Form Sections: Conditional Logic: Dynamically show or hide entire sections of fields in your forms based on conditional logic
New Printing Options for Linked Records: The printed version now mirrors the display setting you've chosen for the field
Paste of Values in Select Lists: Streamlined process for adding choices in Single and Multiple Select field
Bulk Duplicate Option: Select and instantly duplicate multiple records
Bulk Copy Option: Selecting and copying multiple records by checking the box
Filter Groups in Views: Create grouped conditions that provide fine-grained control over your Views.
SmartDoc Collaborative Mode: SmartDocs now support a collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time
Repeating Tasks: Schedule tasks to be auto-created on a daily, weekly, monthly, yearly, or custom schedule
Forms: Time Field Support: Forms now support the time field
Forms: Resuming Partial Submissions: You can now choose to let users resume forms they've already started. This will save any progress they've made on the form automatically
Automations: New Gmail Trigger Type: SmartSuite's When an email is received trigger for Google Gmail allow you to automatically take action in SmartSuite based on a trigger from Gmail
Views: Duplicate as Public: Make views public or private upon creation
Solution Template Videos: Overview Videos to each Solution template category
SmartSuite AI Assistant: Integration of OpenAI's Chat GPT 3.5, a feature housed within our SmartDoc field
Grid Views: You can now copy, paste, and delete cells just like you would in a good old-fashioned spreadsheet
Sharable Card View: Share views in card format. Solution managers can control access to these shared views in a granular manner.
Paste Columns Into Another Table: Ability to paste entire columns into a new Table
Conditional Logic in Form View: Define visibility based on conditional logic
Multiple Completed Statuses: This gives you the flexibility to mark a project as completed in various situations like 'achieved', 'on hold', or 'canceled'.
Array and Lookup Formulas: An array of new formulas for SmartSuite, specifically array join and array unique, which help retrieve an array of values from a linked record. Also, lookup functions can take in data from lookups to provide valuable insights
Personalized Record Naming: We now allow you to change the default name for records to match your preferences.
Record Save and Continue: With the new "Save and Continue" feature, you can now swiftly move through your records, saving each update as you go along.
Assignee+ Permission: This allows users to assign tasks and grant access at a more granular level. Assignee+ lets you precisely control who sees what, ensuring that your sensitive information stays secure and only available to those who need it.
Conditional Rollups & Lookups: You can now choose to apply conditions to filter the rollup or lookup field to limit what is included.
Fill Handle: SmartSuite's Grid View now includes the ability to drag and auto-populate values to save time.
Guest Role Status Change in My Work, Record, and Grid View: Guest Users can now update the status of their projects and tasks without relying on a paid user to make changes for them.
Update Google Calendar Event: Create and now update existing events on your Google Calendar based on a trigger in SmartSuite.
Adding a New Field - Record View Updates: A new and faster way to add fields from an Open Record View to is simply click the + sign next to a current field to add a new field below.
Migrations from Text Field to Most Frequently Used Field Types: Convert text fields to the most frequently used field types.
Chart & Chart Widgets Updates: Pick colors of your preference for chart segments in the legend. We also added support for (almost) all Text and Numeric fields in the Group By control.
Files & Images: You now have the ability to zoom in/out for PDFs in the Gallery.
Automation Run History: Detailed information about trigger, action, and field value updates is now available in Automations History to make troubleshooting easier.
Conditional Forms: Simplify form-making using conditional forms. Form conditions let you set rules that must be followed before revealing certain fields.
Document Designer Enhancements: Upgrade Your document creation process with Document Designer enhancements
Communication Center Updates: Enhance your communication with the new Communication Center feature that lets you create and manage templates for your emails.
My Work for Guests: Give guest users more control and flexibility with the updated My Work feature. They can now update the status of their projects and tasks without relying on a paid user to make changes for them.
Document Designer: Streamline your document creation process with our new multi-page Document Designer!
Send and Receive Emails Within Records: Send and receive emails and create, manage, and apply templates to emails right from the edit record interface.
Data Schema Solution Map: Visualize your Workspace and Solutions by showing active relationships between Solutions, their Tables, and their fields.
Copy Solutions Into Other Workspaces: You can now share an entire solution, and optionally allow users to make a copy the Solution in their own Workspace.
Shared View Updates: Select whether to display the report toolbar, offer an embed code snippet, enable passcode protection, and optionally allow the entire record to be opened.
New Integrations: The following integration actions are now available:
Google Drive, HubSpot, Jira, and Microsoft Teams
New Bulk Actions:
You can now select multiple cells with your mouse, then press Cmd/Control+C to copy their contents to the clipboard.
Automation History Logs: Automations now have a history view that can be toggled by clicking the History button in the Automation header.
Member Directory Display Control: Member Directory display options now include an option for “None, except select profiles.”
