Overview
What is Smartsheet?
Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.
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Save your time on Spreadsheet data by using Smartsheet
Just use Excel, don't waste your money.
Tracking project has become easy with smartsheets in very smart way
Smartsheets is the best tool in my PM toolbox
Smartsheet - Good software for data management and collaboration - not for integrated systems
- Task tracker including input from online forms.
- Project management planner and dashboard.
Smartsheet should be Brilliant Sheet
Smartsheet is the best PM/BI tool for building custom and powerful solutions!
Spreadsheet Project Management for the Rest of Us - How Smartsheet compares to Excel and other spreadsheet tools
Great for Smaller Projects!
The project management and activity processes are a success
Smartsheet is an effective Project Management tool that won't disappoint
Automations, Forms, Triggers, yes it is Smart
Align teams on this dynamic workspace to manage unlimited projects efficiently
Great For Starting Out With Project Management
Awards
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Popular Features
- Scheduling (106)8.585%
- Task Management (121)8.484%
- Team Collaboration (117)8.484%
- Gantt Charts (104)8.181%
Reviewer Pros & Cons
Pricing
Individual
$14
Business
$25
Enterprise
Contact Sales
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
What Is Smartsheet? Everything You Want To Know In Under 10 Mins!
Smartsheet Review: Key Features, Pros, And Cons
Smartsheet Dynamic View Demo
Smartsheet Demo [The Only One You Need]
Smartsheet for Project Management - Demo
Features
Project Management
Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation
- 8.4Task Management(121) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.8Resource Management(103) Ratings
Resource management is workload planning to maximize resources.
- 8.1Gantt Charts(104) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 8.5Scheduling(106) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 8.2Workflow Automation(95) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 8.4Team Collaboration(117) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 8.3Support for Agile Methodology(77) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 5.6Support for Waterfall Methodology(75) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 6.5Document Management(96) Ratings
Document management provides for centralized management of all project documents.
- 7.9Email integration(95) Ratings
Email integration allows work requests to be made directly from email.
- 7.5Mobile Access(91) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 6.1Timesheet Tracking(58) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 8Change request and Case Management(64) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 8Budget and Expense Management(70) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 5.5Quotes/estimates(40) Ratings
Ability to create, manage and send project fee proposals to customers
- 6Invoicing(33) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 7Project & financial reporting(56) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 7.5Integration with accounting software(30) Ratings
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Smartsheet?
Three tiers cover Smartsheet's pricing options. The Basic level provides core features for small groups of individuals, while the Team level is recommended for groups of up to 50 people and supports more user features, allows multiple sheet creators, and has reporting functions. The Enterprise level is a custom fit tier for groups of greater than 50 individuals or companies, and may include dedicated support personnel if desired.
Smartsheet Video
Smartsheet Competitors
Smartsheet Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(824)Community Insights
- Pros
- Cons
- Recommendations
Highly usable tool: Users find Smartsheet to be a highly usable tool with a considerable amount of functionality and ease of use. Some users appreciate its user-friendly interface and extensive features.
Effective scheduling and task management: The scheduling aspect of Smartsheet is highly praised as it allows multiple people to work on data simultaneously without locking the sheet. Many users appreciate the ability to set automatic reminders for tasks, even for future dates up to a year ahead.
Excel-like interface: Users appreciate that Smartsheet operates like Excel, making it easy for anyone with Excel experience to use. They find the formatting capabilities highly effective in managing large amounts of data.
Confusing User Interface: Many users have expressed frustration with the confusing and complicated user interface of Smartsheet, making it difficult for them to navigate and complete tasks efficiently. This issue has been mentioned by multiple reviewers.
Lacking Spreadsheet Functionalities: A number of users have mentioned that some basic spreadsheet functionalities, such as Merge Cells, are missing in Smartsheet. This limitation hampers their ability to manipulate data effectively.
