Priorities in SmartSuite
12 Apr 2023 · 1 min
0:59
George B. Thomas shows how to set up a seven-day priority system in SmartSuite using My Work, custom views, and Start Items to surface the right tasks when you need them.
George B. Thomas shows how to set up a seven-day priority system in SmartSuite using My Work, custom views, and Start Items to surface the right tasks when you need them.
What we're aiming for is a repeatable structure for how you'll spend your seven days a week. If you are someone that's doing the extreme form of time blocking, that's going to be a little bit self explanatory. But for the rest of us, we need to have a place to actually find these tasks. Since all these tell us the job we're working in. I want to make sure I define a go to spot prioritized by whatever I prioritize by. What this would look like is having a spot where we can see all of our priorities. You can head right up into my work, the little check mark icon group by select solution and you should be able to find your work in this way. But if you don't have one spot. Instead we want to link out to a specific view. We want to go to some kind of custom view we've created and just add that to your start items and again just grab the link and put it back in your other area. That's just telling me where to go in order to find this information. These kinds of use cases are why the views inside a SmartSuite are just so valuable. Because they allow us to take the same baseline data that we have inside our account and view them in different ways. We need to see in that given moment.
