Initial Setup

Let go through initial steps in SmartTask

Activating your Account

Setting Up Your Profile:

Your profile helps your team recognize you and ensures smooth collaboration.

Steps to Set Up Your Profile and default organization:

Profile Set up:

1. Click on settings from the left bottom.

2. Select ‘Profile Settings’ from the dropdown menu.

3. Update your name, department, job role, and email address.

4. Upload a profile picture for easy identification.

5. Set default organization.

6. Set your notification preferences to stay updated.

7. Click ‘Update’ to apply the changes.

Organization Set up (Admins):

1. Go to the Organization Settings page.

2. To update the logo:

   1. Click on the "Upload Image" button under the "Icon" section.

   2. Choose a PNG or JPEG file (under 5MB) from your device.

   3. After uploading, the new logo will be displayed.

3. To update the organization name:

   • In the "Name" field, enter your desired organization name.

4. Click the "Save" button to apply the changes.