Plan Availability | All plan types |
Permissions | General Access: View recently accessed items via Power Search. |
Related Reading |
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Overview
SmartSuite automatically tracks and displays recently accessed items, including:
Solutions
Reports
Records
Account Admin Pages
This feature allows you to quickly find the exact solutions or records you were working on with just one click!
How to Find Recently Accessed Items
Click the Power Search Icon:
Locate the Power Search icon in the SmartSuite interface.
View Recently Accessed Items:
The search results will display all the solutions, reports, records, and admin pages you’ve accessed recently.
Benefits of Power Search for Recent Items
Efficiency: Save time by quickly returning to your recent work.
Convenience: No need to manually search for frequently accessed records or pages.
Organization: Access a centralized list of your recent activities.
Practical Use Cases and Scenarios
1. Resuming Work on Active Projects
Scenario: A project manager needs to quickly reopen a solution they were working on earlier in the day.
Solution: Use Power Search to find and access the recently used solution in seconds.
Outcome: Time saved navigating through the platform.
2. Revisiting Reports for Review
Scenario: A sales analyst wants to review a report they analyzed yesterday.
Solution: Click on Power Search to locate and reopen the report instantly.
Outcome: Streamlined reporting workflows and improved productivity.
3. Simplifying Admin Tasks
Scenario: An account admin needs to update settings they recently modified.
Solution: Use Power Search to quickly find and access the admin page without retracing steps.
Outcome: Simplified admin tasks and efficient navigation.
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