SmartTask
Home
  • Getting Started
  • Quick Start
    • Overview
    • Initial Setup
    • Invite Teammates [Admin]
    • Creating first Tasks
    • Working together as a team
    • CRM & sales management
  • fundamentals
    • Task
      • Creating a task
        • Creating task from email
        • Importing tasks from MS Project
        • Importing Tasks from CSV
      • Recurring task
      • Set reminder
      • Task Assignee & Followers
      • Task Comments
      • Task Description
      • Subtask
      • Search
      • Filter and sort task
  • Organization initial setup
  • CRM & Sales Management
    • Adding Contacts
      • Importing contacts
    • Creating interaction history
    • Creating a sales pipeline
  • Permissions
    • Group Permissions
    • Project Permissions
    • Task 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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  1. Onboarding the team

Email Template for on-boarding team

PreviousOnboarding the team

Last updated 7 years ago

Hey [everyone],

I recently signed up for an amazing work tracking tool called and thought you could be a good experimental group to try it out with. SmartTask allows teams to track their goals, collaborate on tasks, communicate and track customer interactions in one place. I thought SmartTask could help us with [solving a specific pain point, achieving a goal, tracking a major initiative, etc.]. Since signing up, I’ve already created [a few tasks and projects].

Sometime in the next day or so, I will send you an invitation to join me in SmartTask. Once you’ve signed up check out their article to learn the basics. Then we can start working together and discuss the unlimited possibilities. I’m excited to try it out with you!

[Closing greeting and your name]

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