Button Field: Quickly update multiple fields at once
Field Permissions: Customize your team's access to fields
New Automation Actions: Google Calendar, Google Sheets, Intercom, Outlook, and Salesforce, Hubspot
Find Record: Automatically update matching records that match specific conditions
Make.com Integration: Integrate SmartSuite with your favorite apps
Auto Time-Tracking: Automatically record time from the Time Tracking field
Bulk Paste Data in Grid: Easily paste data copied from tools like Excel, Sheets, and Numbers
Data Import: Easily import data with the ability to auto-create fields
Dashboard Grid View: Add Grid View widgets directly to your dashboards
Share Solutions: Share your solutions with other SmartSuite workspaces
SmartDoc Updates: Embed videos in SmartSuite
Right-click Grid Menu: Perform quick record actions
Bulk Updates: Quickly update multiple fields at once
Form Updates: Add a custom logo and newly available fields in forms
Add Fields in Record View: Add a new field directly in Record View
Locked Views: Ability to lock any view on Professional and Enterprise plan
New Automation Triggers: At a scheduled time, Checklists
Count & Rollup Click-through: View all the data in count and rollup fields
Zapier Record Finder: Look up a record/list of records by name and then pass it to an update action
Mobile Updates: Fewer clicks to add content and update field types
New Home Page: Access to resources, customization, and easy navigation
Bulk Actions: Perform bulk actions on records (More coming soon!)
Add New Rows in Grid View: Add a new row in just one click
Slack & Gmail Automations: Set up automations for Slack and Gmail
Default Workspace: Set your default workspace
User Community: Connect, share, and engage with our community
Forms: Collect important data from anyone with forms
Automations: Streamline your work with updated automations
Table Permissions: Granting the right level of permissions for your team
Chart Widget: Visually display important business data with the Chart Widget
Shared Grid View: Easily share SmartSuite data with anyone
Single Sign-On: Protect yourself and save time
Idea Exchange: Where Customers Shape Our Product Roadmap
Metrics Widgets: Track key metrics, their performance over time, and compare against goals or targets.
Chart Enhancements: Bring your SmartSuite Charts to life
Zapier: Integrate SmartSuite with almost anything
Auto-Generated Record Titles: Concatenate any fields to a title
Closed Assignments: See all of your completed tasks at a glance
My Work: My Work is a single place to view your assigned work across all processes and projects
Time Tracking: Track time, create and set estimates, add notes, and view customizable time reports
Dashboards: Build powerful, visually thrilling views into your information. Gain visual insight into the performance of any team, process or project, and make smarter business decisions
Timeline View: View your projects and processes in a timeline format that is great for visualizing workstreams and schedules over a custom period of time
Record Sections: Group fields into sections on the edit record page to organize your data
Integrated Help Panel: SmartSuite’s help panel makes it easy to ask questions, get help or suggest improvements.
Mobile App: Get your work done on your mobile device without losing a step
Charts: Visualize your data with multiple chart types, from bar and line charts to bubble, heat map, scatter, donut, and more.
Member Directory: Easily find, connect and collaborate with team members anywhere in the world. Check out who’s available and get to know other team members through their profiles.
Availability Status: Let other team members know what you’re working on, if you’re available, or if you’re busy with Availability Status.
Grid-Inline Edit: Edit directly in Grid View to efficiently get your work done.
Grid-Column Totals: Summarize the data displayed in a Grid View with column totals.
Data Import: Quickly import your data into SmartSuite from spreadsheets, contacts, calendars, and more.
Print/Export: Print or export your work in multiple business and user-friendly formats.
Duplicate Solutions: Duplicate existing solutions to create similar processes or workflows easily.
Formulas: Calculate values based on other fields using simple functions or advanced logic.
SmartDocs: Add collaborative, rich content documents to your tables to supercharge your workflows.
Kanban View: Visualize your workflow through different stages, track progress, and assign tasks quickly.
Activity History: Track every action in SmartSuite. Know what your teammates are working on and what changes they've made in real-time.
Conversations: Communicate with your team right where your work is being performed.
File Management: With SmartSuite’s File Management system, manage files directly in your workflows.
Real-Time Updates: Instantly see when anything and everything is updated. Who, what, when - it’s all available in real-time, down to the second.
Power Search: Easily search for anything across every part of SmartSuite.
Notification Panel: Receive real-time notifications in SmartSuite to stay informed about actions relevant to you.
Recycle Bin: Never worry about losing data! Anything you delete can be restored in a couple of clicks.
Calendar View: View records in a calendar format of your choosing, sorted by a date or date range.
Card View: View your data as visual cards that can include logos, images, PDFs, documents, spreadsheets, and other rich content.
Map View: View any of your location data in a fully interactive map format that includes powerful display features.
Solution Permissions: Easily grant permissions to SmartSuite Members and Teams to control your workflows and data.
Interested to learn about what we are working on? View SmartSuite Product Roadmap