Initial Setup

Let go through initial steps in SmartTask

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.

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