Smartsheet

Smartsheet

Top Rated
Score 8.1 out of 10
Top Rated
Smartsheet

Overview

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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Recent Reviews

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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

View all 18 features
  • Scheduling (102)
    8.6
    86%
  • Team Collaboration (113)
    8.4
    84%
  • Task Management (117)
    8.1
    81%
  • Resource Management (100)
    7.6
    76%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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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
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Product Demos

Bringing innovative treatment to market, faster
01:51
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

7.9Avg 7.8

Professional Services Automation

Features that support professional services organizations

8.5Avg 7.7
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Product Details

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.

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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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.

Wrike, Asana, and monday.com are common alternatives for Smartsheet.

Reviewers rate Integration with accounting software highest, with a score of 9.

The most common users of Smartsheet are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews

(1-4 of 4)
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Ann M. Frank | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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

Great for project management. Love it for process management and internal tracking. Easy to communicate with teammates

Less appropriate when you need a more visual/graphics based approach

Project Management (8)
86.25%
8.6
Task Management
100%
10.0
Resource Management
70%
7.0
Gantt Charts
70%
7.0
Scheduling
100%
10.0
Workflow Automation
100%
10.0
Team Collaboration
100%
10.0
Document Management
70%
7.0
Change request and Case Management
80%
8.0
Professional Services Automation
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.
I've never had to use support. We find it easy to learn and set up, though a user guide may be helpful for advanced functions or teaching other teammates
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
Works great for the projects and processes we currently have it applied to. We would love to expand to more users and processes as we get other teams and staff acquainted with it's use case
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
I was not involved in initial set up so I'll say it went well! People who were involved love this system and are advocates internally
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
Easy to get started and set up. Love many of the features as previously noted, especially the alerts.
Courtney Barringer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Our communications department uses Smartsheet to document, organize and plan communication requests we receive from the ministry areas in our church. Currently, it is a tool used only by our communications staff, but we are planning to train our ministry administrative assistants to view and track their requests. Eventually, we would like to make it accessible to our executive staff for a high-level view. Previous to using Smartsheet, we had numerous requests for various communications materials to be created for various timespans. It was inefficient, in consistent, and the "system" was the use of file folders and post-it notes and the ability to retain memory of conversations with the requestors. Now, it is a repository that contains all the emails, files, etc. in one place and something that is easily accessible by our other team members.
  • Highly customizable. You can talk about one line/task/row in a project, or an entire sheet/project. You can share with anyone, regardless of permissions.
  • Provides an efficient tool for current and previous records by keeping all your files, emails, discussions, etc. in one place.
  • Adaptable style for any type of visual person. From background colors to the type of project status symbols, users will feel comfortable in creating a view that's right for them.
  • Linking cells to a second spreadsheet is helpful. However, there seems to be some gaps in the designed functionality. When you want to remove something, and unlink the original, the previously linked cells in the second spreadsheet do not delete as well (requiring manual deletion and wasted time). There seems to be some problems with filtering, and then sorting a column (it won't let you). Last, the Reports feature used to show "last update" by the minute which was updated even if just looked at and resaved. A few months ago, the "last update" column would not update even if a change was made. The Smartsheet rep replied by email saying Reports require a change to a column header to make "last update" update. This is not helpful because I update the date query to sort the data I would like to look at each week in the report (and never need to change any columns). For me, this has caused a negative impact in what I thought was an effective work flow.
  • Adequate customer service, but not superior. I've had immediate help through email with Smartsheet tech support. However, I would prefer a phone call for two-way interaction. Additionally, I attended a helpful webinar, but submitted a question, and was told all questions would be followed up with individually. I never heard back.
  • There have been some problems with connectivity. Maybe 10–20 times in the past year, I have received "Smartsheet is unavailable at this time, check your browser" while other websites are still accessible. I had to wait anywhere from a few minutes to an hour to access our data. A few times it went offline while I was working and I hadn't saved (there is a helpful reminder that pops up every 10 minutes reminding you to save your work though).
