Install a Solution Library template in four clicks, then make it yours: change a field, add your own records and delete the demo data. Administrators and Solution Creators install templates; Administrators and Solution Managers customize them.
About 15 minutes.
Plan Availability | All plan types. The Solution Library holds more than 200 templates. |
Permissions | Administrators and Solution Creators install templates. Administrators and Solution Managers change fields and delete the demo data. |
Platform | Web |
Related Reading |
Which template should I pick?
The library is grouped into Core Workflows, Industry Workflows and Other Workflows. Pick the template closest to your process, not a perfect match: every table, field and view can be changed after you install it. The Sales CRM template, for example, has Accounts, Contacts, Opportunities and Sales Resources tables that link to each other.
How do I install the template? (2 minutes)
On the Home Page, click + New Solution and choose Start with a Template. The Solution Library opens.
Search, or browse the Core Workflows, Industry Workflows and Other Workflows categories.
Click a template to open a live, interactive preview.
Hover over the template card and click Use Template. The solution is added to your workspace with its demo data, and a demo content notice shows in the solution menu.
How do I explore the demo data? (5 minutes)
The demo records show how the fields and views are meant to be used, so look before you change anything.
Open each table from the solution's tabs and read the column headers: each is a field.
Expand a row to open one record and see every field on its page.
Open the View Panel on the left and click through the saved views: the same records shown as a grid, a board, a calendar or a chart.
How do I change a field? (3 minutes)
Administrators and Solution Managers add or modify fields. For example, to add a Status value to the Hiring template:
Open a record.
Click the ... menu of the Status field and select Modify Field Settings.
Add the value, for example "Consider for Future Positions", and save.
Every field action, including adding, duplicating and deleting fields, is in SmartSuite Field Management.
How do I add my own data? (3 minutes)
One record at a time: click + Add New in the upper right of a table.
From a spreadsheet: CSV/Excel Data Import creates one record per row and maps the columns to fields.
How do I delete the demo data? (1 minute)
Do this once your own records are in place.
Open the solution.
Open the Solution Template dropdown menu, usually in the upper-right corner.
Under Delete Demo Content Data, select Delete It. Every preloaded demo record is removed; your own records, fields, views and other customizations stay, and the notice disappears from the menu.
To keep the demo records and only remove the notice, select Keep It instead.
Who can see the new solution?
A new solution is Private to Me, visible to you and the Administrators only, until you open the solution's dropdown, choose Permissions and share it with all members or with a Team. The modes are explained in Permissions in five minutes.
Frequently asked questions
Will deleting the demo data delete my records?
No. Delete It removes only the records the template shipped with. Records you added, and every field, view and customization, stay.
I do not see Use Template. Why?
Only Administrators and Solution Creators install templates. Ask an Administrator for the Solution Creator role or to install the template for you.
Can I see a template before I install it?
Yes. Click the template card to open a live, interactive preview, with its tables, demo records and views, before you click Use Template.
Can I change the template after installing it?
Yes. A template is an ordinary solution once installed: add or remove tables, fields and views, and connect it to your other solutions with Linked Record fields.
Is there a template for my industry?
Browse the Industry Workflows category in the Solution Library, or search by the name of your process.
Next step: CSV/Excel Data Import.
Last verified 22 Oct 2026 against the Solution Templates, Customizing a Solution, Deleting demo data and Creating New Solutions articles (Product-written) and the pricing page (200+ templates)