How to Use Forms in SmartSuite for Agency Client Work Requests (Beginner Tutorial)

🔗 Looking to try #SmartSuite for yourself? You can create a free account using our affiliate link: https://processdriven.co/smartsuite?utm_source=youtube&utm_medium=organic&utm_campaign=e284 🧠 Need to learn #SmartSuite? Master the basics in ONE day: https://processdriven.co/services/smartsuite?utm_source=youtube&utm_medium=organic&utm_campaign=e284 👀 Prefer to read along? Here’s what you need to know: https://processdriven.co/smartsuite/beginner-smartsuite/beginners-tutorial-how-to-use-forms-in-smartsuite/?utm_source=youtube&utm_medium=organic&utm_campaign=e284 It’s probably not much of a reach to say that data entry doesn’t top anyone’s list of most exciting work activities. However, it is necessary to do this when successfully using a work management solution like SmartSuite. Fortunately, you can alleviate the burden of creating dozens of new Records by allowing clients or team members to enter information directly into a database using SmartSuite Forms. In today’s video, I will show you how to create and edit Forms inside SmartSuite, reviews some key features to make work life a little easier, and offers tips to get the best possible data from clients! SmartSuite is offering our audience 15% off the first three months of any subscription type or size (limited to one code per customer). If you're interested in receiving 15% off your SmartSuite plan, please get in touch with us. Here's what we'll cover: 00:00 How to Use SmartSuite Forms 01:45 Create a New Work Request Form 02:26 Customize the Form 09:25 Preview in New Tab 10:30 Add a Linked Record Drop-down Menu  [ FREE RESOURCES ] 👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger?utm_source=youtube&utm_medium=organic&utm_campaign=e284 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm_source=youtube&utm_medium=organic&utm_campaign=e284 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?utm_source=youtube&utm_medium=organic&utm_campaign=e284 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_source=youtube&utm_medium=organic&utm_campaign=e284 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_source=youtube&utm_medium=organic&utm_campaign=e284 [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/info?utm_source=youtube&utm_medium=organic&utm_campaign=e284 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/smartsuite?utm_source=youtube&utm_medium=organic&utm_campaign=e284 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/mini?utm_source=youtube&utm_medium=organic&utm_campaign=e284  / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_source=youtube&utm_medium=organic&utm_campaign=e284