SmartSuite
SmartSuite
  • Видео 587
  • Просмотров 342 429
How To Templatize Project Management
Learn how to streamline your workflows with templated project plans in SmartSuite! 🚀 In this episode of SmartTips, Gavin Brennen walks you through a powerful automation technique to automatically create repeatable task lists tailored to different project types.
Here’s what you’ll discover:
✔️ Setting up a project plan with a projects table, tasks table, and templates.
✔️ Automating task duplication based on project type (e.g., web design or social media).
✔️ Linking templated tasks to new projects and auto-creating task lists.
✔️ Using triggers and updates to keep your project management seamless.
Say goodbye to manual task creation and hello to efficiency! Perfect for teams handling multiple p...
Просмотров: 1 201

Видео

How I Use SmartSuite to Run My Operations Consultancy
Просмотров 2 тыс.12 часов назад
Take a deep dive into how Laura, the founder and lead consultant at GoodOps (www.goodops.co.uk/), leverages SmartSuite to manage every aspect of her consultancy business. From internal dashboards to client portals, SmartSuite streamlines her workflows, making operations seamless and effective. ⏰ Timestamps: 0:00 - Introduction 0:23 - Overview of Laura's SmartSuite setup 1:00 - Internal dashboar...
Using SmartSuite in Daily Operations Across Sales, Product, and Marketing
Просмотров 2,4 тыс.14 часов назад
Take a behind-the-scenes look at how Nate uses SmartSuite to streamline my work across sales, product, and marketing! SmartSuite keeps us organized, efficient, and collaborative every step of the way. ⏰ Timestamps: 0:00 - Introduction 0:30 - Managing daily tasks and content creation 1:30 - Supporting sales with opportunity records and technical demos 2:30 - Collaborating on marketing help conte...
How To Build A Personalized Task Dashboard
Просмотров 1,5 тыс.День назад
Learn how to create personalized dashboards in SmartSuite to provide user-specific insights and boost team efficiency. In this episode of SmartTips, Gavin Brennen walks you through: ✔️ Understanding the difference between macro and personal dashboards. ✔️ Setting up the Assigned To field to filter data by the current user. ✔️ Creating dynamic dashboards that display tasks, projects, and charts ...
Streamlining Software Development
Просмотров 2 тыс.14 дней назад
In this video, Peter Novosel, CTO of SmartSuite, shares how he uses SmartSuite to manage and streamline the software development process. From dashboards to detailed feature tracking, Peter demonstrates how SmartSuite keeps his team productive and informed. Key Highlights: 0:00 Introduction and Role Overview 0:35 Control Panel Dashboard: Centralizing Development Workflows 1:20 Tracking Features...
How To Add URL Images To Document Designer
Просмотров 1,9 тыс.14 дней назад
In this episode of SmartTips, Gavin Brennen breaks down how to seamlessly include images in your SmartSuite Document Designer by modifying URLs for compatibility. Learn how to: ✔️ Identify and resolve URL wrapper issues from platforms like Google Drive and Dropbox. ✔️ Manually adjust links to ensure SmartSuite can recognize raw image files. ✔️ Integrate images into your PDF exports for professi...
Using SmartSuite for Event Management
Просмотров 1,9 тыс.14 дней назад
In this video, we demonstrate how SmartSuite empowers our professional services team to manage large-scale events like Startup-Ready 2025. With over 200 students learning to create start-ups, our SmartSuite solution handles every detail from teacher and tutor management to class schedules, materials, and more. Key Highlights: 0:00 Introduction and Event Overview 0:40 Managing Speakers, Tutors, ...
Getting Started With Prefilled Forms
Просмотров 1,9 тыс.14 дней назад
Learn how to supercharge your workflows with prefilled forms in SmartSuite! Automatically link forms to specific records, customize fields, and even hide sensitive info for a seamless user experience. We’ll show you how to create dynamic links, set up buttons, and automate emails to save time and boost precision. Have questions or creative use cases? Share them in the comments! Check out the he...
How To Automatically Organize Records by Quarter
Просмотров 2,1 тыс.21 день назад
Learn how to effortlessly organize records by quarter in SmartSuite for better data insights and reporting. In this episode of SmartTips, Gavin Brennen walks you through: ✔️ Using the QUARTER() and YEAR() functions to calculate quarterly values. ✔️ Creating dynamic formulas with CONCAT() to label records (e.g., Q1 2025). ✔️ Grouping records by quarter for clear data segmentation. ✔️ Leveraging ...
