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
Powered by GitBook
On this page
  • Set profile picture
  • Change Default Organization
  • SmartTask structure
  1. Quick Start

Initial Setup

Let go through initial steps in SmartTask

PreviousOverviewNextInvite Teammates [Admin]

Last updated 7 days ago

Set profile picture

Scientifically mind grabs an image a thousand times faster than words.

A picture is the quickest way to identify a teammate and colleague. Upload a picture that would assist your colleagues to prioritize your messages over other multiple users.

Setting your profile picture is simple. Just navigate the profile settings and clicking on the "Add profile picture" button.

Change Default Organization

Smarttask as the name suggests is an immensely smart application that lands the user into the frequently used organizational upon each login. If any other organisation is preferred as the default page, a change can be made in the profile setting.

A quick guide for setting default organization page is as given below.

SmartTask structure

Here is how an organization within SmartTask is structured:

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.

Let's invite a few teammates to our organization