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SmartSuite Pack Users Guide
The SmartSuite Pack for Coda allows you to sync your table data from SmartSuite to Coda. Once in a Coda doc, you can build workflows and visualizations off of that data, and even make edits that flow back to SmartSuite.
Getting started
To start using the Pack, simply type /SmartSuite into your doc and click on the Pack to start installing it. Alternatively, click the button below to open the Pack’s listing page, and then click the Add to doc button.
What’s in the Pack?
Once installed, you’ll be able to access the Pack’s building blocks in the side panel.
The Table building block is the heart of the Pack, allowing you to select a table from SmartSuite and sync it into Coda. Once in Coda, you can edit the column values and then use two-way sync to save them back to SmartSuite.
The Members table can be used to list the users in your SmartSuite account. It’s often referenced by other tables, for example in an assignee field.
The Filter formula isn’t meant to be used on it’s own, but rather exists to help create filter expressions optionally used by the Table table.
Example Table
User Stories
Sprint
Story ID
Title
Estimate
Status
Epic
Percent Complete
Ready to Estimate
Design Links
Tasks
Link to Requirements
Additional Notes
Backlog
2
2
Online Bill Pay
Needs Estimation
Needs Design
Customer Portal 2.0
000
0 of 4
10
Scheduling
Needs Estimation
Needs Design
Reporting Engine
000
Dev-101
7
11
Load Balancing
8
In Progress
Reporting Engine
000
50
15
Support Ticket Integration
8
In Progress
Admin Portal
000
50
18
Account Sync
8
In Progress
Admin Portal
000
50
8
Data Warehouse
5
QA
Reporting Engine
000
75
12
2FA Login
5
QA
Admin Portal
000
75
Not synced
3
Personal Reports
3
Story Approved
Customer Portal 2.0
000
1 of 4
Dev-100
6
4
Personal Plan Assessment
8
Complete
Customer Portal 2.0
000
1004 of 4
Not synced
5
Configure Marketplace CMS
2
Complete
B2B Marketplace
000
1004 of 4
6
Customer Accounts
2
Complete
B2B Marketplace
000
1004 of 4
7
Bulk Shipping Integration
5
Complete
B2B Marketplace
000
1004 of 4
9
Client Objects
5
Complete
Reporting Engine
000
13
New Account Creation
5
Complete
Admin Portal
000
Dev-102
3
14
Client Management
Needs Estimation
Needs Design
Admin Portal
000
17
Financial Portal
2
Needs Discussion
Admin Portal
000
100
16
Messaging
3
Story Approved
Admin Portal
000
Disclaimers
This Pack is not created, endorsed or supported by SmartSuite Holdings LLC.
The logo and imagery are the property of SmartSuite Holdings LLC.
Sprints
Epics
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