The SmartSuite Homepage provides users with a centralized interface to navigate and manage Solutions, organized through customizable Categories. This feature allows for visual personalization, flexible layouts, and simplified workspace navigation.
Feature Overview Video
Overview
The redesigned Homepage includes the following enhancements:
Categorization of Solutions
User-selectable layout views
Workspace-level branding configuration
Updated navigation elements
Enhanced Solution creation options
All workspaces are automatically migrated to this interface with no required setup, but customization is available to improve usability.
Key Features
Categories
Every Solution must belong to a Category
Each Category includes a name, icon, and optional description
Default "General" Category is provided
Always accessible: "All Solutions" view
Admin Capabilities:
Create, rename, delete, and reorder Categories
Must reassign Solutions before deleting a Category
Solution Managers:
Can assign Solutions to existing Categories
Layout Views
Admins can define a default layout for the workspace. Users can override the default and SmartSuite will remember the user’s selected view.
Users can choose from four layout styles for how Solutions appear on the Homepage:
Layout Type | Description | Availability |
Icon Format | Solutions grouped by Category (default view) | All Users |
Card Format | Large tiles with name, icon, and summary | All Users |
Pill Format | Compact view for quick scanning | All Users |
Admin Format | Shows additional metadata such as last opened date, members | Admins & Solution Managers only |
Admins can define a default layout for the workspace. Users can override the default and SmartSuite will remember the user’s selected view.
Icon Format
Card Format
Pill Format
Admin Format
Admins can personalize the workspace with:
Workspace logo and favicon
Color themes
Header banner (default or custom)
Dynamic greetings (e.g., "Welcome, [First Name]")
Live previews are available before saving. Changes apply globally.
Navigation & Menus
The Homepage includes updated navigation:
Top Tabs:
All Solutions
Favorites
Recently Accessed
Sidebar Menu:
Collapsible for more workspace
Contains links to all Solutions and Settings
User Menu and Workspace Menu:
Access to account settings, workspace switcher, and branding options
Solution Creation
From the Homepage, users can click + Create Solution and choose one of the following options:
From Template: Use a prebuilt template
From Scratch: Create a new structure manually
AI Assist (Beta): Describe the workflow in text, and SmartSuite generates a Solution with sample structure and data
Footer Customization (Signature Plan Only)
Workspaces on the Signature Plan can add a custom footer at the bottom of the Homepage with:
Organization-specific text
External/internal links
Static announcements or compliance notices
Accessible via the Branding settings panel.
How to Use
Admins can access Category settings from:
The Workspace Menu > Manage Categories
Any Category section on the Homepage (“…” > Manage Categories)
To Add a Category:
Click Add Category below the existing categories
Enter a name
Select an icon
Optionally add a description (supports formatting)
(Optional) Mark it as the default category for new Solutions
To Edit or Delete a Category:
Click the … menu next to a Category name
Select Edit or Delete
You cannot delete a Category if it contains Solutions. Reassign them first.
To Reorder Categories:
Enable Custom Sort
Drag and drop Categories into the desired order
Moving Solutions Between Categories
Locate the Solution you want to move
Click the … menu on the Solution card
Select Move to Category
Choose an existing Category
Admins can also create a new Category from this menu
Solutions remain visible in the “All Solutions” view regardless of Category.
Changing Layout Views
Click the View Selector (top-right of the Homepage)
Select one of the available views
The selected view will persist across sessions
Admins can set the default view for new users under Workspace Settings.
Creating New Solutions
Click + Create Solution on the Homepage
Choose one of the following options:
From Template
From Scratch
AI Assist (Beta): Enter a short description of your process
SmartSuite will generate tables, fields, and example data (AI Assist only).
Branding Configuration
Customize your workspace identity with a name, color theme, and homepage banner.
Workspace Colors
From this panel, set a recognizable Workspace Name, choose a color scheme that reflects your brand, and navigate to tabs to upload your logo and homepage banner. These settings personalize the experience for all members across your workspace.
Logo/Avatar
Upload organization-specific visuals
Homepage Banner
Default
The Default banner displays a clean and consistent welcome message to all users, showing the current day, a friendly greeting using the member's name, and the workspace branding. This option is ideal for teams who want a minimal and standardized appearance without any extra customization. Admins can toggle logo display and select between regular or large banner sizes.
Custom
The Custom banner allows workspace administrators to tailor the homepage experience with personalized messages, a background image, and dynamic tokens such as member names and workspace names. It can include contact details or onboarding notes to guide users. Perfect for organizations looking to reinforce internal culture, guide new users, or provide at-a-glance support info right on the homepage.
Branding updates appear in real time for Admin preview. Changes are applied immediately once saved.
Permissions Matrix
Action | Admin | Solution Manager | Regular User |
Create/Edit/Delete Categories | ✅ | ❌ | ❌ |
Assign Solutions to Categories | ✅ | ✅ | ❌ |
Change Layout View (Global) | ✅ | ❌ | ❌ |
Change Layout View (Personal) | ✅ | ✅ | ✅ |
Modify Branding | ✅ | ❌ | ❌ |
Customize Footer (Signature Only) | ✅ | ❌ | ❌ |
Frequently Asked Questions
Q: Will Solutions be categorized automatically?
A: Yes, all Solutions are initially assigned to the default “General” Category.
Q: Can Solution Managers or users create Categories?
A: No. Only Workspace Admins can create or edit Categories.
Q: Will branding settings reset existing logos or colors?
A: No. Existing settings are retained. Updates can be applied anytime.
Q: What if no changes are made?
A: The Homepage will default to Grouped View with existing visual settings.
Q: Is this Homepage available on all plans?
A: Yes, except for Footer Customization, which is limited to Signature Plan users.
Use Case Examples
Departmental Segmentation
Context: A team wants to separate Finance, HR, and Sales workflows.
Steps: Admin creates “Finance,” “HR,” and “Sales” Categories, then reassigns relevant Solutions accordingly.
Project-Based Categories
Context: A company handles multiple major projects.
Steps: Create Categories such as “Project A,” “Project B,” and organize Solutions into these groups.
New Hire Onboarding
Context: New employees need quick access to required resources.
Steps: Create “Onboarding,” “Training,” and “HR” Categories with clear labels and welcoming banner messages.
Best Practices
Set up Categories early to avoid manual reassignment later
Use clear names and icons for Categories to improve usability
Preview branding updates before saving to ensure clarity
Group by business function (e.g., Marketing, IT) for ease of access
Limit custom banners to meaningful use cases (e.g., onboarding, events)