Task Management – SmartSaaS

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Data

21

🏷️ Product Metadata
⚙️ Data Model Settings
⚡ Data Model Actions
⭐ Favourite Data
⬆️📂 Uploading Your Data
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🌐 Webpage Templates
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🔖 Tagging Data Models
📈 Visualise Your Data Performance
🧩 Creating Data Models
🗄️ Exporting Your Data Models
➕ Adding Data to Your Model
📤 Sharing Data Models
✏️ Editing Data Models
🗂️ What are Templates?

Projects

8

🤝 Sharing Projects
🗂️ Organising Projects
📋✅ Tasks & Subtasks
🏗️ Creating a Project
🤖 Project AI
🔔 Project Notifications
🔧 Editing a Project
📂 What are Projects?

Settings

9

🏢🏢 Multiple Companies
🧑‍💼 Customise Your Business Card
👤💳 User Billing
🏢❌ Removing a Company
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🔗 What are Integrations?
🔗➕ Adding Integrations

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📍 Discover and Grow Your Business Connections

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📊 Company-Wide Overview with Real-Time Performance Metrics
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Knowledge

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🌍 Share Knowledge Beyond Your Team with External Articles
📤 Share Internal Knowledge with Your Team

Organiser

6

🗓️ Scheduling Events
📅 Customer Bookings
🔗 Calendar Integrations
🎙️ Recording and Summarising Meetings
⏰ Setting and Managing Reminders
📖 Creating & Managing Calendars

Sales

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🎯 Why Campaigns Matter
🎛️ Managing Your Campaigns
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📊 Sales Dashboard

Company

5

🛡️ Assigning Roles and Permissions
👤❌ Removing a User
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👥 Manage Users
🏢 User Hierarchy

Dashboard

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🎙️ Meetings
🚩 Flagged Items
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🏪📤 Sharing Your Store
💳🔗 Connecting Payment System
🛒📦 Setting Up Your Products

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Task Management

📂 What are Projects?
🔧 Editing a Project
⏰ Setting and Managing Reminders
🏗️ Creating a Project
📋✅ Tasks & Subtasks
🗂️ Organising Projects
⚡ Data Model Actions
🚩 Flagged Items

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