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
View PricingOverview
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.
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Scheduling (106)8.585%
- Team Collaboration (117)8.484%
- Task Management (121)8.484%
- Gantt Charts (104)8.181%
Reviewer Pros & Cons
Pricing
Individual
$14
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!
YouTube
Smartsheet Review: Key Features, Pros, And Cons
YouTube
Smartsheet Dynamic View Demo
YouTube
Smartsheet Demo [The Only One You Need]
YouTube
Smartsheet for Project Management - Demo
YouTube
Features
Return to navigation
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
Karyopharm Therapeutic's mission is to bring important drugs to market. Clinical trials involve careful design, documentation, and approvals. The company moves through the process, getting drugs to patients quicker, with Smartsheet.
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).
Comparisons
Compare with
Reviews and Ratings
(822)
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
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
September 18, 2019
Smartsheet - keeps you organized !
We use Smartsheet for project management, but also for tracking various processes internally, like equipment rental and use. It is used departmentally but any time we introduce it to another employee or team they end up adopting it for their own use. It allows us to stay organized and communicate effectively. We especially like the ability to set updates for changes as needed. It then eliminates the need for futher emails and other communication - it's all done via Smartsheet.
- Project management
- Process management
- Communication right from within the product
- It can take a bit of time to set it up
- It can take a bit of time to learn
- Would be great if it had a user guide of some sort for training additional staff
86.25%
8.6
N/A
N/A
- Keeps us organized
- Eliminates need for other project management software (if you can get your team to use just one!)
- We use limited licenses for those that set up and organize so that reduces cost
Which software we use for project management is often determined by the team we interact with or the client's choices. I prefer Smartsheet for process management due to the ease of setting up alerts and attaching necessary documentation. It was also fairly easy to set up and learn.
12
project management, account management, creative team, production, digital asset management, operations
Someone who has an operations and training background that can train easily
- Process management
- Project management
- Asset Management
- Operations
- Managing our in house studio and equipment
- Managing projects with international clients and vendors
- Communicating what is available and when
- Train additional staff to use
- Set up further alerts to eliminate more emails on progress and availability
- Manage other areas of the company for use - conference rooms, for example
No
- Price
- Product Features
- Product Usability
- Prior Experience with the Product
- Third-party Reviews
We had teammates who had used before and highly recommended. Once we got started, we kept finding more use cases!
I was not involved in the process, so I am not sure
- Implemented in-house
Change management was minimal
No
Our team has not found a use for that
We have not had to contact support as far as I know. Product is pretty easy to use and learn and we have not found issues needing support so far
- Ability to set up customized alerts
- Easy to start and get set up for easy tasks and tracking without any training
- Ability to attach needed documentation
- Love the drop down choices - makes it more consistent for use
- Just getting started - would love a user guide
February 16, 2016
Smartsheet for Productivity
Smartsheet is being used by various programs across the agency. The software is used in diverse ways some use it for: tasks, assigning case loads for environmental health using reminders, to track programmatic processes at both high-level reporting and diving into the details of projects.
- Smartsheet has been excellent for assigning tasks to teams. By entering my team member's contact information and a due date, I can easily set reminders to keep them on track and to notify me if anything is running behind.
- Reports are an excellent way to pull information from multiple sheets. One of our teams uses this for each staff member to track their case load. Team leads are able to easily see the status of each assignment.
- Smartsheet is easy to learn. We have staff ranging widely in age and technology use. The functionality of Smartsheet is like a mix of Excel and Google Docs with the additional perk of alerts and easy collaboration. We have found that anyone who has even basic experience with Excel can easily work in Smartsheet with a little extra guidance.
- Conditional formatting automatically changes as a project is updated by you and/or your team. This makes it easy to identify where the project is on track and where it is falling behind with just a quick glance at your Gantt Chart or spreadsheet.
- We have found that Excel and Google Docs "super users" get frustrated with some of the nuances of Smartsheet compared to their regular programs. Making sure that Smartsheet is not "just another tool" that our staff has to use, discussing the differences between Smartsheet and those programs, and explaining why we chose to use Smartsheet for a particular program, makes a huge difference in staff perception.
- A lot of front end planning and organization is needed for some of the larger projects in Smartsheet. It is best to start small and play in the software so you can learn how everything works, before developing a robust program Gantt and reporting system.