How I Run an Entire E-Commerce Business Using Only SmartSuite
Просмотров 1,6 тыс.21 день назад
In this episode of the SmartSuite series, Stoyan, Lead Designer at SmartSuite, shares how he manages every aspect of his e-commerce side hustle using SmartSuite. From inventory tracking and sales to accounting, marketing, and more, everything is seamlessly integrated into a single platform. Key Highlights: 0:00 Introduction and Overview 0:21 Running an E-Commerce Website with SmartSuite 1:09 In...
Using SmartSuite to Onboard SmartSuite Users
Просмотров 1,4 тыс.21 день назад
In this SmartSuite Story, Emma, our Customer Onboarding Specialist, demonstrates how SmartSuite streamlines the client onboarding process. From managing opportunities to organizing working sessions and automating emails, Emma showcases the tools she relies on every day to deliver a seamless onboarding experience. Timestamps: 0:00 Introduction and Role Overview 0:12 Centralizing Active Onboards ...
Using SmartSuite for SmartSuite Templates & Tasks
Просмотров 1,6 тыс.28 дней назад
In this SmartSuite Story, Gavin Brennan, Associate at SmartSuite, takes us behind the scenes to show how SmartSuite powers our onboarding process and template management. From tracking task priorities to ensuring templates align with customer needs, Gavin demonstrates how SmartSuite helps teams stay efficient and productive. Timestamps: 0:00 Introduction and Role Overview 0:09 Using the Solutio...
Simplifying Workflows with Pre-Filled Forms
Просмотров 2,2 тыс.Месяц назад
Learn how to use prefilled forms in SmartSuite to simplify change requests and enhance workflow efficiency. In this episode of SmartTips, Gavin Brennen walks you through: ✔️ Understanding prefilled forms and their value for streamlining processes. ✔️ Setting up prefilled forms to link records automatically. ✔️ Modifying form URLs to include prefilled parameters for specific use cases. ✔️ Hiding...
Using SmartSuite to Build SmartSuite
Просмотров 1,8 тыс.Месяц назад
Join Artem, our Product Manager, as he walks you through how SmartSuite powers his day-to-day work. From managing teams across multiple time zones to tracking releases, handling customer issues, and building product documentation, Artem shares how SmartSuite enables transparency and collaboration across the entire organization. Timestamps: 0:00 Introduction and Role Overview 0:30 The Control Pa...
Using SmartSuite to Design SmartSuite
Просмотров 2,3 тыс.Месяц назад
In this SmartSuite Story join Stoyan, our lead designer, as he takes you behind the scenes of how he manages design processes using SmartSuite. From juggling multiple projects to collaborating with teams, Stoyan shares real-life examples of using dashboards, task management, and SmartSuite's seamless integration with tools like Figma. 0:00 Introduction and Role Overview 0:35 Managing Feature An...
Link Records To Form Submissions With ID Matching
Просмотров 1,4 тыс.Месяц назад
Link Records To Form Submissions With ID Matching
How to Track Status Changes Over Time
Просмотров 217Месяц назад
How to Track Status Changes Over Time
Creating Reports Across Records Using Fixed Date Ranges
Просмотров 290Месяц назад
Creating Reports Across Records Using Fixed Date Ranges
How to Organize Record Views
Просмотров 3272 месяца назад
How to Organize Record Views
How to Create Smarter Dashboards
Просмотров 4542 месяца назад
How to Create Smarter Dashboards
Automate Your Business with SmartSuite: A Fully-Integrated Approach to CRM and Project Management
Просмотров 1 тыс.2 месяца назад
Automate Your Business with SmartSuite: A Fully-Integrated Approach to CRM and Project Management
How to Allow Users to Register For Events
Просмотров 2522 месяца назад
How to Allow Users to Register For Events
How to Auto Start + Update Timelines For Tasks
Просмотров 4642 месяца назад
How to Auto Start Update Timelines For Tasks
Auto Assign Records After Form Submission
Просмотров 2383 месяца назад
Auto Assign Records After Form Submission
Rapidly Produce Invoices 🚀
Просмотров 3993 месяца назад
Rapidly Produce Invoices 🚀
How to Separate the Details of a Record In A Dashboard
Просмотров 3203 месяца назад
How to Separate the Details of a Record In A Dashboard
How to Optimize Linked Records in a Form
Просмотров 2583 месяца назад
How to Optimize Linked Records in a Form
Application of the Latest Dashboard Features
Просмотров 7103 месяца назад
Application of the Latest Dashboard Features
Organize Sales Processes in One Dashboard
Просмотров 2954 месяца назад
Organize Sales Processes in One Dashboard
Filter, Select & Obtain Record Details Easily in Dashboards 🔍
Просмотров 2924 месяца назад
Filter, Select & Obtain Record Details Easily in Dashboards 🔍

