SmartSuite

In this Smart Tips episode, Jeff Gonzalez walks through how to auto-schedule project timelines in SmartSuite. Using formulas and automations, you can dynamically adjust project dates based on the earliest start and latest end dates of linked tasks. Learn how to: 🔹 Set up formulas to find the first and last task dates 🔹 Use automations to update project timelines effortlessly 🔹 Keep your project timelines accurate without manual updates Enhance your project management efficiency with this powerful SmartSuite feature! Explore how this powerful feature can transform your workflow. Watch now to see it in action: https://lnkd.in/g_-Q9zCc #SmartSuite #ProjectManagement #AutoScheduling #NoCode #Automation

Supercharge your team's knowledge base with SmartSuite's FAQ widget! 💡 It is perfect for: 🔵 Onboarding new team members 🔵 Providing quick answers to client queries 🔵 Centralizing important information Get started to streamline your information sharing and boost productivity. ⬇️ https://bit.ly/3XFBath #smartsuite #productivitytools #teamefficiency #ai #automation

SmartSuite forms are smart and dynamic! ⚡️ 🧠 You can create a seamless data flow across your entire workspace by linking and filtering records directly within forms. 🧑💻 Get started today and experience the efficiency of truly integrated forms. ⬇️ https://bit.ly/4gzpkIT #smartsuite #productivitytools #workflow #management #forms #ai

Congratulations, Erin Dupey and Mary-Margaret Arnold of Freedom Makers Virtual Services on successfully achieving the "SmartSuite Pro & Expert certification! The “SmartSuite Certified Pro” certification is designed for engaged users who want to showcase their foundational knowledge of the core features of SmartSuite and how to use them to complete their work activities. The "SmartSuite Certified Expert" certification is designed for internal champions and workflow creators that desire to demonstrate a deep knowledge of SmartSuite in the setup of processes, projects, views, permissions, automations, calculations, collaboration, dashboards, forms, and more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

Unlock New Dashboard Powers: Live Demo & Q&A with SmartSuite's Latest Widgets | Sep 18th at 8:00 AM PT / 11:00 AM ET You are invited to an upcoming event, What's New in SmartSuite Part 1: Dashboard Updates, hosted by Founder & CEO, Jon Darbyshire, CRO Rick Palaia and Product & Delivery Manager Artem Kunytsia on Wednesday, September 18th at 8:00 AM PT / 11:00 AM ET. What to Expect: • New Widgets Overview: Get a first look at the latest widgets and learn how to combine data across your workspace into a single, customizable view. • Customization Techniques: Tailor your dashboards to fit your team’s unique needs with easy-to-use tools for configuring and arranging widgets. • UI Improvements: Experience our updated, intuitive user interface that makes navigating and utilizing dashboards smoother and more efficient. • Live Q&A Session: Have questions? Stick around for a live Q&A session to get real-time answers from our product experts. Don't miss this opportunity to explore how these new widgets can transform your data visualization experience in SmartSuite. Register here: https://lnkd.in/dWVWq9Az #nocode #dashboard #datavisualization #softwaredevelopment #ui

Did you know you can dynamically filter linked records in a SmartSuite form? ✨ This simple yet powerful feature can streamline your workflow to make your processes faster and more efficient. 💼 ⚡️ 🎥 Watch the full video ⬇️ https://bit.ly/4dUsdSI #ai #records #management #project #automation #smartsuite

Congratulations, Lakshita Singh of Crowe on successfully achieving the "SmartSuite Certified Consultant" certification! Your experience in governance, risk, and compliance (GRC) frameworks and helping organizations enhance their risk management capabilities brings great value to our SmartSuite consultant program. Thank you for being so dedicated in mastering the platform! The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

Unlock New Dashboard Powers: Live Demo & Q&A with SmartSuite's Latest Widgets | Sep 18th at 8:00 AM PT / 11:00 AM ET You are invited to an upcoming event, What's New in SmartSuite Part 1: Dashboard Updates, hosted by Founder & CEO, Jon Darbyshire, CRO Rick Palaia and Product & Delivery Manager Artem Kunytsia on Wednesday, September 18th at 8:00 AM PT / 11:00 AM ET. What to Expect: • New Widgets Overview: Get a first look at the latest widgets and learn how to combine data across your workspace into a single, customizable view. • Customization Techniques: Tailor your dashboards to fit your team’s unique needs with easy-to-use tools for configuring and arranging widgets. • UI Improvements: Experience our updated, intuitive user interface that makes navigating and utilizing dashboards smoother and more efficient. • Live Q&A Session: Have questions? Stick around for a live Q&A session to get real-time answers from our product experts. Don't miss this opportunity to explore how these new widgets can transform your data visualization experience in SmartSuite. Register here: https://lnkd.in/dWVWq9Az #nocode #dashboard #datavisualization #softwaredevelopment #ui

Congratulations, Rachael Baith and Hyun Ju Song of Crowe on successfully achieving the "SmartSuite Certified Consultant " certification! Thank you for partnering with us to create outstanding implementations of SmartSuite - this certification demonstrates your commitment to mastering the platform! The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

This week at SmartSuite, I worked with a luxury chauffeured transport/private tours company to transform its operational workflows. 🚗🌟 We implemented a complete solution to streamline their CRM, Fleet Management, and Reservation/Job Management processes, all in one platform! Here's what we accomplished: ✨ CRM Integration: Centralized all accounts, contacts, and activities into a unified system, including a new leads table for tracking business opportunities. 🚘 Fleet Management: Built a comprehensive table to manage vehicle data, linked directly to the reservation and job management system for seamless coordination. 📅 Reservation/Job Management: Automated workflows to connect reservations, fleet availability, and customer accounts, making operations smoother than ever. 📊 Custom Dashboards: Designed dashboards utilizing SmartSuite’s latest widgets—tabs, calendar, and filtering—to provide real-time insights and data visualization. ⚙️ Automations: Set up automations for lead conversions, job status updates, and automated communications to streamline workflows and reduce manual effort. Seeing the smile on their faces and how this company has embraced SmartSuite’s capabilities to unify their complex processes has been incredibly rewarding — and we are just getting started! Want to explore how SmartSuite can transform your workflows? Let’s connect! My calendar link is in the comments below. Start a free 14-day trial today: https://lnkd.in/gV5Hqyem #BusinessAutomation #CRM #Automations #DataVisualization #WorkflowOptimization #CustomerSuccess #nocode