Feature Requests

Being able to group automations into folders would be sooo useful in keep things organized and knowing how/where to find specific automations. With hundreds of automations across different tables/solutions it is impossible to keep track of what needs maintenance and updating, even with a meticulous naming convention.

The "+ New Task" button is way too prominent and intuitive to have no control over how inputs here get treated. In my team, we need to see what everyone is working on. In lieu of providing the option to make tasks created in My Work attached to a solution, at least make it optional that this "+ New Task" button is even visible. Our team includes multiple entry-level, hourly roles that operate on mobile devices only. We have no visibility on tasks getting created and completed here. Though contrary to training, folks understandably create tasks from "My Work"... tasks nobody else on the team ever sees.

Allow users to select their language when filling out forms.

I have a use case where I have a document that is generated when a form is submitted. There are two fields (one single- and one multi-select) that we must have documented for compliance purposes. We need to see the full list of options and which were selected within the final document. This would be akin to using check boxes in Docusign or Jotform documents.

Is there a way we can specifically set up forms to be available "offline"? Use case example: we are using a SmartSuite form to register students for a class and have done our first implementations for on site groups, but we also have a large population of students taking courses we offer in the area prison system. When on site at a prison, we cannot access anything on wifi or through a web browser that is not "white-listed" and it is difficult with forms because we would need to white-list every single course link. The ideal solution imagined for these instructors and students is a tablet or laptop that is set up as a registration "kiosk" that allows them to enter data and submit the form offline.

Enhance the Communication Center in SmartSuite to allow users to filter tasks with outstanding comments specifically directed to them. This feature will help users quickly identify and respond to comments addressed to them, even if they are not the owner or assignee of the task. Details: Currently, the Communication Center in SmartSuite allows filtering based on comments, but this displays all outstanding comments across the entire team. While this is useful for a broader view, it doesn’t enable users to isolate comments directly relevant to them. Proposed Solution: Introduce a new filter option within the Communication Center that enables users to: View tasks or records with outstanding comments explicitly addressed to them (e.g., tagged using @username or mentioning their name). Track conversations they might have missed, even if they are not the owner or assignee of the task or record. Optionally include a visual indicator (such as a badge or highlight) for tasks with unresolved comments relevant to them. Benefits: Enhances user efficiency by narrowing focus to relevant conversations. Reduces the likelihood of missing critical comments or discussions. Strengthens team collaboration by ensuring timely communication and response. Example Use Case: A team member collaborating on several projects across SmartSuite can use the filter to locate tasks or records with outstanding comments addressed to them in the Communication Center. This ensures they stay up-to-date with their responsibilities and contributions without wading through unrelated team-wide comments. Additional Consideration: Allow users to save this personalized filter as a default or quick-access view in the Communication Center for even faster navigation.

Overview: I propose adding the option to display week numbers in the Gantt chart view within SmartSuite. This feature would provide users with an additional layer of context and facilitate better planning and collaboration, especially for teams that work with week-based schedules or deadlines. Key Details: Location: - Week numbers could be shown in the timeline header alongside or beneath the existing date labels (e.g., month and day). Configuration Options: - Allow users to toggle week numbers on or off in the Gantt view settings. - Support for ISO week numbering (ISO-8601 standard) and regional variations as needed. Usability: - Ensure the week numbers are non-intrusive but clearly visible. - Option to display week numbers on tooltips when hovering over specific dates or tasks. Benefits: - Enhances clarity and simplifies communication for teams using week-based planning methods. - Improves integration with external workflows where week numbers are a standard reference point. - Provides users with a more detailed and flexible timeline view. Use Cases: Teams working on quarterly goals where deliverables are tied to specific weeks. Industries such as construction, manufacturing, or education, where week numbers are frequently used for project timelines. Cross-regional collaboration where teams operate on different date formats but rely on week numbers for common understanding. Conclusion: Adding week numbers to the Gantt view will make SmartSuite even more versatile and user-friendly, enabling seamless project management for teams operating on week-based schedules. I hope you consider implementing this feature in a future update.

This is a broad use case I am struggling to find a solution for, if there is an existing answer please let me know. I want to be able to have sub tasks or deliverables on my action items, with the parent item completion and duration being derived from the child tasks. Bonus points if the child items can have their own dependencies amongst themselves, which then flow up to the parent as well. This is a big and abstract ask so I'll give an example. Task A, 5 hour duration, blocking task B Task B, contains sub tasks, blocking task C Task B1, 1 hr duration, blocking B2 Task B2, 2 hr duration, blocking B3 Task B3, 1 hr duration Task C, 2 hr duration I want Task B in the above example to automatically calculate a duration of 4hrs. Would also be amazing if each sub task status being completed would update the parent percent complete field, in this case marking Task B1 complete would change Task B to be 25% complete. Methods I have tried that did not work well: Checkbox Field - This has date and owner fields, but cannot have duration or dependencies. Suitable for reminders or short steps, but not useful for larger or complicated progress tracking. Sub Items - You can add duration and status to sub items, but you cannot set dependencies. I would be willing to forgo sub dependencies (since you can assume all sub tasks are blocking the parent task) but there is no linked duration or due dates. While you can do a rollup to get remaining duration for sub tasks you cannot dynamically update the duration field, and the formula field is unable to be formatted as a duration so a manual sum of child durations does not work either. Linked Record - I can make a separate table for sub tasks and link them all back to the parent, but it lacks the dynamic duration of the previous point as well as no way to link dependency at all between tables. I tried saying Task B is waiting for B1 etc, but I could not find a way to get the dependencies to link. The main tasks will only link to main tasks, and sub tasks will only link to sub tasks. Task Category - This is what I might end up going with even though I hate it. Basically, the entire table would be sub tasks with a single select used to group them by parent task. So I would have Task A1 with parent Task A, Task B1 Task B2 and B3 with parent Task B, etc. This way you can at least filter and group by the parent, but it is so clunky and requires manually linking the first and last sub task with the correct sub task of leading/following parent task. In this case, B3 needs to be set to be blocking C1, but if you add B4 then you have to go update the dependencies manually. I hope this text wall makes sense, and if anyone has a good solution to this please let me know!

SmartSuite permissions run on Teams which administrators create, name, assign, and manage. Users are separately asked to select a Department in their profile which administrators cannot control and do not align with most organizations. This creates confusion and can appear unprofessional in the platform. Users selecting their own team would be a security risk, so I recommend removing the department selection in the short-term while a longer-term solution is developed.

Sometimes, I need to change the trigger for automation; however, when a trigger is changed, I lose all my work in the prefilled "Then Do This" section. It would be better to retain the remaining fields of the automation.