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.
TrustRadius Insights
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
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 (106)8.585%
- Team Collaboration (117)8.484%
- Task Management (121)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.
- 7.4Mobile 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
(822)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
(76-100 of 142)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.
Smartsheet review
- It is dynamic, changes can be made by multiple people without losing data and controlling version control
- Cell linking from sheet to sheet. Super helpful.
- Dashboards are a great way to roll up a lot of data into one source for review.
- Automation: Some of the functionality changed with the last update and it was a little difficult to adapt to the new functionality, but I figured it out.
- 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.
Smartsheet - I will quit my job if I can't have it!
- It allows for attachments and notes at the row level; this keeps many of our documents organized and viewable on the mobile app and for all those who have rights to see the sheet.
- The automated approval process has cut down on manpower by 10%. This has resulted in increased productivity by eliminating repetitive but necessary steps.
- Reporting - this allows the roll-up of information that reaches across multiple Smartsheets. Important information can be realized at a glance rather than looking at many spreadsheets. It also allows for the sharing of only necessary information to stake holders.
- The mobile app has given me freedom to access the sheets at any time without having to store documents and information in multiple platforms.
- It would be helpful when importing an Excel spreadsheet if the format would remain the same; such as the color of the rows and columns.
- Sometimes when viewing rows on the mobile app, they don't align properly when scrolling across.
- I would like to see more in-depth training videos.
Happy SmartSheet Team User
Several departments are utilizing Smartsheet within the organization. We are fairly decentralized with several hundred locations making collaboration difficult at times. Smartsheet made project coordination much easier.
I use Smartsheet primarily with my team for many different activities. We track and share time off & out of office information, track and share information on projects, as well as track team member tasks/processes/procedures, to organize and share knowledge documents, and for notices and collaboration across other HR groups.
- Collaboration. Smartsheet makes it very easy to share information with multiple users at the same time. It also has great functionality for sharing with non-users with great options for read-only or allowing those outside users to even edit sheets.
- Project management. Smartsheet has all of the functionality that Microsoft Project does, but is much easier to use. You can import and export Excel, Project, or a few other formats, and the system has multiple options for entering information. Different types of views can be deployed or updated easily.
- Reporting from Smartsheet is very easy. You can take data from multiple different sheets and combine them into one report. Depending on the user access you can also edit information from a report to update the original Smartsheets.
- Gantt Charts: While the functionality here is very good, sometimes there could be some better options with the automatic coloration of these charts. Additionally, exporting is a little limited.
- Formulas: There are a lot of basic formula options but there could be more. Additionally, calculations across multiple sheets could also be improved.
- Pivot tables: These are only available as an additional add-on app. I wish this functionality would be standard.
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.
Enhance Project Management with Smartsheet!
It supports our project leadership, management, organization and resource management
- Gantt Charts
- Project tracking
- Project task management/critical paths
- A few more options re: printing would be helpful (e.g. only print certain project phases or timelines)
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.
Smartsheet - Good for Project Management and Collaboration
- The sharing option allows you to share data with external partners/co-workers.
- The linking option allows you to update multiple pages at once.
- This is great for business meetings as you are able to export information into Excel and print data.
- Sometimes I experience linking issues with particularly lengthy sheets.
- Dashboards. If you know how to use them, they can combine the info and data from multiple sheets into one comprehensive view. This is crucial if you are managing a team that manages multiple projects in Smartsheet. It's like having all of the up to date, real time info at my fingertips.
- Love that they went mobile. I can check info onsite when I'm traveling without having to login to my computer or have my computer with me.
- I would love to see the ability customize some of the forms with our own branding.
- I would love the ability to be able to delete a sheet, even if I was not the owner. Perhaps maybe give an overall administrator status. We have folks who have left the company and I cannot delete their old sheets. It gets very cluttered.
SmartSheet is a great product for everyone!
- Conditional formatting makes it easy for anyone to personalize a sheet!
- Sharing sheets with free users, and they really have a considerable amount of usability!
- The scheduling aspect combined with many of the traditional Excel functions.
- Some of the automated update requests could use some tweaking. It would be nice to be able to send an automated request update to a contact list without a trigger.
- It seems as though there are a lot of requested functions that are not addressed.
- The sheet limitations seem a little low considering the package we are paying for.
