SmartTask
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  • 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. Quick Start

Creating first Tasks

Lets create first tasks in SmartTask.

PreviousInvite Teammates [Admin]NextWorking together as a team

Last updated 4 years ago

Timeline based execution is core to project success. What does your team need to accomplish today? This week? Next Week? Create work breakdown in terms of tasks for the entire project. Simply click on the 'Add Task' button at the top in Tasklist View.

Click on the clip below to quickly learn this process.

Task Followers

Once you have added a task the second most important thing is adding followers. Similar to CC in an email we would add relevant persons as followers to a task. Followers would get an immediate notification in case of a comment or update in the task.

Task visibility: Task is visible to all followers, project members and administrators. Tip: If a task is related to a particular project make sure that project is added to the task.

For more details on task creation, monitoring and relating functionalities checkout the section - .

Task Fundamentals