- Our organization has looked at expanding the use of Smartsheet to report consistently across our seven divisions. However, the dashboard functionality is not quite where we need it.
85.71428571428571%
8.6
22.5%
2.3
- Increased employee efficiency - keeping them on task and reminded of when their project deadlines are.
- Improved staff involvement - project tracking helps identify clear project deadlines and milestones for SMART objectives.
- Provides additional professional development opportunities for staff to learn a project management tool.
I have used Microsoft Project, Basecamp, OmniPlan and Excel to organize projects. Smartsheet, by far, is my favorite. Although Smartsheet is not quite as detailed with Gantt charts as Microsoft Project and OmniPlan, it is much more user friendly. Smartsheet also has the capability to do similar functions that you find in Excel such as formulas, sorting, etc.
However, my favorite [thing about] Smartsheet is the collaboration features and real-time updates. Linking cells across sheets together, leaving comment threads, adding attachments, using Google Hangouts, entering a sheet at the same time as your teammates, and sending updates and reminders are just a few examples of how teams can work together. Collaborators don't even need a license - they can simply log in if you invite them! Lastly, Smartsheet has solutions for so many different kinds of projects that I have used it both at work and for my many volunteer projects for large project management, planning events, managing grants, developing/conducting surveys and more. This does not even include the additional platforms I have not tried such as employee hiring, budgeting, and document routing. There seems to be a template or solution for just about anything. You just have to get in there and play!
However, my favorite [thing about] Smartsheet is the collaboration features and real-time updates. Linking cells across sheets together, leaving comment threads, adding attachments, using Google Hangouts, entering a sheet at the same time as your teammates, and sending updates and reminders are just a few examples of how teams can work together. Collaborators don't even need a license - they can simply log in if you invite them! Lastly, Smartsheet has solutions for so many different kinds of projects that I have used it both at work and for my many volunteer projects for large project management, planning events, managing grants, developing/conducting surveys and more. This does not even include the additional platforms I have not tried such as employee hiring, budgeting, and document routing. There seems to be a template or solution for just about anything. You just have to get in there and play!
- Developing a Gantt Chart - anyone can do it!
- Setting up alerts by name and due date
- Creating webforms
- Using Smartsheet Labs to create graphs based on data - something more integrated would be very helpful.
- Some of the formulas can be tricky if you are used to the standard Excel format.
- Getting reports to look more presentable
- Knowing that if you want a report to pull information from multiple sheets the columns need to be named the same. It sounds easy, but sometimes you don't realize this when you are first getting started in Smartsheet and have to go back and change column titles or be sure to include the different names in your report.
Yes, but I don't use it
May 26, 2015
The Swiss Army Knife of Task Management
Score 10 out of 10
Vetted Review
Verified User
Smartsheet is a very easy to use tool. Most users are familiar with Excel, so starting with a spreadsheet feel makes it easy to adopt. Summarizing data across all projects into one place with linked cells and reports is extremely valuable. It allows me to quickly dive into the areas that need the most attention. Row level associations for Reminders, Discussions and File Attachments keep the team up to date. Web Forms and Update Requests make life SO much easier. We've reduced email traffic tremendously. Most Smartsheet users use Web Forms for customer feedback. We use them internally to log the activities of large groups and program membership. We're using it for 3rd party agency collaboration on projects. Templates help us communicate licensing and upgrade options with customers. It's been a true game changer and given us a competitive advantage.
- Collapsible Rows - The ability to create a hierarchy and 'nest' rows under one another brings order to chaos. I have a Smartsheet that is over 800 rows. When collapsed, it's only 4 rows and allows you to logically dive into the parts that mean the most to you. Like a Mind Map.
- Ease of Use and Adoption - Smartsheet is seeing viral adoption here at VMware because it looks & feels like a spreadsheet.
- Versatility - It is the Swiss Army Knife of task management. Events, Customer Enablement, Professional Services, Sales Enablement, Sales Reporting, Lead Reporting... It's a game changer...
- Collaboration - Internally everyone can stay updated and on the same page. The ability to share outside the company has mad working with agencies MUCH easier, drastically reducing the time it takes to complete projects.
- Reporting - I have tasks assigned to me on several different project sheets. I have 1 report that lists everything assigned to me across all projects.
- Some basic spreadsheet functionality like Merge Cells have to be worked around.
