Solutions

Learn about SmartSuite Solutions and how to manage them

14 articles in this collection
Written by Peter Novosel, Emma Montgomery, and Jon Darbyshire

Solution Overview

Introduction to Solutions

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

Written by Peter Novosel
Updated over a week ago

Solution Library

Solution Templates

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

Written by Jon Darbyshire
Updated over a week ago

Deleting demo data

Easily delete the demo data after you customize your solution

Written by Emma Montgomery
Updated over a week ago

Working with Solutions

Solution Guides

Document your process through SmartSuite Solution Guides

Written by Emma Montgomery
Updated over a week ago

Share Solutions

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

Written by Emma Montgomery
Updated over a week ago

Solution Guide Examples

Written by Emma Montgomery
Updated over a week ago

Creating Solutions from Scratch

Unlock the full power of SmartSuite to customize workflow, bolster unique processes and visualize data for improved business intelligence

Written by Jon Darbyshire
Updated over a week ago

Selecting a Solution Color & Icon

Pick a color to visually distinguish your solution and select a relevant icon

Written by Peter Novosel
Updated over a week ago

Customizing a Solution

Creating your custom workflow in solutions

Written by Peter Novosel
Updated over a week ago

Linking (Connecting) Solutions

Link Solutions together to eliminate duplication, share data and create powerful workflows

Written by Peter Novosel
Updated over a week ago

Duplicating a Solution

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

Written by Peter Novosel
Updated over a week ago

Deleting a Solution

Delete solutions that you no longer use

Written by Peter Novosel
Updated over a week ago

Solution Managers & Permissions

Solution Managers Overview / How to add or remove them

The Solution Manager role and how to add/remove them

Written by Peter Novosel
Updated over a week ago

Managing Solution Permissions

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

Written by Peter Novosel
Updated over a week ago