SmartSuite Help Center

SmartSuite Solutions

Learn about SmartSuite Solutions and how to manage them

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

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

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

Dashboards: Data Schema WidgetVisualize all your Workspace Solution's Tables, 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

Table IconsSelect from a variety of icons to display next to your table names for enhanced organization and personalization.

SmartSuite Tables

Collect items of the same type and add Records that hold information about those distinct items

Table OverviewOrganize items of the same type

Adding, Deleting, Duplicating, Hiding/Showing a TableLearn how to manage tables within a SmartSuite Solution to organize and optimize your workflows.

Moving a Table to Another SolutionNo need to recreate your Tables and their fields through Table duplication

Linking Records in SmartSuiteLinking from one Table to any other Table in SmartSuite - but also across different Solutions