Getting Started
Who uses SmartTask
Quick Start
fundamentals
CRM & Sales Management
Chat
Group
Project
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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Project

Set Project as Template

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Last updated 7 days ago

Click on the three-dot menu of the project.
Select "Set as Template" from the options.
Rename the template as desired.
Customize the default view.
Choose whether to keep the template private or public.