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 Use a Form for Project Updates
Learn how to use forms for project updates in SmartTips with Jeff Gonzalez. See how to simplify project management and report updates easily.
How to Import Files into SmartSuite
Learn how to effortlessly import files into SmartSuite with Jeff! Tips and tricks to streamline your process.
How to Automate Document Creation Based on Record Data
Join Jeff as he shows how to automate document creation with SmartSuite! Learn how to generate dynamic PDFs effortlessly
How to Use a Pivot Table In a Dashboard View
Discover how to use a pivot table in a dashboard view with our detailed walk-through. Jeff Gonzalez breaks down tables, configurations, and settings. Don't miss out—join in and comment below!
The Different Ways to Represent Subtasks in SmartSuite
Learn how to choose the right method for representing subtasks in SmartSuite to improve task management, enhance data organization, and streamline your workflow. Jeff Gonzalez covers Checklist, Sub Items, and Linked Record field types, highlighting their best uses for efficient and effective task tracking.
How to use SmartSuite for Strategic Planning (Goals & Objectives)
Discover how SmartSuite can revolutionize your strategic planning process. Track goals, initiatives, and tasks in a unified platform.
What's New in SmartSuite: July 2024
Discover the latest enhancements and features in SmartSuite's What's New July Edition! Two Factor Authentication, Shared Dashboards, Automation updates, and more!
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How Lookup Fields Eliminate Duplicative Datapoints
Discover how lookup fields can eliminate data duplicates in your projects. Join Jeff Gonzalez for practical tips and insights on efficient data management.
3 Practical Ways to Improve the Relationship Between Product and Engineering
One of the most critical aspects of organizational success is the relationship between product and engineering teams. Companies that successfully bridge the gap between these two crucial departments often see improved productivity, better product outcomes, and a more harmonious work environment. So, how can you improve the relationship between product and engineering? Here are three practical ways to do just that.
Optimizing Record Format in Dashboard Widgets
Optimize record formatting in dashboard widgets with SmartTips from Jeff Gonzalez! Enhance data visibility and streamline workflows to make your SmartSuite dashboard work even harder for you. Watch now to boost your productivity!
5 Secrets to Enabling Cross-Functional Marketing
Cross-functional marketing has become essential for organizations aiming to stay ahead of the curve. The practice of integrating various departments and their expertise into the marketing process can significantly enhance a company's ability to achieve its goals.
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Filtering Dynamically and Statically in Linked Records
Join Jeff as he dives into filtering linked records dynamically and statically. Learn how to streamline your workflow and improve efficiency. Don't miss this SmartTips episode—watch and share!
Workflow Automation Strategies for Enhanced Productivity
Master workflow automation strategies to enhance productivity and streamline processes. Learn how effective automation can save time, reduce errors, and improve team collaboration.
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Backwards Scheduling Vs. Auto-Scheduling in Gantt View
Learn all about backward scheduling vs auto-scheduling in Gantt view with Smart Tips! Jeff explains task dependencies and how to tweak schedules easily.
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Grouping by Two Levels in Your Hierarchy
Join Jeff Gonzalez in this SmartTips episode to learn how to effectively group tasks, projects, and goals within your hierarchy.
How to Identify Errors in Your Automations
Discover how to identify and fix errors in your automations with expert tips and step-by-step guidance. Watch now to improve your automation troubleshooting skills.
SmartSuite: Announcing GDPR Compliance
In the global compliance landscape, data security, privacy and compliance are paramount. Organizations handle sensitive information daily, and ensuring the confidentiality, integrity, and availability of this data is critical. We’re excited to announce that SmartSuite is now GDPR compliant.
SmartSuite: Announcing HIPAA Compliance
In the ever-evolving compliance landscape, data security, privacy and compliance are paramount. Organizations handle sensitive information daily, and ensuring the confidentiality, integrity, and availability of this data is critical. We’re excited to announce that SmartSuite is now HIPAA compliant.
How to Relate Expense Submissions to Projects
Discover how to link expenses to projects effortlessly! Dive into practical project management solutions, forms, and dynamic views.
SmartSuite Showcase | Onboarding New Hires & Inviting Users to SmartSuite
Discover how SmartSuite transforms the new hire onboarding process in our detailed guide. Learn about the platform’s capabilities in centralizing staff information, automating tasks, integrating SOPs, and managing team roles effectively. Whether you're in HR or a team leader, this blog will show you how to streamline your onboarding to enhance productivity and ensure a smooth transition for new employees. Dive into the future of HR tech with SmartSuite!
7 Ways to Boost Creativity at Work
Fostering creativity at work is essential for staying competitive and innovative. However, finding ways to boost creativity in the workplace can sometimes feel like a daunting task. Here are seven creative ideas to help you do just that.
7 Practical Tips to Beat Zoom Fatigue and Stay Productive at Work
Remote work and virtual meetings have become the new norm. While technology like Zoom, Teams, and Skype has made collaboration easier than ever, it's also brought along a new challenge: Zoom fatigue. Here are seven practical tips to help you beat Zoom fatigue and stay productive at work.
5 Practical Ways to Boost Your Efficiency at Work
In today’s fast-paced world, we're all looking for ways to get more done in less time, right? Whether it's meeting deadlines, juggling multiple projects, or just trying to stay on top of our workload, being efficient at work is key to staying ahead. Here are five practical tips to help you streamline your workflow and make the most of your time.
5 Effective Strategies to Improve Group Communication in the Workplace
Communication is the backbone of any successful team. When your team members are on the same page, projects flow smoothly, goals are achieved, and morale soars. Here are five practical ways to improve group communication in the workplace:
