SmartSuite

🔗 Linking Employee Records to Forms in SmartSuite 🔗 In this episode of SmartTips, Gavin Brennen shows you how to securely link employee records to form submissions using unique IDs. This method ensures privacy and eliminates the hassle of manually selecting names from a list. Learn how to: 🔹 Create an employee directory with unique IDs for seamless identification. 🔹 Design forms that match submissions to the correct employee automatically. 🔹 Use the “Find Record” automation to link forms and records efficiently. 🔹 Streamline workflows while enhancing data security and accuracy. Perfect for managing weekly reports or any team submissions, this solution saves time and ensures precision! Find more here: https://lnkd.in/gmkreEcy #SmartSuite #WorkflowAutomation #TeamManagement #NoCode #Efficiency

🔗 Linking Employee Records to Forms in SmartSuite 🔗 In this episode of SmartTips, Gavin Brennen shows you how to securely link employee records to form submissions using unique IDs. This method ensures privacy and eliminates the hassle of manually selecting names from a list. Learn how to: 🔹 Create an employee directory with unique IDs for seamless identification. 🔹 Design forms that match submissions to the correct employee automatically. 🔹 Use the “Find Record” automation to link forms and records efficiently. 🔹 Streamline workflows while enhancing data security and accuracy. Perfect for managing weekly reports or any team submissions, this solution saves time and ensures precision! Find more here: https://lnkd.in/gmkreEcy #SmartSuite #WorkflowAutomation #TeamManagement #NoCode #Efficiency

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🚛 Automate Historical Reporting in SmartSuite 🚛 In this episode of SmartTips, Gavin Brennen demonstrates how to create a historical reporting system in SmartSuite that tracks and logs status changes over time. Originally inspired by logistics operations, this method is perfect for any scenario where tracking historical data is essential. Learn how to: 🔹 Set up automations to log daily snapshots of records. 🔹 Use formulas and linked records for seamless tracking. 🔹 Create organized summaries that display past statuses and updates. 🔹 Automatically preserve historical data for easy reference. Whether you’re managing operations, tracking assets, or creating reports, this solution makes historical reporting simple and efficient! Find more here: https://lnkd.in/e4-etVAz #SmartSuite #HistoricalReporting #Automation #NoCode #DataManagement

🌟 Reflecting on 2024: A Year of Growth, Innovation, and Impact at SmartSuite As 2024 comes to a close, we’re taking a moment to celebrate the milestones, breakthroughs, and shared successes that defined this transformative year. At SmartSuite, our mission has always been to empower teams to work smarter, and this year, we reached new heights in delivering on that promise. From small businesses streamlining operations to enterprise teams managing complex projects, 2024 was about unlocking potential and revolutionizing workflows. Let’s take a look back at what made this year unforgettable: 🎯 Empowering the User Experience • Dashboards became central to collaboration with tabbed views, action buttons, drill-ins, and shared functionality. • Enhanced formatting for numbers and formulas brought precision to workflows. ⚙️ Next-Level Automations • Expanded formula support and new automation capabilities like HTTP/Webhooks, document creation, and merge actions made repetitive tasks a thing of the past. 🔗 Connecting Data and Context • Powerful tools like Gantt, dependency fields, SmartDoc, and multi-user edit mode brought deeper integration and collaboration across projects. • Gmail and Outlook connections streamlined communication. 📈 Streamlined Solutions and Forms • Features like hidden fields, conditional sections, and folder permissions added flexibility and control. •Enhanced form embedding and time support for dates simplified data collection. So let us know, which of the 2024 SmartSuite releases brought YOU the most joy (or utility).   VOTE HERE for your favorite SmartSuite release in 2024: https://lnkd.in/ghTbRmgm ✨ Looking Ahead to 2025 ✨ The future is bright at SmartSuite! Here’s what you can look forward to: • AI Evolution: Advanced AI tools to simplify decision-making and enhance automation. • Enhanced Automations: Conditional actions, scripting, and more to streamline complex workflows. • Dashboards Reimagined: Portals and personalized experiences to manage data and workflows seamlessly. • User-Centric Innovation: Features that unify work processes, keeping you focused on what matters most. Thank you for being an integral part of the SmartSuite community. Here’s to another year of growth, innovation, and shared success. Let’s make 2025 even more extraordinary! 🎉 #SmartSuite2024 #Innovation #YearInReview #WorkSmarter

