How to SmartSuite

THE #1 SmartSuite TRAINING PROGRAM FOR PROFESSIONALS TO

Learn SmartSuite essentials in 1 day.

Unlock the action-oriented mini course and expert support to build SmartSuite confidence in hours, not months.

BY CENTRALIZING TASKS AND COLLABORATION,

SMARTSUITE CAN TRANSFORM YOUR DAILY WORK.

SmartSuite has combined the power of a database with the features of a task manager to disrupt the work management software space. Set up properly, SmartSuite becomes the one centralized spot to see everything you need to do, think about, or discuss as it communicates with your other tools.

Sounds amazing, doesn’t it?

Yet, I’m guessing your SmartSuite journey hasn’t been so simple…

REGARDLESS OF ALL THE SHINY FEATURES THAT SMARTSUITE HAS...

TO GET RESULTS, YOU NEED TO KNOW HOW TO USE SMARTSUITE.

Here’s a hard truth: SmartSuite is only as powerful as your and your collaborators’ ability to use SmartSuite. Perhaps you or your team have struggled with the practical side of navigating SmartSuite or maybe it’s the fundamentals of systems and processes that are holding you back… either way, you’re finding yourself stuck on the wrong end of the SmartSuite learning curve.

YOU WANT TO BUILD SMARTSUITE CONFIDENCE FASTER SO YOU CAN:

Know where to start your day so you can spend less time finding work and more time getting work done.

Eradicate wasted time in your own role, and amongst your team, by skipping SmartSuite trial and error.

Feel confident in your ability to use core SmartSuite features to collaborate professionally with your team.

Remove miscommunication and add clarity by learning the best practices which your whole team can follow.

YOU KNOW YOU NEED TO LEARN SMARTSUITE QUICKLY AND...

YOU CAN'T OUTSOURCE LEARNING.

If you’re like most SmartSuite users, you’ve considered (or tried) learning SmartSuite fundamentals the hard way:

DIYing your setup using YouTube tutorials alone, but you were tripped up by all the possibilities and struggled to filter through all the noise.
Downloading SmartSuite templates that promise to fast-track your setup, but feel irrelevant when it comes to your actual goals and your industry.
Investing in generic online courses to upskill your team, but find they’re out of date, and lack the support you need to truly digest the information.

You’ve found yourself drowning in endless information that doesn’t really answer the core question, “How should we actually use SmartSuite each day?”

That's why we created How to SmartSuite.

LET'S REVIEW HOW IT WORKS IN JUST 4 MINUTES...

How to SmartSuite is the online course + expert training designed to help busy people increase their confidence and productivity using SmartSuite in less than one day.

…or keep scrolling to learn all the juicy details!

How to SmartSuite Online Course

LEARN SMARTSUITE WITH ACTION-ORIENTED LESSONS INSIDE OUR CONSISTENTLY-UPDATED ONLINE 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 SmartSuite setting! This course guides you step-by-step through the SmartSuite features you really need.

PART 1

SmartSuite Navigation

…and more…

PART 2

Task Management

…and more…

PART 3

Practical Use Cases

…and more…

HOT SEAT CONSULTING

HOW TO SMARTSUITE UNLOCKS ONE MONTH OF ACCESS TO EXPERT Q&A

Every month, we offer hot seat consulting to answer your questions about SmartSuite or process. With How to SmartSuite, you’ll get 4 weeks of access to Live (and recorded) Rapid Review livestreams so you can move forward with confidence!

TIME-SAVING TEMPLATES & DECISION TREES

KNOCK HOURS OFF YOUR LEARNING CURVE IN SMARTSUITE WITH PROVEN RESOURCES

In addition to (3) SmartSuite Templates, you’ll unlock (3) Decision Trees that break down the logic behind setting up your SmartSuite account. Find the answers to questions such as, “Should this project be an App or a Record in SmartSuite?” without falling down a YouTube rabbit hole!

Current resources include:

How to SmartSuite

Step-by-Step How to SmartSuite Beginner Course
(4) Weeks of Hot Seat Consulting Access
Access to (3) Plug & Play SmartSuite Templates
(3) Decision Trees to Avoid Common Mistakes
4 weeks access to the Members SmartSuite Forum
Expert Support through In-Lesson Comments

$197

ONE-TIME PAYMENT

SAVE HOURS GOOGLING; ASK AN EXPERT!

STUDENTS UNLOCK EXPERT SMARTSUITE SUPPORT AT THEIR FINGERTIPS

Prefer to learn by asking questions? We get it! That’s why we include threads (staffed by the SmartSuite experts at ProcessDriven) on every learning lesson.

If you have a burning SmartSuite question, need clarification on a topic, or just want to dive deeper, we’re here for you!

EQUIP YOUR ENTIRE TEAM WITH SKILLS, BEST PRACTICES, AND KNOWLEDGE TO

Get your entire team SmartSuite-ing effectively!