Smartsheet is a great tool for team collaboration!
- Provide real-time updates
- Allow multiple users to view and edit simultaneously
- Simple, easy-to-use interface
- Document security
- I haven't come across any cons, personally, in my use of this system
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 is very good at tracking tasks and generating dependencies. The user interface for accomplishing these functions is very intuitive, especially for anyone who has familiarity with Microsoft Excel. It basically takes some of the functionality of Microsoft Excel and Microsoft Project and merges them into an application that is more user friendly.
- Smartsheet is also very good at offering connectivity and collaboration. Because of the way in which non-project management users can log in, receive notifications, and interact with the Smartsheet, it doesn't feel like it is the project manager's domain but rather something that is a tool for everyone to make use of and share.
- Smartsheet is very accessible. As a someone who used Microsoft Project in the past, it has been much more convenient to access Smartsheet through the web rather than having to ensure I have access to the latest file or ensure that multiple people aren't trying to work on the file at the same time.
- There really isn't much up-front guidance offered on using Smartsheet. As with any company, they will provide training and obviously have a help menu, but it would be nice for there to be some "forced" tips and tricks or tutorials provided to give new users the ability to "power-use" the software more quickly.
- Project files become very large, and it is often very difficult to work on different sections without getting lost within the project. This is not necessarily specific just to Smartsheet, but functionality that would enable modularization or more easy navigation to work on multiple parts of a sheet at once would be helpful.
- Communication tools within Smartsheet are not very functional or not very intuitive. Because of its collaborative nature, it would be helpful for there to be more capabilities for communication within the application about changes being made or between users who are editing the same sheet.
It is an invaluable tool for project management but can also be used for any sort of complex task management. The only scenarios in which it seems like it is not very appropriate is if the project or task is too small to require much planning or has too few people to require any sort of collaboration or visibility.
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.
Smartsheet is an efficiency booster!
- Ability to have multiple people access data at a time they need, without worrying that another person may have the sheet 'locked' as often happens when working with Excel.
- The ability to set automatic reminders. I use it for those things 60, 90, even 365 days in the future. I tell it when I want to be reminded and I get an email in my inbox telling me a task needing attention (much more effective than the task function in my email that I am great at ignoring).
- The formatting capabilities allow for a lot of data to be managed effectively.
- The conditional formatting is not as robust as in Excel.
Complex to Use but Sometime Worth It
- open sharing across the organisation of the project
- good overlapping of the dependencies between tasks of the project
- bad user interface experience
- difficult to get into it without proper training
Smartsheet - A smart alternative
- Easy to use. It is a very intuitive natural interface for business and technical users.
- Dashboards were relatively easy to create and use.
- SaaS model allowed easy but secure access across geographically disparate resources.
- Workspaces feature was rarely used for comments or sharing.
- Report builder took some getting used to.
Smartsheet: Yes, It Is
- Project management template is outstanding. Mirrors MS Project without the learning curve.
- Web forms automate all processes including surveys, training registrations, etc.
- Operates like Excel so anyone with Excel experience can readily use it.
- It's collaborative.
- N/A
- N/A
- N/A
- Collaboration on any project
- Job orientation training
- Training rosters
- Training feedback
- Surveys of any kind
- Project management templates including built-in Gantt charts
Fast and easy solution!
- Easy to share with non-Smartsheet users for visibility and collaboration
- Just the right level of complexity. Anyone who has put together a project plan before can do this.
- Multiple ways of planning and displaying your project. Also easy to export to a pdf for historical or formal reasons.
- There may be a few features that would be nice to have a shortcut button for, like indenting / outdenting
User-friendly Program
- The program allows users to upload briefs. This helps our team stay organized.
- The program generates a Gantt chart for us, and gives the user access to symbols that are understood across all business platforms.
- Intuitive program - very user friendly for all ages - able to customize the fields.
- I've had great experiences with it. I know that other colleagues use other programs for their businesses. I'm not sure how their program strengths compare to Smartsheet.
- Sometimes I wish it wasn't an online program, but rather something that you download onto a computer.
- When I was first testing out the program, I had a file. I wasn't sure if I wanted to keep the program so I cancelled it. A little time later, I re-subscribed, but my documents were erased. This was very disappointing. I contacted customer service, but they could not help me. This is another reason why I wished it was not an online program.