This showcase explains how to effectively manage your network in SmartSuite.
This Video's Chapters:
0:00- Intro to Showcase
0:34- Where to Find Showcase Templates?
0:46- Network Manager Overview
3:30- Searching & Reporting through Network Components
4:47- Formula to Stay on Top of Contacts
5:10- Overdue for Catchup View
5:40- Why is SmartSuite Great for Network Managing?
6:11-Showcase Outro
Introduction and Overview
SmartSuite provides a comprehensive solution for managing incoming project requests, setting up new projects, and automating processes. This video showcases how to effectively use SmartSuite to streamline project management tasks.
Buildout Goals & Overview
Understanding the goals of a project buildout is crucial. SmartSuite helps ensure valid business reasons for applying its solutions, checking company policies, managing access levels, and testing the solution before release. This structured approach ensures that projects align with organizational objectives and compliance standards.
Internal Request Form
SmartSuite's internal custom requests app allows team members to submit new project requests using a form. This form can be shared with team members, enabling them to include attachments and submit detailed requests efficiently.
Requesting More Information Email Automation
To enhance communication, SmartSuite's Automation Engine facilitates requesting further information from submitters. By changing the status to "Needs Further Information," an automated email is sent back to the submitter, ensuring clarity and completeness of project details.
Automation to Create Project & Tasks
Once a project request is approved, SmartSuite automates the creation of the project and associated tasks. This automation streamlines workflow by automatically generating records and tasks needed for project implementation.
Permissions
Controlling permission levels at the solution, app, and field levels is essential for maintaining data security. SmartSuite allows you to set access restrictions for different team members, ensuring that sensitive information is only accessible to authorized personnel.
Testing and Production Readiness
Before deploying a solution, it's important to test automations and permissions. Once tested, changing the status to "Production Ready" notifies the team about the solution's readiness. The solution guide can be used to document project usage, ensuring everyone understands how to utilize the system effectively.
Recap
SmartSuite offers structured processes for organizing new project requests, emphasizing the importance of compliance and efficient task management. With its robust features for automation and permissions control, SmartSuite provides an ideal platform for managing diverse project types within a business environment.
