Product Management

Modernizing Product Management

Accelerate innovation with a connected platform that unites product strategy, development, and delivery. SmartSuite helps teams manage roadmaps, gather feedback, and collaborate across departments — bringing great products to market faster.

One Platform for Connected Product Management

SmartSuite unifies product planning, development, and launch operations in one workspace. Connect strategy to execution with real-time visibility into priorities, resources, and progress — ensuring alignment across teams from concept to release.

Roadmap Planning

Build and communicate product roadmaps linked to business goals.

Feature Management

Capture, prioritize, and track features through development.

Feedback & Insights

Collect and analyze customer feedback to guide decisions.

Release Management

Coordinate releases with clear ownership, dependencies, and timelines.

Core Capabilities of the Product Management Suite

SmartSuite’s Product Management Suite helps teams plan, prioritize, and execute across the entire product lifecycle — from ideation to launch — all within a single connected platform.

Deliver products with clarity, alignment, and disciplined execution.

Centralize product planning, roadmaps, requirements, feedback, and release coordination in one connected workspace. SmartSuite links product decisions to priorities, delivery work, and outcomes—providing real-time visibility, better cross-team alignment, and confidence from idea through launch.

Plan Product Strategy and Roadmaps

Define product vision and communicate roadmaps across your organization. SmartSuite ensures every team understands priorities and dependencies.

Highlights:

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    Interactive roadmap views (timeline, board, or hierarchy)
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    Linked epics, features, and initiatives
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    Version tracking and roadmap baselines

Prioritize Features and Manage Backlogs

Focus on what matters most. SmartSuite’s connected backlogs let teams rank priorities, track progress, and adapt to change in real time.

Highlights:

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    Custom prioritization models and scoring
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    Linked customer feedback and business value metrics
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    Visual backlog dashboards and sprint integration

Streamline Product Development Workflows

Unify cross-functional collaboration across product, design, and engineering. Automate handoffs and keep stakeholders aligned.

Highlights:

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    Linked workflows between product and development teams
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    Integration with issue tracking tools (e.g., Jira, GitHub)
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    Automated task updates and notifications

Capture Feedback and Drive Innovation

Centralize ideas and insights from customers, partners, and internal stakeholders. Turn feedback into actionable product improvements.

Highlights:

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    Feedback forms and voting systems
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    Sentiment tagging and trend analysis
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    Linked insights to feature roadmaps and releases

Track Product Performance and Success

Measure what matters. SmartSuite dashboards bring together adoption, satisfaction, and performance data for informed product decisions.

Highlights:

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    KPI dashboards for engagement, retention, and NPS
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    Linked data from analytics tools (e.g., GA, Mixpanel)
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    Real-time reporting on product outcomes

Built For Modern Product Teams

SmartSuite brings enterprise-grade product management with consumer-grade usability. Choose the rollout path that fits your product organization today—and expand as roadmaps, feedback, and delivery complexity grow.

Start Small

Adopt a Single Capability

Begin with Roadmapping, Requirements Management, or Feedback Intake—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable product management end-to-end—connecting discovery, prioritization, requirements, delivery coordination, and releases in one coordinated system.

Unify Everything

Deploy the Entire Higher Education Operations Suite

Standardize product execution with shared roadmaps, traceable decisions, and real-time dashboards—delivering clearer priorities, faster alignment, and confident launches from idea to release.

Frequently Asked Questions

Answers to the most common questions about SmartSuite’s Product Management capabilities.

See How SmartSuite Connects Strategy, Design, and Delivery

Experience how SmartSuite unifies product planning, collaboration, and release tracking in one connected workspace.
Empower your teams to innovate faster, stay aligned, and bring better products to market with confidence.

The Connected Value of SmartSuite Product Management

Quantifiable improvements achieved when organizations centralize product strategy, roadmaps, feedback loops, and cross-functional execution in SmartSuite.

32%
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Source: McKinsey Product & Engineering Alignment Study, 2023 — integrated workflow platforms improved alignment speed by ~30–35%.

Faster Alignment Between Product, Design & Engineering

Centralized planning, shared workspaces, and connected roadmap workflows reduce miscommunication and cross-team delays.

30%
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Source: ProductOps Efficiency Benchmark, 2023 — automation reduced manual product coordination by 25–32%.

