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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

(26-50 of 142)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Ease of use
  • Link different schedules back to a master schedule
  • Easy to share with others for access
  • Collaboration
  • Add more of the features that Primavera/Microsoft Project has - more logic/complex logic for complex projects
  • Resource loading
  • Customize the dates that a schedule classifies as working days. There are only 2 options currently - weekends or select dates, but you cant do both
  • Customize the look of the bar chart - add wording, colors, etc
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Customization - you're able to add whatever you need to your project.
  • Dependencies - when you can't start something until a particular task is done, you can set that up and automatically adjust project dates.
  • Shareability - we share this tool with our clients and team and it works great to keep everyone on the same page with larger projects.
  • Cost - due to how we use Smartsheet with larger web projects, it doesn't make sense for us to maintain an ongoing subscription.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Track project task status.
  • Make it easy to get accurate and timely updates on activities.
  • Automate common project management tasks.
  • I wish it had the ability to maintain drop down menus through tables.
  • There are some limitations on data entry on forms.
Michael Rastall, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Organizing information into card, grid, calendar and Gantt to view data in multiple ways
  • Forms that are customized to collect information internally and externally
  • Managing of complex projects and tracking changes to a project sheet in real-time
  • User require time to adopt this system
  • Smartsheet has no automatic backup
Taylor Walsh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Exports to Excel are simple and attractive.
  • The ability to message other users in the same use space is practical.
  • Once dashboards are created, it allows for everything needed on a daily basis to be right at your fingertips.
  • Being able to have multiple Smartsheet pages open at the same time is crucial. Not all programs allow for this.
  • Once a system is in place, it's challenging to change or update something because each instance of that change has to be updated. We have 20 centers, so have to update things 20 times in most instances.
Jason Kerley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Smartsheet lets us create our own personal level portfolios, so each employee in the project group can present his or her ideas and resume in an organized manner.
  • Has a very extensive collection of templates for different types of dashboards.
  • Can be used to cover project operations that would normally depend on marketing agencies, making it possible to cover project marketing to a certain extent.
  • Lacks some clearly essential functions for working with business processes, such as a mapping system directly to the processes.
  • Workflows cannot be designed and modeled within the platform, which sometimes limits our view of the work.
December 30, 2020

Smartsheet Supporter

Score 9 out of 10
Vetted Review
Verified User
  • Automated tasks & notifications
  • Visualization of key data and metrics
  • Ease of use
  • Formatting and branding capabilites
  • Some newer functionality is not as intuitive
  • You need to purchase additional "premium" applications in order to use the product to its full potential
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Gantt charts for projects with dependencies for project scheduling and management.
  • Security within the organization, including the ability to quickly add someone as a viewer or editor if needed.
  • Conditional formatting provides a clear visual aid of what is going on within each sheet, depending on what you want each rule to do.
  • Better export formatting.
  • The ability to archive easier.
  • Improvement in app functionality.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Easy to use - as it follows the basic set up of Microsoft Excel. You can also upload Excel files to Smartsheet rather than starting a new sheet from scratch, which is very helpful.
  • Reminders and requests can be sent to team members directly from the tool, which is an enormous help and was one of the selling points for our company, specifically in choosing Smartsheet. The reminders/requests go to the team members' email addresses with a link to make the specific update to the required sheet, and once that is completed, the sheet owner is notified that their request has been fulfilled.
  • Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
  • Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
Joshua Melder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Fantastic dashboard creation and customization.
  • Sharing permissions are generous and enable non-paid users the opportunity to collaborate.
  • In order to remain stable, rows and columns are more limited than competitors.
  • Automation creation is nice but could further be refined and expanded in the future.
Garry Adams | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • Cross-team collaboration - Sharing with internal resources and external contacts is easy and permissions are clear.
  • Live on-demand reporting - If your data lives in SmartSheet, or in a location that is accessible from SmartSheet, your dashboards are always available.
  • Dashboard widgets are somewhat limited. There are enough options to be functional, but it is not an exhaustive list of widgets available for use.
  • Workspaces and individual files can't be used in tandem. You must choose one or the other for the storage of your sheet.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Smartsheet is simple to use! The learning curve is small.
  • Smartsheet is cloud-based so the flexibility is very suitable for mobile management.
  • Add to its toolset and take a few more features from MS Project to help with making dependencies more formula driven.
  • Smoother import and export to and from MS Excel.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • I love how easy it is to add comments so others can be updated.
  • Easy to add other users and send to my team for their review.
  • I really haven't run into areas where I have had a problem.
  • There have been some documents we want to restrict and we are still trying to figure out how to do that.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Visibility across many working groups.
  • Control access rights to different documents and create basic approval processes.
  • It lacks full spreadsheet capabilities for advanced formulas and conditional formatting, etc.
  • It does not have a ton of integration into other programs like Outlook/MS products.
December 20, 2019

Smartsheet at its best!

Shannon Allen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It keeps everyone in the office up to date on certain changes that have been made in real-time.
  • It works similar to excel spreadsheet but is more cloud based.
  • Applying better navigation thru Smartsheet.
  • Formatting the cells.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • You can set reminders to alert you of due dates and expiration dates. This is crucial for my position since I'm responsible for renewing licenses and agent appointments. Love it!
  • Keeps me organized! You can sort information in various ways to keep projects and deadlines managed and very user-friendly. You can also give outside parties access which is great for conference calls/meetings.
  • It seems like it took a while to learn the functions of the Smartsheet since there are so many. It was a little bit of a robust learning process but once you get used to navigating around it's great.
  • One of the things about Smartsheet that could be better is the ability to copy info from one sheet and create a new sheet.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Ease of creating specific reports to narrow down what you need to see.
  • History of cells allows for a continuous track record on each project.
  • I would like to be able to link Smartsheet to our Dropbox files.
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