SmartTask
Home
  • 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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On this page
  • Profile Settings
  • Profile Tab
  • Security Tab
  • Notification Settings
  1. Settings

Profile Settings

Profile Settings

Profile Tab

  • Change Profile Picture: Upload a PNG or JPEG (max 5MB).

  • Name / Department / Job Role / About Me: Customize your personal details and share your availability.

  • Default Organization: Select the primary workspace you use.

  • Out of Office: Set your leave dates so teammates are informed.

  • Membership Role:

    • Admin: Full access including changing member roles.

    • Core Member: Can collaborate but cannot manage member settings.

    • Guest Member: Limited access for external collaborators.

  • Capacity per week: Set your weekly working hours for workload planning.

Security Tab

  • Change Password: Set a permanent password.

  • Log out of all devices: Secure your account from other devices.

  • Delete Account: Permanently remove your account (be cautious).

Notification Settings

You can customize how and when you receive emails from SmartTask. Here's what each option means:

Email Topic
Description
Options Available

Task/Contact Activity

Get updates on changes or comments in tasks or contacts you're following.

- Only When Not Active (Default) - Always - Never

Pending Tasks Summary

Receive a daily summary of your pending tasks.

- Subscribed - Unsubscribed

Unread Chats

Get notified via email if you have unread messages in your chats.

- Subscribed - Unsubscribed

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Last updated 5 days ago