How to SmartSuite provides basic training appropriate for everyone from the casual Guest User to the aspiring Admin. We encourage enrolling all team members to instill shared SmartSuite conventions that will prevent collaboration-killing bad habits that, based on our experience, are painfully common. How to SmartSuite is perfect for…

New Team Members who need to be able to find, manage, and prioritize their daily tasks without getting distracted by the fancy SmartSuite features they don't need.

Aspiring SmartSuite Builders who want to fully understand the core features so they can train their team and, eventually build more advanced skills for themselves.

CEOs & Big-Picture Thinkers who need to know enough to be able to delegate tasks quickly or review the big picture within SmartSuite, but don't want or need to be lost in the details.

Clients & Collaborators who need to understand how to professionally work inside of SmartSuite for one-off projects or engagements without getting overwhelmed.

meet your instructor, layla

CEO & PROCESS CONSULTANT AT PROCESSDRIVEN

As a Process & Technology Consultant, I’ve spent years working with small teams on work management implementations. After guiding teams through 1,000+ software rollouts, I’ve learned two powerful lessons:

Every user — not just Admins — needs to understand their work management software’s basic features fully and completely in order to have a successful long-term adoption. (That’s why done-for-you setups will often fail — no one can learn for your team.)
There’s no replacement for having a human anticipate your questions and help you find your way when you get stuck.

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 1,700+ students to confidence!

We’ve now adapted our action-oriented “how to” framework for SmartSuite users!

Wish you could feel a bit smarter in SMARTSUITE?

MASTER SMARTSUITE CORE FEATURES & BEST PRACTICES TODAY!

Unlock How to SmartSuite and access the training, support, and resources you need to learn the SmartSuite essential features you really need.

Frequently Asked Questions

Can I enroll my team in this course?

Absolutely! 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 of Team ProcessDriven too.

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.

Have a team of 10+? Contact us at hello@processdriven.co to get set up!

When you purchase 20+ licenses you’ll receive a 20% bulk discount for each additional user. (Not to mention the headaches you’ll save by having your entire team using SmartSuite consistently! 😉)

How much experience do I need? What does this cover?

This course is built for beginners. No experience with SmartSuite is necessary to get started.

This course covers essential topics like:

SmartSuite navigation;
SmartSuite account settings;
SmartSuite hierarchy;
Focusing in SmartSuite;
How to use the Hierarchy;
How to use Views;
How to use Fields;
and more…

To keep our scope laser-focused, the course explicitly does not cover designing SmartSuite, setting up SmartSuite, or any admin-level features. (That’s what we teach in our advanced program!)

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.

Don’t worry! We do offer a separate advanced program specifically for admins and power users. That program covers SmartSuite setup (and the strategy behind it), as well as the features that are essential for Admin users.

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. The time spent on bonus resources like the monthly livestreams, the Replay Library, or discussion threads… well, that’s entirely up to you! 😉

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.

Can’t I just find this information online for free?

You probably could! The challenge is, this information is scattered between SmartSuite help docs, outdated YouTube videos, and interwoven with mountains of information you don’t actually need to know.

How to SmartSuite is a curated, sequential, and constantly-updated learning resource designed for those who would rather pay a small amount of money to save a significant amount of time.

How to SmartSuite doesn’t waste your time with “shiny” features — it tells you exactly what functions will matter most to you. Then, once you’ve got the essential information, it tells you exactly how to implement it into your SmartSuite account before moving on.

How to SmartSuite also includes something you won’t get by Googling: four weeks of access to our Members SmartSuite Forum, where you can view previous questions and ask questions of your own. Additionally, every student unlocks four weeks of access to browse the replay library of our Rapid Review, where we recap SmartSuite Release Notes and answer questions in ProcessDriven Foundations™.

How much “Googling time” could you save by being able to ask leading SmartSuite experts your stickiest questions? The answer is a lot!

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. If you purchased your product less than 14 days ago and aren’t satisfied with your purchase you can request a refund. (Though we doubt you’ll need it! 😉)

However, if you’re on the fence and don’t view How to SmartSuite as a no-brainer…please don’t pressure yourself to enroll! It might not be the right time. Instead, take some time to enjoy all of our free content to see if your situation would benefit from our help. We’ll be here when you’re ready!

How do I know if we need How to SmartSuite?

If you’re looking to use SmartSuite on a day-to-day basis with more confidence and fewer clicks, you’ll probably find How to SmartSuite helpful. Our guidance is designed for the complete beginner but we provide best practices and bonus resources that even expert-level SmartSuite users can learn from.

How is this course different from free content, like YouTube?

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.

Does this course update as SmartSuite changes?

Yes! We review this course for potential updates every time SmartSuite publishes new Product Updates, which is usually weekly.

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!

Have a question we didn’t answer yet? Message us your question — we’d be happy to help!