Effective Project Management and Tracking Software
June 02, 2021

Effective Project Management and Tracking Software

Daniel Willmer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Smartsheet

It is currently used to track customer onboarding projects and other major internal projects for the Customer Success team. It is integrated with Klipfolio to provide a dashboard view of the projects and their completion status. Ownership is typically maintained with each account manager, but there is some shared ownership of the tasks managed through Smartsheet.
  • Ownership
  • Summarization of data
  • Multiple project views
  • Data entry
  • Custom project creation
  • Reporting
  • Project Tracking
  • Dashboard
  • Summarization
  • Milestone
  • Tracking
  • Improved visualization
  • Tracking milestones
  • Meeting project deadlines

Do you think Smartsheet delivers good value for the price?

Yes

Are you happy with Smartsheet's feature set?

Yes

Did Smartsheet live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Smartsheet go as expected?

I wasn't involved with the implementation phase

Would you buy Smartsheet again?

Yes

TeamSupport, Canva, Jira Service Management (Jira Service Desk)
Smartsheet handles most projects very well. If you get into a number of subprojects it can get a little tougher to configure everything, but it still handles the display well. Smartsheet does have a learning curve that is built upon many Excel skills, but the user interface for changing the milestones and project sections could be a little more intuitive.

Smartsheet Feature Ratings

Task Management
7
Resource Management
9
Gantt Charts
9
Scheduling
9
Workflow Automation
7
Team Collaboration
9
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
8
Mobile Access
8
Timesheet Tracking
8
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated