Smartsheets is the best tool in my PM toolbox
Smartsheet is used by our Project Management team to manage our project plans for our many clients. Smartsheet's easy-to-use UI will …
Smartsheet
Top Rated
Smartsheet
Top Rated
Smartsheet
Starting at $14 per month
View PricingOverview
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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Top Rated
2022
Most Loved
2022
Popular Features
View all 18 features- Scheduling (102)8.686%
- Team Collaboration (113)8.484%
- Task Management (117)8.181%
- Resource Management (100)7.676%
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Pricing
View all pricingIndividual
$14
Cloud
per month
Business
$25
Cloud
Per User / Per Month
Enterprise
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Cloud
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.smartsheet.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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What is Smartsheet?
Smartsheet is an online project management and collaboration tool from Smartsheet.inc in Bellevue, Washington. The software has a characteristic spreadsheet like interface but contains the full panoply of features expected of project management and collaboration software, such as automated alerts, instantaneous updating and sharing across team members, resource management facilitating budgeting and task allocation, nested tasks organized in a hierarchy, a Gantt chart view, the ready production of exportable reports (e.g. Excel), and integration with email. Across spreadsheets cells can be linked allowing the creation of master spreadsheets that provide ready summaries or automated reports. Smartsheet's capabilities can be expanded with a multitude of apps (e.g. Dropbox, Google Apps) or integrated into combinatory solutions (e.g. with Salesforce) to tailor fit business needs. It supports full mobile access.
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.
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.
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Smartsheet Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
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.
Reviewers rate Integration with accounting software highest, with a score of 9.
The most common users of Smartsheet are from Mid-sized Companies (51-1,000 employees).
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December 12, 2022
Smartsheets is the best tool in my PM toolbox
Smartsheet is used by our Project Management team to manage our project plans for our many clients. Smartsheet's easy-to-use UI will instantly feel familiar to anyone who has used MS Excel or any similar database tools. This interface allows new users to easily dive right in, without relying on tutorials like some of the other leading PM tools in the marketplace that are less intuitive and perhaps even overly-complex. I track project plans down to the task level in Smartsheet, and all of our project budgets are managed within the tool itself, as well.
- Easy to use and intuitive
- Sleek, clean user interface
- Manages user groups, security, and permissions with ease
- 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.
August 01, 2022
Smartsheet - Good software for data management and collaboration - not for integrated systems
Score 3 out of 10
Vetted Review
Verified User
We use Smartsheet in multiple applications:
- Task tracker including input from online forms.
- Project management planner and dashboard.
- Intuitive dashboard system support builder.
- Team Collaboration Tools - permission based.
- Data security.
- Customer support and service
- Limited functionality
- visibility and user experience
October 15, 2021
Smartsheet should be Brilliant Sheet
Currently being used sporadically in place of MS Project. Especially useful for team members not familiar with building a project plan but need to organize and assign task to multiple team members. Our Organization is currently in the process of maturing and while we don’t have the technical skills to develop thorough plans we are moving in that direction and Smartsheet is really intuitive and helpful in that way.
- Adding task and dependencies
- Collaborating with other team members
- Publishing results
- Incorporating other work plans
- Having more prompts for the user
- Maybe a I integration that picks up the type of work plan that has been developed and offers recommendations
- The free user profile is limited understandably but it sucks
Score 10 out of 10
Vetted Review
Verified User
Directly, as an Account Manager, I use Smartsheet directly to manage my daily sales operations. I built a dashboard to have important insights about my opportunities, closed deals, products proposed, billing KPIs etc. Also external marketing partners are using it as an input form tool to gather information from customers assisting to events and webinars. It gives visibility of many important insights about our day-to-day in sales/marketing.
- Allows user to create custom and powerful Dashboards
- Allows integrations and to get data from Databases, other SaaS such as Salesforce, etc.
- Allows to create custom reports, publish them on the web easily and filter content availble depending on the user looking at the resource.
- Allows comments, file attachments, proofing, reminders and automations all in the same interface.
- Charts, Cards and Dashboard components could be more customizable in the visual aspect. Compared to Power BI features, Smartsheet Dashboards do not look exciting. We need more colors, more charts, possibility to put animated images on background, etc.
- Could have a more friendly interface or module to manage uploaded files in folders instead of row/file attachments.
- Dashboards could have filters that dynamically change all data available on cards as Power BI already does.
June 30, 2021
Spreadsheet Project Management for the Rest of Us - How Smartsheet compares to Excel and other spreadsheet tools
We primarily turned to Smartsheet as a way to manage our projects using a familiar interface to Microsoft Excel. A number of users in the organization were proficient with Excel and we wanted a tool that would allow us to be able to have some familiarity of Microsoft Excel but also gave us the flexibility to customize it to our liking. We were able to tackle the early learning curve with this approach and achieved a good adoption rate across the staff whom the tool was deployed to.
- 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.
June 14, 2021
Great for Smaller Projects!
Smartsheet is a software as a service (SaaS) platform for collaboration and project management. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface, similar to Microsoft Excel. We use it to manage web builds, app builds, content and social 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.