- I am an advanced Excel user and wish I could have Visual Basic functionality in Smartsheet.
97.85714285714286%
9.8
N/A
N/A
- At ~$500 for our team account, ROI was less than 1 month. In that 1st month we won 2 deals worth a total of $800k that we could absolutely tie to Smartsheet. Both customers stated that the Smartsheet we created for them... 1. Allowed them to clearly understand what products they owned 2. Accurately share the specifics of the deal internally. 2. This expedited the consensus that needed to be made and helped them confidently move forward.
I was attempting to do all I've described with Google Sheets & SharePoint. Google Sheets didn't have all the functionality we needed. SharePoint was too difficult to set up and doesn't work well with Mac users. None of the solutions I listed could match Smartsheet's versatility and ease of use.
500
Marketing, Sales, Professional Services, Program Managers, Product Managers, Customer Advocacy
1
Desire to help others and point out the obvious. Everything you need to get rolling is there. You just have to look. If you want to take it to the next level, someone that's good at Excel formulas can make Smartsheet extremely valuable. A Python developer can make Smartsheet irresistible.
- Project Management
- Program Management
- Customer Collaboration
- Sales Reporting
- Customer Templates - To articulate what licenses the customer owns & what their upgrade options are.
- Summary Sheets - Viewing multiple projects on one sheet that allow you to dive into & back out of them at will.
- Salesforce automation is in the works. Having a Smartsheet that updates based on a Salesforce report... Oh, man...
Yes
MS Project - Smartsheet is more versatile, easier to use and enables greater collaboration.
- Price
- Product Features
- Product Usability
Smartsheet's versatility and ease of use were primary factors. It being inexpensive was an added bonus. Users are free and unlimited. Licensed Creators are the only ones that pay ~$13/mo with an Enterprise agreement. Our Free to Paid ratio is 20:1.
Make sure to keep the big picture in mind. Smartsheet's versatility beyond project management was a huge differentiator.
- Implemented in-house
No
1. Log in
2. Import an Excel, MS Project or Google Sheet OR Use a template
3. Customize your sheet.
Can be done in minutes.
Change management was minimal
The only thing that had to change was people knowing it existed.
- While easy to use, Smartsheet was something new. Sometimes people are resistant to change.
No
In 2 years I have only contacted support 1 time. My issue was resolved in minutes. Most of my needs were around training and advice on best practices which is easy to get and free from Smartsheet.
Yes
I submitted one bug that was resolved in less than 1 day.
I was given 3 weeks to create a multi-tier solution for our 25 live events in 2015. The Smartsheet Design-Desk team helped me setup the solution in 2 days. We went live on day 3. I got employee of the quarter and many kudos from my peers.
- Setup & Configuration - I can import Excel, MS Project and Google Sheets. There are also 100's of solution templates that can have you up and running in minutes.
- Gantt & Calendar - All you need is one date column for Calendar & two date columns for Gantt. You can share as Read-Only and iCal for mass consumption.
- Conditional Formatting - Quckly understand the data in a visual way.
- Formulas are easy to understand.
- There are no "Merged Cells". This might annoy you if you are used to using this feature in Excel.
Yes
Smartsheet Mobile Apps work very well. We use them all the time to update tasks while onsite for our live events. The only limitation is calendar views. However, you can add Smartsheet calendars to your mobile device by publishing to iCal.
April 08, 2015
More Than Portfolio Management
Score 10 out of 10
Vetted Review
Verified User
Smartsheet is the hub we use to centralize all information: property details, client communication, vendor resources and more. With the information consolidated and easily accessible in Smartsheet, Colliers has won more business, improved communication, and created a culture of transparency.
- Colliers’ property managers use the mobile app to snap photos of their sites for accurate record keeping.
- Alerts and reminders automated in their sheets, property managers never have to worry that they may be dropping the ball or missing a site visit – reminders are scheduled well in advance. Now, site visits run like clockwork.
- When we meet with new clients for the first time, Smartsheet is a selling feature for our services.
- Managers have true visibility into the workload of their staff. We’re able to compare portfolios side-by-side and also run reports across sheets and portfolios.
- The ability for more specific notifications per the individuals would be extremely helpful.
- Summary of data which is automated instead of manual creation
- More formula functions are needed in specific situations.
