I want to collect data for projects. As an example, if I wanted to compare products, I will gather information, but I am not quite sure where I want the data to live in SmartSuite. Often, data will surface when I am in the middle of a task and I need to quickly add the new data and move on. I do not want to pivot mindset about new data. I just want to dump it into the system, move on, and come back to it at a later time.
In ClickUp, I have created a list for this reason. Then, a couple of times a week, I refer to that list and move data to the correct Space/Folder/List. SmartSuite does not have an easy move function or does it and I'm missing it?
Would it be smarter for me to develop a system in ClickUp (or Excel) and then export into SmartSuite? One thing I know for sure is I will consistently change my mind about where records will go based on me evolving in the project as well as in SmartSuite. I'm going to have epiphanies that will dictate that files be moved to other solutions/apps. I need a quick way to move them.
My goal is to use SS as a data source for WeWeb-type apps. I'm stumped. When I search for "moving records" in help files, there is no reference. I don't know the most efficient way to proceed as of today.
My inclination is to gather somewhere else that makes it easier to get around and then export to SS when it seems ready.
I'm probably missing something. Would love to hear ideas and workarounds. ClickUp's method is pretty simple with a drop-down.