Smartsheet has been fundamental to achieve a group task of project management. Without a doubt, I have been able to obtain a great formality in the simple processes; it has given a systematic projection so that all the departments use it to control the procedures of the tasks. Importantly, it specializes in recording spreadsheets, integrating formulas, which allows utility control for people familiar with the primary information of improving spreadsheets.
- It is incredible and beneficial to contribute a great success in the performance of tasks.
- It has given a precise changed meaning to optimize the projects.
- It is fantastic to manage and control the content of activities in a simple way.
- The support has given me the strength to achieve a great job.
- It should be more fluid in terms of interface; every time I move from one activity to another, slowness is noticed.
Smartsheet is used as a Project Management tool to track the implementation projects in real time. Our employees are able to stay up to date with project timelines while easily sharing the status of a project with our clients. The majority of our company are daily users of Smartsheet which saves time on project task communication.
- 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.
June 12, 2021
Automations, Forms, Triggers, yes it is Smart
We presently use it for small dataset where constant updates are needed. The form tool helps in establishing correct format for every entry and automation triggers help in approving the submission or reminding people to update some information at a certain period of time.
We use it to integrate it with Power BI to have live dashboard basis information input by users for live tracking.
We use it to integrate it with Power BI to have live dashboard basis information input by users for live tracking.
- Can connect with multiple software.
- Forms and the Automation workflows which can be integrated with other Microsoft services.
- Can be connected directly to Power BI.
- It gives the user the ability to create formulae.
- SSO level Enterprise security.
- One can easily import an Excel to start with Smartsheet and export as well.
- Inter-connectivity between different smart sheets.
- A lot of In-built templates are already there for users help.
- One can create separate Workspaces and provide access to different people.
- A nice collaboration tool with controlled access.
- One can easily check that the row count is significantly less than Excel hence data with significantly less number of observations can be created.
- If you have created a workspace, you can't give individual access without providing access to the entire workspace. For e.g., I have two files in my workspace, and I want user ABC to have access to the first file and user XYZ to have access to the second file. I can't do that.
- You cannot attach any item in an automated workflow. The observations go as a table in the body of the email.
- Real time Multi-user edit is a pain for all collaboration tools and Smartsheet is no exception.
Smartsheet is being used to manage all types of company collaborations under one single platform. Teams have an easy way of managing tasks and sharing of files through its simple interface.
The solution solves project management needs and provides teams with an unique approach to project management and workflow automation.
The solution solves project management needs and provides teams with an unique approach to project management and workflow automation.
- Visualizing tasks in Gantt chart
- The calendar mode that shows the progress of activities
- Notification center
- Tasks and resources management
- Requires time to adapt
- No free version
- Requires strong internet connection since it's cloud based
June 07, 2021
Great For Starting Out With Project Management
Smartsheet was used by our human resource and talent acquisition team to track projects within the department. We had experimented with project management options, including spreadsheets, but none filled the bill. The head of the department reviewed and tested a number of possible solutions and landed on Smartsheet as the best option.
- Updates in real time.
- Allows multiple users.
- It's a little "clunky" when you first start out.
- The free version soon can soon rendered "obsolete" but that could be viewed as a positive.
June 03, 2021
A great way to manage your projects
Smartsheet is being utilized across the organization by using it as a request queue for anyone in the company for website and marketing automation needs. We currently have two different request system processes going for website needs and updates and then a separate request queue for marketing automation needs. For both request queues we have individuals fill out a form detailing their request and then submit it and it allows for the proper team members to pick up the request and work on the task.
- 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
June 02, 2021
Effective Project Management and Tracking Software
It is currently used to track customer onboarding projects and other major internal projects for the Customer Success team. It is integrated with Klipfolio to provide a dashboard view of the projects and their completion status. Ownership is typically maintained with each account manager, but there is some shared ownership of the tasks managed through Smartsheet.
- Ownership
- Summarization of data
- Multiple project views
- Data entry
- Custom project creation
- Reporting
June 02, 2021
Smartsheet Rocks!!
Smartsheet is being used by our Operations team's Project Managers to provide a collaborative, transparent plan that both the customer and vendor can execute. Smartsheet solves the gap in communication which is one of the primary reasons projects fail.
- Ease of Use
- Very Intuitive
- Cost Effective
- More equation based logic opportunities
- Text notifications when sheet is updated
June 01, 2021
Gain more control with Smartsheet
Smartsheet in our organization has been of great benefit in helping us manage our project workload. We have gained more control with Smartsheet saving us time and efforts to ensure nothing is omitted when team members are working to meet the tight deadlines. Speed is always great, but accuracy is everything. Additionally, it has given us a single source of data where we can access and share information across the whole of the organization and with clients. Smartsheet has helped us communicate better and fast but with the accuracy of data in place.
- The easy to use dashboard has enabled us get comprehensive view of projects across the entire business.
- It has streamlined internal communication with ease of sharing information across different teams.
- Smartsheet automates our workflows, enhances collaboration and ensures there are no data silos.
- I like that it saves time for us and ensures we spend less time switching between apps.
- Patience is needed to learn all the tools .More time is required to learn all the features and therefore the learning curve is steep.
