SmartSuite offers various view types to present and interact with your data effectively. Whether you’re managing projects, visualizing workflows, or analyzing trends, there is a view type tailored to your needs.
Details | Answers |
Plan Availability | Gantt view is available on Team plan and above. |
Permissions | All users can create and adjust views (if permitted), but only Solution Managers or Admins can set restrictions. Forms: Managed only by Solution Managers or Admins. |
Overview of View Types
View types are an integral part of SmartSuite’s Saved Views. Saved Views determine the data to display, including filters, sorting, and grouping settings, while the view type defines how that data is presented visually.
Default View: Each Saved View has a default view type set during creation.
Flexibility: Users can switch between view types to explore data from different perspectives.
Supported View Types
1. Grid View
Description: A versatile and interactive table for displaying data.
Key Features:
Inline editing of fields
Sorting and grouping
Customizable column visibility
2. Card View
Description: Displays records as cards, with an optional cover image.
Ideal For:
Visualizing customer profiles
Managing creative assets
3. Kanban View
Description: Organizes records into columns representing workflow stages.
Key Features:
Drag-and-drop functionality
Configurable columns for project tracking
4. Calendar View
Description: Displays date-driven information on a calendar.
Use Cases:
Tracking deadlines
Scheduling events or appointments
5. Timeline View
Description: Shows tasks with durations on a timeline.
Best For:
Managing project schedules
Visualizing overlapping tasks
6. Map View
Description: Displays records with an Address field on a Google Map.
Key Features:
Interactive map interface
Great for location-based data
7. Chart View
Description: Visualizes data using various chart types.
Options Include:
Bar, line, pie chart, bubble, column, and heatmap
Customizable axes and data points
8. Gantt View
Description: Visualizes project timelines with tasks, dependencies, and deadlines.
Advantages:
Streamlined project planning
Clear representation of progress and deadlines
9. Dashboard View
Description: Combines multiple data visualizations and widgets into a single location with tabs.
Key Features:
Highly customizable with widgets like charts, progress bars, tables, and buttons.
Enables data sharing with external stakeholders without backend access.