A solution holds everything for one business process: its tables, records, fields, views, dashboards and automations. Solution Creators and Administrators create one from the Home Page with + New Solution.
Here is the test: is this a new process, with its own kinds of items? Build a solution. If it is one more item of a kind you track, add a record to an existing table.
Example: a risk team runs its program in an Enterprise Risk Management solution. Its tables include Risk Register, Risk Domains, KRIs and Risk Acceptance, linked to each other.
Plan Availability | All plan types. |
Permissions | Solution Creators and Administrators create solutions. Administrators and Solution Managers change a solution's settings and delete it. |
Platform | Web |
Related Reading |
How is a solution built?
Part. | What it holds. |
Solution. | One process, such as Enterprise Risk Management. |
Table. | Records of one type, such as risks or risk domains. |
Record. | One item in a table, such as one risk. |
Field. | One fact about a record, such as Status or Risk Evaluation Due Date. |
How do I create a solution?
On the Home Page, select + New Solution.
Choose how to start: Start with a Template, Build from Scratch, Create with AI or Create from Import.
The New Solution window on the Home Page, with Start with a Template, Build from Scratch, Create with AI and Create from Import.
If you do not see + New Solution, your role does not allow it. The full steps for each choice are in Create a solution.
How do I change a solution's name, color or description?
Open the solution from the Home Page.
Select the arrow next to the solution's name. The solution menu opens.
Change the name, the color or the description.
The solution menu of Enterprise Risk Management, opened from the arrow beside its name.
The same menu holds Solution Color, Solution Icon, Solution Guide, Permissions, Automations, Forms, Duplicate Solution, Import Data and Delete Solution. See Selecting a Solution Color & Icon.
How do I delete a solution?
Open the solution menu, or the solution's three-dot menu on the Home Page.
Select Delete Solution.
Select Yes, Delete Solution to confirm.
Warning: A deleted solution goes to the Recycle Bin with all its tables and records. It can be restored for 14 days on a trial, 30 on Team, 45 on Professional and 60 on Enterprise and Signature. After that it is gone.
See Deleting a Solution.
Frequently asked questions
Should I create one solution per project or client?
Should I create one solution per project or client?
No. Create one solution with a table of projects or clients, and linked tables for their details. One solution per project means rebuilding fields and views each time, and reporting across projects gets hard.
Why is the New Solution button not there for me?
Why is the New Solution button not there for me?
Your role does not allow it. Only Solution Creators and Administrators create solutions. Ask an Administrator to change your role or to create the solution.
Is deleting a solution permanent?
Is deleting a solution permanent?
Not at once. A deleted solution stays in the Recycle Bin for your plan's retention period and can be restored. After that it is deleted for good.
Can a solution link to another solution?
Can a solution link to another solution?
Yes. A Linked Record field connects records in tables of different solutions. See Link records across tables and solutions.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.