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%
- Team Collaboration (117)8.484%
- Task Management (121)8.484%
- Gantt Charts (104)8.181%
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Pricing
Individual
$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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Smartsheet for Project Management - Demo
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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 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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- 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.
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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
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 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 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
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
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.
Smartsheet is being used by my organization on a wide variety of operations. We track our employees' and consultants' time across multiple projects. We track projects' progress with the Dashboard feature. We track and manage all company and consultant invoices. We also store resource contact information, leave/vacation tracking, and track our onboarding process for new employees.
Overall, Smartsheet has helped our business track and manage many different processes throughout our entire organization.
Overall, Smartsheet has helped our business track and manage many different processes throughout our entire organization.
- Gantt charts for projects with dependencies for project scheduling and management.
- Security within the organization, including the ability to quickly add someone as a viewer or editor if needed.
- Conditional formatting provides a clear visual aid of what is going on within each sheet, depending on what you want each rule to do.
- Better export formatting.
- The ability to archive easier.
- Improvement in app functionality.
December 20, 2019
Smartsheet at its best!
We use Smartsheet to collaborate between different departments, such as our recruiting, operations, and hr departments. It is cloud-based and updates its self in real-time. It allows you to set filters such as editors and or viewers. I like being able to look at it anywhere. Instead, it is from the office or off sight.
- 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.
As a licensing and appointment coordinator, I personally use it mostly to keep track of license and appointment renewals. We also use it go manage new projects and relationships.
- You can set reminders to alert you of due dates and expiration dates. This is crucial for my position since I'm responsible for renewing licenses and agent appointments. Love it!
- Keeps me organized! You can sort information in various ways to keep projects and deadlines managed and very user-friendly. You can also give outside parties access which is great for conference calls/meetings.
- It seems like it took a while to learn the functions of the Smartsheet since there are so many. It was a little bit of a robust learning process but once you get used to navigating around it's great.
- One of the things about Smartsheet that could be better is the ability to copy info from one sheet and create a new sheet.
September 20, 2019
Fantastic tool, but it's important to understand what it's meant for
We currently use Smartsheet in most departments. We use it for project management, scheduling, list management, and for some minor spreadsheet work. Sometimes we use it as a replacement for tools like Google Sheets, though it is not meant to be just a spreadsheet tool and does not work perfectly that way. It is much better described as a spreadsheet or data table version of Trello, JIRA, Asana, monday.com, etc.It is one of the most versatile and useful tools we have.
- 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.
September 17, 2019
The Smarter Way to Help Your Team
Several departments in the company utilize Smartsheet to track production and distribution of everything that we work with. It makes sure everyone is held accountable and everyone is up to date on information for every project that month. We also track assets that we bring in to work on these projects and share these sheets with other teams to make sure THEY are aware of what is in house, what is not and what to expect/when to expect it.
- 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
August 11, 2019
Smartsheet is a time saver for data entry
We are using Smartsheet in our Florida region of Picaboo Yearbooks outside sales. It addresses many problems, the main one being that we are able to fill in our contracts with our customer information from data we have or data the customer enters for us. We send a form to customers with important school information and dates. We then use Smartsheet as a way to collect and organize this information. Then, we implement Smartsheet labs to fill this information directly into DocuSign which cuts down the manual contract process.
- Collect information via forms.
- Store information in separate sheets.
- Create visual views of the information we have to easily see what we're missing.
- The number of sheets seems limited for the individual plan.
- I think the UI could be improved.
August 09, 2019
A powerful Management Tool to Collaborate Securely
Score 10 out of 10
Vetted Review
Verified User
Smartsheet is often used when handling cross-departmental projects. For instance, when managing the company's annual activities and billing. The software allows us to interact with similar task checklists in real-time when under conference calls. Above all, it offers the best security compared to Google Sheets.
- The software allows us to attach files on cells within the sheet. Other softwares don’t have this feature.
- Smartsheet has a feature called “Email Shared Users” which improves its reliability to notify users on the current updates.
- Smartsheet has been designed in a way that it integrates comfortably with most management systems of different organizations.
- This software has an outdated appearance when compared to its competitors, Google Sheets. The interface should be re-designed.
- Smartsheet does not support the use of equations/functions within the sheet, as it is done on Google Sheets.
- It sometimes takes too long to figure out how to log in using the company credentials depending on how the link to the sheet is set.
August 07, 2019
Smartsheet is the Smart Way to run your Business!!
