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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On this page
  • Create a Project
  • πŸ“˜ Choosing the Right View for Your Workflow
  • πŸ•’ Deadline-Driven Processes?
  • πŸ” Ongoing and Repetitive Processes
  • 🀝 Team-Based Work and Internal Operations
  1. Quick Start

Creating Projects

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Last updated 6 days ago

Create a Project

There can be multiple projects in an organization. A project can either be private or public to the group.

  • Public Projects: A public project is accessible to all the members of the group. Any project is a public project by default.

  • Private Projects: A private project is only visible to select members. It can be identified by the lock icon beside its name.

πŸ“˜ Choosing the Right View for Your Workflow

πŸ•’ Deadline-Driven Processes?

Use: Tasklist or Timeline View

Best for workflows that have clear start and end dates, dependencies, and milestones.

Common examples:

  • Event planning

  • Product launches

  • Client onboarding

  • Custom implementation projects

  • Consulting deliverables


πŸ” Ongoing and Repetitive Processes

Use: Board View

Great for iterative work and step-by-step progress tracking through stages.

Common examples:

  • Editorial calendars

  • Agile sprint planning

  • Sales pipelines

  • RFP & proposal workflows

  • Content production


🀝 Team-Based Work and Internal Operations

Use: Tasklist View

Ideal for collaborative tasks where clarity, accountability, and references matter.

Common examples:

  • Accounting tasks

  • HR workflows

  • Internal meetings & agendas

  • Cross-functional to-dos

When in doubt, start with a Tasklist. It’s versatile, easy to adapt, and works for most types of workflows.

Please refer to following for more on projects:

  • Project Views

  • Set Project as Template

  • Importing Tasks from CSV