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Getting Started with SmartSuite in 2023 – A Beginner's Guide

Getting Started with SmartSuite in 2023 – A Beginner's Guide

5 Minutes

December 7, 2022

Welcome to the dawn of a brand-new year! With 2023 stretching out before us, brimming with potential, it's the perfect time to embrace the power of no-code tools to revolutionize how you manage your business. If SmartSuite has piqued your interest, you're in luck! I'm Gareth, owner of Gap Consulting, and my team's passion is empowering entrepreneurs like you to harness the efficiency and organization that SmartSuite offers – without the need for code.

Why SmartSuite is Your No-Code Solution

No-code platforms are rebounding as the future of work management, and SmartSuite stands at the forefront. With its intuitive interface and versatile tools, this innovative platform is geared toward those stepping into the no-code sphere for the first time. So, if you're new to SmartSuite, prepare to dive into a user-friendly video guide that will ease you into mastering its features.

Setting the Foundations: Creating a New Solution

Let's hop into the heart of SmartSuite – beginning with the creation of a new solution. Think of a solution as a neatly organized collection of lists—your business information stored efficiently and accessibly. We'll start from zero by adding a new solution; you'll have the chance to name it, pick a color, and select an icon that resonates with what you're trying to achieve.

Building Blocks: Crafting Your First App

With our new solution named and themed to our preference, the next crucial step is creating our first list, or in Smartsuite lingo, an app. Renaming it from the default "App 1" to something descriptive—like "Things to Buy"—sets the stage for the specifics of our project.

Customizing Information: Adding Fields and Records

By default, you'll see a spreadsheet view with columns, but not all fields may be relevant to your needs. Customizing this space is a breeze. If you don't need a "Status" or "Due Date," simply hide them, and voila! A cleaner canvas awaits you. When some items require additional details like quantity, SmartSuite empowers you to add number fields with ease, even allowing you to set default values and restrictions.

Going Deeper: Linking Apps and Stores

Smartsuite's brilliance shines when you start intertwining different apps for a more complex data structure. This is where we see the lists begin to speak to each other; for instance, connecting our "Things to Buy" app to a "Stores" app, so that our grocery items are linked to Sprout's while home improvement items connect to Home Depot.

Visualizing Data: Tailoring Views

Customization doesn't stop there! In the spirit of seeing data your way, Smartsuite's views offer incredible flexibility. Want a separate list for groceries and hardware? You can filter, group, and even spotlight information to create tailored views that reflect exactly what you need.

Continue Your Journey with SmartSuite

Eager to explore more? Visit SmartSuite today and start your free trial to discover how this no-code platform can elevate your business operations. With solutions tailored to every industry, SmartSuite is your partner in productivity.