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.
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
A great way to manage your projects
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Scheduling (105)8.585%
- Team Collaboration (116)8.383%
- Task Management (120)8.383%
- Gantt Charts (103)8.080%
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
- 8.3Task Management(120) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.8Resource Management(102) Ratings
Resource management is workload planning to maximize resources.
- 8Gantt Charts(103) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 8.5Scheduling(105) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 8.1Workflow Automation(94) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 8.3Team Collaboration(116) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 8.4Support for Agile Methodology(76) 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(74) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 6.5Document Management(95) Ratings
Document management provides for centralized management of all project documents.
- 7.9Email integration(94) Ratings
Email integration allows work requests to be made directly from email.
- 7.3Mobile Access(90) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 6.2Timesheet Tracking(57) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 8.1Change request and Case Management(63) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 8Budget and Expense Management(69) 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
- 5.6Quotes/estimates(39) Ratings
Ability to create, manage and send project fee proposals to customers
- 6.1Invoicing(32) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 7.1Project & financial reporting(55) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 7.6Integration with accounting software(29) 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
(818)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 55)Smartsheets is the best tool in my PM toolbox
- 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.
Smartsheets is well suited for collaboration. Multiple users, if given admin or editor privileges have the ability to make changes at once, avoiding issues that often can materialize regarding versioning errors typical, as a result of multiple authors or editors.
For project managers, smartsheets has multiple 'views' available, which can come in handy depending on your specific purpose. For those interested in seeing all of the details, the standard view is a table/spreadsheet type of view. For a more agile approach, or a simplified user view, their 'task-list' type view can help to easily view in a card-type of format and classify those tasks that have been 'completed' versus 'in-progress' , 'in qa' or other relevant category / classification. Other views include the Gannt chart view, which is helpful for seeing things in a calendar-like view, helpful in showcasing things like dependencies.
Smartsheet - Good software for data management and collaboration - not for integrated systems
- 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
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.
Smartsheet Rocks!!
- Ease of Use
- Very Intuitive
- Cost Effective
- More equation based logic opportunities
- Text notifications when sheet is updated
- 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.
- 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.
Smartsheet may not be the best suited if you: want similar control and advanced capabilities such as Excel offers, want ultimate control over editing reports and output of information, all users to be licensed, and full ability to create sheets from nothing.
- gantt view
- Predecessors/dependencies
- UI, while intuitive for Excel users, is a little clunky.
- Hard to just share a link without joining people.
- 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
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.
- Project and task management.
- Managing repetitive workflows, especially those where approvals are required.
- Reporting on the status of tasks and projects.
- Information streams that require parent-child relationships.
- Situations where complex security requirements exist (for example where users need access to some of the information but should be restricted from seeing all of it).
- 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.
Smartsheet shows promise as software for online projects
- 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.
Try Smartsheet and your team will thank you for it
- Easy to use - as it follows the basic set up of Microsoft Excel. You can also upload Excel files to Smartsheet rather than starting a new sheet from scratch, which is very helpful.
- Reminders and requests can be sent to team members directly from the tool, which is an enormous help and was one of the selling points for our company, specifically in choosing Smartsheet. The reminders/requests go to the team members' email addresses with a link to make the specific update to the required sheet, and once that is completed, the sheet owner is notified that their request has been fulfilled.
- Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
- Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
- Cross-team collaboration - Sharing with internal resources and external contacts is easy and permissions are clear.
- Live on-demand reporting - If your data lives in SmartSheet, or in a location that is accessible from SmartSheet, your dashboards are always available.
- Dashboard widgets are somewhat limited. There are enough options to be functional, but it is not an exhaustive list of widgets available for use.
- Workspaces and individual files can't be used in tandem. You must choose one or the other for the storage of your sheet.
- Smartsheet is simple to use! The learning curve is small.
- Smartsheet is cloud-based so the flexibility is very suitable for mobile management.
- Add to its toolset and take a few more features from MS Project to help with making dependencies more formula driven.
- Smoother import and export to and from MS Excel.
Smart to pick Smartsheet
- Organize data
- Track responses
- Data sorting
- Filters
Impressed with Smartsheets!
- I love how easy it is to add comments so others can be updated.
- Easy to add other users and send to my team for their review.
- I really haven't run into areas where I have had a problem.
- There have been some documents we want to restrict and we are still trying to figure out how to do that.
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.
Simple and Effective Project Mangement and Collaboration Software
- Tracking project tasks.
- Collaboration with different teams/departments working on the same project.
- Simplifying some of the views.
- Better reporting features.
It shouldn't be used as an ITSM solution like Change Management since it does not support ITIL Processed. This is strictly a project management and collaborative tool.
Solid, easy to use project management tool
- Great for managing and updating timelines as projects evolve.
- Good "extras" for communication, sharing, and file management.
- Excellent use of dashboards for rolling up information across projects.
- Creating and managing the dashboard can be a cumbersome and confusing process.
- The product gets a lot of updates with new features that aren't always user-friendly.
- The more features are added, the harder the tool is to use.
- Smartsheet is excellent for managing projects. One way we use it is to create a baseline of project timing that we can measure against to know if we are ahead or behind schedule. The Gantt views are a helpful way to see timelines and get a high-level view of planned dates.
- There tends to be a lot more manual manipulation of sheets than expected. Things can get out of date quickly if project managers don't stay on top of it. This requires daily interaction with the tool.
- Licensing and permissions are a bit confusing. You don't know what features are unavailable to you until you try to use them.
Smartsheet for Construction
- Multiple views available for each sheet like Gant Chart, Calendar, Grid and Card Views
- Automation is the key, notifications to team members
- The sheets can be viewed on PC's, tablets and phones
- Ease of use
- The interface changes frequently enough to keep you on your toes
- Getting your automation set can be tedious
Good for managing projects with multi-level hierarchy and complex date dependencies
- Using excel formulas can be helpful when it comes to customizing the sheet
- Start and due date based on dependencies, aka changing one date will waterfall into changing all dependent tasks
- Strong reporting functions
- Customizable dashboard
- Kanban view and usability can use some improvement
- Changes are not seen by other collaborators in real time, ie one needs to save the changes in order for them to be viewed by others
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.
Smartsheet - keeps you organized !
- Project management
- Process management
- Communication right from within the product
- It can take a bit of time to set it up
- It can take a bit of time to learn
- Would be great if it had a user guide of some sort for training additional staff
Great for project management. Love it for process management and internal tracking. Easy to communicate with teammates
Less appropriate when you need a more visual/graphics based approach
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