How to SmartSuite
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Unlock the action-oriented mini course and expert support to build SmartSuite confidence in hours, not months.
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…
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.
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.
If you’re like most SmartSuite users, you’ve considered (or tried) learning SmartSuite fundamentals the hard way:
You’ve found yourself drowning in endless information that doesn’t really answer the core question, “How should we actually use SmartSuite each day?”
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!
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.
…and more…
…and more…
…and more…
With How to SmartSuitre, you’ll unlock (2) Decision Trees that break down the logic behind setting up your SmartSuite account. Find the answers to questions such as, “Should this project be a Table or a Record in SmartSuite?” without falling down a YouTube rabbit hole!
Current resources include:
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!
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.
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:
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!
Unlock How to SmartSuite and access the training, support, and resources you need to learn the SmartSuite essential features you really need.
This course is built for beginners. No experience with SmartSuite is necessary to get started.
This course covers essential topics like:
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!)
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.”
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.
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.
Yes! We review this course for potential updates every time SmartSuite publishes new Product Updates, which is usually weekly.
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!