#1 most frequent
United States of America
75.2%14,147 installations of 18,820
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.
Categories & Use Cases
Top Performing Features
Team Collaboration
Team collaboration capabilities let team members work directly with each other and provide team updates.
Category average: 8.8
Resource Management
Resource management is workload planning to maximize resources.
Category average: 8.1
Task Management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 9
Areas for Improvement
Mobile Access
Mobile access is the ability to access the software from a smartphone or tablet.
Category average: 7.6
Invoicing
Ability to create, manage and send invoices to clients during or after completion of a project
Category average: 7.7
Integration with accounting software
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Category average: 7.5
Who Buys & Uses Smartsheet
#2 most frequent
Canada
5.4%1,024 installations of 18,820
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
4.4%830 installations of 18,820
Smartsheets is the best tool in my PM toolbox
Pros
- Easy to use and intuitive
- Sleek, clean user interface
- Manages user groups, security, and permissions with ease
Cons
- Parent / Child relationships at the 'sub-task' level could be easier to use. Sometimes i have issues 'rolling-up' data / numbers when I get below one level or two of sub-tasks. However it may just be user-error, as I have not had the time to investigate further or reference user manuals or tutorials.
- Nothing else. Smartsheet works quite well and does not leave much to be desired.
Return on Investment
- Ability to grow out our project management capabilities to a more mature organization, with standard processes, many of which are built on the way we manage projects within the tool.
- Ability to build out a custom financial reporting tool that ties into Smartsheet, allowing us to do all of our financial performance management tracking based on percent complete. This shows clients how we are trending in relation to the budget.
Other Software Used
Tableau Online, Qlik Sense, Join.me
Smartsheet is Ideal for Project Mgmt Asset Tracking
Use Cases and Deployment Scope
The main way I use Smartsheet is for project management and event management. We do a lot of exhibitor conferences here and Smartsheet is ideal for planning, tracking and assigning tasks as there are a LOT of moving parts when attending a conference as a vendor. Being able to attach PDFs and images to line items comes in very handy with signed agreements, latest versions of marketing collateral, etc.
Pros
- Project management
- Marketing Asset Tracking
- Event Logistics Tracking
Cons
- Data Analytics
- Spreadsheet Tasks
Return on Investment
- Automate document generation
- Improves resource allocation
Usability
Alternatives Considered
Microsoft Excel
Other Software Used
HubSpot CRM, Microsoft Excel, LinkedIn Sales Navigator
Efficient tasks management
Use Cases and Deployment Scope
I generate detailed routing sheets for implementing security protocols and contingency plans. The spreadsheets help me identify and prioritize security risks in the data we handle. The notes and comments allow team members to participate. The reports are perfect for presenting metrics. That way, we make data-driven decisions. Charts are very helpful.
Pros
- Reports.
- Charts.
- Formulas.
Cons
- Visualization data.
- Customization.
- Performance.
Return on Investment
- Charts.
- Security of our data.
- Taking informed decisions.
Usability
Other Software Used
Miro, Trello, Slack, UiPath Automation Platform, Asana, Payoneer, AlphaSense
A Dream for Project Management
Use Cases and Deployment Scope
Smartsheet is a dream for project management. It makes it easy to stay on top of multiple competing priorities and work collaboratively with a team. It also makes it easy to analyze your productivity and work patterns after the fact with robust reporting functions.
Pros
- Visualizes projects.
- Notifies users of changes to the sheet.
- Alerts users to pending deadlines.
Cons
- Reporting could be a little more intuitive.
- A few more colors for color-coding would be helpful.
- Moving a row to another sheet should automatically include attachments, comments, etc.
Return on Investment
- Increases satisfaction among senior leadership who want confidence in the work being accomplished.
- Makes it easier to identify "pain points" across many projects.
- Increases productivity because your team always knows where they are and what they should be working on.
Usability
Alternatives Considered
Miro
Other Software Used
Microsoft Teams
Smartsheet helps us do simple project management
Use Cases and Deployment Scope
We use Smartsheet mainly for project management to help track activities progress, dependencies and completion rate. Its very simple to use and fosters collaboration between both remote and co-locate teams.
Pros
- Dependencies tracker
- Planning
- Collaboration
Cons
- invoicing tools and real-time time tracking
- Auto-save
Return on Investment
- Reduction in time spent on project setup
- Productivity gains
Usability
Other Software Used
Microsoft SharePoint, DocuSign