I can speak for communication teams who might have a large amount of varied projects coming in that start and end constantly, and only a small team to deal with them. We have a five person team, and as requests come in, I am the one tasked to create our sheets. While I work with our team to finalize actual delivery dates and tasks, I am the person that links every task to a master task sheet so that we can view tasks by team member and discuss accordingly. This Software as a Service (SaaS) is extremely helpful in organizing things in one place and customizing based on needs and preferences. However, the task of cell linking to other sheets in order to see customizable reports is extremely time consuming, repetitive and mundane. IN the last year, we estimate we have linked at least 2000 individual lines to other reports. I estimate at least 30-40% of my time in the program is in reference to this un-ending task. I hope Smartsheet will find a way to make this aspect more efficient for the user. If you are interested in customizing reports based on assigned tasks, there may be better SaaS programs out there. Or maybe this task can be delegated to an assistant or intern.
Project Management (14)
51.42857142857143%
5.1
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
N/A
N/A
Scheduling
70%
7.0
Workflow Automation
N/A
N/A
Team Collaboration
100%
10.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
100%
10.0
Email integration
100%
10.0
Mobile Access
50%
5.0
Timesheet Tracking
N/A
N/A
Change request and Case Management
100%
10.0
Budget and Expense Management
N/A
N/A
Professional Services Automation
N/A
N/A
  • Overall. increased employee efficiency
  • Improved work flow and communication
  • Better customer service with more accurate end products
Only our Communications Team uses Smartsheet at this time (to organize our work). We have a communications specialist, a creative communications specialist, an assistant, a director, and a multi-media director. Smartsheet helps us organize our work in "advertising" or "branding" each event in our church. Some of the work Smartsheet captures is also operations based for staff personnel.
To use Smartsheet, one needs the ability to think from a "high-level" down, be organized, be consistent, be scheduled, and have an interest to improve (via use of Smartsheet tutorials and webinars). Because Smartsheet can capture any information you wish, if you have projects with similar information you are tracking, you must be careful in determining which information should be captured. It is possible to capture to much that is not efficient to use.
  • Organizing
  • Archiving
  • Reporting
  • "To Do" list for random projects the team has been assigned.
  • "Catch All" tracking sheets for requests that don't come through our formal request system.
  • Gantt charts to determine volume of work over the course of the year.
  • Reporting to executive staff.
It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
No
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Third-party Reviews
We wanted something that met our needs, was balanced in price and was dependable. There were a few other Software as a Service (SaaS) products out there, but this one stood out in the reviews. The free trial was an excellent way for us to try it out and see if it was a good fit, and was the reason we decided to use it. One year later, our communications team is definitely much more organized and efficient, and I believe we all agree this is a good service.
I would have looked for more communications-based reviews. Our unique workload is hectic and ever changing. Smartsheet is great for organizing it, but generating reports on every single task (my cell linking each row) is quite daunting.
  • Implemented in-house
Yes
We entered projects tasks into their own project sheets, then began to organize the sheets by ministry area. We then wanted to view by task, so we created master task sheets and linked each task to its parent task sheet. We then created "sort" reports to view the desirable date range of each task. We use these sort reports for our weekly tag-up to see what is on each person's list each week and to check on status.
Change management was minimal
  • Determining what information (tasks and dates) we needed to capture across every project and ensuring that was reflected in our columns.
  • Determining who would capture the information and the process for handing off a sheet for further administrative upkeep.
  • Training staff and ensuring updates to statuses were made as completed.
Know your team roles and the expectations of your supervisor—from the top down. Implementing Smartsheet was definitely an iterative process that required (and still requires) maintenance and fine-tuning. Although we have a new working tool and process, I expect that we will continue to improve both through the next few years.
Stephanie Carpenter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Vitatech uses Smartsheet in several ways all of which are extremely important to both our organization and our clients. Our entire organization relies on it for management of project flow and at-a-glance assurance that we are meeting deadlines and goals in a timely manner. Several of our employs travel and spend very little time in the office. Being able to remotely log into our project sheets and exchange files though line items has proven invaluable to our production and success. Not only does Smartsheet bridge the gap between our largely mobile office, but it also allows us to communicate files and deadlines to our clients whereas lengthy emails tend to get lost in translation or convoluted over time.
  • Assist in managing deadlines and project flow.
  • Allows users to communicate directly through the program to both users within the organization but also outside.
  • Extremely user friendly and efficient.
  • Real time ability to update both in the office and on the go.
