This Showcase shares how product teams use SmartSuite to build and keep track of their work in relation to deadlines.
This Video's Chapters:
0:35 - Understanding the Data Schema: Exploring how different components are connected in SmartSuite.
1:53 - View Options: Exploring the Kanban and Timeline views for effective project management
2:54 - Task Management: Streamlining workflow and automation for efficient task completion.
3:40 - Sprint Tracking: Monitoring progress and milestones in fixed intervals.
Introduction and Overview
This video provides an overview of using SmartSuite for project management, focusing on the data schema and building on previous videos about SmartSuite usage. The platform's flexibility allows users to customize their workflows with a relational database structure, making it ideal for managing complex projects.
Projects
SmartSuite offers a Grid View that captures project information through various field types. This feature enables users to link projects to feedback, OKRs, and design files, enhancing collaboration and project tracking. Users can prioritize projects using fields for complexity value and effort level. Projects can be organized into different views, such as Kanban and Timeline views, providing versatile perspectives on project progress. Additionally, the Record View offers detailed project information for in-depth analysis.
Tasks
Task management within projects is streamlined with Workflow Automations, which automate routine processes to enhance efficiency. Tasks can be assigned to specific sprints, and Sprint release dates are automatically populated based on task assignments. This automation ensures that tasks are aligned with project timelines and team capacities.
Sprints
The Sprints app in SmartSuite facilitates agile project management by tracking work within fixed intervals. It includes features for status tracking and workday calculations, helping teams plan and execute sprints effectively. The Sprint planning chart view provides a visual representation of task statuses, enabling teams to monitor progress and adjust plans as needed.By leveraging these features, SmartSuite empowers teams to manage projects more efficiently, ensuring that all aspects of project management are covered from inception to completion.