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.
TrustRadius Insights
Save your time on Spreadsheet data by using Smartsheet
Just use Excel, don't waste your money.
Tracking project has become easy with smartsheets in very smart way
Smartsheets is the best tool in my PM toolbox
Smartsheet - Good software for data management and collaboration - not for integrated systems
- Task tracker including input from online forms.
- Project management planner and dashboard.
Smartsheet should be Brilliant Sheet
Smartsheet is the best PM/BI tool for building custom and powerful solutions!
Spreadsheet Project Management for the Rest of Us - How Smartsheet compares to Excel and other spreadsheet tools
Great for Smaller Projects!
The project management and activity processes are a success
Smartsheet is an effective Project Management tool that won't disappoint
Automations, Forms, Triggers, yes it is Smart
Align teams on this dynamic workspace to manage unlimited projects efficiently
Great For Starting Out With Project Management
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
Business
$25
Enterprise
Contact Sales
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
What Is Smartsheet? Everything You Want To Know In Under 10 Mins!
Smartsheet Review: Key Features, Pros, And Cons
Smartsheet Dynamic View Demo
Smartsheet Demo [The Only One You Need]
Smartsheet for Project Management - Demo
Features
Project Management
Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation
- 8.4Task Management(121) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.8Resource Management(103) Ratings
Resource management is workload planning to maximize resources.
- 8.1Gantt Charts(104) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 8.5Scheduling(106) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 8.2Workflow Automation(95) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 8.4Team Collaboration(117) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 8.3Support for Agile Methodology(77) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 5.6Support for Waterfall Methodology(75) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 6.5Document Management(96) Ratings
Document management provides for centralized management of all project documents.
- 7.9Email integration(95) Ratings
Email integration allows work requests to be made directly from email.
- 7.4Mobile Access(91) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 6.1Timesheet Tracking(58) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 8Change request and Case Management(64) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 8Budget and Expense Management(70) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 5.5Quotes/estimates(40) Ratings
Ability to create, manage and send project fee proposals to customers
- 6Invoicing(33) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 7Project & financial reporting(56) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 7.5Integration with accounting software(30) Ratings
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Smartsheet?
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
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
Comparisons
Compare with
Reviews and Ratings
(822)Community Insights
- 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
(1-4 of 4)Smartsheet for Productivity
- 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.
- Task Management
- 90%9.0
- Resource Management
- 90%9.0
- Gantt Charts
- 100%10.0
- Scheduling
- 100%10.0
- Workflow Automation
- 90%9.0
- Team Collaboration
- 100%10.0
- Support for Agile Methodology
- 90%9.0
- Support for Waterfall Methodology
- N/AN/A
- Document Management
- 90%9.0
- Email integration
- 90%9.0
- Mobile Access
- 100%10.0
- Timesheet Tracking
- 90%9.0
- Change request and Case Management
- 90%9.0
- Budget and Expense Management
- 80%8.0
- Quotes/estimates
- N/AN/A
- Invoicing
- N/AN/A
- Project & financial reporting
- 90%9.0
- Integration with accounting software
- N/AN/A
- 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.
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.
The Swiss Army Knife of Task Management
- 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.
- 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
- 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.
- 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...
- Price
- Product Features
- Product Usability
- Implemented in-house
- While easy to use, Smartsheet was something new. Sometimes people are resistant to change.
- 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.
More Than Portfolio Management
- 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 allows 100% customization per the client -- which does require a single resource in the client's office is necessary to facilitate training and monitoring of the system.
- 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.
- Implemented in-house
- 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
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.
- Task Management
- 90%9.0
- Resource Management
- 80%8.0
- Gantt Charts
- 80%8.0
- Scheduling
- 70%7.0
- Workflow Automation
- 80%8.0
- Team Collaboration
- 100%10.0
- Support for Agile Methodology
- 70%7.0
- Support for Waterfall Methodology
- 70%7.0
- Document Management
- 60%6.0
- Email integration
- 70%7.0
- Mobile Access
- 70%7.0
- Timesheet Tracking
- N/AN/A
- Change request and Case Management
- N/AN/A
- Budget and Expense Management
- N/AN/A
- Smartsheet has saved us thousands of dollars a month in legal fees.
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