SmartTask
Home
  • 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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On this page
  • Organization Structure:
  • Interface
  • Navigating the interface
  1. Quick Start

Overview

Welcome! SmartTask is the most efficient way for you and your team to achieve great results. This quick start article would help you learn basics.

PreviousGetting StartedNextInitial Setup

Last updated 7 days ago

Organization Structure:

Organization: is the highest level of the hierarchy. This gets further classified into groups/ departments , projects and members of the projects. Groups: Groups can be equated to the various departments in an organization. Example : Human Resources, Technical, Finance , IT and the like Projects: Projects is at the lowest level of this structure which are part of one or more groups depending on their nature. Example : Chandrayaan Mission, A new Marketing Campaign, etc.

Interface

1. Sidebar Access groups, projects and members in the organization by navigating from the sidebar.

2. Navigation Bar helps you to check various tasks assigned, check task notifications as well as browse through the organization view and access a number of other features pertaining to the settings.

3. Header allows you to toggle between tasklist, chat view, analytics and timeline view.

4. Tasklist Pane displays all tasks allocated to a user based on the task type selected.

5. Task Detail Pane opens upon selection of a particular task on the list. It displays all relevant details of a task , for instance a task name, description, attached files, comments, date and followers to the tasks in a detailed manner.

Navigating the interface

Quick clip on understanding the Simple Navigation of the Interface...