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Highly usable tool: Users find Smartsheet to be a highly usable tool with a considerable amount of functionality and ease of use. Some …
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 (105)8.585%
- Team Collaboration (116)8.484%
- Task Management (120)8.484%
- Gantt Charts (103)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 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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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.
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Reviews
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November 01, 2023
Save your time on Spreadsheet data by using Smartsheet
Score 10 out of 10
Vetted Review
Verified User
Smartsheet in our company is used as an alternative to typical Spreadsheets because employees can save a lot of time by using automation to collaborate with other employees. Every department that is using Smartsheet replicates their typical manual processes into automation provided by Smartsheet. To create Automation no coding skills are required, so employees feel empowered to create their own solutions and save a lot of time on repetitive tasks.
- Document Builder - e.g. all the contracts are generated automatically with data from Smartsheet.
- Ticketing Systems - using forms we can create tickets that are automatically assigned to preferred people.
- Request for update - if we need to have updated data in some cells but we do not want to share the entire sheet with someone, we can send a form just to update the data in rows.
- The community of Smartsheet is amazing if there are any questions or problems the community is eager to help.
- With the paid license you get access to Smartsheet University.
- Some of the basic functionalities that were part of the business licenses are moved to enterprise licenses, so in our company we can't use them anymore.
- Additional features like Pivot Table etc., need to be purchased extra
- Smartsheet is sometimes bit too pushy to buy new licenses or go to Advanced Model
July 06, 2023
Just use Excel, don't waste your money.
Score 2 out of 10
Vetted Review
Verified User
We use Smartsheet to record and report on all of the services provided by our organization. We are grant funded and so we need to report to our granters in very specific ways. Smartsheet allowed us to build a really complex and robust array of functions and reports to fulfill this need. We have 30 people using the software, and everything is text-based entries or attachments.
- Works great with Zapier
- Great for small, simple projects
- Notifications work well
- This is not a Database
- Connections to any outside resource are lacking or difficult
- Organization is restricted
- Cannot have too many users on at the same time
- The connections between sheets are a really big hassle
- Often slow with 200 sheets and ~200K entries
- Expensive for non-profits
- Not-Scalable
- Exporting is limited
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
October 15, 2021
Smartsheet should be Brilliant Sheet
Currently being used sporadically in place of MS Project. Especially useful for team members not familiar with building a project plan but need to organize and assign task to multiple team members. Our Organization is currently in the process of maturing and while we don’t have the technical skills to develop thorough plans we are moving in that direction and Smartsheet is really intuitive and helpful in that way.
- Adding task and dependencies
- Collaborating with other team members
- Publishing results
- Incorporating other work plans
- Having more prompts for the user
- Maybe a I integration that picks up the type of work plan that has been developed and offers recommendations
- The free user profile is limited understandably but it sucks
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.
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 12, 2021
Automations, Forms, Triggers, yes it is Smart
We presently use it for small dataset where constant updates are needed. The form tool helps in establishing correct format for every entry and automation triggers help in approving the submission or reminding people to update some information at a certain period of time.
We use it to integrate it with Power BI to have live dashboard basis information input by users for live tracking.
We use it to integrate it with Power BI to have live dashboard basis information input by users for live tracking.
- Can connect with multiple software.
- Forms and the Automation workflows which can be integrated with other Microsoft services.
- Can be connected directly to Power BI.
- It gives the user the ability to create formulae.
- SSO level Enterprise security.
- One can easily import an Excel to start with Smartsheet and export as well.
- Inter-connectivity between different smart sheets.
- A lot of In-built templates are already there for users help.
- One can create separate Workspaces and provide access to different people.
- A nice collaboration tool with controlled access.
- One can easily check that the row count is significantly less than Excel hence data with significantly less number of observations can be created.
- If you have created a workspace, you can't give individual access without providing access to the entire workspace. For e.g., I have two files in my workspace, and I want user ABC to have access to the first file and user XYZ to have access to the second file. I can't do that.
- You cannot attach any item in an automated workflow. The observations go as a table in the body of the email.
- Real time Multi-user edit is a pain for all collaboration tools and Smartsheet is no exception.
