SmartSuite Blog

Community Videos

Streamline Your Workflows with SmartSuite Automations

Join Gareth from Gap Consulting in a detailed exploration of SmartSuite's automation capabilities. From selecting triggers to testing your automated workflows, this guide is a must-read for anyone looking to simplify their work processes with SmartSuite's no-code solutions.

5 Minutes

Gareth Pronovost

SmartSuite Staff

Community Videos

Streamlining Project Management with SmartSuite Automations

This video demonstrates how SmartSuite's automation tools can automatically create linked records when certain conditions are met. Specifically, it shows how to set up an automation that generates a new project record connected to the sales opportunity record that triggers it.

7 minutes

Dan Leeman

SmartSuite Staff

Community Videos

Your FIRST hour in SmartSuite for Task Management (Beginner Setup Tutorial)

Ready to set up SmartSuite? It all begins here! In this beginner tutorial, we'll guide you step-by-step through creating your SmartSuite account for the first time. We'll demo SmartSuite while providing a tour of the hierarchy, key features, and essential settings.

10 minutes

Layla Pomper

SmartSuite Staff

Project Management

The Role of a Product Manager: A Comprehensive Overview

Product management is a crucial business function that involves bringing new products to market. This article will provide a comprehensive overview of the role of a product manager and its key responsibilities, including relevant statistics.

7 minutes

Artem Kunytsia

SmartSuite Staff

All

Product Management 101: A Beginner's Guide

Product management is a crucial business function that is responsible for bringing new products to market. This beginner's guide to product management will provide you with a comprehensive overview of the role and its key responsibilities.

5 minutes

Peter Novosel

SmartSuite Staff

SmartTips

Advanced SmartSuite Formula Field Configuration

We’ll explore how you can use the conditional logic functions such as IF and SUMIF to evaluate record data that meet certain criteria, learn how to “reach through” Linked Records to pull values from the referenced records, and finally use the values of one formula as inputs in others.

15 minutes

Peter Novosel

SmartSuite Staff

Productivity

10 Time Management Tips to Boost Productivity and Achieve Your Goals

Effective time management is crucial for boosting productivity and achieving your goals. In this blog post, we'll share 10 tips for managing your time more effectively, so you can get more done in less time and feel more in control of your day.

5 minutes

Nate Montgomery

SmartSuite Staff

Community Videos

Create an Invoice in SmartSuite Using the New Document Designer

Discover the transformative power of SmartSuite's Document Designer, as unveiled by Gareth from Gap Consulting. Learn how this innovative feature streamlines invoice creation, integrating seamlessly with your applications, and setting new standards in no-code automation.

5 Minutes

Gareth Pronovost

SmartSuite Staff

Community Videos

Unlock the Potential of EOS with SmartSuite: The Ultimate Solution for Streamlined Business Operations

ProcessDriven CEO and Process Consultant Layla Pomper has worked with over 1700 teams to implement work management software and systemize their businesses. In today’s video, Layla demonstrates why SmartSuite is the…ahem, smart alternative to dedicated EOS software.

10 minutes

Layla Pomper

SmartSuite Staff