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%
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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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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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Reviews
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April 19, 2024
Smartsheet - Collaboration made easy
Score 10 out of 10
Vetted Review
Verified User
I use Smartsheet very often. Whenever I would have traditionally used Excel, instead I now use Smartsheet as my go-to application whenever I need to make a spreadsheet. The best thing about Smartsheet for me is that it is a collaborative tool. It is veyr nice to be able to leave comments, and make edits on a live document that is shared with my peers.
- Collaboration with teammates
- 'Live' shared document rather than a static excel that is only a moment in time
- Ability to leave comments and chat with your teammates
- More features. The more Smartsheet can mirror the capabilities of excel the better. Not saying it needs pivot tables but the ability to have more customization would be nice
- a better card / board view would be nice. More features to make it more useful. Or atleast make the board view a standard view rather than 'preview'. Would also be nice if I could set board view as the default view for everyone
- More templates for common business cases for different types of companies would be amazing. Would love some templates for product management
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
December 12, 2022
Smartsheets is the best tool in my PM toolbox
Smartsheet is used by our Project Management team to manage our project plans for our many clients. Smartsheet's easy-to-use UI will instantly feel familiar to anyone who has used MS Excel or any similar database tools. This interface allows new users to easily dive right in, without relying on tutorials like some of the other leading PM tools in the marketplace that are less intuitive and perhaps even overly-complex. I track project plans down to the task level in Smartsheet, and all of our project budgets are managed within the tool itself, as well.
- Easy to use and intuitive
- Sleek, clean user interface
- Manages user groups, security, and permissions with ease
- Parent / Child relationships at the 'sub-task' level could be easier to use. Sometimes i have issues 'rolling-up' data / numbers when I get below one level or two of sub-tasks. However it may just be user-error, as I have not had the time to investigate further or reference user manuals or tutorials.
- Nothing else. Smartsheet works quite well and does not leave much to be desired.
August 01, 2022
Smartsheet - Good software for data management and collaboration - not for integrated systems
Score 3 out of 10
Vetted Review
Verified User
We use Smartsheet in multiple applications:
- Task tracker including input from online forms.
- Project management planner and dashboard.
- Intuitive dashboard system support builder.
- Team Collaboration Tools - permission based.
- Data security.
- Customer support and service
- Limited functionality
- visibility and user experience
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
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 has been fundamental to achieve a group task of project management. Without a doubt, I have been able to obtain a great formality in the simple processes; it has given a systematic projection so that all the departments use it to control the procedures of the tasks. Importantly, it specializes in recording spreadsheets, integrating formulas, which allows utility control for people familiar with the primary information of improving spreadsheets.
- It is incredible and beneficial to contribute a great success in the performance of tasks.
- It has given a precise changed meaning to optimize the projects.
- It is fantastic to manage and control the content of activities in a simple way.
- The support has given me the strength to achieve a great job.
- It should be more fluid in terms of interface; every time I move from one activity to another, slowness is noticed.
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.
Smartsheet is being used to manage all types of company collaborations under one single platform. Teams have an easy way of managing tasks and sharing of files through its simple interface.
The solution solves project management needs and provides teams with an unique approach to project management and workflow automation.
The solution solves project management needs and provides teams with an unique approach to project management and workflow automation.
- Visualizing tasks in Gantt chart
- The calendar mode that shows the progress of activities
- Notification center
- Tasks and resources management
- Requires time to adapt
- No free version
- Requires strong internet connection since it's cloud based
June 07, 2021
Great For Starting Out With Project Management
Smartsheet was used by our human resource and talent acquisition team to track projects within the department. We had experimented with project management options, including spreadsheets, but none filled the bill. The head of the department reviewed and tested a number of possible solutions and landed on Smartsheet as the best option.
- Updates in real time.
- Allows multiple users.
- It's a little "clunky" when you first start out.
- The free version soon can soon rendered "obsolete" but that could be viewed as a positive.
