Super efficient and organized
August 15, 2018

Super efficient and organized

Cassidy Ebert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Smartsheet

Smartsheet was used by my organization's marketing and creative departments to track all of our information. We have Smartsheet docs for contact sheets, for scheduling, and for tracking. One of the things we used Smartsheet for was to track which film studios had purchased ad buys with our owners because we needed that information to know what materials we need to create. Every week, we would generate a report on this spreadsheet, which would sort the data and give us only the relevant information for our weekly meetings. We would search by which of our owners needed the content, and then by date, so that the correct liaisons could look at their sections and then know what to work on based on the date. We also linked many of our smartsheets to a large dashboard, which was created each month, that allowed each of us to input specific information into our own personal Smartsheet docs and all of this info, combined with everyone else's, would populate into the larger dashboard, which could be looked at as a whole. That way, we each only had to put in our information once, and it would update the master dash for everyone.

Pros

  • Generation reports - this is super simple to do and saves tons of time and effort. Instead of having to create reports every time you need one, we can generate a report any time and it is nearly instant.
  • Linking sheets - this saves us from duplication of efforts. We will never have to input the same data into two separate sheets, instead we can update one sheet and it will populate into the linked sheets.
  • Exporting documents - It is super simple to export documents into excel format so that they can be sent outside of our organization. It allows us to control what is internal, and what is shared externally.

Cons

  • I preferred the old design better, but am slowly getting used to the new design.
  • This has saved us from duplication of efforts (saved time)
  • This has allowed us to work efficiently in an organized manner
Smartsheet is great for managing information internally within your organization. It is very easy to link sheets together, and allow different parts of your company to work together easily and without duplication of efforts. For documents that are being sent externally, it is probably easier to go with a normal Excel document that is accessible for everyone.

Smartsheet Feature Ratings

Task Management
5
Resource Management
9
Gantt Charts
Not Rated
Scheduling
8
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
10
Email integration
9
Mobile Access
2
Timesheet Tracking
Not Rated
Change request and Case Management
8
Budget and Expense Management
4
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

Comments

More Reviews of Smartsheet