Limited Integration with Excel: Advanced Excel users have voiced their desire for Visual Basic functionality in Smartsheet, which would allow them to automate tasks and customize the software further. Its absence restricts their ability to fully leverage the tool's capabilities.
Users have made several recommendations for Smartsheet based on their experiences. First, users highly recommend considering PPM and PSA needs before implementing Smartsheet, as the platform may be more suitable for certain project and task management requirements. Second, users recommend integrating Smartsheet with a calendar for easy viewing of due dates, emphasizing the benefit of combining Smartsheet's features with a calendar tool to enhance visibility and organization of deadlines. Lastly, users appreciate the real-time management and ability to use Smartsheet among multiple team members, highlighting the platform's capability to facilitate collaboration and streamline workflows within teams.
Attribute Ratings
Reviews
(1-25 of 44)- Task management
- Data analysis
- Workflow automation
- Project tracking
- Limited customization
- Integration limitations
- Security
Spreadsheet Project Management for the Rest of Us - How Smartsheet compares to Excel and other spreadsheet tools
- Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running.
- Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options.
- For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc
- Smartsheet can feel like a clone of Microsoft Office especially with 365 being a valuable option for most businesses, in this regard it is hard to justify the separate cost for it.
- Zapier is available for outside integration but you have to pay to use it, it would be good if some integrations were built into Smartsheet itself.
Great for Smaller Projects!
- Collaborative
- Organized
- Intuitive
- It's a little bulky/clunky
- It's capabilities aren't very robust
- Larger organizations may find it's functionalities a little too simple.
- Collaboration between the project team and clients.
- Ease of use.
- Overall project tracking ability and customization.
- Smartsheet support is responsive and provides quick solutions to any business case issues.
- Administration of users, security settings and all documents (only on the Teams license).
- Lack of reports into user activity (might only be a Teams License issue).
- Issues connecting to legacy software through API or other methods.
A great way to manage your projects
- There is an area to upload documents
- You are able to tag others in a thread to keep track of conversations in a request
- You are able to customize fields easily
- Not automatically saving
- Not being able to tag people who have submitted the request if they don't have an account with smartsheets
Smartsheet Rocks!!
- Ease of Use
- Very Intuitive
- Cost Effective
- More equation based logic opportunities
- Text notifications when sheet is updated
Kudos for Cloud Collaboration
- Gantt view.
- Predecessors.
- Share functionality.
- Changes in the cloud available to all users.
- Currently not plugged in to any other software/programs we use in the PMO.
- Folder structure is confusing.
It doesn't solve all resourcing needs, so those are solved for in other programs/software.
Overall, Smartsheet has helped our business track and manage many different processes throughout our entire organization.
- Gantt charts for projects with dependencies for project scheduling and management.
- Security within the organization, including the ability to quickly add someone as a viewer or editor if needed.
- Conditional formatting provides a clear visual aid of what is going on within each sheet, depending on what you want each rule to do.
- Better export formatting.
- The ability to archive easier.
- Improvement in app functionality.
Smartsheet at its best!
- It keeps everyone in the office up to date on certain changes that have been made in real-time.
- It works similar to excel spreadsheet but is more cloud based.
- Applying better navigation thru Smartsheet.
- Formatting the cells.
- You can set reminders to alert you of due dates and expiration dates. This is crucial for my position since I'm responsible for renewing licenses and agent appointments. Love it!
- Keeps me organized! You can sort information in various ways to keep projects and deadlines managed and very user-friendly. You can also give outside parties access which is great for conference calls/meetings.
- It seems like it took a while to learn the functions of the Smartsheet since there are so many. It was a little bit of a robust learning process but once you get used to navigating around it's great.
- One of the things about Smartsheet that could be better is the ability to copy info from one sheet and create a new sheet.
Fantastic tool, but it's important to understand what it's meant for
- Formulas. While not as robust as Excel, the formulas offered in Smartsheet are quite good.
- Team collaboration. Multiple teammates can access and work on the same sheet at once.
