SmartTips

Get quick tips and tutorials to help you reach your productivity goals with SmartSuite
Learn how you can reach and modify SmartSuite field type settings more easily by double-clicking on the field type header.

Learn how to open the full record page view easily by clicking on the space key while hovering over the record from a grid view.
Learn how to update or add data to a SmartSuite record in multiple ways.


Learn how to bulk update data in a SmartSuite grid view by multi-selecting records.


Learn how to set the starting number for a SmartSuite Auto Number field type. The Auto Number field type is useful when creating inventory solutions, invoices, estimates, and more
Learn how to get rid of the SmartSuite pre-loaded sample data in one click after customizing a template from the SmartSuite template center.

Learn how to combine multiple SmartSuite calendar views from other apps into one SmartSuite calendar.

Learn how to filter a SmartSuite view by "current user," to filter based on the currently logged-in user.  

Learn how to reach the record's comments with one click right from the grid view by clicking on the comment field type to open the record view page.
Learn how to adjust the settings of your record view page by going to page settings from the record view page.

Learn how you can create groups and sub-groups of SmartSuite records in a grid view. 

Learn how to set a default value for many of the custom field types in SmartSuite so that the value is already set by default when you create a new record. 
Discover the simple method for recognizing within SmartSuite when a form, grid view, or solutions are currently shared through a publicly accessible link

Learn how to auto-generate a record title in SmartSuite from any of the other record fields. This is a useful feature for summarizing information in a record.

 Learn about the SmartSuite signature field type and how to use it in your workflow within records and forms. 


Learn more about creating and customizing a SmartSuite form and using automations to take it to the next level.
Learn how to control the settings of a SmartSuite record title to set if a title should be unique or even required.
Learn how to move a SmartSuite app from one solution to another.
Learn how to use the spotlight feature in any SmartSuite view to highlight records based on conditions.
Learn how to set controls and restrict with a passcode when sharing a SmartSuite grid view externally.
Learn how to share and/or embed a SmartSuite solution with a link.
Learn how to access and work with the SmartSuite API
Learn how to Assign a Task to Someone Else in the SmartSuite "My Work" Section
Learn how to lock a SmartSuite Report or Dashboard