Exciting News! Join us for our upcoming SmartSuite Training Class on September 26th at 7 AM PT, featuring a session on our just-released Dashboard updates! 🌟
📅 Date: September 26th
💻 Location: Live Zoom Session
👩🏫 Hosted by: Emma Montgomery, Onboarding Specialist & Nate Montgomery, Solutions Engineer
This session is your opportunity to elevate your SmartSuite skills, whether you’re new to the platform or looking to master advanced features. Here’s what’s in store:
💡 Training Agenda:
📊 Part 1: Platform Fundamentals, Workspace Navigation, and Solution Setup (7:00 AM - 9:00 AM PT)
• Get familiar with the core features of SmartSuite, including platform hierarchy, workspace navigation, solution setup, permissioning & access control, and collaboration tools.
• Learn how to create linked relationships and generate insightful reports.
Ideal for: New team members or anyone needing a refresher on the basics.
• Ideal for: New team members or anyone needing a refresher on the basics.
🚀 Part 2: Mastering Dashboards in SmartSuite (9:30 AM - 11:30 AM PT)
• Dive deep into SmartSuite’s latest Dashboard features. Dashboards in SmartSuite allow you to pull data from any table in your workspace and visualize it through a collection of customizable widgets.
• Learn how to create interactive portals and personalized workflow pages that streamline data analysis and decision-making.
• Ideal For: Users interested in leveraging the full power of SmartSuite’s new Dashboard features to enhance their workflows.
⚙️ Part 3: Advanced Automations/Formulas & Solution Building (12:00 PM - 2:00 PM PT)
• Explore the advanced capabilities of SmartSuite, including sophisticated automations, advanced formulas, and complex solution building.
• Learn how to create workflows that automate repetitive tasks, reduce manual errors, and boost productivity across your organization.
• Ideal for: Advanced users and those responsible for developing or implementing workflows.
Don't miss out—register here!