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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Plan, track and manage projects of any size

Plan, Track and Manage
Projects Of Any Size

Create a unified project management system with all the tools you need on a single platform. Manage tasks, milestones, owners and resources for each project, staying on top of current status with flexible reports and timeline views to see how everything is lining up.

Monitor multiple projects with SmartSuite dashboards, making key metrics available at a glance. With all project information in one place you can easily analyze budgets, prioritize work and ensure your team’s success.

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Unify the management of all your projects

Manage Any Project
From Simple To Complex

We understand not all projects are created equal, which is why we offer an array of templates to jump start any type of project that can be easily tailored to meet your specific project needs.

Templates range from task management and single-used projects, to milestone based projects and complex transformational program management.


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Organize and prioritize every task

Organize & Prioritize
Every Task

Task management is built into the core of SmartSuite to deliver everything from simple projects to complex, cross-functional programs. They’re the building blocks of any project, allowing managers to assign, prioritize and schedule work items, sub items, checklist tasks and even comments within conversations.

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Define your timelines with phases and milestones

Define Your Timelines With
Phases And Milestones

Visualize tasks as stepping stones to the finish line of all your projects. Create milestones and add phases to easily stay on top of progress. Track milestones by workstream or team, owner, and proactively identify risks and issues to ensure everything stays on track.

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Always Stay On Track With Progress Reports

Always Stay On Track
With Progress Reports

Project management templates integrate status reporting directly in to projects. Track weekly progress by team or workstream, analyze risks and issues and stay proactive.

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Effectively allocate your available resources

Effectively Allocate
Your Available Resources

Maintain a clear view of project teams and proactively manage staff workloads, cross-functional team needs, and stay ahead of resource bottlenecks.

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Organize and manage files and project deliverables

Organize And Manage
Files And Project Deliverables

Attach key deliverables, provide feedback, and manage versions - all right in the context of your project work. No need to toggle between external file management systems and shared files...but if you want to work that way, simply add a link to the deliverables right in the project record.

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Track Time in Projects

Track Time Across
Projects and Tasks

See your team’s time entries and filter them in any number of ways to build customized reports. Group time entries together, see estimates, and segment billable and non-billable entries.

Log time worked by selecting a day and entering hour and minute values. We’ve added short-cut keys to make logging time easy - it shouldn’t take so much time just to enter your time.

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Monitor project health with reports and dashboards

Monitor Project Health With
Reports And Dashboards

Easily create dashboards as launchpads to your project details - summarize important tasks, key milestones, project deliverables, teams and discussion threads.

Instantly switch between report view types to view project work in Grid, Card, Kanban, Calendar, Timeline, and Chart Views.

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My Work consolidates you tasks into a single list

See All Of Your Work
In One Place

Typically team members work on multiple projects and manage day-to-day processes at the same time - not to mention those personal todos that pop up. SmartSuite’s My Work feature brings every team members’ tasks for every work item into one friendly view.

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Collaborate on your work in context

Collaborate With Your Team
Where The Work Happens

SmartSuite is designed from the ground-up to prevent shifting between the system where conversations about work are happening to the system and where the actual work is being done. Conversations and project work all happen here.

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Access Project DataFrom Anywhere

Access Project Data
From Anywhere

SmartSuite Mobile Apps let you stay connected to projects wherever you are - and maintain an accurate picture of project activity from job sites. Everything you can view on web can be accessed via mobile.

It's ideal for remote workers, entrepreneurs on the go, construction teams, real estate agents and more. Truly anyone who's work takes them out into the world.

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How SmartSuite Works For Your Teams

Unify Your Project & Status Reporting

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Explore All Features

Project Management

Click on the cards below to view a live, read only version of the solution template.
Manage entire programs and their projects

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Program Management Office

Manage a portfolio of related projects serving a common goal. Roll key KPIs, status, issues and resolutions. Track project workstreams and map out milestones in timeline views.

Manage entire programs and their projects
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/LB3YMqcW2r/
Streamline every aspect of project management

Click to view live interactive demo of the solution

Project Management

This solution is for any team or company seeking a comprehensive, flexible project management suite to track work efforts and major milestones. Manage multi-team workstreams, deliverables, status reports and more.

Streamline every aspect of project management
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/UpQK2Qjaqx/
Create simple, easy to understand plans

Click to view live interactive demo of the solution

Single Project

Keep it simple...enjoy a solution to manage a single-project from start to finish. Just because it's simple, doesn't mean it's not smart:)

Create simple, easy to understand plans
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rY6QZbkfXg/
Manage all of your project tasks

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Task Manager

Create and assign general tasks, flag due dates, create checklists, prioritize, collaborate in real-time and ditch clunky spreadsheets once and for all.

Manage all of your project tasks
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/A2T6HLYkTj/
Manage Agile development projects easily

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Agile Projects

Unlock the power of Agile teams! This solution helps project managers run agile teams, plan epics, prioritize user stories, and schedule sprints.

Manage Agile development projects easily
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/opENPAYPQU/
Manage all of your project change requests

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Change Requests

Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Link it with the project management solution to up your delivery game!

Manage all of your project change requests
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/GYLE5cs10N/
Manage and approve project change requests

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Project Requests

State your case! Craft and submit project requests for review and approval. Easily adjust project requirements to expedite review and approval.

Manage and approve project change requests
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/bMaNGBmxZh/
Manage your project portfolio in one place

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Project Portfolio

Add structure to building your project portfolio, while matching your budget and resource capacity. Keep your projects organized in one place and prioritize them to make sure the right projects are approved.

Manage your project portfolio in one place
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/ObXfAJCzj5/
Manage project risks and issues

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Project Risks & Issues

Centralize project risk and issues to ensure mitigation and resolution actions are effectively deployed. Capture cross-functional data to analyze and eliminate root cause issues tripping up your projects.

Manage project risks and issues
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/kEfPu3Dn54/
Create project management status reports

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Status Reports

What PM or executive doesn't love a great status report? Avoid haphazard reports by standardizing on a simple status template for any project or program.

Create project management status reports
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/vFYGj5yeof/
Document project team meetings

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Team Meetings

Never leave a meeting confused or drained again. Plan agendas, capture notes, assign action items, keep up on team activities from one place.

Document project team meetings
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/DswuoXfJLT/
Track all business expenses quickly and easily

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Expense Tracking

Track all business expenses quickly and easily. Ideal for low-to-medium expense volume.

Track all business expenses quickly and easily
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/DaxNfjGZSc/
Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes.

Click to view live interactive demo of the solution

Time Tracker

Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes. Get this great addition to other solutions in the library.

Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/mCeioWXEBC/

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