SmartTask
Home
  • 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
  • 1️⃣ Tasks & Subtasks
  • 2️⃣ Groups & Projects
  • 3️⃣ Views
  • 4️⃣ Collaboration & Communication
  • 5️⃣ Automations & Workflows
  • 6️⃣ Time Tracking & Reporting
  • 7️⃣ Integrations & Customization
  1. Quick Start

Fundamental Elements

1️⃣ Tasks & Subtasks

πŸ“Œ Tasks – The core unit of SmartTask. Assign tasks to team members, set deadlines, and track progress.

πŸ“Œ Subtasks – Break down larger tasks into smaller steps for better execution.

πŸ“Œ Custom Fields – Add extra details like priority, budget, or status.

2️⃣ Groups & Projects

πŸ“‚ Groups – A higher-level structure where multiple projects reside. Imagine teams and departments.

πŸ“‚ Projects – A collection of related tasks grouped together for better organization.

πŸ“‚ Portfolios – Track multiple projects under one view to oversee progress and resource allocation.

3️⃣ Views

πŸ“Š List View – A structured list of tasks and details.

πŸ“Š Board View (Kanban) – Visual workflow with drag-and-drop functionality.

πŸ“Š Timeline View (Gantt Chart) – Manage task dependencies and scheduling.

πŸ“Š Calendar View – See tasks based on due dates for better planning.

πŸ“Š Dashboard View – See tasks based on due dates for better planning.

πŸ“Š Gallery View – See tasks in gallery view with image preview in card

πŸ“Š Discussions – Add a discussion post where people can share their thoughts (Just like Linkedin)

πŸ“Š Chat – Chat with team-mates.

πŸ“Š Form – Create customizable forms that can be hosted on your website.

4️⃣ Collaboration & Communication

πŸ’¬ Comments & Mentions – Discuss tasks with team members within each task.

πŸ“Ž File Attachments – Upload documents, images, or links.

πŸ”” Notifications & Reminders – Stay updated on changes and deadlines.

5️⃣ Automations & Workflows

⚑ Recurring Tasks – Automate repetitive tasks at set intervals.

⚑ Task Dependencies – Ensure one task starts only after another is completed.

⚑ Automations – Create custom rules to automate repetitive actions (e.g., change status when completed).

6️⃣ Time Tracking & Reporting

⏱ Time Tracking – Log time spent on tasks and projects.

πŸ“ˆ Reports & Dashboards – Get insights into task completion, productivity, and project progress.

7️⃣ Integrations & Customization

πŸ”— Integrations – Connect with Slack, Zapier, Google Drive, and more.

βš™οΈ Custom Workflows – Adapt SmartTask to fit your team’s needs.

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Last updated 7 days ago