.io/permissions.md): Learn who has access to what and how to restrict access to a few members only. - [Group Permissions](https://guide.smarttask.io/permissions/group-permissions.md): Learn all about group permissions. - [Project Permissions](https://guide.smarttask.io/permissions/project-permissions.md): Learn all about project permissions - [Task Permissions](https://guide.smarttask.io/permissions/task-permissions.md): Learn all about task permissions - [Custom Fields](https://guide.smarttask.io/custom-fields.md): Learn how to track anything and everything with Custom Fields - [Karma Points](https://guide.smarttask.io/karma-points.md): Reward good work done by the team through Karma points - [Leaderboard](https://guide.smarttask.io/karma-points/leaderboard.md) - [Reporting](https://guide.smarttask.io/karma-points/reporting.md) - [Rewards](https://guide.smarttask.io/karma-points/rewards.md) - [Settings](https://guide.smarttask.io/karma-points/settings.md) - [Fulfillment & Tracking](https://guide.smarttask.io/karma-points/fulfillment-and-tracking.md): Setting up Reward fulfillment in SmartTask - [Settings](https://guide.smarttask.io/settings.md) - [Profile Settings](https://guide.smarttask.io/settings/profile-settings.md) - [Organization Settings](https://guide.smarttask.io/settings/organization-settings.md) - [White Label Overview](https://guide.smarttask.io/advanced/white-label-overview.md): Setting up custom domain and branding with SmartTask White Label feature - [Setting up Custom Domain](https://guide.smarttask.io/advanced/white-label-overview/setting-up-custom-domain.md): Guide on how to setup custom domain for your SmartTask organization - [MCP Server](https://guide.smarttask.io/advanced/mcp-server.md) - [Integration for Slack](https://guide.smarttask.io/slack-integration.md): Make Slack communications actionable with SmartTask integration. Convert conversations to tasks in SmartTask. - [Frequently Asked Questions](https://guide.smarttask.io/frequently-asked-questions.md) - [Onboarding the team](https://guide.smarttask.io/onboarding-the-team.md): Here is our recommendation on onboarding your team on SmartTask - [Email Template for on-boarding team](https://guide.smarttask.io/onboarding-the-team/email-template-for-on-boarding-team.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://guide.smarttask.io/master.md?ask= ``` The question should be specific, self-contained, and written in natural language. 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