LETS CHANGE THAT

"I've tried DIYing my setup using YouTube tutorials alone, but it was way too much information."
"I've tried downloading SmartSuite templates but it ended up just cluttering my account and making me more confused."
"I've reviewed SmartSuite's Help Docs, but it was too much theory and not enough real-world use cases."
Choose the easy path to learn SmartSuite:
How to SmartSuite Course
We believe mastering just 20% of SmartSuite’s features can unlock 80% of SmartSuite’s value. And that’s a good thing, because your time is too valuable to spend mastering every silly setting!
Here's a lesson-by-lesson breakdown of exactly what you'll be learning:



I’ve spent years working with small teams on work management implementations. After guiding teams through 1,000+ rollouts, I’ve learned two powerful lessons:
Every user — not just Admins — needs to understand basic features fully and completely in order to have a successful long-term adoption.
I originally created our first mini course back in 2020 as a series of simple video guides to teach my clients’ team members how to thrive inside of their work management software. Multiple years and hundreds of iterations later, that original course + support program has guided 2,100+ students to confidence!
We’ve now adapted our action-oriented “how to” framework for SmartSuite users!
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Can I enroll my team in this course?
Yes! We strongly recommend enrolling your whole team in How to SmartSuite to ensure everyone uses SmartSuite in a consistent and collaborative way. In fact, this is how we train new members on Team ProcessDriven. This mini course is a great way to outsource team training and ensure your team gets expert-level support without flooding your inbox with tons of questions.
How much experience do I need?
This course is built for beginners. No experience with SmartSuite is necessary to get started.
Why doesn't this course cover Admin features?
This course is designed for the SmartSuite beginner who is looking to effectively manage their daily work. For that reason, we’ve purposefully not included any advanced or Admin-level discussions.
Can I get personal support if I get stuck?
Absolutely! Each lesson of our course includes discussion features that allow you to ask questions and get feedback from the experts at ProcessDriven.
Does this cover every SmartSuite feature?
No, it doesn’t. We focus on teaching the highest return-on-time features that all users truly need to know. We spend a ridiculous amount of time culling our curriculum to be as succinct and digestible as possible because we do not believe more information is more good. As the old saying goes, “If I had more time, I would have written a shorter letter.”
How long does it take to complete the course?
Good question! We believe every brain learns at its own pace but, on average, users tend to spend 2-4 hours on the core course content. You can work through the material at your own pace, too! Some users binge the course in one afternoon while others chip away at it over several weeks.
Do you have a refund policy?
We believe so strongly in How to SmartSuite that we use this exact same product to train our own ProcessDriven team members how to use SmartSuite. But — just in case — we do offer a hassle-free 14-Day Money-Back Guarantee. However, if you’re on the fence and don’t view How to SmartSuite as a no-brainer… please don't buy. Stick with our free content instead!
How is this course different from free content, like YouTube?
The content is similar but, unlike YouTube, How to SmartSuite is organized sequentially, available in multiple learning formats, and meticulously updated as SmartSuite changes. If you’re looking for the most efficient way to build basic SmartSuite skills, this is faster – by far – than skimming dozens of impossible-to-update YouTube videos.
How long will I have access to this course?
You’ll receive lifetime access to the product, How to SmartSuite, for as long as this course exists!
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