What's New: Product Updates
Explore all the new features SmartSuite is releasing each month
Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Coming soon: May 2023 Edition

  • Conditional Rollups & Lookups: You can now choose to apply conditions to filter the rollup or lookup field to limit what is included.

  • Communication Center Updates‍: Enhance your communication with the new Communication Center feature that lets you create and manage templates for your emails.

  • Drag & Auto-Populate Values: 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: Give guest users more control and flexibility with the updated features.

  • Update Google Calendar Event: An addition action to the Google Calendar Integration

  • 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 Apps, 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

  • Application 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 apps 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

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