5 Ways to Define a Workflow in SmartSuite 🎬 Part 1
30 Aug 2023
A walkthrough of how to set up your first workflow in SmartSuite. The video covers five different ways to define a workflow and which template or area to choose when you're starting out.
A walkthrough of how to set up your first workflow in SmartSuite. The video covers five different ways to define a workflow and which template or area to choose when you're starting out.
So the first step in our five step journey for getting our process into our work management software is to figure out where we want to build. I suggest they start their journey in SmartSuite with a general solution that they can use to put all of their tasks together. That is generally going to be a good spot to put this process and template work that we're talking about. However, as you get more advanced in SmartSuite, you're probably going to want to start developing solutions purpose built. We want to speed up specialized zone and use all the features available to make this really structured. If that's the case for you, we want to start off by having some kind of template or starting point to give us a drop zone for our process, a place for our process to be added. I would suggest starting with the SmartSuite template library. But regardless of where you're at now, make sure before you move on you have a spot where you can put this process in SmartSuite. Either your general area, which is where I recommend most people start, or if you're a little bit more advanced, a specialized solution or area in SmartSuite.
