SmartTask
Client onboarding software
Kanban project management software
Project collaboration software
Project management software
Resource management software
Task management software
Work management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$6 per user per month
Free Trial unavailable
Free version
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- Education and training
- Professional services (engineering, legal, consulting, etc.)
- Information technology and software
What is SmartTask
SmartTask is a cloud-based work and task management platform used to plan, assign, and track work across individuals and teams. It supports multiple views (including Kanban-style boards) and collaboration features such as comments, file sharing, and notifications for day-to-day project execution. The product targets small to mid-sized teams that need a single place to manage tasks, lightweight projects, and team workload visibility without deploying a full enterprise PPM suite.
Multiple work views
SmartTask supports common execution views such as list, board (Kanban), and calendar-style planning, which helps teams adapt the tool to different workflows. This reduces the need to maintain separate tools for personal task lists versus team boards. It also makes it easier to standardize task status tracking across teams with different preferences.
Built-in collaboration features
The product includes collaboration mechanics such as task comments, @mentions, and attachments to keep context tied to work items. This supports cross-functional coordination without relying entirely on external chat or email threads. For teams that primarily need task-level collaboration rather than customer-success-specific workflows, this can be a practical fit.
Workload and resource visibility
SmartTask includes workload/resource-oriented capabilities intended to help managers understand assignments and capacity across team members. This can support basic resourcing decisions (e.g., reassigning tasks, balancing workload) within ongoing projects. It is useful for teams that need lightweight resource management rather than advanced forecasting and financial controls.
Limited customer onboarding depth
While SmartTask can be configured for onboarding checklists and task templates, it is not purpose-built for customer onboarding journeys and stakeholder-facing onboarding workspaces. Organizations that require structured onboarding playbooks, customer portals, or customer-success health signals may need additional tooling. This can increase process fragmentation for customer-facing teams.
PPM capabilities may be basic
SmartTask focuses on task and project execution, so portfolio-level governance features (e.g., advanced program management, dependency mapping at scale, and standardized stage-gates) may be limited. Larger organizations with complex portfolios may outgrow the reporting and controls available in a task-centric system. As a result, it may require complementary processes or tools for enterprise PPM needs.
Integrations and extensibility uncertainty
Compared with platforms that emphasize deep ecosystems, SmartTask’s available integrations and API depth may not cover all enterprise systems or specialized workflows. If a team relies on extensive automation across CRM, support, and data platforms, integration gaps can create manual work. Buyers should validate required connectors, SSO options, and API capabilities during evaluation.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free Forever | $0 per user/month (billed yearly) | Unlimited Tasks, Unlimited Users, Unlimited Projects, Unlimited Contacts, Access to all features, Unlimited guests, Embed views |
| Premium | $6 per user/month (billed yearly) | Includes everything in Free + Custom Fields, Milestones, Reminders, Forms, Private groups |
| Business | $11 per user/month (billed yearly) | Includes everything in Premium + Timeline View, Dashboards, Portfolios, Time Tracking, Budgeting, Call recording integration, Custom branding (Add-on) |
| Enterprise | Contact Sales | Includes everything in Business + Single sign-on (SSO), Whitelabel, Enterprise API access, Customer Success Manager, Access to managed services |
Seller details
SmartTask (vendor information not reliably verifiable from provided prompt)