Reduction in Manual Coordination Across Product Teams

Automated updates, sprint workflows, and structured intake processes reduce repetitive coordination effort.

28%
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Source: Gartner Product Management Leadership Report, 2023 — centralized product visibility improved delivery forecasting by ~25–30%.

Improved Visibility Into Roadmap Progress & Delivery Health

Unified dashboards provide real-time insight into features, dependencies, risks, and release status.

35%
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Source: Forrester Product Decisioning Research, 2022 — unified feedback systems increased decision quality by 30–40%.

Higher Quality Product Decisions Driven by Integrated Feedback

Consolidating user feedback, feature requests, revenue data, and usage analytics improves decision-making clarity and prioritization accuracy.

Key Benefits of the Product Management Solution Suite

Product teams need connected roadmaps, structured workflows, and seamless collaboration with design, engineering, marketing, and customer-facing teams. SmartSuite unifies the entire product lifecycle—helping teams plan better, deliver faster, and iterate with confidence.

Strategic Alignment, Roadmapping & Product Visibility

Unified Product Planning

Centralize product vision, goals, OKRs, roadmaps, and epics in one workspace.

Cross-Functional Transparency

Give Engineering, Design, Sales, Support, and Leadership visibility into priorities and timelines.

Real-Time Roadmap Dashboards

Track feature progress, release status, risks, and dependencies live.

Structured Prioritization Models

Evaluate opportunities objectively using RICE, MoSCoW, or custom scoring.

User Feedback Integration

Consolidate feature requests, NPS trends, and customer insights centrally.

Portfolio-Level Insight

Understand resource allocation and strategic alignment across products.

Execution Efficiency, Collaboration & Delivery Performance

Feature Lifecycle Management

Manage features from ideation through design, development, QA, and release.

Automated Sprint & Release Workflows

Streamline planning, assignments, and release gates with automation.

Contextual Team Collaboration

Connect work with conversations, files, approvals, and @mentions in records.

Structured Backlog Management

Capture and triage ideas, requests, and issues with standardized workflows.

AI-Assisted Release Communications

Generate release notes, summaries, and announcements with AI Assist.

Consistent Product Operations

Apply shared workflows and templates across product teams.

Governance, Quality & Continuous Improvement

Built-In Product Governance

Enforce standards for documentation, testing, prioritization, and readiness.

Risk & Dependency Tracking

Identify upstream and downstream risks early through linked work items.

QA & Acceptance Controls

Standardize acceptance criteria and validation workflows to improve quality.

Audit-Ready Activity History

Track decisions, changes, and approvals with full traceability.

Scalable Product Delivery

Support multiple product lines and teams within one platform.

No-Code Product Adaptability

Customize workflows, scoring models, dashboards, and roadmaps without IT.

Accelerate Innovation with Connected Product Workflows

Break down silos between product, engineering, and design.
SmartSuite helps teams collaborate seamlessly, track progress in real time, and align every feature and release with business objectives.

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How the SmartSuite Platform Powers Product Management

SmartSuite connects product strategy, roadmapping, and release execution in one flexible platform. From ideation to launch, automation, AI insights, and connected data give teams the clarity to build and ship products faster.

No-Code Configuration

Customize product workflows and roadmaps to fit your organization’s methodology — agile, waterfall, or hybrid.

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Example:

A Product Manager creates a “Feature Readiness” tracker linking design, development, and QA stages without developer help.

Automation Engine

Automate status updates, release notifications, and backlog grooming reminders to keep work flowing.

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Example:

When a feature moves to “In QA,” SmartSuite automatically notifies stakeholders and updates the release dashboard.

AI Assist for Product Teams

Summarize feedback, generate release notes, or draft feature descriptions instantly.

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Example:

AI Assist compiles user feedback from multiple sources into a prioritized summary for roadmap review.

Linked Record Architecture

Connect ideas, epics, features, and customer feedback for complete traceability from concept to delivery.

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Example:

A feature record links to related customer requests, design specs, and bug reports — creating an end-to-end view of progress.

Dashboards & Analytics

Track performance metrics such as feature velocity, customer satisfaction, and release timelines in real time.

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Example:

Product leaders use dashboards to view upcoming releases, team workload, and adoption metrics.

Integrations & APIs

Connect SmartSuite to your product ecosystem — Jira, Figma, GitHub, Slack, and more — for seamless collaboration.

