The best Integrated Work flow automation sheet
Smart Sheet is one of the best Project Management tools and Management Dashboard. Smart sheet Provide us with a ticketing tool that allows …
Smartsheet
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Smartsheet
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Popular Features
View all 18 featuresTask Management (119)
8.7
87%
Team Collaboration (115)
8.7
87%
Scheduling (105)
8.6
86%
Resource Management (103)
7.9
79%
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Mohamed Emam
AML Compliance Analyst
AMAN EXCHANGE COMPANY KUWAIT (Financial Services, 501-1000 employees)Pricing
View all pricingIndividual
$14
Cloud
per month
Business
$25
Cloud
Per User / Per Month
Enterprise
Contact Sales
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
Features Scorecard
Project Management
8.3
83%
Professional Services Automation
8.5
85%
Product Details
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 | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Alternatives
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Frequently Asked Questions
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.
What are Smartsheet's top competitors?
What is Smartsheet's best feature?
Reviewers rate Gantt Charts and Integration with accounting software highest, with a score of 8.8.
Who uses Smartsheet?
The most common users of Smartsheet are from Mid-size Companies and the Information Technology & Services industry.
Reviews and Ratings
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December 07, 2021
The best Integrated Work flow automation sheet
Smart Sheet is one of the best Project Management tools and Management Dashboard. Smart sheet Provide us with a ticketing tool that allows us to create and submit tickets in addition to the automated workflow and automated previously created mails. We are using the smart sheets in our organization at several levels. Starts from creating and submitting tickets for new vendors and customers with the ability to add and attach the relevant documents for each ticket. Then through the ready-made templates which are organized for different usage and the ability to change and amend these templates according to our needs it goes through another level of reviewing then after reviewing the sheet send automated mail for final approval for the third level of review. The smart sheet looks like a fully designed system for my usage with the ability and flexibility to add or remove fields and rows. The best thing is that Smartsheet has the documentation and confidentiality process as we can attach all the relevant documents to each row and through dynamic view, we can choose which users are able to see the documents and to make them see specific fields. Finally Smartsheet Solution Center has ready templates and dashboards which are useful for several types of business
- Management Dashboard
- Tickets
- Dynamic Veiw
- Automated Work Flow
- Increase the allowed number of uploaded documents per ticket as they are not allowed to upload 10 documents per ticket and the rest to be added manually
- Collapsing all related features in one button
- Smartsheet Mobile app need some enhancement in showing the notifications
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.
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
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 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.
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
June 24, 2021
Excellent tool for project planning and tracking
We use this powerful tool because it allows us to communicate and share project information; we can set the correct sequence to provide advanced updates and automate tasks. All objectives can be shared with other teams and executed at the same time. The main reason for our progress in group task management has been thanks to Smartsheet.
- Smartsheet offers a set of tools that provides unique flexibility to perform precise operations.
- I can set up an ideal organization of my projects and quickly create very intuitive specific reports.
- All tasks are presented in Smartsheet then adapted to the project schedule more precisely and in detail.
- If you need the best references for project management, Smartsheet has what you need.
- The learning curve for those new to project management and who have had no previous contact with other similar software will be tricky.
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.
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.
In the company, we use it to manage the most reliable and important projects of the department. It is very efficient and has many advantages. It helps to resolve project flexibility. Determination and schedule are the results of its execution. It has excellent functions to help establish collaboration between team members and speed up the execution of delegated tasks.
- It is undoubtedly a great program that helps keep a whole work successful in the internal activities of any workplace.
- It has a significant challenge: to have control of the tasks at a great potential of fluency.
- Its support has given me a great opportunity that determines the quality.
- It has a very high price; they should consider adjusting it to the cost of the competition; it would certainly be a privilege.
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 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
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.
We use Smartsheets across the whole organization to share information securely and to manage workflow. It instantly keeps everyone up to the minute, and also allows us to identify who made changes and when, and support those changes with attached documentation.
- Exports to Excel are simple and attractive.
- The ability to message other users in the same use space is practical.
- Once dashboards are created, it allows for everything needed on a daily basis to be right at your fingertips.
- Being able to have multiple Smartsheet pages open at the same time is crucial. Not all programs allow for this.
- Once a system is in place, it's challenging to change or update something because each instance of that change has to be updated. We have 20 centers, so have to update things 20 times in most instances.
April 27, 2021
Smartsheet shows promise as software for online projects
We are pleased that the Smartsheet platform has so many tools that serve the direct extension of team collaboration, allowing us to stay fully focused on creating reviews and interaction sessions to address each other's work, which ends up creating a network where everyone involved can advise each other so that the work is of the highest possible quality. As far as customer service is concerned, Smartsheet allows us to maintain interactions during business hours, and it remains entirely online, which makes it easy for us to communicate simply by having a stable internet connection. In general, it has a good technical support, with employees well informed about Smartsheet's functions. Being able to count on so many tools, usability within Smartsheet becomes a bit limiting, not because it is difficult to work with, but because it requires a high level of expertise to cover all areas of the project in question, which would normally require several people with different levels of expertise in the areas that Smartsheet allows to deal with.
- Smartsheet lets us create our own personal level portfolios, so each employee in the project group can present his or her ideas and resume in an organized manner.
- Has a very extensive collection of templates for different types of dashboards.
- Can be used to cover project operations that would normally depend on marketing agencies, making it possible to cover project marketing to a certain extent.
- Lacks some clearly essential functions for working with business processes, such as a mapping system directly to the processes.
- Workflows cannot be designed and modeled within the platform, which sometimes limits our view of the work.
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.
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 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 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
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.