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Grid View

View projects and processes in a better than spreadsheet grid format with powerful sort, filter, group, and inline edit capabilities. Build what you want, from basic to extravagant.

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Use a spreadsheet style grid to manage sales process data
Feature overview video

The Spreadsheet of the Future

Drag and drop to change record order
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Easily Order & 
Group Items

Quickly drag and drop items to instantly order rows and apply groupings on the fly. We’re talking Olympic speed sorting and adjustments. 

Drag and drop to change column order
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Freeze, Resize & 
Reorder Columns

Quickly adjust columns in real-time. Reorder, resize, or freeze columns that are instantly saved for consistent viewing for your team.

Inline edit records in Grid View
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Edit Records
Directly in the Grid

Update data directly in the grid, no backend BS. Think spreadsheet, but smarter with pop-out task lists, tag values, files and images, and more. Best of all, it’s in real-time - so you’ll be able to see what your teammates are working on and avoid any duplicate work. 

Expand records in the grid to see details
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One Click to
See the Details

One click of the expand icon quickly opens the record to see all of the details, make quick adjustments, and then close to head back to your grid view. 

Drag and drop images into Field Fields in the grid
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Drag & Drop

Just drag and drop to add files and images to records directly in Grid View - you never have to leave the page. 

See column totals in Grid View
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Column Data

Use our unique summary functions to display any kind of data in column footers - from status values to instant numeric calculations. It’s easy reporting without actually having to pull reports. 

See if a record has open comments at a glance
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Don't Miss
Open Comments

See open discussion threads for any record in a project or process. With one click, jump into the conversation and keep your workflow moving. 

Add new fields directly from Grid View
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Quickly Add
New Fields

With our over 40 field types, you’re going to love adding new fields in Grid View. Just click the little plus button and add the genius stroke to your custom buildout. 

Quickly navigate to a record with the Find function
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Find What
You Need In Seconds

Working with large datasets? No problem. Instantly (like search results in under a second) find specific data points. 

How Customers Use Grid View

Explore real-world applications of Grid View and get griddy with your work today.

Display marketing plans in an easy to read grid
Consolidate information about purchase requests in a grid
See human resources data in a grid view
See all of your support tickets in a grid
Manage GRC processes in a grid view
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Report Toolbar Controls for Grid View

Slice and dice your data all you want - it's yours after all.

Select fields to display in a report

Fields to Display

Select just the right combination of fields to bring attention to important data. Customize to each project and process.

Create nested sorts in reports


Sort your data in the way it makes sense for you, whether that's alphabetical, by a numeric value, by date, or something cool completely unique to you.

Apply multiple filters to a report


Filter your data by any other field, returning just the items you're looking for.

Group records by owner and priority in a report


Group your data by the value of other fields, helping you organize and understand complex information easily.

Set rules to highlight data in a report


Give special visual attention to important information by creating rules that match and highlight conditions or values you specify.

Automatically adjust row sizes in a grid report

Row Size

Change row size or let us do it automatically. No more calculating pixel sizes for your rows.

Search for data in a report


If you're looking for a particular bit of text in your records, you can quickly use the find filter to narrow things down.

Expand a report to view in full screen

Full Screen View

Maximize your SmartSuite real-estate by flipping to full screen mode.

Print and export all your reports

Print / Export Reports

Print in a couple clicks, or export to PDF, CSV, Excel or Google Sheets.

Frequently Asked Questions

What is SmartSuite's Grid View?

How can I organize items in Grid View?

What column customization options are available in Grid View?

Can I edit records directly within Grid View?

How does Grid View handle attachments?

What summary functions does Grid View offer?

How does Grid View improve communication and field customization?

Ditch Your 1990s Spreadsheets

Level up your data game by switching to Grid View today.

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