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.
We use Smartsheet primarily for creating full project schedules and Gantt charts. We also create project status summaries, key milestone summaries and are looking into the full project management capabilities of it. It is being used for a particular client only at this time but may be useful in broader applications across our studio, and even our company. So far, Smartsheet has been very useful at communicating the full project schedule and breaking down the process into smaller steps, and identifying not only the critical path for the projects but also the interrelationship between tasks. This capability allows us to get on the same page as our client while also maintaining accountability on our end to hit our milestones.
- Easily creates table schedules with preset column types for different types of information.
- Generates a Gantt chart from tables with little complication.
- Exports a clean looking PDF for client presentation and deliverable.
- Allows filtering of information for easy focusing on certain parameters.
- Formatting of reports to show Gantts is limited
- Editing of tables and joining of cells to present data is not always possible.
- Buttons/options on top, right, left, in pop ups is not always intuitive or user friendly.
Smarsheet has proven to be the most innovative way to bring teams together for collaboration on projects and processes across the organization. Teams are able to manage diverse types of work [and] core business operations. Smartsheet has tools such as Gantt charts, files sharing and automation features that empower teams to execute and complete projects with speed and accountability.
- Organizing information into card, grid, calendar and Gantt to view data in multiple ways
- Forms that are customized to collect information internally and externally
- Managing of complex projects and tracking changes to a project sheet in real-time
- User require time to adopt this system
- Smartsheet has no automatic backup
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.
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 one of the major project management and data collection tools for our company. Smartsheet is used quite frequently across all departments in admin levels and offers a wide degree of flexibility with regard to dashboard creation and reporting. I use Smartsheet for a wide variety of projects that are both internally and externally-facing. The platform offers a unique cloud-based tool that allows for cross-team collaboration, file sharing, and data analytics. Smartsheet has been a fantastic tool for tracking, communicating with customers, and making work more efficient.
- Fantastic dashboard creation and customization.
- Sharing permissions are generous and enable non-paid users the opportunity to collaborate.
- In order to remain stable, rows and columns are more limited than competitors.
- Automation creation is nice but could further be refined and expanded in the future.
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.
December 20, 2019
A Must-Have for an Organized Product Manager
Smartsheet is being used as a tracking mechanism for strategic initiatives, unique projects, and a personal task list tracker. Specifically, Smartsheet tracks KPIs, roadmaps, and project action plans.
Smartsheet is a tool that offers both performance and collaboration. Users can add attachments per line, assign users to cells, apply a Gantt chart view, and smart collapse items to manage the complexity of the document, and keep the team informed on changes. This solves several problems against incumbents such as Excel and other Project Management tools, including version control, document speed, easy notifications without the need to check files in and out.
Smartsheet is a tool that offers both performance and collaboration. Users can add attachments per line, assign users to cells, apply a Gantt chart view, and smart collapse items to manage the complexity of the document, and keep the team informed on changes. This solves several problems against incumbents such as Excel and other Project Management tools, including version control, document speed, easy notifications without the need to check files in and out.
- Gantt Chart View.
- Attachment optimization.
- Exporting Sheets.
- Exporting to Excel.
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.
December 19, 2019
We live and die by Smartsheet
My organization lives and dies by the Smartsheet. We manage multiple comm plans that have stakeholders over admissions, marketing and IT. With stakeholders spread across multiple departments, Smartsheet allows everyone to be on the same page, especially for tracking approved for emails.
- Centralizes info
- Keeps everyone up-to-date with live feed
- Nothing. This tool is great for large companies.
December 19, 2019
Cross-team integration help
It is being used company-wide for various problems. For my team, it helps us to keep everything organized in one centralized place and eliminates security risk by emailing spreadsheets.
- Real time updates.
- Reduces security risk.
- Allow better import of Excel sheets.
- More dynamic forms.
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.
November 25, 2019
Solid, easy to use project management tool
We use Smartsheet primarily as a project management tool for managing individual projects relating to the development of learning materials or software development. This is an excellent tool for managing timelines and communicating those with the client. We also use it for high-level strategic alignment across projects giving a roll-up view of status and performance.
- 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.