Introduction to Solutions

What is a SmartSuite Solution & how to add, access, and manage them

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

Feature Overview Video

Solutions are groupings of Tables that all address a common business process. They acts as containers for their set of Tables, allowing users to navigate SmartSuite content in an intuitive way.

You can think of a SmartSuite Solution as being similar to a database or a spreadsheet that has several tabs, grouping related data together.

Quick Summary

  • A Solution is a collection of data in SmartSuite, designed to contain all the information related to a business process or workflow. Solutions appear on your Homepage in the form of square icons with a title and an emoji/icon. Solutions are a part of a Workspace, and you can share/copy Solutions from one Workspace to another.

  • Tables in SmartSuite hold information about one type of item; for example, projects, tasks, campaigns, and products. Each Solution needs at least one Table. Tables appear as their own tab in a Solution.

  • Tables have Fields, the vertical columns. Fields contain the details or data (attributes) for each Record in the Table.

  • A Record is an individual item in a Table. Records are the basic unit of data that are pulled into various Views and Dashboards. Each Record can include data in multiple Fields.

Where can I see my Solutions?

When you first log in to SmartSuite you can see all the Solutions you have access to on your Home Page, like this:

Solutions are identified by a name, icon, and color. Clicking any of the Solution icons will open that solution and display its Tables. Users with the Solution Creator role can also add solutions from this page (more about that below).

How do I add a new Solution?

SmartSuite makes it easy for users (with the right permissions) to add a new Solution. An option to do so is right on the home page. For a deeper-dive into creating Solutions from scratch, see this article.

Tip: Customize your Solution by picking a color and Solution Icon that helps represent its function!

Just follow these steps:

  1. Ensure that you are logged into SmartSuite with a user profile that has the Administrator or Solution Creator role.

  2. From your home page click Add New Solution.

  3. Click Start from Scratch (see this article to learn about Starting with a Template).

  4. Type in a name for your Solution (50 characters max).

  5. Optionally select a different Solution Color.

  6. Optionally change the Solution Icon.

  7. Optionally give your Solution a description (read more here).

  8. Press the Enter Key and the Solution properties dialog will close.

Remember that a unique name is required for every Solution - but that's the only requirement before you close the Solution properties dialog and start adding Tables, Saved Views, and content!

How do I edit my Solution's properties?

Easy, just follow these steps:

  1. Ensure that you are logged into SmartSuite as a Solution Manager for the Solution (or as an Administrator).

  2. Click on the Solution name from your home page.

  3. Click on the small down-arrow next to the Solution's name at the top of the page.

  4. The Solution properties menu will open.

Can I delete a Solution?

Users with the Administrator role can delete any Solution, and other users can delete the ones they are a Solution Manager for.

CAUTION! ⚠️ Deleting a Solution deletes ALL of its content! Be sure that you've exported any data that you need from the solution before you continue.

If you decide that you're ready to delete the entire Solution, just take the following actions:

  1. Ensure that you are logged into SmartSuite with a user profile that has the Administrator role.

  2. Open the Solution properties from the home page (Solution icon's 3-dot menu) or from within the Solution (Solution down-arrow selector).

  3. Click Delete Solution.

  4. In the "Delete My (Solution Name) Solution" dialog, click Yes, Delete Solution.

💡Need more help?

  • Join our Community to interact with other SmartSuite users, ask questions, learn more about the platform, and see how other customers are using SmartSuite.

  • Get all your questions answered live by a Product Specialist during our Daily Office Hours Monday-Friday at 9:00 am PT.

  • Explore our Academy for free, instructor-led video courses to help you get started.

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