The Solution Library holds more than 200 ready-built solutions, called templates, grouped as Core Workflows, Industry Workflows and Other Workflows. You preview a template and add it to your workspace with Use Template.
Here is the test: is your process common, such as risk management, a CRM or hiring? Start from a template and change what differs from your team.
Example: a compliance lead searches the library for "risk" and opens the Enterprise Risk Management preview. She checks its Risk Register table, selects Use Template, and the solution arrives with demo risks to learn from.
Plan Availability | All plan types. |
Permissions | Administrators and Solution Creators install templates. Administrators and Solution Managers change them. |
Platform | Web |
Related Reading |
How do I install a template?
On the Home Page, select + New Solution.
Select Start with a Template. The Solution Library opens.
Search, or browse Core Workflows, Industry Workflows and Other Workflows.
Select a template to open a live preview you can click through.
Hover over the template card and select Use Template. The solution is added to your workspace.
The Solution Library with its search box and categories, and a template card showing Use Template on hover.
The new solution comes with demo data, so you can see how its fields and views work. It starts as Private to Me until you share it.
How do I adapt a template?
Templates are meant to change. Administrators and Solution Managers add and change fields. For example, open the Risk Response column's menu, select Modify Field Settings and add a choice your team uses.
Tip: Keep the demo data while you learn the template. Remove it once your own records are in. See Deleting demo data.
How is a template built?
It holds the tables of one process. Enterprise Risk Management holds tables such as Risk Register, Risk Domains and KRIs, linked to each other.
Each table holds records with fields. SmartSuite has more than 40 field types.
Grid View shows one row per record and one column per field. Open a row to see the whole record.
Can templates link to my other solutions?
Yes. A Linked Record field connects records in any two tables, in one solution or across solutions. A risk solution can link to a vendor solution without a second copy of the data. See Link records across tables and solutions.
Frequently asked questions
How many templates are there?
How many templates are there?
More than 200, in Core Workflows, Industry Workflows and Other Workflows.
Who can install a template?
Who can install a template?
Administrators and Solution Creators. Other members cannot install or request a template from inside the app.
How do I ask for a template if I am not a Solution Creator?
How do I ask for a template if I am not a Solution Creator?
Ask an Administrator or a Solution Creator to install it. You can also contact support through the in-app chat to log the request.
Can I try a template before installing it?
Can I try a template before installing it?
Yes. Select a template in the library to open a live preview you can click through.
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.