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Discover the potential of SmartSuite for your business through our comprehensive collection of tutorial videos, customer showcases, and competitor comparisons.

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Getting StartedCustomer ShowcaseSmartSuite vsSmartTipsSmartSuite ShortsWays to Use SmartSuite

Getting Started with SmartSuite

Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Part 2: Homepage

Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.

Part 3: Views

See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.

Part 4: Field Types

Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.

Part 5: Dashboards

Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.

Part 6: Automations

Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.

Part 7: Permissions

Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.

Part 8: SmartSuite AI

Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.

Customer Showcases

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SmartSuite Showcase: How to Manage Projects & Assign Tasks Based on Team Capacity
30.4k views
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SmartSuite Showcase: How to Manage Projects & Assign Tasks Based on Team Capacity

SmartSuite Showcase | How Product Teams Use SmartSuite to Build and Hit Projects & Tasks Milestones
30.4k views
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SmartSuite Showcase | How Product Teams Use SmartSuite to Build and Hit Projects & Tasks Milestones

SmartSuite Showcase | How Product Teams Use SmartSuite to Organize OKRs & Plan/Prioritize Projects
30.4k views
30m

SmartSuite Showcase | How Product Teams Use SmartSuite to Organize OKRs & Plan/Prioritize Projects

SmartSuite Showcase | How Rugby Team Managers Use SmartSuite as a Sports League Management Software
30.4k views
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SmartSuite Showcase | How Rugby Team Managers Use SmartSuite as a Sports League Management Software

SmartSuite Showcase | How Contacts in your CRM can sync with Google Contacts using Make
30.4k views
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SmartSuite Showcase | How Contacts in your CRM can sync with Google Contacts using Make

SmartSuite Showcase | How Product Teams Utilize SmartSuite to Collect, Manage & Act on Feedback
30.4k views
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SmartSuite Showcase | How Product Teams Utilize SmartSuite to Collect, Manage & Act on Feedback

SmartSuite Showcase | How Marketing Team Utilize Dashboard to Streamline Campaigns
30.4k views
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SmartSuite Showcase | How Marketing Team Utilize Dashboard to Streamline Campaigns

SmartSuite Showcase | How Interior Design Firms Manage Budgets and Inspiration for Client Projects
30.4k views
30m

SmartSuite Showcase | How Interior Design Firms Manage Budgets and Inspiration for Client Projects

SmartSuite Showcase: How to Use SmartSuite for Planning and Production of Marketing Campaigns
30.4k views
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SmartSuite Showcase: How to Use SmartSuite for Planning and Production of Marketing Campaigns

SmartSuite Showcase: How to Automate Lead Management from Marketing Campaigns
30.4k views
30m

SmartSuite Showcase: How to Automate Lead Management from Marketing Campaigns

SmartSuite Showcase: How Marketing Agencies/Teams Use SmartSuite for Client Approval (Guest Feature)
30.4k views
30m

SmartSuite Showcase: How Marketing Agencies/Teams Use SmartSuite for Client Approval (Guest Feature)

SmartSuite Showcase: Managing Your Network on SmartSuite- Build Relationships & Touch Contacts
30.4k views
30m

SmartSuite Showcase: Managing Your Network on SmartSuite- Build Relationships & Touch Contacts

SmartSuite Showcase: How to Manage the Requests for New SmartSuite Projects
30.4k views
30m

SmartSuite Showcase: How to Manage the Requests for New SmartSuite Projects

SmartSuite Showcase: Optimize Consulting Engagements | Estimate, Utilize Staff, and Boost Profits
30.4k views
30m

SmartSuite Showcase: Optimize Consulting Engagements | Estimate, Utilize Staff, and Boost Profits

SmartSuite Showcase: How Accountants Use SmartSuite to Manage Bookkeeping, Payroll, and Tax Forms
30.4k views
30m

SmartSuite Showcase: How Accountants Use SmartSuite to Manage Bookkeeping, Payroll, and Tax Forms

SmartSuite Showcase: How to Use SmartSuite to Manage Patients and Improve Customer Experience
30.4k views
30m

SmartSuite Showcase: How to Use SmartSuite to Manage Patients and Improve Customer Experience

SmartSuite Showcase: How to Schedule Tasks for Recurring Projects to Help Manage Team Workload
30.4k views
30m

SmartSuite Showcase: How to Schedule Tasks for Recurring Projects to Help Manage Team Workload

SmartSuite Showcase: 2 Ways to Create Fast Job Estimates for Your Customers
30.4k views
30m

SmartSuite Showcase: 2 Ways to Create Fast Job Estimates for Your Customers

SmartSuite Showcase | How Creative Agencies Manage Project Financials to Make Better Decisions
30.4k views
30m

SmartSuite Showcase | How Creative Agencies Manage Project Financials to Make Better Decisions

How to use SmartSuite for Strategic Planning (Goals & Objectives)
30.4k views
30m

How to use SmartSuite for Strategic Planning (Goals & Objectives)

SmartSuite Showcase | How Creative Agencies Use SmartSuite for Client Projects, Workflows, Tasks, and Utilization
30.4k views
30m

SmartSuite Showcase | How Creative Agencies Use SmartSuite for Client Projects, Workflows, Tasks, and Utilization

SmartSuite vs.

