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%
- 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!
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Smartsheet Review: Key Features, Pros, And Cons
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Smartsheet Dynamic View Demo
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Smartsheet Demo [The Only One You Need]
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Smartsheet for Project Management - Demo
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Product Details
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- 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).
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
- Recommendations
Highly usable tool: Users find Smartsheet to be a highly usable tool with a considerable amount of functionality and ease of use. Some users appreciate its user-friendly interface and extensive features.
Effective scheduling and task management: The scheduling aspect of Smartsheet is highly praised as it allows multiple people to work on data simultaneously without locking the sheet. Many users appreciate the ability to set automatic reminders for tasks, even for future dates up to a year ahead.
Excel-like interface: Users appreciate that Smartsheet operates like Excel, making it easy for anyone with Excel experience to use. They find the formatting capabilities highly effective in managing large amounts of data.
Confusing User Interface: Many users have expressed frustration with the confusing and complicated user interface of Smartsheet, making it difficult for them to navigate and complete tasks efficiently. This issue has been mentioned by multiple reviewers.
Lacking Spreadsheet Functionalities: A number of users have mentioned that some basic spreadsheet functionalities, such as Merge Cells, are missing in Smartsheet. This limitation hampers their ability to manipulate data effectively.
Limited Integration with Excel: Advanced Excel users have voiced their desire for Visual Basic functionality in Smartsheet, which would allow them to automate tasks and customize the software further. Its absence restricts their ability to fully leverage the tool's capabilities.
Users have made several recommendations for Smartsheet based on their experiences. First, users highly recommend considering PPM and PSA needs before implementing Smartsheet, as the platform may be more suitable for certain project and task management requirements. Second, users recommend integrating Smartsheet with a calendar for easy viewing of due dates, emphasizing the benefit of combining Smartsheet's features with a calendar tool to enhance visibility and organization of deadlines. Lastly, users appreciate the real-time management and ability to use Smartsheet among multiple team members, highlighting the platform's capability to facilitate collaboration and streamline workflows within teams.
Attribute Ratings
Reviews
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September 30, 2015
Smartsheet Hits (and Misses) – A Communications Perspective
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).
51.42857142857143%
5.1
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.
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.
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 04, 2014
Smartsheet Is.
Score 9 out of 10
Vetted Review
Verified User
We used Smartsheet to tackle our unwieldy project list in Records Management. Smartsheet allowed us to organize in detail the 5 W's of the projects and prioritize for the most efficient way to completion. It was an easy was to stay updated and on track within each project and allowed management to see at any time how we were moving forward. It allows for clearer communication between team members without the email versions nightmare that occurs all too often. Smartsheet is easy to use and provided our team with the tools to accomplish tasks and projects professionally and honestly, made us look good!
- Allows for gathering, updating and dispensing of all information from one place!
- Easy to learn and use
- I can't think of anything at this time
- Smartsheet has allowed better communication within the Records Management team because everyone is using the same tool in the same way to record, update and complete tasks.
- Smartsheet provided answers at all times to everyone on the team, so all team members could answer any question about any project when asked by other employees, especially management.
- Implemented in-house
Yes
In bringing Smartsheet on board, we used a drilldown approach to implement. Everyone learned at the same time on the same level starting with the basics and getting through all details in tasks and projects. We made our project list as we implemented over a series of meetings. First was an overall view of what the product was and how it worked. Then we started with basic projects, going on to the tasks within those projects, then people, time, etc. Each level of creating was also the tutorial and implementation.
Change management was a big part of the implementation and was well-handled
Change management is tough, but everyone CAN be brought into the fold.
- Internal issues. Getting everyone to think on the same page.