Is SmartSuite worth it? 8 Hidden Features that Add TONS of Value

Like any new tool, it’s hard to know if SmartSuite is worth learning and implementing with your team. In this video, we’re breaking down 8 hidden SmartSuite power features you might not know about!

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Not a video person? No worries! We’ll cover all the main points in this article.

Looking for a work management tool? SmartSuite might be worth looking into

Don’t let SmartSuite’s pretty interface fool you. SmartSuite’s powerful features make this newcomer a standout among giants in the work management software category.

So, if you’re asking yourself, “Is SmartSuite even worth it?” — stay tuned. We’re breaking down 8 hidden SmartSuite power features you might not know about. If you’d like to follow along, sign up for SmartSuite using our affiliate link so you can get started!

Feature 1. Collapsible sections inside SmartSuite Records keep data organized

SmartSuite provides intuitive organization features throughout the interface, but the collapsible Sections inside of SmartSuite Record are particularly existing.

Sections allow users to collapse and expand Fields inside a Record. To create a Section in SmartSuite, click on the three-dot Action Menu located inside any piece of existing data. Then, click “Add Section” and give the Section a title.

To add a Section in SmartSuite, go into the Action Menu.
To add a Section in SmartSuite, go into the Action Menu.

Since SmartSuite lets us add so many Fields inside a Record, we can use collapsible Sections to increase load times when we open a Record…and, let’s be honest — it just looks nicer!

💡 Bonus Tip: You can use toggled section inside SmartDoc when using Headers.

Headers and Tables of Contents are great ways to use Sections to organize data.
Headers and Tables of Contents are great ways to organize data.

Feature 2. SmartSuite’s Voting Custom Field allows for easy collaboration

Unlike many work management tools, SmartSuite has a Voting custom field that allows team members to vote on specific topics inside the interface.

Use SmartSuite's Voting Custom Fields to collaborate with team members.
Use SmartSuite’s Voting Custom Fields to collaborate with team members.

Just keep in mind that, currently, this voting is only viable for users inside your SmartSuite account.

Feature 3. Solutions Guides provide context for your team

If we go into a Solution’s Menu, we’ll see a Solution Guide area.

SmartSuite’s Solution Guides allow users to add information about the Solution itself. SmartSuite has templates that walk you through how to best format this information. This feature is fantastic for process geeks and those who take documentation seriously!

SmartSuite's Solution Guides allow you to explain to your team members what that Solution is used for.
SmartSuite’s Solution Guides allow you to explain to your team members what that Solution is used for.

🚀 Want to try SmartSuite for yourself? Use our affiliate link to get started!

Feature 4. Default Values in SmartSuite save you time

The Default Value feature is found at the Field level and prevents the need for manual data entry. To locate this power feature, go to the Field’s Menu and click on Modify Field Settings.

Using its Default Value setting, we can tell SmartSuite, “Hey, when I create a new Record, always have it have [XYZ] Value.”

You can set Default Values across SmartSuite's interface to reduce manual work.
You can set Default Values across SmartSuite’s interface to reduce manual work.

The best part? There is automation needed!

Feature 5. Pre-Built Values prevent data entry work

Speaking of data entry…inside the Field settings, you also have the option to load Predefined Lists.

Manage Lists easily with SmartSuite's Predefined Lists and List Options.
Manage Lists easily with SmartSuite’s Predefined Lists and List Options.

Predefined Lists populate fields with values like Age Ages, Countries, and Scrum Phases in just a few clicks. We can combine the List Options feature to add additional descriptions and guidance, too!

Okay, enough geeking out about Field types! Let’s switch gears…

Feature 6. in-depth team member Profiles in SmartSuite

SmartSuite has built-in powerful team management and collaboration features through their Profile and Member Directory functions. To locate your Profile, click on your profile icon in the top right and click My Profile.

SmartSuite’s Profile feature allows you to identify a user’s title, department, member type, company, and much more.

My Profile in SmartSuite is similar to what we'd find in social tools like Facebook.
My Profile in SmartSuite is similar to what we’d find in social tools like Facebook.

These Profiles are shared with your collaborators and can facilitate conversations around interests, abilities, and availability.

💡 Bonus Tip: You can add your Availability Status by clicking on your profile icon to update your team when you are on vacation or have a doctor’s appointment.

Easily let coworkers know you're away by updating your Availability Status in SmartSuite.
Easily let coworkers know you’re away by updating your Availability Status in SmartSuite.

To browse all your collaborators’ profiles, click on the Member Directory icon in the top right menu.

Feature 7. SmartSuite’s Public Roadmap via Canny

While public roadmaps aren’t considered a typical “feature,” we can’t help but spotlight how SmartSuite uses Canny to provide transparency through the development of new features.

Vote or add feature requests to SmartSuite's Public Roadmap using Canny.
Vote or add feature requests to SmartSuite’s Public Roadmap using Canny.

This allows anyone in the SmartSuite universe to add, upvote, and provide feedback on the next iteration of SmartSuite.

Feature 8. Community & Resources keep you ahead of the learning curve

SmartSuite's community resources go above and beyond what most tools offer.
SmartSuite’s community resources go above and beyond what most tools offer.

SmartSuite’s Facebook-esque community feature inside its interface isn’t necessarily directly impacting your day-to-day work. However, this community feature, specifically the Pro Tips area, allows users to learn how to use SmartSuite efficiently.

To watch this explanation in video format, watch the video at the top of this article at timestamp 00:59

So what do you think — is SmartSuite worth it?

If a flexible interface with powerful documentation and collaboration features are helpful for your team, explore SmartSuite! The power packed into the platform feels closer to an enterprise resource planning (ERP) software while maintaining prices as low as a task manager.

For teams focusing on permissions, automations, and a mixture of data and tasks…SmartSuite is worth keeping your eye on.

Until next time, enjoy the process!

🚀 Want to try SmartSuite for yourself? Use our affiliate link to get started!

Melisa is the Marketing Coordinator on Team ProcessDriven. Melisa's focus is helping small teams learn about our training programs by connecting with leaders like you.

Layla is the Creator and CEO at ProcessDriven, where she helps small teams turn chaos into process inside our signature training programs. Since 2018, Layla has been combining software, operations, and storytelling to guide 1,200+ teams to “Enjoy the Process!” while building a scalable foundation of business systems. The rest of the time? She's focused on creating value over on our YouTube Channel and free Facebook Group.