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Example:

Engineering tickets in Jira update automatically within SmartSuite, keeping roadmaps current without manual syncing.

Unify Product Strategy and Delivery

SmartSuite connects long-term strategy with day-to-day execution. Product teams can align objectives, prioritize features, and track delivery — all while maintaining real-time visibility across design, development, and release activities.

Powered by :
Linked Records
Views (Grid, Kanban, Timeline, Calendar, Map)
Real-Time Updates
Dashboards & Reporting

Automate Product Workflows and Updates

SmartSuite’s automation engine eliminates manual follow-ups and status reporting. Workflows automatically update release stages, assign owners, and alert teams to delays or dependencies — keeping everyone in sync and on schedule.

Powered by :
Approval Workflows
Automations
Task Management
Notifications

Visualize Roadmaps and Measure Success

Dashboards give product leaders clear visibility into portfolio progress, release readiness, and post-launch performance. Track key metrics like delivery velocity, NPS, and adoption rates — all updated in real time.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Real-Time Updates

AI Assist and Integrations Empower Product Innovation

AI Assist accelerates product documentation, release note creation, and feedback synthesis — helping teams communicate faster and focus on innovation. Integrations ensure product data stays in sync across the tools your teams already use.

Powered by :
AI Assist
Native Integrations
Webhooks & API
SmartDocs

The SmartSuite Platform:
Powered by Eight Interconnected Frameworks

The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.

Security and Governance, Built for Enterprise Scale

SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation.
Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action.
With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.

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Role-Based Access

Control visibility by user, role, or team.

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Authentication

SSO, 2FA, and IP restrictions built-in.

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Audit History

Track every change for 3+ years.

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Compliance

SOC 2, GDPR, and enterprise governance ready.

Work Seamlessly — Anytime, Anywhere, on Any Device

Stay connected and productive wherever you are.
SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.

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The Platform That Powers Product Innovation

SmartSuite provides one platform for planning, roadmapping, and execution.Automate updates, integrate with tools like Jira and Figma, and gain full visibility from concept to customer feedback — all in one place.

Role-Based Capabilities for Higher Education Teams

SmartSuite is built for academic leaders, operations teams, finance offices, research administrators, and campus-wide staff.

Executive Leadership

Chief Product Officer (CPO)

Owns product vision, portfolio strategy, and alignment between product investments and business outcomes.

  • Benefit Statement:

SmartSuite gives CPOs real-time visibility into roadmaps, delivery progress, risks, and outcomes — enabling confident prioritization and strategic decision-making.

  • Benefit Source:

Product dashboards, roadmap views, KPI tracking, and linked initiative data.

How They Use It:

Portfolio Oversight

Reviews roadmap progress, delivery health, and strategic alignment across products.

Strategic Prioritization

Evaluates initiatives based on impact, effort, and business value.

Executive Reporting

Delivers leadership-ready views of product performance and delivery confidence.

Executive Leadership

VP / Director of Product

Leads product teams and execution strategy across multiple products or portfolios.

  • Benefit Statement:

SmartSuite centralizes product planning and execution, improving consistency, transparency, and delivery predictability.

  • Benefit Source:

Roadmaps, workflow automation, dashboards, and dependency tracking.

How They Use It:

Roadmap Governance

Oversees roadmap accuracy, dependencies, and release readiness.

Team Alignment

Coordinates priorities across product managers and squads.

Delivery Monitoring

Tracks progress, risks, and bottlenecks across initiatives.

Core Product Roles

Product Manager (PM)

Owns product requirements, prioritization, delivery coordination, and stakeholder alignment.

  • Benefit Statement:

SmartSuite provides PMs a single workspace to manage requirements, priorities, delivery status, and feedback.

  • Benefit Source:

Backlog workflows, roadmaps, dashboards, and linked records.

How They Use It:

Backlog Management

Prioritizes features, enhancements, and technical work.

Delivery Coordination

Tracks progress, dependencies, and release readiness.

Stakeholder Communication

Shares status updates and roadmap views with clarity.

Core Product Roles

Technical Product Manager

Focuses on platform, infrastructure, or technically complex product areas.

  • Benefit Statement:

SmartSuite connects technical requirements, risks, and delivery work in one traceable system.

  • Benefit Source:

Linked epics, dependencies, risk tracking, and dashboards.

