SmartSuite blog
Guides, comparisons and product updates on connected GRC, IT, project and business operations from the SmartSuite team.
What's new in SmartSuite, November 2026
Service accounts give integrations their own identity. Plus every October update, plan availability and where to meet us in November.
Governance, Risk & Compliance
IT Service Delivery
Project & Portfolio Management
Business Operations
Comparisons
What's new
Recently Published
How To Link Records To Form Submissions With ID Matching
Join Gavin Brennen to explore smarter form submissions in SmartSuite. Learn to match employee records using unique IDs.
Tracking Status Changes Over Time
Discover how to easily track and report truck status changes over time with automations. See how simple setups offer detailed historical logs.
Creating Reports Across Records Using Fixed Date Ranges
Learn to create dynamic reports with fixed date ranges using SmartSuite's automation. Simplify your data management and reporting process effectively!
How to Organize Record Views for a Cleaner Project Management Experience
Learn the best ways to organize record views in SmartSuite to boost efficiency and clarity in your workflow. Explore layouts and link management strategies.
How to Create Smarter Dashboards
Dive into best dashboard practices! Learn to format organized, clean, and engaging dashboards with our simple guide.
How a Venture Capital and Private Equity Principal Automated and Streamlined Lead and Investor Management with SmartSuite
Prioritizing deals and investors, maintaining strong communication with multiple stakeholders, and continuously managing investor relationships are critical to success.
A Deep Dive into SmartSuite's New Dashboard Features
With recent updates, SmartSuite is set to revolutionize how we interact with data, making it more intuitive and visually appealing. Let's dive in and explore these exciting new features.
Simplify Construction Project Management with SmartSuite
Managing construction projects often means keeping track of multiple tasks, team members, and deadlines, all while on the move. For business owners, site managers, or teams still using pen and paper or basic apps to manage to-do lists, SmartSuite offers a scalable platform that can help streamline daily operations. Here, we’ll walk through setting up a simple task management solution tailored to construction workflows that can grow alongside your business.
Rapidly Produce Invoices with Document Designer
Discover how to produce invoices in seconds using SmartSuite's document designer. Watch to streamline invoicing.
How to Separate the Details of a Record In A Dashboard
Discover how to efficiently manage record details in a dashboard! With Jeff Gonzalez's insights, learn to streamline and organize events data effortlessly.
¿Qué es SmartSuite? ¿Cuánto cuesta? Ventajas y desventajas
Qué es SmartSuite, para qué sirve, sus ventajas y desventajas, y cómo funciona su modelo de precios, explicado en español.
How to Optimize Linked Records in a Form
Learn how to optimize linked record fields in forms with Jeff Gonzalez. Discover filtering, sorting, and more for better project management.
Organize Sales Processes in One Dashboard
Learn to organize sales processes in a single dashboard with Jeff Gonzalez. Perfect for enhancing efficiency in sales and various business functions. Watch now!
Project Manager vs. Program Manager: Understanding the Key Differences
Discover the key differences between a project manager and a program manager in our detailed guide. Learn how these roles impact your organization and which one you need to achieve business success.
Task Management: Everything You Need to Know in 2024
Learn the basics of task management, why you need a task management tool, and the seven essential features it should have.
Filter, Select & Obtain Record Details Easily in Dashboards
Discover how to filter, select, and view record details easily in dashboards. Perfect for CRM solutions and more. Watch to learn the design pattern step by step.
What's New in SmartSuite: September 2024
The anticipated release of Next Generation Dashboards is here! These new Dashboard features empower you to go beyond traditional dashboard displays, allowing for the creation of visually stunning, interactive portals and personalized workflows.
A Beginner’s Guide to Dashboards in SmartSuite (With 15 Use Case Examples)
Unlock the power of SmartSuite Dashboards to streamline your workflow and gain real-time insights. This guide covers how to build and optimize dashboards with customizable widgets, helping you consolidate data into a single view. Whether you're tracking sales, managing projects, or monitoring goals, SmartSuite makes it easy to stay on top of key metrics. Discover best practices, examples, and 15 use cases to create dashboards that drive better decisions. Ready to get started? Let’s dive in!
How to Auto-adjust a Project Timeline Based on Task Records
Join Jeff Gonzalez as he shows how to auto-schedule project timelines in SmartTips. Learn to adjust project due dates based on task schedules.
Table of Dashboards Strategy
Discover how to consolidate multiple tables into a centralized dashboard! Join Jeff as he shares strategies for efficient data management with dashboards.
Guide to SmartSuite Whiteboards with 10 Use Case Examples
In the dynamic world of project management, digital whiteboards have become an indispensable tool for teams seeking to visualize ideas, streamline workflows, and collaborate in one place. In this guide, we’ll take you through the essentials of SmartSuite Whiteboards and explore 10 practical use cases across various industries to demonstrate how you can use this feature to enhance your workflows.
How to Link Records After a Form Submission
Learn how to efficiently link records after form submissions without exposing all user data. Follow along as Jeff walks through this SmartTips episode.
