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What's New in SmartSuite: January 2024

What's New in SmartSuite: January 2024

15 minutes

January 2, 2024

One of the most substantial feature releases in our history, and we are all excited to share these new features with the community.

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

Product Updates

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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 to your right, providing you with even more tools to refine, analyze and display your data perfectly.

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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.

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Gantt Chart

We are excited to announce the general availability of Gantt Charts, a powerful 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.

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What's Coming Soon: January

Automation Action: Record Merge

Automate the process of locating duplicate records within a table, merging them seamlessly into a single, consolidated record - while simultaneously removing the older version for enhanced data clarity and accuracy.

View Descriptions

You will have the option to include descriptions for Views, which can either appear as icons to the right of the View name, or be displayed below the View name when clicked for increased accessibility.

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.

Dashboards: Public Share

We’re extending your data’s reach with seamless external sharing of dashboards! With this addition, users can now effortlessly communicate with external stakeholders, whether they're clients, partners, or vendors, by granting them access to view dashboards and their information in real-time.

Dashboards: Export to PDF

We're adding the ability to export entire dashboards to PDF, allowing users to share valuable insights and data easily. Now you can distribute reports or save a snapshot of your dashboard for offline access, making collaboration even easier.Dashboards to PDFs! Capture and share your dashboard insights in a portable format. Enhance collaboration and streamline communication with this convenient and user-friendly export functionality.

Dashboards: Edit / View Modes

A View/Edit Toggle feature is coming to dashboards, designed to streamline the user experience and safeguard against unintended changes. This will simplify the display for end users while still allowing Solution Managers to quickly and easily update layouts and widget configurations.

Drill-In Model for Comparison & Progress Widget

Data drill-down is being added to Metrics Widgets, allowing users to delve deeper into the data supporting a metric. Clicking the metric will present the user with all of the underlying data to facilitate in-depth analysis.

Home Page: Solution Grouping

A Solution Grouping feature is being added to the home page, allowing users to create custom groups to categorize and organize related solutions according to their specific needs and preferences.

View Our Product Roadmap

Community News

Explore SmartSuite's Recent Integrations!


Noloco is a powerful no-code platform that enables you to create client portals, internal tools, or custom CRM systems seamlessly 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 here. Learn more about how to connect SmartSuite to Noloco in this article.


SmartSuite's 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. Learn more about connecting SmartSuite with Bardeen here.


SmartSuite now seamlessly 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 unlock its true potential. Get started with Softr and SmartSuite here.


SmartSuite now integrates with, a cutting-edge workflow automation tool, adding a new dimension to our platform and boosting productivity. 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 & SmartSuite here. See SmartSuite & in action in our recent joint webinar

SmartSuite's ISO/IEC 27001 & SOC-2 Type 1 Certification

SmartSuite is proud to announce our attainment of the ISO/IEC 27001 and SOC-2 Type 1 certification, a significant milestone in our commitment to providing secure and dependable services to our valued customers.

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Upcoming Live Events & Trainings

What's New & Coming Soon in SmartSuite 
January 3, @ 8:00am PT

Embark on a journey of innovation with SmartSuite! 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 SmartSuite in an exclusive webinar featuring Perry Poussard Jr., Esq., MBA, a key member of UCLA’s Instructional Design and Learning Experience team.

View recording

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 SmartSuite 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 SmartSuite, gaining insights into its building blocks and discovering how to implement effective solutions for your teams.
  • Our Recommended Certification session, featuring a live, free certification exam test to earn a SmartSuite Certification of your choice

If you are interested in attending our live training, you can access the registration request form here.

Have questions? Join our Daily Office Hours!
Get all your questions answered live by an Onboarding Specialist during our Daily Office Hours Monday-Friday at 9:00 am PT or simply join to learn how others are finding value in SmartSuite.Your SmartSuite Team

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