SmartSuite offers a variety of view types, allowing you to instantly switch between unique perspectives of your data. This flexibility helps uncover insights, streamline workflows, and make informed business decisions.
Plan Availability | All Plan Types |
Permissions | All Users Can View, Edit, and Create Views |
Related Reading |
Creating a New View
To create a new view:
Open the View Switcher.
Navigate to the section labeled Create New View.
Click on the type of view you'd like to create.
For more details about each view type and how it can benefit your workflow, select Explore View Types to open an informational window.
Available View Types
Description: Offers a powerful, spreadsheet-like grid format.
Features: Sort, filter, group, and inline edit capabilities.
Best For: Building from basic to advanced data layouts for projects and processes.
Description: Displays data as visual cards.
Features: Includes logos, images, PDFs, documents, and other rich content.
Best For: Highlighting key visuals for better data comprehension.
Description: Visualizes workflows through different stages.
Features: Tracks progress, assigns tasks, and identifies bottlenecks.
Best For: Managing tasks and processes in an agile, stage-driven format.
Description: Displays records in a calendar format.
Features: Sorts records by a date or date range.
Best For: Scheduling and tracking time-sensitive activities.
Description: helps teams visualize work and schedules over a custom timeline.
Features: Highlights dependencies and timeframes.
Best For: Project planning, scheduling, lite resource management.
Description: The Gantt View offers a visual representation of project tasks, dependencies, durations, and timelines, helping teams streamline project management.
Features:
Task Dependencies: Visualize task relationships and dependencies.
Timeline Overview: See the project's milestones and deadlines clearly.
Resource Allocation: Allocate resources based on task durations and workload.
Progress Monitoring: Track real-time task progress, enabling quick adjustments.
Best For: Effective for project planning and execution, Gantt View is especially useful for industries like construction, software development, professional services, and marketing campaigns.
Description: Displays location-based data interactively on a map.
Features: Includes powerful display options for physical locations.
Best For: Visualizing location data for logistics, events, or services.
Description: Represents data visually with multiple chart types.
Features: Includes bar, line, bubble, heat map, scatter, donut charts, and more.
Best For: Creating visual analytics to track performance metrics.
Description: Builds visually engaging overviews of information.
Features: Combines various data points to provide actionable insights.
Best For: Monitoring team, process, or project performance
Enhanced Capabilities: Dashboards are designed to give users complete creative freedom by allowing them to pull in data from anywhere across any solution using modular widgets. You can size, shape, and customize widgets to make the dashboard visually compelling and functionally powerful.Dashboards act as more than just a visualization tool; they create a convergence of:
Data Storage: Centralize your data in one location.
Guidance and Documentation: Embed videos, overviews, or step-by-step guides to onboard new team members or explain workflows directly within the dashboard.
Work Execution: Provide quick access to workflows or records, enabling users to drill into details, apply filters, or complete tasks in real time.
Real-Time Analysis: Perform real-time analysis using summary cards, drill-down capabilities, and customized filters. For example, a venture capital team can use dashboards to monitor companies in different stages of diligence, analyze sourcing opportunities, or quickly dive into a specific deal, such as "Alvarez Inc."
This blend of creativity, usability, and analytics ensures dashboards become a hub for both strategic insights and operational efficiency.
Description: Collects data from external users.
Features: Shareable via link or embeddable on websites.
Best For: Gathering input through responsive, customizable forms.
View Toolbar & Switching Views
All views share a common View Toolbar, which serves as the master control for customizing saved views. Key features include:
Sorting and Filtering: Similar to spreadsheet controls.
Grouping and Spotlighting: Advanced data organization tools.
To switch between view types:
Click the dropdown next to the current view icon and select your preferred view.
For more information, refer to the Report Toolbar Introduction article.
Views Options
Views offer tailored configurations of your data:
Adjust Fields to Display and other controls.
Save views as public for team-wide access (permissions apply).
Save views as private for individual use.
Dive deeper into Saved Views here.
Practical Scenarios and Use Cases
1. Task Management Across Teams
Scenario: A project manager needs to oversee tasks assigned across marketing, design, and development teams.
Solution: Use Kanban View to organize tasks by their current status and Timeline View to visualize project deadlines. This combination ensures task progress is tracked and deadlines are met.
2. Using Views vs. Saved Views
Scenario: A team member wants to quickly visualize project data in a different way without altering saved team configurations.
Solution: Change the View to experiment with sorting, filtering, or grouping options temporarily. For ongoing use or team sharing, set up a Saved View to preserve custom configurations and ensure consistency when presenting data to others. Example: Create a Saved View for tracking "High Priority Tasks" to share with stakeholders.
3. Event Planning and Coordination
Scenario: An event coordinator needs to manage event schedules, attendee information, and venue details. Solution: Use Calendar View to schedule events, Form View to collect attendee registrations, and Map View to organize venue locations. These views streamline planning and enhance efficiency.