Our new and improved SmartSuite Home Page offers easy access to essential resources for using our platform and more customization options for your company’s workspace. Here’s a detailed guide to the new features.
Plan Availability | All plan types |
Permissions | Workspace Administrators: Can manage and customize the homepage layout. |
Related Reading |
Left Sidaebar Features
The left-hand sidebar gives you quick access to a variety of tools and resources:
Search for Solutions: Easily locate Solutions by name. The list of solutions is filtered by matching name as you type. Click the “x” to the right of the search input to clear your search terms and display all available Solutions.
SmartSuite Resources:
SmartSuite Guides: Get an overview of the platform, learn basic terminology, and walk through your first workflow.
Schedule a Demo: Set up a personalized demo to explore SmartSuite’s capabilities.
How-to Videos: Watch detailed videos covering platform features and functions.
Help Center: Find detailed articles and expert advice.
Community: Interact with other users, ask questions, and learn new tips.
Academy: Improve your skills and boost productivity (feature coming soon!).
Webinars: Access upcoming and on-demand webinar recordings.
Template Gallery: Browse pre-built solutions for various business needs.
Contact Support: Get help from the SmartSuite support team.
Download Mobile App: Manage your work on the go with the Android/iOS app.
Go to SmartSuite.com: Quickly access the main SmartSuite website.
Upcoming Webinars
Stay informed about upcoming events and access previous recordings to enhance your SmartSuite expertise.
Workspace Customization
Personalize your workspace with our theme color and custom logo features:
Theme Color
How to Change Theme Color:
Hover over the Main Banner.
Click the "Change Color" icon in the upper-right corner of the workspace banner.
Select a color that reflects your company’s brand or your personal preference.
Note: Any user, regardless of their role, can change their own banner color. This setting is individual and does not affect anyone else’s banner.
Customized Logo
How to Update Your Logo:
Hover over the default logo in the workspace banner.
Click the "Edit Logo" button to upload your custom logo.
Crop the image and choose a circular or rectangular display shape.
Recommended logo size is 340x120px.
Note: Only Workspace Administrators can change the logo. Once updated, the new logo will be visible to all users.
Navigation to SmartSuite’s Main Website
Access SmartSuite’s main website easily:
Click the link in the popup when logging in.
Use the "Go to SmartSuite" link in the left navigation bar.
Inviting Members
Members with the Administrator role can invite new members directly from the "My Workspace" section:
Click "Invite Members."
Use the invitation dialog to send invites.
Trial Period Information
After signing up, view your trial period status on the Home Page banner.
Click "Upgrade Now" to move to a paid plan before your trial ends.
At the end of the trial, workspaces move to the Free Forever Plan unless upgraded.
Practical Scenarios and Use Cases
1. HR Onboarding
Scenario: The HR team needs a centralized space to manage onboarding tasks and documents for new employees.
Solution: Create an "HR Onboarding Team" to organize and share tasks, training materials, and progress updates with ease.
2. Sales Pipeline Management
Scenario: The sales department needs to monitor leads and manage client interactions effectively.
Solution: Set up a "Sales Team" with access to shared CRM tools, ensuring consistent tracking and updates on all sales activities.
3. Event Planning
Scenario: A company is hosting a corporate event and needs a team to coordinate logistics, guest lists, and schedules.
Solution: Create an "Event Planning Team" to streamline collaboration and task delegation across departments.