Комментарии

  • @cheeyuenchan7276
    @cheeyuenchan7276 3 дня назад

    Thanks Gavin! where can we download this template?

  • @GoodOps
    @GoodOps 3 дня назад

    Thanks for having me on your channel! 💚

  • @IrfanKhan-ze4yx
    @IrfanKhan-ze4yx 10 дней назад

    Would really love if grid records could be 3-5 lines tall. We could fit pertinent data without so much side scrolling. The side scrolling leads to lots of missed information like you see at 0:35 We’re trained to read more vertical once we reach the end of the page so it’s not intuitive to have to scroll like a spreadsheet. Card view doesn’t have enough horizontal info since every field is a new line. We need a way to have horizontal fields wrap to another line. Hope we also eventually get a more customizable record view with a drag and drop grid. The current single ,50/50, 70:30 is too restrictive

  • @hyndman
    @hyndman 14 дней назад

    At 1:04:57 Jon mentions new roles/licenses/seats/pricing for portal-like users. "Coming in Q4" ... "that we'll announce in the next couple of weeks." Has this been released and I can't find it, or is it delayed? Status / timeline update?

  • @dingodan22
    @dingodan22 17 дней назад

    Now to ditch Canny and let us get a dashboard view of what you're truly working on! Looks like lots of great stuff in the pipeline!

  • @UKwebdesigner
    @UKwebdesigner 21 день назад

    I don't see the point of this video at all. It's impressive for you, but I actually stupidly thought you were going to show everyone how it's done, the interfaces? API's? Automations? How does the data move between smartsuite and wordpress? You say you only use smartsuite, but I know there is no way of doing that without an in-between like integrally or make? There are still no incoming webhooks in smartsuite so are you literally bespoke coding the entire API? I contacted your sales team and was recently told there's no current plan to integrate Woocommerce. The extra questions I asked about our particular use case (getting user data from WP to smartsuite) was not even answered.

  • @AwenekCreative
    @AwenekCreative 22 дня назад

    Incredible! However, any idea why the pre-filled value doesn't show up in the field?

  • @mujahidulmasum236
    @mujahidulmasum236 23 дня назад

    Possible to get more tutorial on building such system?

  • @KonstantinSkorodumov
    @KonstantinSkorodumov 25 дней назад

    Hi Stoyan, great example, thank you!

  • @FaizaAdamu-p7s
    @FaizaAdamu-p7s 25 дней назад

    Wow

  • @CarpenterCPAs
    @CarpenterCPAs 27 дней назад

    Great job Emma! Happy New Year!

  • @ltbaxter
    @ltbaxter 27 дней назад

    This series of videos is not only very helpful but very encouraging. SmartSuite is using their own software to run their business :) Thanks!

  • @ericbrown9864
    @ericbrown9864 28 дней назад

    Can this work with existing forms/ contracts ? e.g. upload an existing contract, put fields where they need to be, format them to fit, save doc etc

  • @ltbaxter
    @ltbaxter Месяц назад

    Yes!!! 🙌

  • @davezovak3121
    @davezovak3121 Месяц назад

    Impressive example of using the product you're building! I'm also confused/inspired by your pull-up break at 4:27. Was this a bet with Jon that you could sneak in a random flex?