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
June 01, 2021
Gain more control with Smartsheet
Smartsheet in our organization has been of great benefit in helping us manage our project workload. We have gained more control with Smartsheet saving us time and efforts to ensure nothing is omitted when team members are working to meet the tight deadlines. Speed is always great, but accuracy is everything. Additionally, it has given us a single source of data where we can access and share information across the whole of the organization and with clients. Smartsheet has helped us communicate better and fast but with the accuracy of data in place.
- The easy to use dashboard has enabled us get comprehensive view of projects across the entire business.
- It has streamlined internal communication with ease of sharing information across different teams.
- Smartsheet automates our workflows, enhances collaboration and ensures there are no data silos.
- I like that it saves time for us and ensures we spend less time switching between apps.
- Patience is needed to learn all the tools .More time is required to learn all the features and therefore the learning curve is steep.
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.
May 24, 2021
Smartsheet for Scheduling Audits
We previously used Smartsheet in our department for the purpose of tracking various security audits. I am aware of other teams still using it, we switched to Teamwork about 8 months ago. Smartsheet allowed our team to track different members progress on their routine security audits and also to store and share summary data files.
- Spreadsheets.
- Charts and visualizations.
- Fast and reliable service.
- Limited template format.
- Takes somewhat longer to learn how to use.
- Limited messaging functionality.
Smartsheets are used to help manage product launches. Since so many teams across the organization are involved in the full product launch process, Smartsheets helps us keep an organized list and status on each item. It keeps us on task, and on time.
- Easy collaboration & note sharing.
- Work on tasks remotely.
- Switch between views: List, calendar, gantt chart, etc.
- Not very user friendly.
- Limited activity log.
- Pricey compared to other tools.
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
We use Smartsheets across the whole organization to share information securely and to manage workflow. It instantly keeps everyone up to the minute, and also allows us to identify who made changes and when, and support those changes with attached documentation.
- Exports to Excel are simple and attractive.
- The ability to message other users in the same use space is practical.
- Once dashboards are created, it allows for everything needed on a daily basis to be right at your fingertips.
- Being able to have multiple Smartsheet pages open at the same time is crucial. Not all programs allow for this.
- Once a system is in place, it's challenging to change or update something because each instance of that change has to be updated. We have 20 centers, so have to update things 20 times in most instances.
April 27, 2021
Smartsheet shows promise as software for online projects
We are pleased that the Smartsheet platform has so many tools that serve the direct extension of team collaboration, allowing us to stay fully focused on creating reviews and interaction sessions to address each other's work, which ends up creating a network where everyone involved can advise each other so that the work is of the highest possible quality. As far as customer service is concerned, Smartsheet allows us to maintain interactions during business hours, and it remains entirely online, which makes it easy for us to communicate simply by having a stable internet connection. In general, it has a good technical support, with employees well informed about Smartsheet's functions. Being able to count on so many tools, usability within Smartsheet becomes a bit limiting, not because it is difficult to work with, but because it requires a high level of expertise to cover all areas of the project in question, which would normally require several people with different levels of expertise in the areas that Smartsheet allows to deal with.
- Smartsheet lets us create our own personal level portfolios, so each employee in the project group can present his or her ideas and resume in an organized manner.
- Has a very extensive collection of templates for different types of dashboards.
- Can be used to cover project operations that would normally depend on marketing agencies, making it possible to cover project marketing to a certain extent.
- Lacks some clearly essential functions for working with business processes, such as a mapping system directly to the processes.
- Workflows cannot be designed and modeled within the platform, which sometimes limits our view of the work.
December 30, 2020
Smartsheet Supporter
Score 9 out of 10
Vetted Review
Verified User
We use Smartsheet to solve a number of problems within our division and company as a whole. Everything from event timelines, project manangement, financial reporting and staffing resources. We have streamlined and eliminated a number of manual processes over the past few years, and are constantly finding new ways to use the product.
- Automated tasks & notifications
- Visualization of key data and metrics
- Ease of use
- Formatting and branding capabilites
- Some newer functionality is not as intuitive
- You need to purchase additional "premium" applications in order to use the product to its full potential
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