Feature Overview Video
A View in SmartSuite allows you to customize how data is displayed and interacted with, enabling you to streamline workflows, organize information efficiently, and enhance team collaboration. Whether you're filtering tasks by priority, grouping projects by status, or sorting records by due date, Views provide powerful customization options to meet your specific needs.
Overview
Learn how to create and manage views in SmartSuite. This guide provides step-by-step instructions to streamline your workflow and customize views for your needs.
Plan Availability | All plan types |
Permissions | Full Access users: Create and modify public views; others as private |
Related Reading | Form View, View Panel: Working with Saved Views, Sharing Saved Views |
Creating a New View
To learn even more about Views, visit the Views Section in our help center.
Step 1: Open the View Dropdown Menu
Navigate to the Navigation Sidebar on the left.
Scroll down to the section labeled "Create New View."
Step 2: Select a View Type
Choose from the following view types:
Clicking on a view type opens the menu for creating your new view.
Step 3: Set Permissions
Determine the permission type for your view:
Private: Only you can edit and save changes.
Public: Members with full access or higher can edit and save changes.
Note: Only Full Access users can create or modify public views.
Renaming a View
Auto-Generated Names
By default, new views are named after their view type.
Renaming During Creation
For better clarity, rename your view immediately after creation by clicking on the View Title.
Renaming Later
To rename an existing view, use the three-dot dropdown menu to the right of the View.
Customizing a View
Options for Customization
Personalize your view by:
Selecting which records are filtered.
Choosing which fields to display or hide.
Sorting and ordering records and fields.
Adjusting field widths.
Setting row heights.
Pro Tip
Easily switch between views by selecting them from the Navigation Sidebar.
Reordering Views
To rearrange your views:
Click and hold on the view from the Navigation Sidebar.
Drag and drop the view to its new location.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs shared workspaces for campaigns and projects.
Solution: Create a "Marketing Team" view to streamline collaboration.
2. Data Analysis
Scenario: A Sales team wants to track quarterly performance metrics.
Solution: Use the Chart View to create visual summaries for easy analysis.
3. Event Planning
Scenario: HR is organizing a company-wide event and needs to manage tasks and schedules.
Solution: Create a Calendar View for centralized event management.
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