SmartTask
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SmartTask's core features
Manage workflows, projects or sales processes with ease
Task ManagementProject ManagementCRMTime TrackingMain ViewsTeam CollaborationAnalytics & Reporting

Task Management

Manage tasks from whereever you are. Further customize with Custom Fields and user permissions

Recurring Tasks

Repeat tasks daily, weekly, monthly, yearly or the way you want through custom options.

Task Dependencies

Define tasks a particular task is waiting on. Get notified when the blocking task is completed.

Subtasks

Organize checklist items as subtasks and track progress of the task in a better way

Task Reminders

Set reminders on critical tasks and get notified on mobile, desktop and email.

Rich Text Editing

Add more information to the task with Rich Text - Heading, Bold, Italics, Underline, etc.

Task Tags

Filter similar kind of tasks across projects with Tags attached on the task

Task Contacts

Attach contacts to task. This helps having clarity for people following the task as well as filtering tasks by contacts attached.

Task Comments

Ask a doubt or share more information through task comments

Task Activity View

Activity view shows the task's change log history. Who changed what and when.

Comment Only Tasks

Users would only be able to comment on a task with Comment Only option enabled

Timelog

Add time spent on a task through timer and manually

Tasklist View

Tasklist view is the most preferred when monitoring ad-hoc tasks with custom fields and dates.

Advanced Search

Filter data across projects and save the filter for easy access in future

Board View

Have a workflow where a task passes from multiple stages? Board view is just for you!

Calendar View

Have clarity on upcoming deadlines and events with calendar view

Task Estimate

Set time estimates on individual tasks which would be summed up to estimate budget for the project

Tasklist Filter

Filter tasklist with multiple filter options to select from

Workload

Understand whether the team's over-worked or under-utilized.

Guest Users

Invite external collaborators like Clients, Vendors and 3rd party and collaborate together.

Divide Tasks by Sections

Sections help bifurcate tasks by stages or type of work

Custom Fields

Add more information to task with custom - Text, Number, Date and Dropdowns.

Video Conferencing

Trigger video meeting from task and chat view

Task From Email

Create task by forwarding emails to SmartTask.

Task Update Notifications

Get notified on task updates through Desktop and Mobile notifications

Drag And Drop

Simply drag and drop to reorder the tasks with ease

File Sharing

Share files from Google Drive, Dropbox, your PC or from any cloud storage.

Project Management

Track multiple projects with ease. Know how they are progressing and work around the bottlenecks.

Task Tags

Filter similar kind of tasks across projects with Tags attached on the task

Project Templates

Instead of starting from scratch, just build upon existing templates and create your own for future duplication.

Timeline

Timeline helps you visualize a long project schedule with dependencies and milestones

Portfolio View

Have overview of all ongoing projects - their statuses and predicted completion date in one single view

Workload

Understand whether the team's over-worked or under-utilized.

Project Milestones

Project milestones help in delineating a particular a point in the project schedule.

Auto Scheduling Tasks

Have tasks that are delayed or mis-aligned with the project's schedule? Just click on the auto-schedule button

Project Summary

Project overview with resource utilization, costing and billing amount

Baseline Comparison

Compare your current timeline with the original one. Analyze exactly where the delays happened.

Project Status

Update the team-members on how the project is progressing

Guest Users

Invite external collaborators like Clients, Vendors and 3rd party and collaborate together.

Divide Tasks by Sections

Sections help bifurcate tasks by stages or type of work

Custom Fields

Add more information to task with custom - Text, Number, Date and Dropdowns.

Task From Email

Create task by forwarding emails to SmartTask.

Task Update Notifications

Get notified on task updates through Desktop and Mobile notifications

Drag And Drop

Simply drag and drop to reorder the tasks with ease

CRM

Track inquries through sales pipeline and predict estimated sales through sales analytics.

Task Contacts

Attach contacts to task. This helps having clarity for people following the task as well as filtering tasks by contacts attached.

Sales Pipeline

Move inquiries across multiple stages and have clarity on past conversations and next action points.

Call Tracking

Click to call. Recording would be available after call within the inquiry task.

CRM Analytics

Visualize sales analytics: Estimated sales, sales funnel and user wise analytics.

Time Tracking

Time reporting and estimates help understand resource utilization as well as budget and cost implications.

Timelog

Add time spent on a task through timer and manually

Task Estimate

Set time estimates on individual tasks which would be summed up to estimate budget for the project

Cost and Billable Rate

Add each resource's cost and billable rate to get an accurate overview on project finance.

Timelog Activity

Daily time tracking activity overview with summary

Project Summary

Project overview with resource utilization, costing and billing amount

Main Views

Track your work in a view that best suites your team.

Tasklist View

Tasklist view is the most preferred when monitoring ad-hoc tasks with custom fields and dates.

Board View

Have a workflow where a task passes from multiple stages? Board view is just for you!

Instant Messaging

Communicate with the team for immediate resolution at project level as well as one to one level.

Timeline

Timeline helps you visualize a long project schedule with dependencies and milestones

Calendar View

Have clarity on upcoming deadlines and events with calendar view

Portfolio View

Have overview of all ongoing projects - their statuses and predicted completion date in one single view

Workload

Understand whether the team's over-worked or under-utilized.

Project Summary

Project overview with resource utilization, costing and billing amount

Task Update Notifications

Get notified on task updates through Desktop and Mobile notifications

Team Collaboration

Collaborate with your team with ease. Have clarity on accountability and responsibilities.

Task Dependencies

Define tasks a particular task is waiting on. Get notified when the blocking task is completed.

Rich Text Editing

Add more information to the task with Rich Text - Heading, Bold, Italics, Underline, etc.

Project Templates

Instead of starting from scratch, just build upon existing templates and create your own for future duplication.

Instant Messaging

Communicate with the team for immediate resolution at project level as well as one to one level.

Automated Check-Ins

Replace status and standup meetings with automated check-ins.

Workload

Understand whether the team's over-worked or under-utilized.

Guest Users

Invite external collaborators like Clients, Vendors and 3rd party and collaborate together.

Custom Charts

Create Charts to analyze your data. With endless possibilities and customizations.

Custom Fields

Add more information to task with custom - Text, Number, Date and Dropdowns.

Video Conferencing

Trigger video meeting from task and chat view

Task From Email

Create task by forwarding emails to SmartTask.

Task Update Notifications

Get notified on task updates through Desktop and Mobile notifications

Drag And Drop

Simply drag and drop to reorder the tasks with ease

File Sharing

Share files from Google Drive, Dropbox, your PC or from any cloud storage.

Analytics & Reporting

With rich reporting in SmartTask. Analyze your data with multiple and varied analytical views

Advanced Search

Filter data across projects and save the filter for easy access in future

Productivity Scoring

Analyze team's performance over time with export functionality

Workload

Understand whether the team's over-worked or under-utilized.

Project Summary

Project overview with resource utilization, costing and billing amount

Custom Charts

Create Charts to analyze your data. With endless possibilities and customizations.