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SmartSuite Product Updates
Product Updates: January 2024 Edition
Product Updates: January 2024 Edition

New Side Navigation Panel, Dependencies, Gantt, Undo/ Redo and more!

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

New Side Navigation Panel

We have introduced a new Side Navigation Panel design that simplifies View access. This collapsible side panel can be pinned open for quick access, or closed to maximize the page viewing area. In addition, your favorite Views are now prominently displayed at the top for even quicker access.

Undo / Redo Actions

Introducing the SmartSuite Undo/Redo feature. Now you can effortlessly reverse actions like saving, editing, or deleting records with a simple 'Undo' button. If you change your mind, 'Redo' is just a click away. Plus, we offer two convenient methods: a toast message or keyboard shortcuts for quick access. Say goodbye to mistakes and hello to enhanced control in SmartSuite.

Two Convenient Methods

We understand that everyone has their preferred way of working, so we've provided two convenient methods for using the Undo/Redo feature:

  1. Toast Message: After performing an action, a toast message confirms the operation and contains an 'Undo' button for quick reversal. This method is intuitive and perfect for those who prefer a visual cue.

  2. Hotkeys: If you're a fan of keyboard shortcuts, we've got you covered. SmartSuite offers a set of hotkeys that allow you to Undo and Redo actions with simple keystrokes. This method is ideal for users who want to keep their hands on the keyboard and maintain a seamless workflow.

Spotlight by Status or Single Select Field Types

We have enhanced our Spotlight feature to support the selection of a Status or Single Select field. The selected field’s colors will automatically be applied to the grid cell displaying values in the list.

When selecting Spotlight from the Reporting Toolbar, and you now have the option to select a field that will reflect and status of the selection field or assign colors based on specified conditions.

Learn more

Due Date: Nested Field Display Options

We have enhanced the Due Date field to support nested field display. Now, you have the flexibility to choose whether to show the full date range or opt for just the Start or End date in your Views. Customize your data presentation like never before for enhanced clarity, ease of data entry, and control.

SmartDoc Field: Whiteboard Feature

The whiteboard feature in SmartDocs allows users to create flowcharts, diagrams, or charts within the SmartDocs field. Create an image of a whiteboard on the page where users can draw and add content. Use the / command inside a SmartDoc field to access the Whiteboard tool. Your blank canvas awaits creative input.

Drawing Options: Click and drag to draw, choose shapes from the toolbar, and experiment with various tools.

Additional Features: Explore layering, duplication, and grouping to refine your drawings.

Customization: Customize stroke widths, colors, and opacity levels in the right sidebar.

Keyboard Shortcuts: Access shortcuts like "V" for the pointer tool and "T" for adding text.

Export and Sharing: Save scenes or export images for sharing, presentations, or records.

Advanced Features: Embed dynamic field elements into your whiteboard tool using "Embed Record Field."

Libraries: Save and select items in the library for consistent and reproducible designs.

Enhance your SmartDoc experience – embrace the SmartDoc Whiteboard tool for efficient and creative record enhancement!

Multi-User SmartDoc Collaboration

Our SmartDoc field type has been enhanced to support a collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time. This feature provides a real-time view of all edits, mirroring the dynamic collaboration experience of platforms like Google Docs.

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Table Icons

Select from a diverse range of icons to personalize and distinguish your tables.By visually distinguishing tables with unique icons, users can easily navigate and comprehend the context of each table, fostering a more intuitive and user-friendly data management experience.

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Charts: Ordering of Values

You can effortlessly apply sorting to chart segments, bringing logic and organization to your visualizations. This functionality is available across Column and Bar charts and their variants, ensuring flexibility in how you present your data.

Note: For Bar and Column Charts, if you do not select a field to group by you will have the option to Sort by Values. This will add an option to be able to sort the values from First to Last or Last to First, and you'll see the chart values reorder as these selections are made.

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Lookup Drill In

You are now able to 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, subject to appropriate permissions.

Automations: Nested Full Name & Address Field

We have added nested field support for the Full Name and Address field types within automations. This enhancement provides you with greater flexibility when configuring conditions and actions.

New Formula Functions: FIND & More

We have incorporated 25 new formula functions that empower your workflows with enhanced precision and efficiency. Explore the full list of functions bottom providing you with even more tools to refine, analyze and display your data perfectly.



  • MID()


  • FLOOR()

  • EVEN()

  • ODD()



  • NUMBER()


  • FIND()

  • RFIND()

  • REPT()

  • T()

  • COUNTA()



  • EXP()

  • LOG()

  • MOD()

  • POWER()

  • SQRT()

  • STDEV()

  • BLANK()

Dependency Field Type

The Dependency Field is designed to streamline task management by keeping track of things that must come before or after the task, process or other work item. The addition of dependency as a dedicated field makes it easy to configure and manage task dependencies, promoting efficient workflow coordination.

Gantt Chart

We are excited to announce the general availability of Gantt Charts, a powerful project management tool that simplifies planning, tracking, and task management. Visualize project timelines, allocate resources efficiently, ensure timely delivery, and elevate coordination for construction, software development, professional services, and marketing projects. With Gantt Charts, you can confidently meet deadlines and ensure project success.

New Integrations

Explore SmartSuite's Recent Integrations!


Noloco is a powerful no-code platform that enables you to create client portals, internal tools, or custom CRM systems seamlessly on top of your SmartSuite data. Imagine setting up a client portal that not only streamlines customer interactions but also enhances communication and collaboration, all while ensuring your customers can access and modify their own data securely

To get started, sign up for a Noloco account here. Learn more about how to connect SmartSuite to Noloco in this article.


SmartSuite's integrates with , an advanced automation platform that combines the power of AI with intuitive workflow-building capabilities. This collaboration marks a significant milestone in our mission to streamline operations and enhance workflow management for our valued users.

To get started, download and install Bardeen Extension from Chrome Store. Learn more about connecting SmartSuite with Bardeen here.


SmartSuite now seamlessly integrates with Softr, empowering you to effortlessly transform your data into dynamic applications and portals, offering swift connections, flawless synchronization, creative visualizations, tailored access, and collaborative workflows for a personalized user experience.

Elevate your data experience and unlock its true potential. Get started with Softr and SmartSuite here.


SmartSuite now integrates wicutting-edge workflow automation tool, adding a new dimension to our platform and boosting productivity. is an advanced workflow automation tool designed to simplify team collaboration and streamline complex processes. With one-click AI assistance, human-in-the-loop collaboration, and a multiplayer experience, Relay sets a new standard in team automation.

Get started using & SmartSuite here. See SmartSuite & in action in our recent joint webinar.

New Certifications

SmartSuite's ISO/IEC 27001 & SOC-2 Type 1 Certification

SmartSuite is proud to announce our attainment of the ISO/IEC 27001 and SOC-2 Type 1 certification, a significant milestone in our commitment to providing secure and dependable services to our valued customers.

Learn more

View our product roadmap to see all exciting enhancements planned and in progress or to make a feature request of your own!

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