Getting Started with Dashboards

Learn how Dashboards can give you visual access to all of your SmartSuite data and helpful information.

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

Feature Overview Video

Dashboards give you a configurable and flexible canvas that can be configured with different views into your data in SmartSuite, have easy access to resources you need to get your work done, and keep tabs on important metrics at a glance.

Dashboard Widgets are configurable panels designed to display specific types of information, links to information and visual representations of your data. Widgets have a consistent configuration interface, with preferences and settings displayed in a panel to the right when the Widget's Settings are opened.

Dashboard Widgets

There are several types of widget available, including the following categories:

  • Metrics: Summarize data from your SmartSuite Tables and compare key indicators over

  • Charts: Include visual charts and graphs on your dashboard to visualize data.

  • Conferencing: Include links that let you start an online meeting with a click.

  • Design: Embed Figma and InVision in your dashboard.

  • Google: Embed Google Docs, Meet, Sheets or Slides.

  • Other: A variety of other utility Widgets are available, allowing you to do everything from show the time in remote offices to share announcements with your team.

  • Project Related: Countdown to a date, embed a Web page or view a world clock.

  • Social Media: Embed content from Facebook, LinkedIn or Twitter.

  • SmartSuite Views: Include SmartSuite chart, card or grid views in your dashboard.

  • Video: Display Vimeo or YouTube videos on your dashboard.

We're always adding new Widget types to this list, so check back frequently to see what's new!

Adding a Dashboard Widget

To add a widget, just click on the "Add Widget" button on your Dashboard's view toolbar, and you'll be able to select from the Widget Library.

Hover the widget you're interested in adding and click "Install Widget" - you'll be taken directly to the Widget's configuration page.

For more information, read the article Introduction to Dashboards.

💡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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