    • @artemkunytsia
      @artemkunytsia 28 дней назад

      I just needed to get a little pumped before the Customer Issues segment, you know :)

  • @eugenioremedi7380
    @eugenioremedi7380 Месяц назад

    Hi! Great video! Which methodology are you using to organize teams and requirements?

    • @artemkunytsia
      @artemkunytsia 28 дней назад

      I'd say we're close to Kanban. We don't have sprints. Instead, all items are divided into several buckets, like, "Now", "Later", "Much later". We then decide who picks what from the "Now" bucket. Once it's ready, it gets pushed with a closest release. Release pace depends on each team, but I'd say it's twice a week on average.

  • @DanielMoss
    @DanielMoss Месяц назад

    This would be MUCH more useful with context from the project

  • @esthercraft
    @esthercraft Месяц назад

    This is awesome video, biggest challenge is trying capture progress over time to see progress from week to week. Thanks for sharing 😊

  • @marc6030
    @marc6030 Месяц назад

    Hi, is there a video that explains in more detail how to work with linked records. You only touch on it briefly...

  • @hanslatour
    @hanslatour Месяц назад

    Thanks for the clear explanation, I was wondering how to adjust the fields (title, middle name) in the formula of the key field

  • @hanslatour
    @hanslatour Месяц назад

    Thanks, very clear explanation!

  • @artemkunytsia
    @artemkunytsia Месяц назад

    Great use case! Keep those Smart Tips coming, Gavin

  • @benjaminbachman
    @benjaminbachman 2 месяца назад

    I want to do this, but do it through linked records as well. Good database design allows for there to be different tables (through a linked record) to hold details. But when an end user is working on the parent item in a dashboard, they just want to see everything that is associated with it and treat it "like" one record.

  • @HelloAssign-AI
    @HelloAssign-AI 2 месяца назад

    We really appreciate how you’re demonstrating how dashboards are being applied for SmartSuite’s internal applications.

  • @HelloAssign-AI
    @HelloAssign-AI 2 месяца назад

    You have an exceptional talent for explaining things clearly 🙏

  • @healthupyourlife4434
    @healthupyourlife4434 2 месяца назад

    This is awesome! Is there a video where you walk us through how to build it step by step? And/or is there a way to get access to theses templates for paying smartsuite customers?

  • @astutepropertymanagers
    @astutepropertymanagers 2 месяца назад

    How about if am employed in a firm and at the same time i own a property management firm, which apps are best to use in this case? Residential real estate and Then Property Management?

  • @Chrismen78
    @Chrismen78 2 месяца назад

    SmartSuite est un service à éviter. Le support est inexistant malgré plusieurs e-mails envoyés et consultés par l’entreprise (lecture confirmée par notre tracker d’e-mails). L’entreprise ne réagit pas et fait la sourde. Je déconseille fortement ses services ! SmartSuite is a service to avoid. Support is non-existent despite several emails sent and viewed by the company (reading confirmed by our email tracker). The company does not react and turns a deaf ear. I strongly advise against his services !

  • @SFJr09
    @SFJr09 2 месяца назад

    Wow super beneficial!!

  • @chatbotsforbusiness
    @chatbotsforbusiness 2 месяца назад

    I have smartsuite but have not done anything with it as yet, is it as good as Ghl, can i do the same things in smartsuite as i can do in GHL

    • @danleeman
      @danleeman 2 месяца назад

      GHL has a ton of features for SMB: Bookings, Websites, Funnels, Messaging that SmartSuite doesn't have. However, SmartSuite is a much more configurable tool to manage your work and build custom business processes around. Some people use both in tandem GHL for leads, SmartSuite for projects, delivery, etc.

    • @Autoreplychat
      @Autoreplychat 2 месяца назад

      @@danleeman thankyou , I am learning Make and am fascinated with this opportunity, I am not a spring chicken but automations are the future for business, and its still very early days, on that product/service you have created, do you do a course for people like me that would like to replicate this service to sell to businesses ourselves, thankyou once again.Mick.

  • @esthercraft
    @esthercraft 2 месяца назад

    This is mind blowing 🎉 love Dan leeman video always rich in ideas and education , thanks for sharing

  • @HelloAssign-AI
    @HelloAssign-AI 2 месяца назад

    Thanks Jeff!

