Discover how specialized SmartSuite fields enhance teamwork, streamline communication, and boost overall efficiency in collaborative workflows.
Plan Availability | All plan types |
Permissions | Solution Creators and Workspace Administrators: Can create, modify, and manage Multiple Select fields. |
Related Reading |
Collaborative Field Types
1. Rating
Overview:
Use the Rating Field to allow users to select a rating to indicate preference, performance, or any other criteria that can be rated.
Use Cases:
Collect team feedback on project ideas.
Rate employee performance during evaluations.
Gather customer ratings for service quality.
2. Vote
Overview:
Use the Vote Field to allow team members to prioritize items. This is particularly useful for group decision-making.
Use Cases:
Prioritize tasks in a project backlog.
Vote on product features for the next development cycle.
Decide on meeting agendas or key discussion topics.
3. Tag
Overview:
Use the Tag Field to categorize and organize records. Tags make searching and filtering data faster and more efficient.
Use Cases:
Categorize records by department, project, or priority.
Use tags to identify stages in a workflow (e.g., "In Progress," "Completed").
Organize marketing campaigns by keywords or themes.
4. Social Network
Overview:
Use the Social Network Field to add clickable links to social media accounts or store links to social media content.
Use Cases:
Share team social media profiles for branding purposes.
Store links to social media posts or campaigns for easy reference.
Manage influencer or partner profiles with direct links to their platforms.
Practical Use Cases and Scenarios
1. Project Management Collaboration
Scenario: A team managing a large project needs a way to prioritize tasks and track feedback.
Solution: Use the Vote Field to let team members select high-priority tasks and the Rating Field to collect feedback on completed tasks.
2. Customer Feedback Collection
Scenario: A customer service team wants to track satisfaction levels and categorize responses.
Solution: Use the Rating Field to gather customer feedback and the Tag Field to classify responses by issue type or sentiment.
3. Marketing Campaign Organization
Scenario: A marketing team needs to store and organize social media links while tracking campaign effectiveness.
Solution: Use the Social Network Field to store campaign post links and the Tag Field to categorize them by theme or audience.