SmartTask

The SmartTask modules allow you to watch, create, update, and retrieve projects, tasks, contacts and task reminders in your SmartTask account.

Prerequisites

  • A SmartTask account

In order to use SmartTask with Make, it is necessary to have a SmartTask account. If you do not have one, you can create a SmartTask account at https://www.smarttask.io/.

1. Go to Make and open the SmartTask module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection and click Continue.

3. Enter your SmartTask login credentials and click Log in.

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4. Confirm the dialogue by clicking Allow button.

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The connection has been established.

Triggers on a task reminder notification.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose project task reminders you want to watch.

Project ID

Select the Project ID whose task reminders you want to watch.

Triggers when a task is completed in a project.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose project task reminders you want to watch.

Project ID

Select the Project ID whose task reminders you want to watch.

Triggers when a particular tag is added to a task in the organization.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose tags added to the project tasks you want to watch.

Tag ID

Select the Tag ID you want to watch.

Triggers when tasks are updated in a project.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose project task updates you want to watch.

Project ID

Select the Project ID whose task updates you want to watch.

Creates a new contact in SmartTask.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID for which you want to create the contact.

Is this an organization

Select if you are creating a contact for an organization.

Parent Contact ID

Select the Parent Contact ID to which this contact is associated with.

Parent name

Enter the name of the parent contact.

Title

Enter the position of the parent contact.

Name

Enter the name of the contact.

Pic URL

Enter the URL to the image of the contact.

Description

Enter the information about the contact.

Address

Enter the address of the contact.

Address Latitude

Enter the latitude details of the location of the contact.

Address Longitude

Enter the longitude details of the location of the contact.

Website URL

Enter the website details of the contact.

Facebook URL

Enter the Facebook URL of the contact.

Linkedin URL

Enter the LinkedIn URL of the contact.

Twitter URL

Enter the Twitter URL of the contact.

Github URL

Enter the GitHub URL of the contact.

Instagram URL

Enter the Instagram URL of the contact.

Emails

Add the email address:

Email

Enter the email address.

Email Type ID

Enter the email type. For example, Work.

Tags

Add the tags to filter the contact when searching.

Phones

Add the phone number of the contact

In Projects

Add the project with which the contact is associated with.

Creates a new task in SmartTask.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose project task you want to create.

Creator User ID

Select the user who is creating the task.

Assigned User ID

Select the user to whom you want to assign the task.

Projects

Add the projects for which you are creating the task.

Followers

Add the contact whom you think should watch the task.

Taskname

Enter a name for the task.

Description

Enter the details of the task.

Priority

Select the priority of the task:

  • High Priority

  • Low Priority

  • Medium Priority

  • No Priority

Start Date

Enter the date when the task begins.

Due Date

Enter the date by when the task must be completed.

Status

Select the status of the task:

  • Complete

  • Incomplete

Tags

Add the tags to filter the task when searching.

Parent Task ID

Enter the Parent Task ID if this task is a subtask of any other major task.

Contact IDs

Add the contacts to whom you want to notify about the task:

Contact ID

Add the Contact ID.

Reminders

Add the reminders for the task:

Reminder ID

Enter the Reminder ID.

Type

Select to whom you want to send the reminder:

  • For All Followers

  • Only Me

  • Only Assigned User

Only If Pending

When selected, sends the reminder only if the task is pending at the specified time.

On Date Time

Enter the date and time when the reminder must be sent.

Fetches a particular task.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose task details you want to retrieve.

GTask ID

Enter the Task ID whose details you want to retrieve.

Adds a reminder to a task.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose task reminder you want to create.

GTask ID

Enter the Task ID whose reminder you want to create.

On Datetime

Enter the date and time when you want to set a reminder for the task.

Only If Pending

When selected, the reminder is sent only if the task is pending.

Type

Select to whom the task reminder should be sent:

  • For All Followers

  • Only Me

  • Only Assigned User

Fetches contacts attached in a task.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose task contacts you want to retrieve.

GTask ID

Select the Task ID whose contacts you want to retrieve.

Fetches subtasks of a task.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose subtasks you want to retrieve.

GTask ID

Select the Task ID whose subtasks you want to retrieve.

Fetches all project members.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose project member details you want to retrieve.

Project ID

Select the Project ID whose member details you want to retrieve.

Fetches reminders set on a task.

Connection

Establish a connection to your SmartTask account.

Company ID

Select the Company ID whose task reminders you want to retrieve.

GTask ID

Select the Task ID whose reminder details you want to retrieve.