Congratulations, Cynthia Breault on successfully achieving the "SmartSuite Certified Consultant" certification! We thank her for her dedication to mastering the SmartSuite platform! Cynthia’s ability to bridge industries and connect with diverse professional networks makes her a valuable asset in optimizing workflows. The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

Congratulations, Massimo Garzotto on successfully achieving the "SmartSuite Certified Consultant" certification! Massimo’s ability to understand and optimize business processes across industries makes him a standout professional. His unique perspective and hands-on experience ensure innovative solutions that drive efficiency and success for businesses of all types. The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

Congratulations, Daniel Devlin of Automation Helpers on successfully achieving the "SmartSuite Certified Consultant" certification!  Daniel brings a wealth of expertise to the SmartSuite community. Always exploring the potential of low-code and no-code technologies, Daniel excels at streamlining business workflows and finding creative solutions to complex challenges. The "SmartSuite Certified Consultant" certification is specifically designed for consultants who provide services around the implementation of SmartSuite. It is aimed at demonstrating their knowledge in the setup and configuration of business process workflows, covering all core aspects of SmartSuite, including views, permissions, automations, calculations, collaboration, dashboards, forms, and much more. If you are interested to learn more about the SmartSuite Academy and our available training courses and certification programs, please visit academy.smartsuite.com today. #smartsuiteacademy #SmartSuiteCertifications #nocode #partner #smartsuitecommunity

Join Our Live SmartSuite Hands-On Training | December 19 🚀 Ready to Take Your SmartSuite Skills to the Next Level? We’re thrilled to invite you to our SmartSuite Training Class on December 19th starting at 7:00 AM PT. Whether you’re just starting out or looking to refine your expertise, this hands-on, collaborative training will give you the tools you need to build smarter workflows and maximize productivity. 📚 Here’s What We’ll Cover: Part 1: Foundations for Success & Platform Fundamentals (7:00 AM - 9:00 AM PT) Part 2: Building and Visualizing Solutions (9:30 AM - 11:30 AM PT) Part 3: Automating and Optimizing Workflows (12:00 PM - 2:00 PM PT) ✨ What You’ll Learn: • Gain a clear understanding of SmartSuite’s structure, terminology, and navigation. • Plan, build, and optimize solutions tailored to your team’s needs. • Design interactive dashboards to streamline data analysis and decision-making. • Set up automations to reduce manual tasks and improve efficiency. • See how it all comes together with live demos, interactive Q&A, and practical exercises. If you're eager to join this month's training class, please complete the registration request form: https://lnkd.in/gcn5ZdXX #SmartSuiteTraining #Training #Workflowmanagement #automation

🚛 Automate Historical Reporting in SmartSuite 🚛 In this episode of SmartTips, Gavin Brennen demonstrates how to create a historical reporting system in SmartSuite that tracks and logs status changes over time. Originally inspired by logistics operations, this method is perfect for any scenario where tracking historical data is essential. Learn how to: 🔹 Set up automations to log daily snapshots of records. 🔹 Use formulas and linked records for seamless tracking. 🔹 Create organized summaries that display past statuses and updates. 🔹 Automatically preserve historical data for easy reference. Whether you’re managing operations, tracking assets, or creating reports, this solution makes historical reporting simple and efficient! Find more here: https://lnkd.in/e4-etVAz #SmartSuite #HistoricalReporting #Automation #NoCode #DataManagement