Settings

Settings is accessible from left-bottom settings icon. Once clicked it would open up a sidemenu with following options:

MY PROFILE

  • Profile: Update your name, email, profile picture, etc.

  • Preference: Set personal preferences like notification settings, time zone, etc.


ORGANIZATION SETTINGS

  • Overview: View and manage organization-level details like workspace name, logo, default settings.

  • Members: Add, remove, or manage user roles and permissions within your organization.

  • Billing: View your subscription plan, invoices, and update payment details.

  • Working Days & Holidays: Set the standard workweek and define holidays for accurate workload planning.

  • Custom Fields: Create and manage custom fields for tasks, projects, or clients — useful for tailoring SmartTask to your workflow.

  • Capacity & Billing Rates: Define team member capacity (hours/week) and set hourly rates to track billable work and resource planning.

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