Plan Availability | All plan types |
Permissions | General Access: Use full-screen modes and shortcuts to optimize workflows. |
Related Reading |
View “Full Screen” Mode
To make your SmartSuite view display using the full screen:
Click on the "3 dot" menu at the right side of the saved view toolbar.
Click the Full Screen option at the top.
Your browser window will expand to fill your desktop.
To exit Full Screen mode:
Click the Exit Full Screen icon in the top right corner.
Record “Full Screen” Mode
To display a specific SmartSuite record using the full screen:
Click on the "3 dot" menu at the right side of the record header.
Click the Full Screen option at the top.
Your record will expand to fill your current browser tab.
To exit Full Screen mode:
Click the Exit Full Screen icon in the top right corner.
Add New Record to a Kanban Lane
In Kanban Saved Views, you can quickly add a new record directly to a specific lane. Here’s how:
Click on the "3 dot" menu in the lane where you want to add a new record.
Select Add New Record.
Your new record will be added directly to the selected lane.
Practical Use Cases and Scenarios
1. Streamlining Report Reviews
Scenario: A team lead wants to focus on specific reports during a presentation.
Solution: Use the saved view Full Screen mode to display reports in a distraction-free environment.
Outcome: Enhanced clarity and focus during team reviews.
2. Deep-Diving into Record Details
Scenario: A project manager needs to analyze a record's details without distractions.
Solution: Expand the record to Full Screen mode for a comprehensive view of all data.
Outcome: Improved decision-making with access to complete record details.
3. Organizing Tasks in Kanban
Scenario: A user wants to add tasks quickly to specific Kanban lanes during sprint planning.
Solution: Use the Add New Record shortcut in the Kanban view to place tasks directly into their designated lanes.
Outcome: Streamlined task management and faster sprint planning sessions.