SmartSuite is the ultimate platform for getting work done. It combines elements of databases, spreadsheets, documents, collaboration tools, file management, and automation, providing a unified and intuitive environment for your team.
Plan Availability | All plan types |
Permissions | General Access: All users can interact with Workspaces, Solutions, Tables, and Records as allowed by their role. |
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Quick Overview
Workspace: Each Workspace acts as a separate SmartSuite account and can have its own payment plan. Companies or teams usually share a Workspace.
Solution: A collection of data related to a specific business process or workflow. Solutions are housed within a Workspace.
Table: A component of a Solution that holds information about one type of item (e.g., tasks, projects).
Record: The smallest unit of data, representing individual items in a Table.
Field: Columns in a Table that store specific attributes of Records.
Visualizing the Structure
Workspace > Solutions > Tables > Records > Fields
What Are Solutions?
Solutions group Tables to address specific business processes. They serve as containers for related Tables, making navigation and data management intuitive.
Key Features
Solutions appear as icons on the SmartSuite homepage.
Each Solution is identified by a name, icon, and color.
Clicking a Solution icon displays its Tables.
Pro Tip: Solution Creators can add Solutions directly from the homepage.
What Are Tables?
Tables are collections of items of the same type, such as projects, tasks, or products. Each Table includes:
Records: Individual items within the Table.
Fields: Columns that store specific attributes of the Records.
Example:
An Event Planning Solution might have these Tables:
Events
Schedules
Attendees
Vendors
What Are Fields?
Fields are the building blocks of Tables, designed to hold specific types of data. With over 40 field types, you can store a variety of information, from text and numbers to documents and links.
Example Field Types:
Text
Numbers
Dates
SmartDocs (complex documents)
Linked Records (connections between Tables)
Pro Tip: Solution Managers can add or manage Fields to customize data storage.
How Do Records Work?
Records bring everything together by holding values for each Field in a Table. Records can be:
Viewed and edited in a detailed Record View.
Assigned a Title Field that acts as an identifier.
Example:
In a Table for "Employees," a Record might include:
Name: "Jane Doe"
Start Date: "01/01/2025"
Department: "Marketing"
Practical Scenarios and Use Cases
1. Team Collaboration
Scenario: The Marketing team needs a unified workspace for campaigns and projects.
Solution: Create a "Marketing Campaigns" Solution with Tables for Projects, Tasks, and Campaign Results.
2. Resource Management
Scenario: An IT department tracks hardware inventory and maintenance schedules.
Solution: Use a Solution with Tables for "Equipment" and "Maintenance Logs."
3. Event Planning
Scenario: A company organizes an annual conference with multiple vendors and attendees.
Solution: Create a Solution with Tables for "Vendors," "Attendees," and "Schedules."
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