This is a YouTube video titled "How to Document your Process in SmartSuite" containing a single-speaker instructional presentation from April 20, 2023. The speaker explains four different methods to document processes within SmartSuite, highlighting flexibility and providing guidance on choosing the best option.
When you want to put your process inside of SmartSuite, you've actually got four options available to you. You can turn your process into subitems to break things out by phase. You can choose to create things as checklists so you can easily assign them out to individual people with individual dates. You can create special fields for each step or phase of your process if you really want to go into details or make things super visual. Or you can use my personal favorite of linked records to connect one record to another and use that to track the sub steps of a given process. SmartSuite is super flexible and there's not one right choice. That's why we created this quick chart to help you decide which is best for you. If you want to zoom into that chart or learn more about your four options available, check out the link in the description below.
