Solution Templates — Start From 200+ Pre-Built Solutions
Add a complete, working Solution to your workspace in one click—pre-built Tables, Fields, and demo data for hundreds of workflows—so teams evaluate, customize, and launch instead of building from zero.
What Is Solution Templates?
Solution Templates is SmartSuite's library of more than 200 pre-built Solutions—complete sets of Tables, Fields, and demo data that users add to a workspace instantly instead of building from scratch. It helps teams across GRC, IT, project, and business operations stand up governed workflows in minutes—every template is fully customizable after it's added. The 200+ template library is included on all SmartSuite plans.
Template Library
Browse 200+ Templates Across Core and Industry Workflows
The Solution Library organizes templates into groups—Core Workflows, Industry Workflows, and Other Workflows—and supports browsing and searching by category. Interactive previews let you evaluate a template's structure before committing, and a public gallery on smartsuite.com makes the same library explorable before you even sign in.
Demo Data
Preview Real Workflows with Included Demo Data
Every template ships with realistic demo data, so the moment you add one you see the use case working—populated Records, statuses in motion, relationships already linked. Clicking "Use Template" instantly clones the full Solution into your workspace, where it behaves like anything you built by hand.
Customization
Customize Every Template Into Your Own Workflow
Templates are starting points, not constraints. Workspace Administrators and Solution Managers add or adjust Fields, rename statuses to match company language, swap demo data for real data, and layer on Automations and permissions—turning a generic workflow into a governed one that fits your process exactly.
Solution Templates
Most governed workflows aren't novel—intake, registers, reviews, and attestations repeat across GRC programs. Solution Templates capture those patterns so teams start from a working structure and spend their time on governance, not scaffolding.
A compliance team adds a compliance-oriented template with demo data to evaluate how registers, reviews, and evidence flows would look in SmartSuite—before migrating a single real control.
Start from a vendor management template, rename stages to match your due-diligence process, and permission-gate contract Fields—a governed third-party register in an afternoon.
An internal audit lead stands up an audit-oriented template, walks stakeholders through engagements and findings with demo data, and swaps in the real audit plan once the structure is approved.
Roll the same customized template out as the standard risk register for every business unit, so scoring, statuses, and reporting stay consistent for enterprise-level roll-ups.
Pair a template with Data Import—add the pre-built structure, then map your existing control and risk spreadsheets into its Tables to replace demo data with production data.
Most governed workflows aren't novel—intake, registers, reviews, and attestations repeat across GRC programs. Solution Templates capture those patterns so teams start from a working structure and spend their time on governance, not scaffolding.
Solution Templates are pre-built Solutions—complete sets of Tables, Fields, and demo data—that you add to your workspace instantly from the Solution Library. SmartSuite offers more than 200, organized into Core Workflows, Industry Workflows, and Other Workflows.
From the Home Page, choose "+ New Solution" and "Start with a Template" to open the Solution Library. Browse or search by category, preview a template interactively, and click "Use Template" to clone it into your workspace.
Yes, fully. A cloned template behaves like any manually built Solution—Workspace Administrators and Solution Managers can add or adjust Fields, change statuses, remove demo data, and layer on Automations and permissions.
Yes. Each template includes realistic demo data so you can visualize the use case immediately—then replace it with your own data, or import real Records over the same structure.
Yes. Access to the library of 200+ Solution Templates is included on all SmartSuite plans.
Yes. The Solution Library offers interactive previews of each template, and a public template gallery on smartsuite.com lets you explore the library by category before committing to one.
Launch a Working Workflow in Minutes, Not Months
Pick a template, preview it with real demo data, and make it yours—structure first, customization on your schedule.