How to Display Data from Many Tables on a Single SmartSuite Dashboard

Streamlining Workflow Efficiently with SmartSuite Dashboard

The ability to visually organize data from different tables in one convenient location is one of the most valuable offerings of no-code tools like SmartSuite. Moving from the constant switching between tables, to having all pertinent data on one succinct dashboard can be quite transformative for a business. This blog is going to break down how exactly to achieve this using the SmartSuite dashboard step by step.

Understanding the Structure

When working with no-code tools like SmartSuite, the data is often spread across different tables. Say, for instance, we have three separate tables representing Clients, Projects, and Tasks. In our scenario, the Clients table may contain different client data such has websites, addresses, etc., and each client is connected to one or more Projects. The Projects table then connects to the Tasks table, linking each task in the Tasks table to a specific project. By maintaining such a setup, we can effectively consolidate specific task details relevant to different projects and clients on the SmartSuite dashboard, thus enhancing workflow efficiency.

Building the Dashboard

Creating the SmartSuite dashboard follows a hierarchical structure. Starting from the highest level, which in this case is the Clients table, we can add what SmartSuite refers to as 'widgets' using the new view option on the left side of the screen. The key widget is the record picker or selector, which lets you select a record from a list. For the first layer, we select 'Clients' from the drop-down list. Other specifications like filter conditions to tailor the clients view, sorting options, and allowing users to add new records can be added subsequently. The addition of these widgets forms the first critical step: the 'Client selector'.

Going Deeper

Moving forward, to visualize how each client is linked to specific projects, we add another widget. This next one, named 'Projects selector', references the 'Client selector' as its source. Now whenever a client is selected, the corresponding projects linked to that client will be displayed in the project selector, providing a clear and concise summary of client-project relationships. Finally, we establish the third layer by adding another selector, the 'Tasks selector'. It references the project selector as the source, and effectively connects the tasks to the respective project and client. So now, whenever a project for a specific client is selected, all the tasks connected with the chosen project will be displayed in the tasks selector.

Record Display

After establishing the third layer, we add another widget: A record display. By selecting the record details from the task selector we can showcase the task details whenever a task is chosen. This could include who is assigned to the task and when it is due.

Conclusion

The SmartSuite dashboard enables an interactive and efficient way of managing and visualizing data across various platforms. By following the step-by-step instructions provided, one can establish an effective dashboard setup that not only boosts organizational abilities but also enhances workflow management, contributing to the smooth running of the business. Have a go at creating your own streamlined and efficient SmartSuite dashboard today.