SmartSuite provides work platform for standardizing workflows in the following areas:
- Governance, Risk & Compliance
- IT & Service Ops
- Project / Portfolio Management
- Business Operations
January 2024 Product Updates
At SmartSuite, we believe in innovation that transforms, and this release is no exception. Our product and engineering teams have been diligently working over the past few months to bring to life a set of highly anticipated customer-requested features. This marks one of the most substantial feature releases in our history, and we are all excited to share these new features with the community.
View Full Release Notes
View Live Feature Demo
View Side Navigation Panel
We have introduced a new Side Navigation Panel design that simplifies View access. This collapsible side panel can be pinned open for quick access, or closed to maximize the page viewing area. In addition, your favorite Views are now prominently displayed at the top for even quicker access.
Help article: View menu overview saved views
Undo / Redo Actions
Introducing the SmartSuite Undo/Redo feature. Now you can effortlessly reverse actions like saving, editing, or deleting records with a simple 'Undo' button. If you change your mind, 'Redo' is just a click away. Plus, we offer two convenient methods: a toast message or keyboard shortcuts for quick access. Say goodbye to mistakes and hello to enhanced control in SmartSuite.
Help article: Undo redo actions
Views: Spotlight by Single Select / Status Fields
We have enhanced our Spotlight feature to support the selection of a Status or Single Select field. The selected field’s colors will automatically be applied to the grid cell displaying values in the list.
Help article: Spotlight
Due Date: Nested Field Display Options
We have enhanced the Due Date field to support nested field display. Now, you have the flexibility to choose whether to show the full date range or opt for just the Start or End date in your Views. Customize your data presentation like never before for enhanced clarity, ease of data entry, and control.
Learn more
SmartDoc Field: Whiteboard Feature
Introducing the Whiteboard feature in SmartDocs – your canvas for creating flowcharts, diagrams, and charts directly within the SmartDocs field. Easily draw and add content on a virtual whiteboard, with the option to include multiple whiteboards within a single SmartDoc field to clarify your documents and visually describe any concept.
Help article: SmartDoc whiteboard feature
Multi-User SmartDoc Collaboration
Our SmartDoc field type has been enhanced to support a collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time. This feature provides a real-time view of all edits, mirroring the dynamic collaboration experience of platforms like Google Docs.
Help article: SmartDoc collaborative mode
Table Icons
You can now add icons to your Table names. Choose from a variety of icons to personalize and visually distinguish your tables, making it easier for users to navigate and identify table contents.
Charts: Ordering of Values
We have enhanced our charting capabilities by enabling you to sort chart segments in ascending or descending order, clarifying number-driven visualizations. This feature is now available for both Column and Bar charts.
Learn more
Lookup Drill In
You are now able to click on a Lookup field value in a View or Record to access the record, making it easy to review details or make necessary changes, subject to appropriate permissions.
Automations: Nested Full Name & Address Field
We have added nested field support for the Full Name and Address field types within automations. This enhancement provides you with greater flexibility when configuring conditions and actions.
New Formula Functions: FIND & More
We have incorporated 25 new formula functions that empower your workflows with enhanced precision and efficiency. Explore the full list of functions in the help article, which gives you even more tools to refine, analyze and display your data perfectly.
Help article: Formula functions operators
Dependency Field Type
The Dependency Field is designed to streamline task management by keeping track of things that must come before or after the task, process or other work item. The addition of dependency as a dedicated field makes it easy to configure and manage task dependencies, promoting efficient workflow coordination.
Help article: Dependency field
Gantt Chart
We are excited to announce the general availability of Gantt Charts, a project management tool that simplifies planning, tracking, and task management. Visualize project timelines, allocate resources efficiently, ensure timely delivery, and elevate coordination for construction, software development, professional services, and marketing projects. With Gantt Charts, you can confidently meet deadlines and ensure project success.
Help article: Gantt view
Record Cover Image
Cover Images extend SmartSuite’s existing record display, bringing a personalized touch to your data. Pull images from existing fields to add visual engagement and help users quickly identify information as they navigate records.
Community News
Explore SmartSuite's Recent Integrations!
Noloco
Noloco is a no-code platform that enables you to create client portals, internal tools, or custom CRM systems directly on top of your SmartSuite data. Imagine setting up a client portal that not only streamlines customer interactions but also enhances communication and collaboration, all while ensuring your customers can access and modify their own data securely
To get started, sign up for a Noloco account on the Noloco registration page. Learn more about how to connect SmartSuite to Noloco in the SmartSuite help article on Noloco.
Bardeen
SmartSuite now integrates with Bardeen, an advanced automation platform that combines the power of AI with intuitive workflow-building capabilities. This collaboration marks a significant milestone in our mission to streamline operations and enhance workflow management for our valued users.
To get started, download and install Bardeen Extension from Chrome Store. Help article: Connecting SmartSuite to Bardeen.
Softr
The platform now integrates with Softr, empowering you to effortlessly transform your data into dynamic applications and portals, offering swift connections, flawless synchronization, creative visualizations, tailored access, and collaborative workflows for a personalized user experience.
Elevate your data experience and get its full value. Help article: Connecting Softr to SmartSuite.
Relay
The platform now integrates with Relay.app, a workflow automation tool, adding a new dimension to our platform and boosting productivity.
Relay.app is an advanced workflow automation tool designed to simplify team collaboration and streamline complex processes. With one-click AI assistance, human-in-the-loop collaboration, and a multiplayer experience, Relay sets a new standard in team automation.
Get started using Relay.app & SmartSuite. See SmartSuite & Relay.app in action in our recent joint webinar.
SmartSuite's ISO/IEC 27001 Certification & SOC 2 Type 1 Report
SmartSuite is proud to announce the attainment of ISO/IEC 27001 certification and a SOC 2 Type 1 report, a significant milestone in our commitment to providing secure and dependable services to our valued customers.
Help article: ISO IEC 27001 SOC 2 type 1
Upcoming Live Events & Trainings
What's New & Coming Soon in SmartSuite
January 3, @ 8:00am PT
Embark on a journey of innovation with the platform! Join us for our highly anticipated 'What's New & Coming Soon' webinar hosted by CEO Jon Darbyshire. Discover groundbreaking features, get an exclusive sneak peek into the future, and engage with Jon in a live Q/A session. This isn't just an event; it's a tradition of connection, sharing, and growth.
View recording
SmartSuite Solutions for Higher Education: UCLA’s Information Collaboration and Process Management on a Unified Platform
January 10th @ 8:00am PT
Discover how UCLA is transforming collaboration and efficiency using the platform in an exclusive webinar featuring Perry Poussard Jr., Esq., MBA, a key member of UCLA’s Instructional Design and Learning Experience team.
SmartSuite Solutions for Higher Education: Improving Career Service Workflows at Georgetown School of Foreign Service
January 31st @ 8:00am PT
Join Dave Zovak, Career Coach at Georgetown School of Foreign Service, as he shares how the platform has revolutionized their career service workflows, including project coordination, event streamlining, alumni data management, and AI integration.
View recording
Live SmartSuite Monthly Training Classes & Free Certification Opportunity
This comprehensive 3-part training includes:
- Comprehensive overview of SmartSuite as a platform, along with key functionality training tailored for end users.
- Deep dive into the platform, gaining insights into its building blocks and discovering how to implement effective solutions for your teams.
If you are interested in attending our live training, you can access the registration request form on the live training registration page.
Community | Academy | SmartSuite.com | Product Roadmap | Webinars
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