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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  • Setting Up Your Profile:
  • Organization Set up (Admins):
  1. Quick Start

Initial Setup

Let go through initial steps in SmartTask

PreviousOverviewNextInvite Teammates [Admin]

Last updated 7 days ago

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.