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SmartTips

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The Power Behind Dashboard View
30.4k views
30m

The Power Behind Dashboard View

SmartTips: When to Use a Rollup/Formula in SmartSuite
30.4k views
30m

SmartTips: When to Use a Rollup/Formula in SmartSuite

SmartTips: How to Email from Within a Record in SmartSuite
30.4k views
30m

SmartTips: How to Email from Within a Record in SmartSuite

SmartTips: How to Dynamically Filter Linked Records
30.4k views
30m

SmartTips: How to Dynamically Filter Linked Records

SmartTip: How Use AI to Generate Content in a SmartDoc
30.4k views
30m

SmartTip: How Use AI to Generate Content in a SmartDoc

SmartTips: How to use SmartSuite + Ply to Save Hours Every Week
30.4k views
30m

SmartTips: How to use SmartSuite + Ply to Save Hours Every Week

SmartTips: How to Lock a SmartSuite Report or Dashboard
30.4k views
30m

SmartTips: How to Lock a SmartSuite Report or Dashboard

SmartTips: How to Assign a Task to Someone Else in the SmartSuite "My Work" Section
30.4k views
30m

SmartTips: How to Assign a Task to Someone Else in the SmartSuite "My Work" Section

SmartTips: How to access and work with the SmartSuite API
30.4k views
30m

SmartTips: How to access and work with the SmartSuite API

SmartTips: How to Share a SmartSuite Solution
30.4k views
30m

SmartTips: How to Share a SmartSuite Solution

SmartTips: How to Set Default Values in SmartSuite
30.4k views
30m

SmartTips: How to Set Default Values in SmartSuite

SmartTips: How to Change Your SmartSuite Record Page Display Settings
30.4k views
30m

SmartTips: How to Change Your SmartSuite Record Page Display Settings

SmartTips: How to Create Sub Groups in Your SmartSuite Grid View
30.4k views
30m

SmartTips: How to Create Sub Groups in Your SmartSuite Grid View

SmartTips: How to Highlight Data In SmartSuite
30.4k views
30m

SmartTips: How to Highlight Data In SmartSuite

SmartTips: How to Name your Items In SmartSuite
30.4k views
30m

SmartTips: How to Name your Items In SmartSuite

SmartTips: How to Switch a Field Type Without Losing Your Data
30.4k views
30m

SmartTips: How to Switch a Field Type Without Losing Your Data

SmartTips: How to Allow Partial Form Submissions
30.4k views
30m

SmartTips: How to Allow Partial Form Submissions

SmartTips: Linked Records: App Linking Best Practice
30.4k views
30m

SmartTips: Linked Records: App Linking Best Practice

SmartTips: Assigned to Design Patterns
30.4k views
30m

SmartTips: Assigned to Design Patterns

SmartTips: How to create a Dashboard with Data from other Solutions
30.4k views
30m

SmartTips: How to create a Dashboard with Data from other Solutions

SmartTips: How to Find New SmartSuite Integrations
30.4k views
30m

SmartTips: How to Find New SmartSuite Integrations

SmartTips: How to Adjust Row Size in SmartSuite
30.4k views
30m

SmartTips: How to Adjust Row Size in SmartSuite

SmartTips: How to Share a Dashboard View in SmartSuite
30.4k views
30m

SmartTips: How to Share a Dashboard View in SmartSuite

SmartTips: How to Spotlight Record Fields in SmartSuite
30.4k views
30m

SmartTips: How to Spotlight Record Fields in SmartSuite

SmartTips: How to Filter a SmartSuite View Based on a Checklist
30.4k views
30m

SmartTips: How to Filter a SmartSuite View Based on a Checklist

SmartTips: How to Create Sections with Logic in SmartSuite Forms
30.4k views
30m

SmartTips: How to Create Sections with Logic in SmartSuite Forms

SmartTips: How to Link Records Within the Same SmartSuite Table
30.4k views
30m

SmartTips: How to Link Records Within the Same SmartSuite Table

SmartTips: How to Use the New Side Navigation in SmartSuite
30.4k views
30m

SmartTips: How to Use the New Side Navigation in SmartSuite

SmartSuite Shorts

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Ways to Use SmartSuite

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