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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  • Inviting your team
  • Start with a few teammates
  1. Quick Start

Invite Teammates [Admin]

Invite team members and start collaborating with them.

PreviousInitial SetupNextCreating Groups

Last updated 7 days ago

After setting up groups, projects, and initial tasks, invite teammates to join the workspace. You can then begin collaborating on tasks with team members.

Inviting your team

  1. In the vertical sidebar click on the Users icon

  2. Once you are in the users sidebar, click on the + icon

  1. This would open up the invite dialog box.

Start with a few teammates

Every process of onboarding into a new system for amplifying organizational performance is laden with teething issues. Encouraging the team to participate effectively in the orientation process needs to be effected in a seamless manner. The best way forward would be to start with a few teammates and extrapolate the use case to the entire team.

A good test group could be a few of your most trusted coworkers, or teammates you work with frequently that might be a smaller subset of your whole team. The subset needs to be a sample of the entire population comprising of teammates from every department / project concerned. You can use our standardised email template to invite your teammates and set expectations.

Proposing the value of SmartTask

The value of every new application is established in clear terms only upon provision on information of the advantages / benefits of the tool. Here are some benefits you can highlight to get the teammates on board:

  • Who is Doing What and When—SmartTask summarises the task execution status by the team mates and the respective timeline. Let us avoid the time lost on repeated phone calls and unfruitful meetings.

  • Client interaction history — With SmartTask you can have history on each interaction with client and their contact details. Let's reflect and communicate in a logical manner even after timelines like 6 months or even a year.

  • Plan of Action Oriented Execution — Presently every company uses emails, messengers and other office memos for communication feedback only. Upon implementation of SmartTask you can discuss work directly using the application rendering every discussion / communication complete with determination of actionable points.

  • Immediate overview — Impactful tracking on real time basis , leading to objective measurement of project execution and goals.

  • Optimized Decision Making - SmartTask assists in making the right decisions as the top management has all the details in one designated place. Hence the decision process is enhanced and much more accurate.

  • Document Sharing - Document sharing in a common space enables team members to find more comprehensive documents, wireframes, specifications etc. which enable transparency and communication leading to better project execution.