Collaborate
Work with your team through dashboards, My Work, comments, notifications, sharing, roles and permissions.
By Emma and 4 others5 authors91 articles
- NotificationsView all notifications across your solution in one place
- Communication CenterComment and Email within the context of a record!
- ConversationsCollaborate seamlessly by having conversations where the work happens—in real time.
- Member DirectoryFind, connect, and collaborate with team members in our built in employee handbook
- Real-Time UpdatesInstantly see when anything and everything is updated: Who, what, when
- @MentionsMention your members to trigger notifications and bring them to the relevant work
- Assign, Resolve, & Reopen CommentsTurn discussions into assigned, trackable tasks that you can resolve or reopen at any time
- Reactions to CommentsExpress sentiment or acknowledge content with Reactions.
- How do I assign records, comments and checklist items as tasks: Record / Task AssignmentsAssign a record (Assigned To linked to a Status), a comment or a checklist item; each appears in that member's My Work with a notification.
- Record Activity HistoryTrack all of the changes made to a record
- Who's Viewing a RecordCollaborate with teammates in real time directly in solution records.
- Following & Unfollowing a RecordFollow your favorite topics to stay informed about changes and updates in SmartSuite records.
- Communication Center: Connecting OutlookSend email without leaving SmartSuite by using your own Outlook account
- Communication Center: Connecting GmailSend email without leaving SmartSuite by using your own Gmail account
Member Profiles
Learn how to customize your member profile and related settings.
Notifications & Sharing
Discover how SmartSuite makes it easy to share information and learn about important events.
Roles and Permissions
Learn how to control access to your sensitive data and workflows.
Dashboards
Discover ways to make your information visible and accessible with Dashboards.
- How to Create a DashboardLearn how Dashboards can give you visual access to all of your SmartSuite data and helpful information
- Public Dashboard SharingEasily share dynamic dashboards with a broader audience using SmartSuite’s Public Dashboard Sharing feature
- Dashboards: Export to PDF
- Dashboard Settings
- Dashboard Button Action: Create a Record
- Filters in View-Based Widgets
My Work
View all of your assigned tasks, across all solutions, in one place.