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Activity History automatically tracks every action in SmartSuite. Know what your teammates are working on and what changes they’ve made, in real-time.
Let other team members know what you’re working on, if you’re available, or if you’re busy with Availability Status.
View records in a calendar format of your choosing, sorted by a date or date range.
View your data as visual cards that can include logos, images, PDFs, documents, spreadsheets, and other rich content.
Visualize your data with multiple chart types, from bar and line charts to bubble, heat map, scatter, donut and more.
Communicate with your team right where your work is being performed.
In SmartSuite, Solutions drive projects to completion and keep work flowing through processes. Get a jumpstart with one of our templates, or create entirely new solutions to support your unique needs. Simply work the way you want.
Build powerful, visually thrilling views into your information. Gain visual insight into the performance of any team, process or project, and make smarter business decisions.
Quickly import your data into SmartSuite from spreadsheets, contacts, calendars, and more.
Seamlessly create professional and visually stunning documents, such as invoices, contracts, business cards, product sheets, brochures, HR policies and more - right from your SmartSuite records.
With more than 40 different field types, we’re the most versatile of any platform. SmartSuite supports everything from text and numbers to sophisticated formulas and links to other records.
With SmartSuite’s File Management system, manage files directly in your workflows. Free yourself of desktop folders, more folders in your work management tool, then more folders in your cloud storage.
Collect data from external users with SmartSuite Forms. You can share a link to a responsive form view or embed it in your existing Website to make it easy to onboard customers, accept applications, collect feedback and more.
Your spreadsheets, just a bit smarter. Calculate values based on other fields using simple functions or advanced logic.
SmartSuite’s Gantt chart feature lets you oversee, adjust, and communicate project details, tasks, and timelines.
View projects and processes in a better than spreadsheet grid format with powerful sort, filter, group, and inline edit capabilities. Build what you want, from basic to extravagant.
You’ve got the tools - we’ve got the integrations. Connect them all to centralize your data and workflows in one place, and prioritize the work that matters.
Kanban View is perfect for visualizing a workflow through the different stages, tracking progress, and assigning tasks in a manner that removes bottlenecks.
View any of your location data in a fully interactive map format that includes powerful display features. SmartSuite is your digital playground for physical locations.
Easily find, connect and collaborate with team members anywhere in the world. Check out who’s available and get to know other team members through their profiles.
A single place to view your assigned work across all processes and projects. View tasks by priority and due date, then get to work.
Receive real-time notifications in SmartSuite to stay informed about actions relevant to you.
Display your info how you want it, to meet the needs of every audience. Quickly build gorgeous, functional, and responsive pages with an intuitive interface that lets you customize the overall layout, style, and design of your projects and processes.
Easily search for anything across every part of SmartSuite.
Print or export your work in multiple business and user-friendly formats.
Instantly see when anything and everything is updated. Who, what, when - it’s all available in real-time, down to the second. There’s no refresh button, you’re always working on the current version.
Never worry about losing data! Anything you delete can be restored in a couple of clicks.
Robust reporting capabilities keep teams organized to deliver projects, run their core processes, and glean insights to inform productive business decisions. Create powerful reports in a matter of minutes.
We’re revolutionizing what you expect out of an online document - try it once and you’ll never go back. If you’ve ever wished for the ability to do something in your docs, we’re your work genie.
Streamline your work processes with SmartSuite AI. From drafting blogs and categorizing feedback to enhancing clarity and simplifying language, let AI do the heavy lifting. Personalize your experience with custom prompts and unlock the future of efficient workflow.
Quickly pin important items for easy access.
At the core of any work management platform is good project management software. Ours is great. Deliver everything from simple projects to complex programs and general business processes, on time and on budget.
Build a company culture through authentic digital connections between employees and teams. With everything you need in one platform, collaboration happens where the work is getting done.
Fully integrated time tracking capabilities
View your projects and processes in a timeline format that is great for visualizing workstreams and schedules over a custom period of time.
With our intuitive Permissions feature, you can effortlessly manage access to your business workflows. Ensure the right people have the right access, fostering collaboration while maintaining security and control.
Do practically anything with our workflow automation - set up recipes that let you eliminate time wasting and repetitive tasks and actions, so you can focus on the work that makes an impact.
Let us help you work smarter with SmartSuite!
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Setting clear goals and objectives is crucial for any business to succeed. However, it's important to understand the difference between the two and how they work together to achieve success. In this article, we will explore the difference between goals and objectives and how to set them effectively to improve your business's workflow and efficiency.
by
Brian Dolen
SmartSuite Staff
Task management is a vital part of any business or organization. Effective task management can help businesses improve their workflow efficiency and achieve their goals faster. In this article, we'll explore the power of task management and how SmartSuite software can help you streamline your tasks and achieve greater productivity.
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Master the art of securing your SmartSuite reports and dashboards with our simple guide. Learn to lock views to prevent unwanted changes and maintain the integrity of your data visualization.
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As a venture capitalist, managing investments can be a daunting task, especially when dealing with a large portfolio of companies. In this article, we'll explore how venture software can benefit venture capitalists and investors, and how SmartSuite's venture software solution can help you manage your investments with ease.
In our last video, we discussed how to create a client portal on SmartSuite. In this video, we show you how to take form submissions to create new task records and link them inside of SmartSuite so both you and your client have shared visibility.
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In today's fast-paced work environment, it's essential to track your time accurately to ensure that you're making the most of your day. In this article, we'll explore how SmartSuite's time-tracking feature can help you boost your productivity, streamline your workflow, and achieve your business goals.
The podcast episode embarks on a fascinating exploration of the future of real estate automation. Discover how SmartSuite's cutting-edge features are shaping the landscape of the real estate industry. Jon Darbyshire sheds light on how automation is revolutionizing property management, enhancing operational efficiency, and reshaping the way businesses operate within the real estate realm.
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Reclaim control over your information with SmartSuite Sections. Discover a step-by-step guide to crafting an organized and customized data view.
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The mobile version of SmartSuite is perfect for frequent travelers, field technicians, salespeople, and other professionals that spend time out and about, not in front of a computer. In today’s video, I offer a brief tutorial on SmartSuite’s mobile features and demonstrate how you can use this powerful tool to keep your business and workflow organized on the go.
Layla Pomper
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