Jeff Gonzalez

Sr. Account Executive

Jeff Gonzalez is a Senior Account Executive at SmartSuite, where he engages with mid to large-sized prospects and customers. Jeff joined SmartSuite in 2023 after a successful tenure at Airtable, where he earned numerous awards as their top mid-market expansion salesperson.

All articles by Jeff Gonzalez(-)

Permissions at Every Level

Permissions at Every Level

Learn how to master permissions at every level in SmartTips! Jeff Gonzalez walks you through setting permissions from solution to field level.

7 minutes

Jeff Gonzalez

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How to Use a Form for Project Updates

How to Use a Form for Project Updates

Learn how to use forms for project updates in SmartTips with Jeff Gonzalez. See how to simplify project management and report updates easily.

7 minutes

Jeff Gonzalez

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How to Import Files into SmartSuite

How to Import Files into SmartSuite

Learn how to effortlessly import files into SmartSuite with Jeff! Tips and tricks to streamline your process.

7 minutes

Jeff Gonzalez

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The Different Ways to Represent Subtasks in SmartSuite

The Different Ways to Represent Subtasks in SmartSuite

Learn how to choose the right method for representing subtasks in SmartSuite to improve task management, enhance data organization, and streamline your workflow. Jeff Gonzalez covers Checklist, Sub Items, and Linked Record field types, highlighting their best uses for efficient and effective task tracking.

7 minutes

Jeff Gonzalez

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How Lookup Fields Eliminate Duplicative Datapoints

How Lookup Fields Eliminate Duplicative Datapoints

Discover how lookup fields can eliminate data duplicates in your projects. Join Jeff Gonzalez for practical tips and insights on efficient data management.

8 minutes

Jeff Gonzalez

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Optimizing Record Format in Dashboard Widgets

Optimizing Record Format in Dashboard Widgets

Optimize record formatting in dashboard widgets with SmartTips from Jeff Gonzalez! Enhance data visibility and streamline workflows to make your SmartSuite dashboard work even harder for you. Watch now to boost your productivity!

7 minutes

Jeff Gonzalez

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Filtering Dynamically and Statically in Linked Records

Filtering Dynamically and Statically in Linked Records

Join Jeff as he dives into filtering linked records dynamically and statically. Learn how to streamline your workflow and improve efficiency. Don't miss this SmartTips episode—watch and share!

7 minutes

Jeff Gonzalez

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Backwards Scheduling Vs. Auto-Scheduling in Gantt View

Backwards Scheduling Vs. Auto-Scheduling in Gantt View

Learn all about backward scheduling vs auto-scheduling in Gantt view with Smart Tips! Jeff explains task dependencies and how to tweak schedules easily.

7 minutes

Jeff Gonzalez

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Grouping by Two Levels in Your Hierarchy

Grouping by Two Levels in Your Hierarchy

Join Jeff Gonzalez in this SmartTips episode to learn how to effectively group tasks, projects, and goals within your hierarchy.

7 minutes

Jeff Gonzalez

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