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Smartsheet

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

TrustRadius Insights

Highly usable tool: Users find Smartsheet to be a highly usable tool with a considerable amount of functionality and ease of use. Some …
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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 (106)
    8.5
    85%
  • Team Collaboration (117)
    8.4
    84%
  • Task Management (121)
    8.4
    84%
  • Gantt Charts (104)
    8.1
    81%

Reviewer Pros & Cons

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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

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
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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

7.7
Avg 7.5

Professional Services Automation

Features that support professional services organizations

6.5
Avg 7.4
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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 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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Comparisons

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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!

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

(126-142 of 142)
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Amber Bales | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • I would love it if Smartsheet had a Basecamp component. So if there was a right rail area where we could house project documents that didn't have to be attached to a specific row. My dream is to combine Smartsheet and Basecamp!
  • 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.
Randi Bradley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • The Notification feature is an excellent tool to send friendly reminders to project participants regarding status updates and approaching deadlines.
  • The export feature to multiple file types such as MS Project and MS excel allow for ease of sharing with stakeholders who prefer to use a traditional software.
  • The audit functionality within each sheet allows to Project Managers to easily identify changes and updates to plans and task lists.
  • I would love to see more templates and standard reports to use as baselines.
  • When using workspaces it would be nice to be able to set access by sheet. Only being able to set access by workspace can be limiting and force the user to create single sheets not joined by a workspace. This also means the user is limited to the color and themes that could be used when dealing with multiple clients.
Dayna Waytashek | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Alerts: this functionality has been particularly helpful to me as a Project Manager because of the sheer amount of projects my organization runs simultaneously. I would never keep up and remember all of the details and schedules for each project.
  • Templates: this functionality has been very helpful for me.
  • KanBan Board View/Scrum Board View: As a Project Manager within an organization that utilizes Kanban it would be great to see functionality that would allow me to see tasks for a specific project or roll-up of all projects in a KanBan board view. Because my technical team works in a different system (only because of the KanBan board) it makes it difficult to manage projects within separate systems.
  • Dashboards: I would love to see SmartSheet start thinking outside the box with their reporting. I would love to be able to create a dashboard view instead of a report list view for my Management Team. This would allow greater visibility into what we are working on and status of each project. Not only would it give visibility but this allows for more automated information as I am updating projects the dashboard should automatically update as well.
  • Reporting on a Primary Column: There is a primary column in each sheet within SmartSheet. When running a report to roll-up several sheets you see the primary column which generally is the name of the line item you are working on. I have an issue as a Project Manager that each project goes through the same process (or real close) for every project, so the line items are named identically. When running the report you will see these same names show up multiple times because you are rolling up multiple sheets. The only work around is to add the name of the project in each line item to differentiate between them. It would be great if SmartSheet allowed you to view all line items within a report under the title of the project you are working on as an option.
April 19, 2014

Smart product

Erika Reese | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Organization
  • Easily format spreadsheets
  • Accessible anywhere and can be shared with anyone
  • Adding more functions to the spreadsheets
  • Allow more than one "owner" of the sheet
Score 7 out of 10
Vetted Review
Verified User
  • Collate updates to single file
  • Integrates well with email
  • Use of Smartsheet can be widely adapted if there's provision to use internal servers
  • Company could improve response to queries re applicability of application in corporate enterprise system. I was able to speak to a customer rep from the company but unfortunately there's no plan for internal servers use
Kate Goldberg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Easy to build forms that can be hyperlinked so end users don't need an account.
  • Email updates about changes, which helps me manage staff workload and avoids me "checking" on projects. When I have one on one meetings with my staff, we can talk about issues and challenges rather than them giving me status updates.
  • Attachments and even more important- tracking versions of attachments.
  • The search feature has been wonderful-especially the fact that it can search in the whole account.
  • I love the conditional rule feature- I LOVE changing the font to "strikethrough" for complete tasks!
  • The import/export feature with Excel has been an amazing timesaver for our staff.
  • I am the admin, but some of my users have started adding their own "sheets" in the "Trial version" mode and I have to take ownership. Luckily, it isn't difficult, but just a small annoyance.
  • There are some features that we would like to see improved on the forms, such as multiple selects.
  • We would like to be able to use multiple filters on some fields that don't currently allow it.
Susan Frederickson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • It is good for building reports. For example, I have a report that I use for all tasks assigned to digital engagement and I go through the list with the team each week.
  • It is good for collaboration. At our organization, we use the comment and discussion sections to provide notes and updates on projects and attach drafts and final products
  • It is good for scheduling and tracking. For example, when we have a print piece or email going out we put can put the start date and finish date and track the progress to meet deadlines.
  • Assigning multiple people to a task. I figured out how to do this but it took awhile.
  • For the most part its intuitive but some functions take awhile to figure out.
Cameron Tremblay-Adams | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Sharing -- Smartsheet is great at enabling users to email updates and time stamp multiple running 'Discussion' entries (which can be narrowed down by line item)
  • Cross-Sheet Linking -- Link sheets together so that values in one sheet populate or inform cells in a different sheet.
  • Format & Organization -- Contains most standard features you'd expect from word processing software, along with conditional formatting, indenting line items (which can be hidden under their parent lines), and various 'Views' (Grid vs. Calendar vs. Gantt)
  • Templates -- Smartsheet has a wide array of helpful templates to get you started based on what you're trying to accomplish. You can also save and share your own templates
  • Graphs & Charts -- They should incorporate graphing and chart-making features that enhance visualization and insight
  • Exporting -- Smartsheet does enable exporting (and importing) to Excel spreadsheets, but the formulas and formatting often get lost in translation, and the amount of time it takes to readjust and fix the issues dramatically reduce the value of exporting in the first place.
Score 10 out of 10
Vetted Review
Verified User
  • Advanced permissions management. I can provide my collaborators with the access to a specific row, and they won't be able to see the rest of the spreadsheet.
  • Variety of templates to quickly start your new project plan, to do list or product catalog.
  • Simultaneous collaboration: Smartsheet highlights who is currently viewing your sheet.
  • Rows can be easily dragged-n-dropped for quick reordering
  • Supported import from MS Project and Excel
  • I would like to be able to see the row or cell my collaborator is working in (like in Google Docs)
  • I would like to be able to create macros in Smartsheet
Laura Orth | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Cloud-based program. Easy for offsite/remote users to access.
  • Web forms. Easy to create.
  • Ease of use. Fairly easy to implement and very user friendly.
  • More formulas available.
  • Faster load times for 'large' sheets.
Laura Stratford | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Ability to attach multiple files on a row-by-row basis instead of one file per sheet
  • Ability to share sheets with relevant parties, which cuts down on email "noise"
  • Ability to set alerts to be notified when a particular change (i.e. delivery) is made
  • Check boxes to indicate completion
  • Easy to make several connected but distinct sheets for different lines of business
  • The notifications field was more challenging to set up than it needs to be
  • Drop-down versus open-ended edit capability could be confusing
  • The sheets you can view at one time shuffle and it can be annoying to toggle back to the one you next want to edit
April 04, 2014

Smartsheet Is.

Score 9 out of 10
Vetted Review
Verified User
  • 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
Score 9 out of 10
Vetted Review
Verified User
  • Gantt View is excellent for project timeline visualization
  • Dependent dates allow for easy date updates.
  • Ease of manipulating views makes using this tool a must
  • Smartsheet could create a means to better track tasks that are partially complete
  • Use of email alerts could be more integrated into the tool.
  • Use of excel based formulas would be helpful.
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