What is a Solution vs. a Table in SmartSuite?

In SmartSuite a Solution is the container for one business area, holding its Tables, automations, dashboards and permissions, while a Table holds one set of related records such as projects or tasks.

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Key takeaways
  • A Solution is the container for one business area in SmartSuite: its Tables, automations, dashboards, permissions and reports.
  • A Table holds one set of related records, such as projects or tasks, with fields, views and links to other Tables.
  • Tables link to each other inside a Solution, so a Projects Table can roll up progress from its linked Tasks Table in real time.
  • Choose the scope first: a multi-process business function needs a Solution; a single workflow or dataset needs a Table within one.

In SmartSuite, a Solution is the container for one business area, holding its Tables, automations, dashboards and permissions, while a Table holds one set of related records such as projects or tasks. Each plays a distinct role in structuring data, organizing processes, and enabling connected work across teams. This article explains how Solutions and Tables function within SmartSuite, their key characteristics, and how together they create a flexible, scalable foundation for digital operations.

What Are Solutions in SmartSuite

A Solution in SmartSuite is the overarching framework that organizes related business processes, data structures, and workflows. It represents a complete business area - such as Human Resources, Project Management, or Customer Relationship Management - and brings together all the necessary Tables, automations, permissions, and dashboards to support that function.

Key Characteristics of Solutions

  • Holistic Structure: Solutions integrate multiple Tables, views, automations, and reports that work together to solve a specific business challenge.
  • Process-Oriented: Each Solution is designed around a defined workflow or operational need - streamlining end-to-end processes.
  • Customizable and Scalable: Solutions can evolve as your organization grows, supporting additional Tables, fields, automations, or integrations without disruption.

Example of a SmartSuite Solution

A company looking to improve its Project Management operations might deploy a Project Management Solution in SmartSuite. This Solution could include Tables for Projects, Tasks, Resources, and Risks, along with dashboards to visualize progress, automation to send deadline reminders, and reports to track performance metrics.

Benefits of Solutions

  • Efficiency: Consolidate multiple workflows and data sets into a unified structure.
  • Comprehensiveness: Manage everything from strategic planning to task execution within a single environment.
  • Adaptability: Modify or extend Solutions as needs change - without rebuilding from scratch.

Exploring Tables in SmartSuite

Within each Solution, Tables serve as the core building blocks that hold and organize data. Each Table focuses on a specific aspect of a process (similar to a spreadsheet or database table) but with richer functionality, automation, and connectivity.

Key Characteristics of Tables

  • Task- or Data-Specific: Tables are designed to handle focused sets of information, such as employee records, project tasks, or customer accounts.
  • User-Friendly: Tables provide an intuitive interface where users can view, filter, group, and visualize data in different ways: Grid, Kanban, Calendar, Timeline, or Chart views.
  • Interconnected: Tables can link to one another, allowing information to flow across a Solution. For example, a “Projects” Table can link directly to a “Tasks” Table to show all tasks related to a specific project.

Example of a SmartSuite Table

In the Project Management Solution, a Tasks Table might manage individual assignments: tracking task owners, due dates, dependencies, and completion status. This Table connects with the Projects Table to provide real-time rollups of progress and resource utilization.

Advantages of Tables

  • Simplicity: Keep data structured and easy to manage within a specific business function.
  • Agility: Create or modify Tables quickly using SmartSuite’s no-code design tools.
  • Interactivity: Build connected data relationships that eliminate silos and improve visibility across teams.
Comparing Solutions and Tables
Aspect Solution Table
Scope Broad framework encompassing multiple processes and data sets Focused data structure supporting a single process or entity
Purpose Manage an entire business function or department Store and manage specific records or data points
Composition Contains multiple Tables, dashboards, automations, and permissions Contains fields, views, records, and linked relationships
Customization Configurable at the structural and governance level Configurable at the field and workflow level

Use Cases for Solutions vs. Tables

Use Case 1: Human Resource Management

  • Solution: A complete HR Management Solution may include Tables for Recruiting, Employees, Performance Reviews, and Training.
  • Table Example: The Recruiting Table could automate candidate tracking, interview scheduling, and offer approvals.

Use Case 2: Customer Relationship Management (CRM)

  • Solution: A CRM Solution might bring together Tables for Leads, Accounts, Opportunities, and Support Tickets.
  • Table Example: The Opportunities Table automates deal tracking, sends alerts for stalled opportunities, and links to the Accounts Table for client history.

The SmartSuite Advantage

SmartSuite’s architecture makes it easy to build both broad, integrated Solutions and specialized Tables that work together. Whether you’re deploying an enterprise-scale GRC Solution or managing day-to-day workflows in Marketing or IT, SmartSuite gives you the flexibility to design, automate, and scale with confidence.

Benefits of Using SmartSuite for Solutions and Tables

Here are the 4 benefits of using SmartSuite for Solutions and Tables:

  • Shared Data: Tables within a Solution share data, maintaining a single source of truth.
  • User-Friendly Interface: Both Solutions and Tables are designed with intuitive drag-and-drop builders and AI-assisted configuration.
  • Scalability: As your organization expands, you can easily add new Tables or evolve existing Solutions to support emerging needs.
  • Collaborative Power: Teams can collaborate directly within records, using comments, @mentions, and activity feeds tied to the work itself.

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