How They Use It:

Technical Planning

Manages architectural initiatives and platform enhancements.

Risk Visibility

Tracks dependencies, constraints, and delivery risks.

Cross-Team Alignment

Coordinates with engineering and DevOps teams.

Design & Research Roles

UX / Product Designer

Designs user experiences, flows, and interfaces aligned to product requirements.

  • Benefit Statement:

SmartSuite connects design work directly to product initiatives and delivery timelines.

  • Benefit Source:

Linked tasks, design workflows, approvals, and documentation.

How They Use Ит:

Design Coordination

Tracks design tasks and deliverables by feature or release.

Review & Feedback

Manages feedback cycles and approvals in context.

Delivery Alignment

Ensures designs stay aligned with roadmap priorities.

Design & Research Roles

User Researcher

Conducts research to inform product decisions and validate user needs.

  • Benefit Statement:

SmartSuite centralizes research insights and connects them to product decisions.

  • Benefit Source:

Research repositories, linked insights, dashboards, and documentation.

How They Use It:

Research Planning

Tracks studies, timelines, and participants.

Insight Management

Links findings to features, priorities, and outcomes.

Stakeholder Sharing

Shares insights with product and design teams.

Engineering & Delivery Roles

Engineering Manager

Oversees engineering delivery, capacity, and execution quality.

  • Benefit Statement:

SmartSuite provides engineering leaders visibility into priorities, dependencies, and delivery risks.

  • Benefit Source:

Delivery dashboards, workload views, dependency tracking.

How They Use It:

Delivery Planning

Aligns engineering capacity with roadmap commitments.

Risk Monitoring

Identifies blockers and cross-team dependencies early.

Progress Reporting

Shares delivery status with product leadership.

Engineering & Delivery Roles

Tech Lead / Lead Engineer

Guides technical execution and implementation quality.

  • Benefit Statement:

SmartSuite links technical tasks, risks, and requirements for clear execution.

  • Benefit Source:

Task workflows, linked requirements, and documentation.

How They Use It:

Task Coordination

Manages implementation tasks and technical dependencies.

Quality Oversight

Tracks acceptance criteria and delivery readiness.

Cross-Functional Collaboration

Coordinates with PMs and designers.

Go-To-Market & Lifecycle Roles

Product Marketing Manager (PMM)

Owns product positioning, launches, messaging, and enablement.

  • Benefit Statement:

SmartSuite aligns product launches, messaging, and assets with delivery timelines.

  • Benefit Source:

Launch workflows, calendars, approvals, and dashboards.

How They Use It:

Launch Planning

Coordinates timelines, assets, and approvals.

Messaging Alignment

Tracks positioning and enablement deliverables.

Cross-Team Execution

Aligns product, sales, and marketing teams.

Go-To-Market & Lifecycle Roles

Customer Feedback / Insights Manager

Manages customer feedback, feature requests, and insights.

  • Benefit Statement:

SmartSuite centralizes feedback and links it directly to product decisions.

  • Benefit Source:

Feedback repositories, linked records, dashboards.

How They Use It:

Feedback Intake

Captures requests from customers, sales, and support.

Trend Analysis

Identifies recurring themes and unmet needs.

Prioritization Support

Informs roadmap and backlog decisions.

Operations, Analytics & Governance

Product Operations Manager

Owns product processes, tooling, and operational efficiency.

  • Benefit Statement:

SmartSuite standardizes product workflows and improves execution consistency across teams.

  • Benefit Source:

Workflow automation, templates, dashboards.

How They Use It:

Process Governance

Maintains standardized product workflows.

Operational Reporting

Tracks delivery metrics and process health.

Tooling Optimization

Reduces friction across product systems.

Operations, Analytics & Governance

Product Analyst

Analyzes product performance, usage, and outcomes.

  • Benefit Statement:

SmartSuite connects product data to initiatives and KPIs for actionable insights.

  • Benefit Source:

Dashboards, analytics views, AI-assisted summaries.

How They Use It:

Usage Analysis

Tracks adoption, engagement, and feature performance.

Outcome Measurement

Evaluates success against KPIs and goals.

Insight Reporting

Provides data-driven recommendations to product leaders.

