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
Top 5 Workflow Improvement Ideas to Boost Productivity
In today's fast-paced work environment, finding ways to streamline workflows and boost productivity is more important than ever. Whether you're a seasoned pro or just starting out, here are five practical workflow improvement ideas to help you take control of your workload and achieve your goals. Let's dive in!
5 Tips on Becoming an Excellent Player-Coach
In the dynamic world of work, the role of a player-coach is increasingly pivotal across various fields, from sports to business. A player-coach is tasked with the unique challenge of juggling their responsibilities as a team member while also guiding and mentoring others. Here are five essential tips to help you excel as a player-coach and foster a thriving team environment.
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How to Create a Folder and Deliver Its Permissions
In this video, Jeff Gonzalez demonstrates how to create folders and set permissions for accessing views within those folders. He shows how to organize views based on approval status and customize permissions for different individuals or teams. Jeff highlights the flexibility of delivering permissions at the view level via folders.
What's New in SmartSuite: April 2024
Discover the latest enhancements in SmartSuite's April 2024 release, from conditional record sections and show/hide fields to dynamic Slack channels, folder permissions and comment search.
SmartSuite Showcase | Managing the Deployment of Solutions in SmartSuite
Discover how SmartSuite's Solution Deployment Template can revolutionize your project management. Learn from our detailed showcase, including insights on managing tasks, meetings, and staff effectively.
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How to Create Task Templates for Large Projects
Learn how to set up custom project templates in SmartSuite to quickly fire off multiple tasks at once. Save time on setup for your projects and teams.
5 Meeting Agenda Templates for Efficient and Effective Gatherings
Discover how well-crafted meeting agendas can transform your meetings from unproductive to efficient and effective with these five customizable templates. From classic agendas for ongoing projects to brainstorming sessions for innovation, each template is designed to enhance productivity and ensure clarity in your next gathering.
The No-Code Revolution: Empowering B2B Companies in 2024
Discover how the no-code movement is reshaping software development, workflow automation, and digital transformation for B2B organizations in 2024. Learn how using no-code platforms leads to increased efficiency, cost savings, enhanced collaboration, scalability, and democratization of innovation.
SmartSuite Solution Standards for 2024
This blog serves as a comprehensive guide for Partners and Solution Builders to follow when setting up and configuring a Solution, so that it is displayed & utilized in its fullest form.
What's New in SmartSuite: March 2024
Explore our latest product updates including merge record automation action, view descriptions, record cover image, new formula functions for related records, time tracking as a nested field in formulas, and more!
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How to Hide a Table
Discover the simplicity and efficiency of this technique as Jeff demonstrates using a construction project management template. Learn how hiding irrelevant tables can enhance user experience and streamline workflow, without compromising access to essential data
5 Best Practices for Marketing Campaign Planning
In the dynamic marketing world, crafting a successful campaign requires more than just a brilliant idea. This blog post, designed with your needs in mind, offers five essential tips to elevate your marketing campaign planning process.
Revolutionizing Contract Management and Invoice Generation with SmartSuite
How SmartSuite handles contract management and invoice generation, with QuickBooks integration, in this SmartSuite Showcase episode.
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Earliest Value From a Linked Record Set
In this episode, Jeff walks you through a technique for looking up the earliest value from a linked record set. Using a practical example, he illustrates how to efficiently retrieve the latest version of a deliverable or determine the next incomplete task assignee.
7 Best Gmail Integrations to Increase Your Email Productivity in 2026
In today's fast-paced work environment, managing your email efficiently is more critical than ever, especially when your job hinges on email communications. So, let's dive into the seven best Gmail integrations that improve email productivity.
9 Project Management Techniques to Master in 2024
Whether you're spearheading a small team or are part of a colossal enterprise, understanding and applying the right project management techniques can significantly enhance your workflow, productivity, and, ultimately, the success of your projects. Let’s dive into nine project management techniques that promise to streamline your projects, foster team collaboration, and elevate your management game to new heights.
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How to Create a Whiteboard Within a SmartDoc
In this episode, Jeff Gonzalez guides you through the process of creating dynamic whiteboards directly within SmartDocs. Discover how to enhance project descriptions with visual clarity, streamline communication, and boost productivity.
Elevate Your Projects: Using SmartSuite for Operational Efficiency
Streamlining Operations with SmartSuite: A Project Management Solution
Stop Paying for Whiteboarding Software—The Smart Solution is Here
SmartSuite now includes whiteboarding at no extra cost, accessible directly within SmartDocs. Watch a demo showing the slick interface, shortcuts, dynamic embedding, and exporting options.
5 Ways to Greatly Improve Workflow Efficiency
Discover actionable strategies to enhance workflow efficiency in your organization, from streamlining communication to using SmartSuite. Learn more!
How to Spotlight by Status or Single Select Field to Simplify Your Workflow
Learn how SmartSuite's spotlight feature allows effortless view customization based on status or select field values, with use cases and configuration overview.
Using Gantt Charts to Get Project Timelines Under Control
In the world of project management, staying organized and on top of your project's timeline is paramount. One useful tool that can help you achieve this is SmartSuite's Gantt view. This feature-packed Gantt chart not only allows you to map out your project's schedule but also provides advanced functionalities for managing task dependencies, lag times, and critical paths.
Course & Curriculum Planning for Colleges & Universities
Join us in this SmartSuite showcase as host Nate Montgomery explores how colleges and universities can revolutionize curriculum and course planning. Discover a modern approach to streamlining process management, centralizing data, and making informed decisions to align with educational goals, all through the power of SmartSuite. Download our template and start transforming your academic planning today.
