How to Manage Capacity in SmartSuite for Project Management

Struggling to manage capacity or your task workload in SmartSuite? Let’s build out a solution together as we create a simple and beginner-friendly structure based on a SmartSuite Solution template! During this stream, we’ll be reviewing how we measure capacity and then baking that into our project management features inside of SmartSuite itself.

Whether you want to learn how to use SmartSuite as a solopreneur (thanks to their generous free plan!) or want to use SmartSuite for your small team…we’re excited to dig in!

Note: Before you follow this tutorial, make sure you have a free SmartSuite account with our affiliate link and have followed our Part 1 tutorial for getting started.

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Resources mentioned in video

​📌 3 Ways to Manage Client Projects in SmartSuite (Agency, Virtual Assistant, and Contractor Examples)

video timestamps

Here’s what we’ll cover:
00:00 Have questions? Drop them in the Chat!
03:13 Welcome to the LIVE side!
03:54 Pro Tip: Save 10% on SmartSuite!
05:45 Build our SmartSuite Structure (Task Manager Template)
21:45 Wait…What IS Capacity?
32:09 Forecast Capacity with a Dashboard
01:10:07 Stay Tuned: CRM & Deep-Dive on Dashboards next week!


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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.