Built for Every Role in Higher Education

Whether you’re an AVP, Institutional Effectiveness leader, Student Affairs director, department admin, or IT stakeholder — SmartSuite provides connected workflows for the work that keeps campuses running.

Flexible Pricing Designed for Every Organization

Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.

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User-Based Pricing

provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.

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Solution-Based Pricing

is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.

User-Based Pricing: Simplify Access Across Every Team

Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.

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    One per-user license for all SmartSuite solutions.
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    Ideal for organizations connecting workflows across departments.
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    Seamlessly scalable across teams and business functions.
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    Available in Team, Pro, and Enterprise plan tiers.
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Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$12
seat / month
Total $36 / month billed annually
For teams that need a better way to manage workflows
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    SmartSuite AI
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    Min 3 Billable Users
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    Unlimited Solutions
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    5,000 Records per Solution
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    50GB of File Storage
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    30 Days Recycle Bin
Professional
$24
seat / month
Total $90 / month billed annually
For teams and departments who need more advanced features to manage their workflows.
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    SmartSuite AI
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    Min 5 Billable Users
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    Unlimited Solutions
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    100,000 Records per Solution
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    100GB of File Storage
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    45 Days Recycle Bin
Included Team Plan plus:
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    Folders
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    Gmail and Outlook Integrations
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    Advanced Permissions
Enterprise
$45
seat / month
Total $135 / month billed annually
For organizations that need scalable workflows with advanced features, security, and support.
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    SmartSuite AI
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    Min 10 Billable Users
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    Unlimited Solutions
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    400,000 Records per Solution
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    500GB of File Storage
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    60 Days Recycle Bin
Included Professional Plan plus:
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    SSO
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    SCIM User Provisioning
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    SCIM-Synced User Groups
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    Audit Logs
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    IP Address Restrictions
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    Data Loss Prevention (DPL)
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    European Data Residency
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    Premium Support

Solution-Based Pricing: Purpose-Built for Enterprise Scale

For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.

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    Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
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    Purpose-Built for Scale — Designed for enterprises managing thousands of users.
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    Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
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    Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
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Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
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    Audit Management
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    Issues Management
Operational Resilience
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    Operational Resilience
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    Business Impact Analysis (BIA)
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    Incident Management
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    Crisis Management
Risk Management
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    Enterprise Risk Management:
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    Third-Party Risk
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    Vendor Portal
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    Cyber Threat Management
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    RCSA (Risk & Control Self-Assessment):
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    Issues Management
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    Business Structure
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    Contract Management
Compliance Management
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    Policy Management
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    Regulatory Change Management
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    SOC 2 Compliance
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    CRI Profile Compliance
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    Control Framework & Regulatory Libraries
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    Compliance Assessments & Testing
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    ESG & Sustainability Management

Compare Our Pricing Models

Access
Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What are the different SmartSuite plan types?

SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.

  • Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
  • Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

There is no cost. However, there are additional eligibility requirements to join.

First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!

Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

Flexible Pricing for Institutions of All Sizes

SmartSuite offers EDU pricing options that scale from departments to divisions to institution-wide site licenses — with guest user ratios ideal for faculty and staff collaboration.

Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

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2,000 Organizations Worldwide

Flom Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strenghten governance, and deliver measurable results.

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Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.

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Learn. Build. Get Certified.
Access interactive courses, live sessions, and certifications to help you master SmartSuite and accelerate success across your organization.
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Browse short, on-demand videos that demonstrate how SmartSuite’s Solutions and features work — from automation setup to real-world use cases.
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Explore real-world examples of how organizations use SmartSuite to connect teams, improve efficiency, and achieve measurable results.
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Feature Requests

Help Shape the Future of SmartSuite.
Submit new ideas, vote on upcoming features, and see what’s on our product roadmap — your feedback drives innovation.
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Collaborate with Builders and Innovators.
Join thousands of SmartSuite users to share ideas, learn best practices, and collaborate on creative solutions for real-world challenges.
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Developer Resources

Build and Extend with SmartSuite.
Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
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Expand Your SmartSuite Ecosystem.
Connect with trusted implementation, consulting, and technology partners who bring deep expertise to help you scale faster.
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Enterprise Security You Can Trust.
Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
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Getting Started with SmartSuite

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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.

Part 9: Formula Field

Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.

Part 10: Power Search

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Part 11: Notifications

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Part 12: Starred Items

Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.

Resources to Help You Improve Campus Operations

Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.