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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