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Set up your workspace, learn the basics and build your first workflow.
By Peter and 4 others5 authors40 articles
- Learning SmartSuite: A Comprehensive Guide to Our Available ResourcesEmbark on your SmartSuite journey with confidence, knowing that these resources are here to empower you every step of the way
- Getting Started with SmartSuiteGetting started with SmartSuite - your new way to work
- Quick TipsHelpful shortcuts for managing records in SmartSuite.
- SmartSuite Quickstart GuideA top-level tour of SmartSuite: workspaces, solutions, tables, fields, views, automations and where to learn more about each.
- SmartSuite AcademyFree courses for anyone who wants to learn more about using SmartSuite
- Getting Started Videos
- Reporting a Bug to SmartSuite
- Moving to SmartSuiteBring your project, process, or workflow to SmartSuite.
- How are workspaces, solutions, tables, records and fields related: Guide to SmartSuite's StructureA workspace holds solutions; a solution holds tables; a table holds records; each record has fields. What each one is for.
- SmartSuite Technical Requirements
- Glossary of SmartSuite Terminology
- SmartSuite Home PageOur new and improved home page
- How do I create a solution: Creating New SolutionsCreate a solution from the Solution Library, from scratch, with AI from a description, or by importing a CSV or an Airtable base.
- SmartSuite Live Monthly Training Class
- How do I build my first solution, tables, fields and records: Build your First WorkflowCreate a solution from a template or from scratch, add tables and fields, enter records and link tables, in five steps.
- How do I connect tables within and across solutions: Guide to Connecting Your WorkflowsLink tables in the same solution or across solutions with a Linked Record field; SmartSuite mirrors the link in both tables.
- Guide to View TypesLearn about how SmartSuite has the perfect way to display all of your data
- Collaborate with your TeamCommunicate with your team right where your work is being performed
- Visualize Data with ChartsStart visualizing your data with SmartSuite charts
- Getting Started with DashboardsLearn how Dashboards can give you visual access to all of your SmartSuite data and helpful information.
- How do I see who changed a record and when: Activity HistoryOpen a record's Activity History to see every change with the previous and new value, who made it and when, filtered by member.
- Use Member Directory to ConnectEasily find, connect and collaborate with team members anywhere in the world.
Importing into SmartSuite
Learn how to easily import your existing data into SmartSuite.
Mobile app
Everything you need to know about SmartSuite's native iOS and Android apps.
- SmartSuite Mobile: Chart Widget Display
- Mobile Dashboards: Grid View Widget
- Mobile Dashboard Widgets: Supported Features and Limitations GuideLearn which Dashboard Widgets are supported on mobile and how to build effective mobile-friendly dashboards
- Mobile: Document ViewCreate and work with rich-text documents on the go
- Mobile Dashboards: Chart View WidgetMobile Dashboards: Chart View Widget
- Mobile Dashboards: Pivot Table WidgetView Pivot Table widgets on your mobile dashboards, tap through to the records behind any number, and open the table full screen.
- Mobile Dashboards: Data Schema WidgetView your Solution's tables and relationships on mobile dashboards, zoom in on the diagram, and open it full screen.
- SmartSuite Desktop vs Mobile