SmartSuite Support

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Work with your team through dashboards, My Work, comments, notifications, sharing, roles and permissions.

Collaboration

The Notification Center (bell icon) collects mentions, assignments and updates to followed records; open, filter and clear them there.

Notifications

Comment and Email within the context of a record!

Communication Center

Comment on a record from its chat icon: reply, assign a comment as a task, resolve it, @mention people, attach files and react.

Conversations

Find, connect, and collaborate with team members in our built in employee handbook

Member Directory

See edits as they happen: highlighted changes with the editor's name, who is viewing a record, live comments and the activity history.

Real-Time Updates

Mention your members to trigger notifications and bring them to the relevant work

@Mentions

Turn discussions into assigned, trackable tasks that you can resolve or reopen at any time

Assign, Resolve, & Reopen Comments

React to a comment with an emoji from the icon beside the comment counter and hover to see who reacted; reactions send no notification.

Reactions to Comments

Assign 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.

How do I assign records, comments and checklist items as tasks: Record / Task Assignments

Track all of the changes made to a record

Record Activity History

Follow a record from the bell icon in its header to get notifications and emails for every change; unfollow from the same menu.

Following & Unfollowing a Record

Connect your own Outlook account from the Email tab of a record or from Personal Information, then send email from records.

Communication Center: Connecting Outlook

Connect your own Gmail account from the Email tab of a record or from Personal Information, then send and receive email inside records.

Communication Center: Connecting Gmail

Easily find, connect and collaborate with team members anywhere in the world.

Use Member Directory to Connect

Discuss work inside records with comments and @mentions, follow records, and turn records, comments and checklist items into tasks.

How do I comment, mention and assign work: Collaborating in SmartSuite

My Work lists every record, comment, checklist item and personal task assigned to you, grouped by due date, with status and priority.

Where do I see all my tasks: My Work

Collaboration Features

Create headers and footers for your SmartSuite-generated email

Email Layouts

The Notification Center under the bell icon collects mentions, assignments and followed-record updates in four tabs, archived after 30 days.

Notification Center

Shared Views

Copy a record link from its menu, its Auto Number or the address bar, or send the record by email with a link, an export or its files.

Sharing Records

Piercen Reid

Discover how SmartSuite makes it easy to share information and learn about important events.

Notifications & Sharing

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Video Center

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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