  • @HelloAssign-AI
    @HelloAssign-AI 2 месяца назад

    Great, clear video on how to create an event + form signup solution 🙏

  • @cheeyuenchan7276
    @cheeyuenchan7276 2 месяца назад

    Hi! Thanks for another very informative SmartTip. May I know where I could download this template?

  • @HelloAssign-AI
    @HelloAssign-AI 2 месяца назад

    👍

  • @wellnessmeetsluxury
    @wellnessmeetsluxury 2 месяца назад

    If a project is a big client group and we have several clients like this, would a "project" be a "solution" or a "record" inside a 'projects' solution?

  • @theblackbusinessman
    @theblackbusinessman 2 месяца назад

    Many tasks can link to one project

  • @IstvánNagy-w2t
    @IstvánNagy-w2t 2 месяца назад

    Smartsuite = Full of BUGS! In 2021, it was unusably bad. Now, in 2024, it has the same bugs. The Gantt chart is completely useless. When modifying, it automatically deletes saved dates, and then those dates suddenly reappear. I’m a programmer; I know what a browser is, what cache is; I’m not interested in nonsense. Smartsuite promoted itself by saying the company cares about its customers. There is NO support; Smartsuite never responds to emails, and there is never a response on chat. Smartsuite also promoted itself as reliable, unlike ClickUp. Lies. It’s a hundred times worse than ClickUp, although that’s not useful either-just frustrating. It's great that they’re lying in the comments and in the videos, but using it is different from the marketing for which they receive money in the video. Not to mention that neither ClickUp nor Smartsuite can handle automatic scheduling for start and end dates, they don’t track dependencies, and the grid view conflicts with the Gantt solution. Both ClickUp and Smartsuite are chaotic messes. Anyone who wants to work uses GanttPro. Yes, it’s more expensive, but it works! And I don’t get paid by GanttPro; in fact, I’m not even a GanttPro customer, but I know what works and what’s just a cheap plaything.

  • @zackerberg8659
    @zackerberg8659 3 месяца назад

    I know just the place for this awesomeness....

  • @HealthandBeautyAP
    @HealthandBeautyAP 3 месяца назад

    I want to see what is in the Project table so I can see the actual Heirarchy

  • @KeyserTheRedBeard
    @KeyserTheRedBeard 3 месяца назад

    Impressive video, SmartSuite. Looking forward to seeing your next upload from you. I smashed the thumbs up button on your content. Keep up the fantastic work! Your explanation of using the document designer for invoices was enlightening. How do you see the integration of automation evolving in future updates to enhance user efficiency even further?

  • @IrfanKhan-ze4yx
    @IrfanKhan-ze4yx 3 месяца назад

    Can this be set on a per-user basis?

  • @freneticGTR
    @freneticGTR 3 месяца назад

    Great functionality. My OCD is off the chain with the linked records display. Will the fields be able to be justified in the future?

  • @AI-ECO
    @AI-ECO 3 месяца назад

    What if we want to filter linked record according to above field cost or complexity ?!

  • @nickygood3342
    @nickygood3342 3 месяца назад

    SmartSuite Leading the way as always :)

  • @devarni
    @devarni 3 месяца назад

    How can a progress indicator be used to see the progress of a linked record (eg. based on status)? Airtable can use formulas in a Rollup but this doesn't work in Smartsuite

  • @NateKemp21
    @NateKemp21 4 месяца назад

    Any plans to make the api call without spawning a new browser tab?

  • @HealthandBeautyAP
    @HealthandBeautyAP 4 месяца назад

    how do you insert the form into the dasbhoard?!

  • @peterbcwilliams
    @peterbcwilliams 4 месяца назад

    Artem - Thank you! Your video has answered a niggling concern I've had from my getgo with SmartSuite-how you give users USEFUL snippets of information, in a tidy format-when there are conditions and linked records driving the very problem the user wants to solve (sans overwhelming data!). I have 32 tables I need to connect (and the number is growing) and you've helped me see how I can keep things simple. You've given me a heap of confidence I can do this! Thank you again heaps! 😃😃 Peter

  • @greginfla_1
    @greginfla_1 4 месяца назад

    Current field times supported 3:37