- Templates. The standard templates meet all my needs, and are a great guide for what Smartsheet is intended for and the problems it is best suited for solving.
- Project management. It is great for creating, assigning, monitoring, and tracking tasks and projects.
- Project management. I wish you could assign multiple teammates to the same task/row.
- It is much like a database. Columns are fields, rows are records. This is why formula capabilities are lacking.
The Smarter Way to Help Your Team
- Being able to utilize and connect several people and teams to efficiently have a project flow
- Organized and easy to use
- Fast-working and adaptable when updated
- I sometimes have a problem linking sheets. This comes and goes, but is a hassle
- I'd love to see a easy to use calender sheet that could be shared
Smartsheet is a time saver for data entry
- Collect information via forms.
- Store information in separate sheets.
- Create visual views of the information we have to easily see what we're missing.
- The number of sheets seems limited for the individual plan.
- I think the UI could be improved.
A powerful Management Tool to Collaborate Securely
- The software allows us to attach files on cells within the sheet. Other softwares don’t have this feature.
- Smartsheet has a feature called “Email Shared Users” which improves its reliability to notify users on the current updates.
- Smartsheet has been designed in a way that it integrates comfortably with most management systems of different organizations.
- This software has an outdated appearance when compared to its competitors, Google Sheets. The interface should be re-designed.
- Smartsheet does not support the use of equations/functions within the sheet, as it is done on Google Sheets.
- It sometimes takes too long to figure out how to log in using the company credentials depending on how the link to the sheet is set.
Smartsheet is the Smart Way to run your Business!!
- Quick Mobile forms
- Excel Tracking and organization
- Ability to take on document uploads
- Personalized Mobile Templates
- Logic to process Dynamic questions
- Tab out results by time periods and or certain fields - Example - if this field = yes then place results on sheet 2
Smartsheet: The perfect tool for type A timelines
- There is a “predecessor” feature where you can put in the duration of a task and it will auto-populate the due date.
- You can make templates in seconds.
- It feels exactly like Excel so you don’t need to learn new functionalities, and it’s actually more intuitive.
- You can ping individuals and leave comments for them within the timeline.
- It’s hard to go back to an old version if you make a mistake.
- If you attach a document to the sheet it’s difficult to manage version control.
- Unlike a google doc, multiple users can be in the timeline at one time however only one version can be saved at any moment so you’re not seeing live updates.
- Project coordination for users without a license
- No project management tool in the Google platform
- Provides a project dashboard for leadership
- Provides easy reporting for JIRA with its Connector
- Best easy project management tool with online collaboration, even without a license.
- Good and easy dashboard for a project combining different info across platforms like Smartsheet, JIRA, ServiceNow, Google docu, etc.
- A good tool to do JIRA data mass updating with its Connector.
- MS Project/Excel similar cloud-based software, part Excel, part database to enable small biz processes without implementing an ERP like SAP or Oracle to keep data consistent.
- Gantt chart view should be able to adjust the view, not only the by day, just like MS Project.
- The license fee is too high comparing to MS Project.
- Training with details for its JIRA Connector is not good enough.
- For login purposes, we love that Smartsheet integrates with our university's existing login credentials.
- Smartsheet allows users to attach files to cells within a sheet. We have not seen this with similar products.
- The "Email Shared Users" feature is very convenient for notifying all interested parties of updates.
- The visual appearance of Smartsheet seems a bit outdated compared to products like Google Sheets.
- Depending on how a link to a sheet is sent to users, it sometimes takes a series of clicks to figure out how to log in with your company's credentials.
- It appears that Smartsheet does not accommodate the use of functions/equations within a sheet to the same level of complexity as Google Sheets.
Smartsheet is a great timeline creation tool
- Automates updates
- Visualize timelines, milestones and corresponding resources
- Easy training for new users
- Excellent export to Excel and other platforms
- More modern UI
A scenario in which Smartsheet is less appropriate is for assigning corresponding tickets or tasks that accompany a timeline or milestone.
