Your FIRST hour in SmartSuite for Task Management (Beginner Setup Tutorial)

Ready to set up SmartSuite? It all begins here! In this beginner tutorial, we’ll guide you step-by-step through creating your SmartSuite account for the first time. We’ll demo SmartSuite while providing a tour of the hierarchy, key features, and essential settings.

Skip AHEAD using the timestamps below

  • 00:00 Introduction
  • 02:59 Wait, what’s Task Management?
  • 06:07 ⭐️ Pro Tip: Save 10% on SmartSuite
  • 07:05 Create SmartSuite Workspace
  • 12:33 Adjust Workspace Settings
  • 24:40 Profile/Personal Settings
  • 32:18 Tour of SmartSuite
  • 44:05 ⭐️ Pro Tip: Using Emojis + Reminders of our Platform Overlords
  • 58:46 Replace Demo with Task Management Hub
  • 59:07 Define a SmartSuite Start/End Routine
  • 1:01:21 ⭐️ RSVP to the next FREE SmartSuite training:

If you’re looking to systemize your operations, define your processes with action-oriented exercises, and equip them with SOPs, automations, delegation, and more — check out our FREE strategy training, The Blueprint, to learn more.

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.