- Smartsheet has made our lives easier
- On top of new business, our internal activities, properties and responsibilities are finally shared across teams and departments
- I’ve seen my colleagues take their first 'relaxing' vacations in years, thanks to Smartsheet.
We have used Excel and Google Docs for the majority of our database management. It is difficult to compare these formats with Smartsheet simply because it is so far advanced from Excel and Google Docs. The visibility and function of having multiple users accessing the same data in real time is worth the cost of the platform.
2
- Implemented in-house
No
At this time my company has opted for the Team level of support; we are actively considering moving to the Enterprise level for additional features. The support currently available is immediate and knowledgeable.
Yes
Yes, we have worked through bugs to resolution or even a temporary solution. The support staff has kept me in the loop of the status of the issue and how to minimize the impact it has on my work.
YES! I had a time when our system effectively "froze" -- their staff worked diligently in retrieving my data and creating a duplicate of my database within 1 day so that we could be back in business. The team then worked on the "why" this happened so that we wouldn't run into a similar situation.
- Roll up functions of child/parent cells
- Linking data between sheets
- Automatic notifications/alerts
- Adding contacts to the address book
- Summary of large data based on multiple factors
- Viewing large amounts of data on mobile device
Yes
Mobile is getting better with each new version. I still prefer the desk top version but many in my office use the mobile version efficiently.
March 03, 2015
Smartsheet Gets Stamp of Approval
Smartsheet is being used in several departments within my organization.
Smartsheet has improved our state and federal lobbying compliance process. It used to be a manual process; due dates were recorded in Outlook, data from multiple lobbyists was emailed to an admin who then emailed the data to legal. The legal bills were astronomical. Now lobbyists receive update requests prior to the reporting due date via Smartsheet and submit their data directly into the system. Legal does not get involved until all of the data is received, which has saved us thousands of dollars in legal expenses.
I have also created Smartsheet for exam development; they are using it for their exam copyright tracking and candidate security issues. We are also using it to track the Board of Directors goals throughout the year.
I am now using Smartsheet to manage all of my projects instead of Microsoft Project. This includes a web redesign project with many moving parts including coordination with two external agencies. The ability to send update requests / alerts via the system has saved me hours of work not to mention my sanity. We also have the project risk / issue log stored in the Smartsheet Workspace so anyone can access it at anytime and see the status of any given risk or issue.
When a new user interacts with Smartsheet they usually say, "Wow, this is cool!" and inquire about how they can start using it for their projects as well. I think it will be adopted by many other departments within the next few years.
- You can program Smartsheet to send you a notification whenever there is a change to a particular column (or any column) in the sheet. This is a strength because when you collaborate with others you don't have to guess if they are entering data; you know.
- You can set Smartsheet to highlight changes made to the sheet within the last hour, day, three days, etc. You can also set it to highlight changes made since the last time you viewed the sheet. This is a strength because you no longer have to compare the original document to the one with changes to see what has changed.
- You can create a webform for any sheet which is very impressive. The webform recipients won't ever have to look at a spreadsheet; instead they will receive a nice simple survey with questions and their data will magically populate the sheet.
- It would be great if update requests could be scheduled annually.
- It would be nice to be able to assign a task to more than one contact. Right now it only allows one at a time.
60%
6.0
N/A
N/A
- Smartsheet has saved us thousands of dollars a month in legal fees.
I actually use Basecamp in conjunction with Smartsheet. Smartsheet is where we store the real time project plan and Basecamp is where we have discussions that do not belong on a specific row of the sheet (as many of them don't). We also house project documents that do not belong on a specific row of the Smartsheet project plan on Basecamp. I would love it if Smartsheet had a Basecamp component so we could move to one system.
No
It's not necessary. Basic support is sufficient.
No
Yes. I had a case in which I was not able to change a user's permission level from viewer to editor for some reason and I could not figure out why so I finally emailed Smartsheet support. The problem was that I had set up a workspace so the permissions had to be changed at that level. The support tech took the time to look at my individual sheet or this may not have been discovered.
Also, a tech support specialist, Jeff, who I met at Smartsheet Academy training provided exceptional support by assisting us with a very complex formula several months after training.
Also, a tech support specialist, Jeff, who I met at Smartsheet Academy training provided exceptional support by assisting us with a very complex formula several months after training.
- Setting up alerts
- Creating webforms
- Sharing sheets
- Reporting
- Formulas
Yes, but I don't use it