The Product Name Says it All!
- The Form is a great feature. It allows sheet managers to create a simple user interface for capturing data from other users that you may not want to have access to the full sheet. It's also just a simple way for inputting data without distractions if the sheet is complex. I have used the form myself many times where it was the least distracting method to input data for many rows.
- Smartsheet's pre-built templates make a great starting point for many different applications of the tool. I have used the project management template many times and it makes setup of simple to complex projects with goals and timelines much easier, allowing easy flipping between sheet view, Gantt view or calendar view to track project tasks and milestones.
- Frequent improvements, with easy-to-follow notifications highlighting the improvements! It's great to see a product that gets regular updates to improve functionality and user experience. Even better when a company includes simple, helpful communications about those updates. I think Smartsheet does a great job of both. I regularly see a tutorial popup when logging into Smartsheet to highlight some new features, which is easily dismissed if I want to check it out later.
- Version control could use improvement. I'm not sure if this is a feature included in a higher level license than mine, but currently the only way I can find to track changes is cell history. If there are major rollbacks needed on the sheet, it can be tedious to do this by individual cells, which I have had to do. Still better than no version control though.
- A bulk sharing option would be nice. Currently, it seems the only option to share is by searching users and adding one by one. There's an option to create a group and share with the group, but adding users to the group is the same issue: one by one. A list import option would be ideal, especially since you can import sheets for use within the product. I would like to import a group by using a sheet of email addresses. If that feature exists I cannot find it in the product or product documentation.
Smartsheets is a smart workplace solution
- The Smartsheet interface is very user friendly and organized.
- The Smartsheet website is very fast and can be accessed from anywhere.
- It is so easy and quick to share files with anyone anywhere in the world with Smartsheet.
- I wish there was an autosave feature. It is very frustrating when there is an interruption in your connection and data gets lost.
- You cannot view changes in real time like you can with some other similar programs. You have to refresh to see changes made by others.
- The site is often under maintenance.
Easy to use project management solution at the right cost!
- The thing that made Smartsheet stand out to us from other project management solutions was how easy it is to use. The spreadsheet-like layout allows users to jump in and use it without much, if any, training. Once you are comfortable with the basic spreadsheet functions, you can dive into formulas and different layout options to make it as complex as you like.
- Alerts and Notifications help keep you aware of changes made or when certain tasks are due. It's easy to end up with a multitude of sheets and lose track of where you stand or what is due. With the variety of ways that you can set up notifications and alerts, Smartsheet does the work for you.
- I would love to see new features rolled out a little more quickly. Many users have been waiting for some time for the ability to multi-select items in a list.
Super efficient and organized
- Generation reports - this is super simple to do and saves tons of time and effort. Instead of having to create reports every time you need one, we can generate a report any time and it is nearly instant.
- Linking sheets - this saves us from duplication of efforts. We will never have to input the same data into two separate sheets, instead we can update one sheet and it will populate into the linked sheets.
- Exporting documents - It is super simple to export documents into excel format so that they can be sent outside of our organization. It allows us to control what is internal, and what is shared externally.
- I preferred the old design better, but am slowly getting used to the new design.
Smartsheet virtually does it all!
- Organizing and editing of items
- Aggregated reporting of disparate sheet
- Many structured categories
- Flexible templates for many use cases
- Better linking between Smartsheets
- Integration with Google Forms where submissions can go straight to a Smartsheet.
- Allow for card creation at all levels (when view is changed from grid mode that has nested rows)
Smartsheet is a smart choice
- Easy collaboration without having to have a program installed on your machine.
- I like the ability to export gantt charts to a variety of output formats (excel, pdf, .png, XML, Google Sheets)
- Comments and attachments are easy to attach and access.
- Very easy to switch views from Gantt to Card (Kanban) to Grid to Calendar view.
- Would be nice to have a burn down chart to track remaining tasks and forecast over/under progress.
- It really does most things pretty well.