Dashboard Widget: Simple Banner: Add customizable banners.

Dashboard Widget: HERO: Combine text with an image

Dashboard Widget: Heading: Prominently display a block of formatted text

Dashboard Widget: Summary Card: Provide a quick and clear summary of key metrics by showing the result of a simple calculation

Dashboard Widget: Record Selector: Allow users to dynamically choose which records to display

Dashboard Widget: Record Detail: Display detailed information about specific records

Dashboard Widget: FAQ Section: Display a list of frequently asked questions and their corresponding answers directly on your dashboard

Dashboard Widget: Move Up & Down and New Add Button: Revamped to provide a more visually appealing and user-friendly experience.

Dashboards: Tabs: Support for tabs, each containing an independently-configurable dashboard

Dashboards: Footers: Add a configurable footer to your dashboards to give them a website feel

Dashboards Sidebar: Access to all of the dashboard’s settings in the configuration sidebar

Dashboard Configuration: Background Color & Dashboard Width: Support for configuration of dashboard width and background color

Dashboard Widget: Divider: Add a customizable line element with an optional text label.

Dashboard Widget: Spacing: Manage layout and spacing within their dashboards by creating empty vertical spaces

Two-Factor Authentication: Require users to use two-factor authentication when logging in with a username and password

IP Address Restrictions: Define a whitelist of trusted IP addresses or IP ranges. Only users connecting from these authorized addresses will be granted access to your workspace

Shared Dashboards: Share read-only versions of your dynamic dashboards with a wider audience

Communication Center: Support Gmail & Outlook for Email Send/Receive: Connect your Microsoft or Gmail account in the Communication Center to send personalized emails to external recipients

Automation Trigger: Outlook: Automate actions in SmartSuite based on your Outlook inbox activities

Automation Action: Create a Comment: Add comments to existing records in addition to updating the record’s content

Automations: Use Results from Create and Update Actions: Use the results from Record Create and Record Update actions to be used in subsequent automation actions

Document Designer Enhancements: Adjust column widths for linked record tables. Fix a field's position relative to another and display multiple images with sizing options.

Document Designer: Generate PDF in Record Menu: Print and export page designs from the record menu

Automation Action: Generate Document Designer PDF: Select Document Designer templates during automation setup to generate PDFs from record values

Dashboard Widget Pivot Table: Transform complex data, allowing you to see patterns and trends from multiple angles

Chart View Heat Map Updates: Consistent sorting, display of drill-in enabled values within segments, and a refined color scale to highlight values

Form View Static Elements: Callout, Divider, Image, and Video: Highlight important information with a static text block, icon, and shaded background; add customizable horizontal lines with optional captions; embed images; and include clickable videos for introductions or instructions in Form Views.

Form View: Support for Time in Date Field: Input both a date and time in form responses

Rich Text in Field Help Text: Include rich text formatting in help descriptions with up to 700 characters

Manage Members: Export Member List: Export the entire member directory list to CSV or Excel format.

Record View: Conditional Display of Sections: Conditionally hide or show sections and their fields

Record View: Show / Hide Fields: Hide fields on the edit record page to keep your interface clean and organized

Page Settings: Manage Sections and Fields: Manage and edit field / section properties

Automations: Calculate to Update Record Action: New set of basic math operations in the Update Records action

Automation: Allow a choice to Fail / Continue in Find: Option to continue or fail (stop processing the automation) if no records are found

Automations: Delete Record Action: Delete records when specified conditions match, or find a list of records with the Find Action and delete in bulk

Automations: Dynamic Slack Channel Support: Dynamically select the target channel or user by referencing the value of a field in the record

Views: Folder Permissions: Determine which Member, Team or even users with particular roles can see a folder and the Views it contains

Forms: Ability to Remove "Powered by SmartSuite" Footer: Hide SmartSuite branding on your shared Form Views

Power Search: Comments: Locate a record by keyword match to any text included in its comments

Records: Communication Shown in Activity History: See emails sent and received, the sender, subject line, the time and date as well as the content of the email reflected in the containing record's history

Automations: Use Outputs of a Single Find in Other Actions: Return a single record (whose values can be used in subsequent actions) or a list of multiple records

Automations: Merge records Action: Consolidate records, detect duplicates and update a single record with the latest information

Automations: Append / Void / Replace: Update action type to append, replace, or clear existing value(s) for specific fields

Show / Hide Tables: Hide tables you don't access regularly or that you might not want general users to see

Record Section Descriptions: Add section descriptions with up to 750 characters of text to describe the fields they contain

View Descriptions: Include descriptions for Views, which can either appear as icons to the right of the View name or be displayed below the View name

Record Cover Image: Add cover images to records, selecting cover images from existing File and Images fields

Formulas: New functions for Related Records: Sort related records and return their values in a list

Formula: Time Tracking Log as a Nested Field: Access Time Tracking Log field information, including reporting user, date and time value

Grid View: Editable Dependency Sub-fields: Inline editing for sub-fields within the Dependency field

Make Enhancements: Add Advanced Settings to the Updated Records triggers, to specify field values (and optional changes) that will trigger the scenario

New Side Navigation Panel: Collapsible side panel can be pinned open for quick access, or closed to maximize the page viewing area

Undo / Redo Actions: Effortlessly reverse actions like saving, editing, or deleting records with a simple 'Undo' button

Spotlight by Status or Single Select Field Types: Spotlight feature supports the selection of a Status or Single Select field

Due Date: Nested Field Display Options: Flexibility to choose whether to show the full date range or opt for just the Start or End date in your Views

SmartDoc Field: Whiteboard Feature: Create flowcharts, diagrams, or charts within the SmartDocs field

Multi-User SmartDoc Collaboration: Collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time

Table Icons: Select from a diverse range of icons to personalize and distinguish your tables

Charts: Ordering of Values: Apply sorting to chart segments, bringing logic and organization to your visualizations

Lookup Drill In: Click on a Lookup field value in a View or Record to access the record, making it easy to review details or make necessary changes

Automations: Nested Full Name & Address Field: Nested field support for the Full Name and Address field types within automations

New Formula Functions: FIND & More: 25 new formula functions that empower your workflows with enhanced precision and efficiency

Dependency Field Type: Streamline task management by keeping track of things that must come before or after the task, process or other work item

Gantt Chart: Powerful project management tool that simplifies planning, tracking, and task management
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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.”
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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 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.