The Getting Started video series is 13 short videos: an overview and twelve parts, from navigation to starred items. Under each video is the article that holds the written steps for the same topic, so you can watch, then do.

About 5 minutes to read; the videos run longer minutes.

Most visitors to this page arrive with one of these tasks instead. Each line opens the page that answers it.

The parts are in the order below, which matches the first-week path: structure, navigation, views, fields, dashboards, then automations, permissions, AI, formulas, search, notifications and starred items. Each part stands alone, so skip to the one you need.

What a workspace, a solution, a table, a record and a field are and how they fit together. Written version: Guide to SmartSuite's Structure, then the SmartSuite Quickstart Guide.

Signing in, the home page, the top panel, the profile menu and how to open a solution and a table. Written steps: Logging In and Out of SmartSuite and Member Profile Menu.

The home page groups your solutions by Category in the layout you choose; Administrators manage Categories and branding. Written steps: SmartSuite Home Page and Manage Categories.

A view is a saved way of looking at one table: which fields show and how records are sorted, filtered and grouped, as a grid, board, calendar, timeline, map, chart or form. Written steps: the View Panel article and Guide to View Types.

More than 40 field types, from text, numbers and dates to SmartDocs and Linked Records, and how to add one. Written steps: Field Overview and SmartSuite Field Management.

A dashboard is a page of widgets that pull data from your tables and solutions. Written steps: Get started with dashboards and Create a dashboard.

An automation pairs a trigger with up to 10 actions. Written steps: the Automations Introduction and Creating an Automation.

Solution permissions have four modes; table permissions set a level per member or Team; field permissions set who can view and edit. Written version: Permissions in five minutes and SmartSuite Permissions.

Describe a workflow and the AI builds the solution. Written steps: the Create with AI section of Creating New Solutions.

A Formula field calculates a value from other fields. Written steps: Formula Examples.

Search every solution and table in the workspace from the top panel. Written steps: Power Search.

The bell icon lists every mention, assignment and update to records you follow; email choices are in Notification Settings. Written steps: Notification Center and Notifications.

Star solutions, views, records and settings pages to list them at the top. Written steps: Starred Items.

Next step: Quick start: build your first solution in ten minutes.

Last verified 26 Oct 2026.