Global view
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Jon Kay
As I compare SS to ClickUp, this one keeps coming up.
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Layla at ProcessDriven
Pierre Becher
That's a major difference compared to ClickUp where you can customize what tasks (records) you like to see across all your data in "Everything" view. If I have 10 projects (apps) in in SmartSuite, I need the ability to build my own customized view of what I want to see with regards to these projects, regardless of the default "My Work" section which I can barely customize.
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Avi Hercenberg
Layla at ProcessDriven is this the view we were just talking about? what else would you add here?
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Layla at ProcessDriven
Avi Hercenberg: Precisely. Key features would include:
(1) the ability to choose what is summarized -- across Solutions and Apps -- using all the normal View settings you'd see in a Grid view;
(2) full editability and permissions from that overview (not just view-only);
(3) complete separation from the Solution/App/View hierarchy. (i.e. I don't think a nested hierarchy would be a good thing in this context.
Note: I think 80% of the value could be achieved by simply having Dashboards live outside of an Application, assuming the Coming Soon View embed allow for full editability. To me, that would be more impactful and appropriate for the platform than trying to replicate CU's Everything View or creating a second version of SS's My Work.
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Avi Hercenberg
Layla at ProcessDriven: how would you handle all the custom views from the various apps?
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Layla at ProcessDriven
Avi Hercenberg: Ideally, the Embed View functionality in a Dashboard work more like a Chart Widget -- it'd just pull in the Records and have View settings defined on a per-Widget basis, regardless of View settings per App.