SmartTask
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  • 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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  • Lets create first tasks in SmartTask.
  • Task Followers
  1. Quick Start

Creating first Tasks

Lets create first tasks in SmartTask.

PreviousCreating ProjectsNextWorking together as a team

Last updated 6 days ago

Lets create first tasks in SmartTask.

What does your team need to accomplish today? This week? Next Week?

Simply click on the 'Add Task' button at the top in Tasklist View.

Please refer to Importing Tasks from CSV to import from excel file

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