  • The system for categorizing sheets is a bit outdated and could use some polishing.
  • Could use a nudge a bit further into project conception stage.
  • Would like an option to enter client data attached to a sheet without having to columns/fields
I love this software for many different reasons but mostly because I can use it to communicate with clients and with our mobile office team. I don't have to send an entire sheet or tell a client they need to create a login in order to see a file I want to share or a row. I can simply click and send and the client has it instantly. The same can be used for interoffice.
  • better manage and organize projects
  • better communication with employees out of office
  • better customer communication
A lot of other products rely on the user to have in innate knowledge of gant charts and spreadsheet programming. Smartsheet is very user friendly and has an incredibly helpful interface to get you started. It's perfect for beginner users all the way to seasoned veterans of project management.
6
Smartsheet is used by several departments within our office - Marketing, Engineering, Production, Construction and Project Management. We have users who work in the field on job sites, who directly interface with clients, who work behind the scenes on bids and awards, and who research materials and methods.
2
Honestly there is very little skills required to support Smartsheet. Smartsheet is hugely self supported by its easy user interface, templates, and user demonstrations. There are people within our organization who are more experienced with it than others and are there to support users and guide through any questions or problems as they arise.
  • Project Timeline
  • Customer Service
  • Mobile communication
  • Send files or sheets directly to clients when emailing isn't sufficient
  • Marketing
  • Interactive timelining
  • Website interfacing
Our company has come to trust Smartsheet and constantly relies on it to organize and communicate between associates and clients. It has been a cornerstone in our efficiency and success in managing our project flow and deadline goals. We continue to find new ways to integrate it into all aspects of our business and customer interaction.
Yes
I've used several other products such as Microsoft Project and even just basic Excel. The biggest reason I chose Smartsheet over the others is that it is extremely user friendly and allows me to communicate files, deadlines, or gantcharts with clients! That is the most important thing I can do is invite my clients to participate in my project flow. While the other programs do offer that to some degree, it doesn't offer nearly as much customization as far as security nor is it easy and hassle free.
  • Product Features
  • Product Usability
Usability is a huge make or break with me. Not only do I need to be able use the product but it needs to be relevant to my work and my flow.
The ability to use Smartsheet in tandem with clients came to me a surprise. If I had to do my selection process all over I would have included checking for client and third part integration.
Change management was a small part of the implementation and was well-handled
Each person in our organization learns differently so the challenge was how to present implementation to them in ways that would encourage them to want to participate rather than shy away from Smartsheet. Understanding how each person needs to use Smartsheet and what their investment was in the restructure of our office was very helpful in setting small goals and training sessions. It helped tremendously that Smartsheet is such a user friendly program with a really straight forward UI.
It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
Kris Walsh | TrustRadius Reviewer
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.
Projects with tasks assigned to multiple users are easy to setup in Smartsheet. Projects can be up and running fast using templates. I can spin up a project and have it tailored in a matter of minutes. Visibility is a huge benefit Smartsheet provides us. Our executives love our Smartsheet dashboards where they can go from a bird's eye view of multiple projects and 'dive in and out' of project details. Salesforce integration has been a game changer. We sync Smartsheet with Salesforce Opportunity reports so users can associate unique data with Salesforce Opps.
Project Management (14)
97.85714285714286%
9.8
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
100%
10.0
Scheduling
100%
10.0
Workflow Automation
100%
10.0
Team Collaboration
100%
10.0
Support for Agile Methodology
80%
8.0
Support for Waterfall Methodology
90%
9.0
Document Management
100%
10.0
Email integration
100%
10.0
Mobile Access
100%
10.0
Timesheet Tracking
100%
10.0
Change request and Case Management
100%
10.0
Budget and Expense Management
100%
10.0
Professional Services Automation
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...
Smartsheet has made my work life easier. Reduced my email significantly. Smartsheet and SaneBox have got me leaving the office with 0... Yes 0 emails in my inbox. My inbox would reach 150-250 email per day. Smartsheet brought that number down significantly and SaneBox took it the rest of the way. Do yourself a favor and check out SaneBox, too.
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.
Involve as many people as possible in the process, so they are not surprised by it. Get an executive sponsor to send out an email expressing their support of Smartsheet to minimize resistance.
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.
The product works great. The support team is responsive, but hardly ever needed. Training and consulting is free.
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.
Smartsheet is a spreadsheet. Everyone is familiar with spreadsheets. That being said, comparing Smartsheet to a spreadsheet is like comparing a Golf Cart to a Tesla. Yea, they both have 4 wheels and run on electric power, but... (:
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