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SmartSuite Solutions

Learn about SmartSuite Solutions and how to manage them

By Peter and 2 others3 authors14 articles

Solution Overview

Introduction to SolutionsWhat is a SmartSuite Solution & how to add, access, and manage them

Solution Library

Solution TemplatesGet started quicker with our pre-built industry class solutions to support your processes, projects and specific use cases

Deleting demo dataEasily delete the demo data after you customize your solution

Working with Solutions

Solution GuidesDocument your process through SmartSuite Solution Guides

Solution Guide Examples

Share SolutionsShare solutions and their data outside of SmartSuite and copy your Solutions into different workplaces

Creating Solutions from ScratchUnlock the full power of SmartSuite to customize workflow, bolster unique processes and visualize data for improved business intelligence

Data Schema WidgetVisualize all your Workspace Solution's Apps, Fields, and Relationships

Selecting a Solution Color & IconPick a color to visually distinguish your solution and select a relevant icon

Customizing a SolutionCreating your custom workflow in solutions

Duplicating a SolutionMake a copy of an existing Solution to utilize similar structure and save time developing new workflows

Deleting a SolutionDelete solutions that you no longer use

Solution Managers & Permissions

Solution Managers Overview / How to add or remove themThe Solution Manager role and how to add/remove them

Managing Solution PermissionsHow to use Solution permissions to give the right level of access to members and your teams