It is a fantastic tool that helps with the work and supervision of ongoing projects and tasks within our organization. It has excellent capabilities to foster collaboration between team members; we all know what we should do and how we should do it. Smartsheet has been instrumental in keeping us productive and ensuring the success of our projects.
- Smartsheet provides a dynamic and intelligent way to manage work teams, tasks, and projects effectively.
- Its interface makes all the difference and helps us keep all our project and task information organized while moving forward.
- It has helped us carry out organized management and track the progress of all our projects in each of its stages.
- It isn't straightforward to export project information in standard formats.
- It should have more search parameters in the projects.
May 30, 2021
Kudos for Cloud Collaboration
It is used by the entire PMO department (~150 employees) for project planning, timelining, resourcing, etc.
- 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.
May 24, 2021
Smartsheet for Scheduling Audits
We previously used Smartsheet in our department for the purpose of tracking various security audits. I am aware of other teams still using it, we switched to Teamwork about 8 months ago. Smartsheet allowed our team to track different members progress on their routine security audits and also to store and share summary data files.
- Spreadsheets.
- Charts and visualizations.
- Fast and reliable service.
- Limited template format.
- Takes somewhat longer to learn how to use.
- Limited messaging functionality.
Smartsheets are used to help manage product launches. Since so many teams across the organization are involved in the full product launch process, Smartsheets helps us keep an organized list and status on each item. It keeps us on task, and on time.
- Easy collaboration & note sharing.
- Work on tasks remotely.
- Switch between views: List, calendar, gantt chart, etc.
- Not very user friendly.
- Limited activity log.
- Pricey compared to other tools.
We use Smartsheet primarily for creating full project schedules and Gantt charts. We also create project status summaries, key milestone summaries and are looking into the full project management capabilities of it. It is being used for a particular client only at this time but may be useful in broader applications across our studio, and even our company. So far, Smartsheet has been very useful at communicating the full project schedule and breaking down the process into smaller steps, and identifying not only the critical path for the projects but also the interrelationship between tasks. This capability allows us to get on the same page as our client while also maintaining accountability on our end to hit our milestones.
- Easily creates table schedules with preset column types for different types of information.
- Generates a Gantt chart from tables with little complication.
- Exports a clean looking PDF for client presentation and deliverable.
- Allows filtering of information for easy focusing on certain parameters.
- Formatting of reports to show Gantts is limited
- Editing of tables and joining of cells to present data is not always possible.
- Buttons/options on top, right, left, in pop ups is not always intuitive or user friendly.
It is being used across the digital side of our business. Campaign projects are using ClickUp. They both have their strengths and weaknesses. I appreciate Smartsheet because of the similarity to Project or Excel, and that makes its usability and transition to the tool much simpler.
- gantt view
- Predecessors/dependencies
- UI, while intuitive for Excel users, is a little clunky.
- Hard to just share a link without joining people.
We use Smartsheet to create schedules for various construction projects. We create both detailed construction activity schedules as well as more high-level milestone schedules. We also create hot-lists, to-do lists, AR logs, clash management logs, and a variety of other logs/lists/projects that we can easily access online and link together.
- Ease of use
- Link different schedules back to a master schedule
- Easy to share with others for access
- Collaboration
- Add more of the features that Primavera/Microsoft Project has - more logic/complex logic for complex projects
- Resource loading
- Customize the dates that a schedule classifies as working days. There are only 2 options currently - weekends or select dates, but you cant do both
- Customize the look of the bar chart - add wording, colors, etc
Our agency uses Smartsheet to track the progress of website design and development projects. We like that we're able to collaborate with our clients and add dependencies for various tasks and milestones. This enables us to forecast more effectively if something falls behind and show the client where delays came up and why.
- Customization - you're able to add whatever you need to your project.
- Dependencies - when you can't start something until a particular task is done, you can set that up and automatically adjust project dates.
- Shareability - we share this tool with our clients and team and it works great to keep everyone on the same page with larger projects.
- Cost - due to how we use Smartsheet with larger web projects, it doesn't make sense for us to maintain an ongoing subscription.
We adopted SmartSheet to handle project planning for our engineer to order products. From there, we have expanded it's use to other areas of the business. It has transformed our ability to track work progress and resource allocation.
It has delivered significant value in the following areas:
It has delivered significant value in the following areas:
- Visibility into task status.
- Ability to manage resource loading and easily reallocate.
- Get frequent and reliable updates on project tasks.
- Track project task status.
- Make it easy to get accurate and timely updates on activities.
- Automate common project management tasks.
- I wish it had the ability to maintain drop down menus through tables.
- There are some limitations on data entry on forms.
Smarsheet has proven to be the most innovative way to bring teams together for collaboration on projects and processes across the organization. Teams are able to manage diverse types of work [and] core business operations. Smartsheet has tools such as Gantt charts, files sharing and automation features that empower teams to execute and complete projects with speed and accountability.
- Organizing information into card, grid, calendar and Gantt to view data in multiple ways
- Forms that are customized to collect information internally and externally
- Managing of complex projects and tracking changes to a project sheet in real-time
- User require time to adopt this system
- Smartsheet has no automatic backup