Smartsheet has become a key communication tool for our corporate office and our 100 Dealers as well as our Field Representatives. We use Smartsheet to track orders, follow an approval process, and general feedback. So simple to create a link and a mobile form that we get requests weekly for new action items. Smartsheet is a great way for us to reach out and track feedback.
- Quick Mobile forms
- Excel Tracking and organization
- Ability to take on document uploads
- Personalized Mobile Templates
- Logic to process Dynamic questions
- Tab out results by time periods and or certain fields - Example - if this field = yes then place results on sheet 2
June 15, 2019
Smartsheet: The perfect tool for type A timelines
It’s currently being owned and managed by one team (the production team) where we create timelines for our client's advertising campaigns. However, we have other departments (such as designers, writers, and developers)review the timelines within Smartsheet to approve.
- 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.
- 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.
We often use Smartsheet for cross-departmental projects. For example, we use it to manage our annual process of activating and billing our new students each August. It allows us to interact with the same checklist of tasks in real time during a conference call while offering better security than Google Sheets.
- 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.
May 15, 2019
Smartsheet is a great timeline creation tool
Smartsheet is used in the project management department. Its main objective is to manage project timelines, produce visualizations, automate updates. The features are utilized to be both internally and externally facing. While it is used to manage projects and resources from an internal perspective, it is also shared with clients and project stakeholders.
- Automates updates
- Visualize timelines, milestones and corresponding resources
- Easy training for new users
- Excellent export to Excel and other platforms
- More modern UI
December 18, 2018
The Product Name Says it All!
We primarily use SmartSheet at my company for managing internal projects (we use different software for external project management). It's very useful for the simple capture of project requirements (and for later reference) and tracking tasks. We also use SmartSheet for collecting requests from stakeholders using the form function which is very handy since it can populate straight into the sheet. Then, we use some Gantt type functions for managing the timelines of the project tasks and who owns. We have also used SmartSheet joined to our Business Insights tool as a way to capture reference data needed in a dataset otherwise connected to a production system, e.g., adding notes to priority orders. Pretty neat!
- 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.
December 11, 2018
Smartsheets is a smart workplace solution
Many different departments across the company use Smartsheet for different purposes. I feel that they are most helpful for inter-departmental requests that need to be logged. It allows us to share data between departments and across the globe without having to give access to secure databases on our servers. Smartsheet is one of the fastest and straightforward ways to allow people from multiple locations to collaborate on files.
- 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.
August 28, 2018
Easy to use project management solution at the right cost!
Smartsheet is being used throughout many departments and users in our organization to collect, store and report on information such as employment applications, training registrations, and employee suggestions. We are also using it for project management to keep track of assigned staff, timelines and tasks to complete. With the notifications and alerts, Smartsheet allows us to keep track of a wide variety of tasks and organize our work.
- 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.
August 15, 2018
Super efficient and organized
Smartsheet was used by my organization's marketing and creative departments to track all of our information. We have Smartsheet docs for contact sheets, for scheduling, and for tracking. One of the things we used Smartsheet for was to track which film studios had purchased ad buys with our owners because we needed that information to know what materials we need to create. Every week, we would generate a report on this spreadsheet, which would sort the data and give us only the relevant information for our weekly meetings. We would search by which of our owners needed the content, and then by date, so that the correct liaisons could look at their sections and then know what to work on based on the date. We also linked many of our smartsheets to a large dashboard, which was created each month, that allowed each of us to input specific information into our own personal Smartsheet docs and all of this info, combined with everyone else's, would populate into the larger dashboard, which could be looked at as a whole. That way, we each only had to put in our information once, and it would update the master dash for everyone.
- 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.
May 23, 2018
Smartsheet virtually does it all!
Smartsheet is used by multiple groups across the organization. Each department uses it to address unique department challenges. My team uses it to track projects from development/standup work to high-level dashboard reporting on projects within the portfolio. There are many projects and limited resources. Smartsheet really helps me keep track of all projects under my purview.
- 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)
April 30, 2018
Smartsheet is a smart choice
Score 9 out of 10
Vetted Review
Verified User
Smartsheet is one of the primary tools our IT project managers use to manage work timelines, dependencies and resource reporting. It is mainly a tool used in our IT division. Though it is a tool used by our project managers, it is used to track other smaller work efforts and to collaborate with others involved. It is also easy to access since it is an app on Google.
- 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.