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Demo Library

Demo Library

Discover the potential of SmartSuite for your business through our comprehensive collection of tutorial videos, customer showcases, and competitor comparisons.

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Welcome to SmartSuite 👋

HomeGovernance, Risk & ComplianceIT & Service ManagementProject and Portfolio ManagementBusiness OperationsHigher EducationNew Features

Getting Started with SmartSuite

Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Part 2: Homepage

Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.

Part 3: Views

See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.

Part 4: Field Types

Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.

Part 5: Dashboards

Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.

Part 6: Automations

Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.

Part 7: Permissions

Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.

Part 8: SmartSuite AI

Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.

Governance, Risk & Compliance

IT & Service Management

Project and Portfolio Management

Business Operations

Higher Education

Curriculum & Course Management
30.4k views
30m

Curriculum & Course Management

Assessment & Accreditation
30.4k views
30m

Assessment & Accreditation

Grants & Research Management
30.4k views
30m

Grants & Research Management

Finance & Administration
30.4k views
30m

Finance & Administration

People Hub
30.4k views
30m

People Hub

Vendor Management Hub
30.4k views
30m

Vendor Management Hub

New Features

Ask the Community

Join a growing community of no-code beginners and experts to get your questions answered.

Go to SmartSuite Community
Get Certified

Gain access to online training courses and certifications that promote your knowledge of SmartSuite

Go to SmartSuite Academy
Join Webinars and Workshops

Engage in fun and informative events and workshops hosted by SmartSuite and the community.

Go to SmartSuite Webinars

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