Smartsheet - Collaboration made easy
I use Smartsheet very often. Whenever I would have traditionally used Excel, instead I now use Smartsheet as my go-to application whenever …
Starting at $14 per month
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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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Popular Features
- Scheduling (106)8.585%
- Task Management (121)8.484%
- Team Collaboration (117)8.484%
- Gantt Charts (104)8.181%
Reviewer Pros & Cons
Pricing
Individual
$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
Product Demos
What Is Smartsheet? Everything You Want To Know In Under 10 Mins!
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Smartsheet Review: Key Features, Pros, And Cons
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Smartsheet Dynamic View Demo
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Smartsheet Demo [The Only One You Need]
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Smartsheet for Project Management - Demo
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Product Details
- About
- Competitors
- Tech Details
- FAQs
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.
Smartsheet Video
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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
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 Resource Management highest, with a score of 8.8.
The most common users of Smartsheet are from Mid-sized Companies (51-1,000 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- 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
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Score 8 out of 10
Vetted Review
Verified User
The smartsheet is used for creating schedule and sharing with stakeholders. It is basically helping us in keeping track of the project particularly for our large scale projects. We mainly used it for task management and automating the work flow. Since reporting formats are mostly not found in project tracking tools but smartsheet provides this feature which we find it very convenient.
- Task management
- Data analysis
- Workflow automation
- Project tracking
- Limited customization
- Integration limitations
- Security
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.
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 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
February 23, 2020
Try Smartsheet and your team will thank you for it
We use Smartsheet to support project management within the company, giving access to specific project 'sheets' to the team members involved in its progress. We're able to provide each person the access type that matches their involvement in the project. As well as send them requests for information and updates directly from Smartsheet, which saves time from a management perspective and ensures all necessary info is added to the tool, rather than dispersed across an email. For a company that operates across different office locations, Smartsheet has been our solution to project management challenges that come up due to remote teams needing to work together closely.
- 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
SmartSheet is used in several different aspects of project management. We track financial status as well as operational status in separate sheets, and use reports and dashboards to mash-up and report on the data in a consolidated view. It is used in a variety of departments, but not across the entire organization. Use is mostly centralized within project managers, account managers, and service directors. It primarily solves client-facing collaboration issues in project management. We have internal tools for tracking our projects, but SmartSheet gives us a simple, concise way to share and collaborate with our clients using data from our other internal systems.
- 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.
January 08, 2020
Moving to Smartsheet was a smart move!
Our entire product management team is using Smartsheet as way to quickly update other teams on our current projects. It addresses the inconsistency we have had in tracking and reporting on our projects to leadership.
- Real time updates are great
- The dashboard view is fantastic for leadership
- Sharing is easy
- More space for notes
- Historical snapshots
- More control without being an admin
December 19, 2019
I love using Smartsheet
We are using Smartsheet to manage our large project as a whole, and also breaking it down with different sheets to manage smaller pieces of our project. It is only being used by 1 department currently, but I'd love to see it shared a bit more. We are using it to address a few main business problems. 1. Overall, high level organization of tasks and deliverables according to our existing clients and contracts and 2. Detailed views into progress on each importance phase of our project.
- The color-coding and alerting by using conditions is a fantastic and easy way to call things out.
- The fact that everything associated with each task is all together in one row is so nice - attachments, comments, reminders, plus all your column specific details!
- So much functionality options that it can be tricky to make sure the right things are locked, or you're sharing the right pieces to the right people. Double check everything.
- Works best when everyone is using it, but can require some training. Can be tough to get everyone on board because it can either be intimidating with all the use options, or boring looking off the bat because they think it is just Excel.
August 10, 2017
Smartsheet - A smart alternative
Smartsheet was brought in to serve as a lightweight project and task management tool. Specific emphasis was placed on a simple to use and intuitive interface that would not require significant training. It was deployed across a large agile program as the main program management tool. It was easy for business and technical users to understand and begin using as it felt so similar to Excel.
- 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.
September 23, 2016
Fast and easy solution!
I work for a large organization with multiple business units. Our PMO team often has to interface with multiple systems and processes and Smartsheet has been versatile and easy to use in such a varied environment.
- 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
February 17, 2016
Smartsheet - They know their sheets.
Smartsheet was used by our project managers to track and collate notes, bugs and comments from our clients. Rather than give them access to our internal issue tracker, we could set up Smartsheet as an outward facing lower-cost solution.
- Smartsheet is a quick way to make simple and effective spreadsheets.
- The templates provided are powerful and useful.
- Role management was a snap.
- Needs more niche templates.
- More Excel type math and automated features.
- Could use a visual design overhaul.