Overview

What is the functionality of Smartsheet and how does it operate? Smartsheet is an intuitive software designed for project management and collaboration, ideal for small and mid-size organizations. It enables tracking and management of various work types, including project management, event schedules, sales pipelines, marketing campaigns, HR, and product development. The software features a user-friendly spreadsheet-like interface, offering useful tools such as card view, Gantt charts, reporting, file sharing, and work automation. It is highly regarded in the business world and can be seamlessly integrated with popular web applications like Dropbox, Zapier, Google Apps, and Salesforce. Over 80,000 businesses and millions of users in 175 countries rely on Smartsheet.

Expert review of Smartsheet

Smartsheet Review

Smartsheet is a powerful and versatile project management and collaboration software that offers a wide range of features to help teams streamline their work processes. Whether you are working on a small project or managing a large-scale enterprise initiative, Smartsheet provides the tools you need to stay organized, collaborate effectively, and achieve your goals. In this review, we will explore the key features, use cases, pros, and cons of Smartsheet, along with a neutral recommendation.

Key Takeaways

  • Smartsheet is a comprehensive project management and collaboration software that offers a wide range of features to help teams stay organized and work more efficiently.
  • The software provides a flexible and intuitive interface that allows users to easily create and manage tasks, track progress, and collaborate with team members.
  • Smartsheet's powerful automation capabilities enable users to automate repetitive tasks, saving time and increasing productivity.
  • The platform offers seamless integrations with popular business tools, allowing users to connect and consolidate their work processes in one place.
  • Smartsheet's reporting and analytics features provide valuable insights into project performance, enabling teams to make data-driven decisions.

Table of Features

FeatureDescription
Task ManagementCreate and manage tasks, set due dates, assign responsibilities, and track progress.
CollaborationCollaborate with team members, share files, comment on tasks, and maintain version control.
Gantt ChartVisualize project timelines and dependencies with interactive Gantt charts.
Resource ManagementAllocate and manage resources effectively, ensuring optimal utilization.
AutomationAutomate repetitive tasks and workflows, saving time and increasing efficiency.
Dashboards and ReportsGenerate customizable reports and visual dashboards to track project performance and make data-driven decisions.
File AttachmentsAttach files and documents directly to tasks, ensuring all relevant information is available in one place.
Mobile AppAccess and manage projects on the go with Smartsheet's mobile app, available for iOS and Android devices.
IntegrationsSeamlessly integrate with popular business tools like Microsoft Office, Google Drive, and Salesforce, among others.
Security and PermissionsSet user permissions, control access to sensitive information, and ensure data security.

Use Cases

  • Project Management: Smartsheet is ideal for managing projects of all sizes. Whether you are working on a small team or leading a large-scale initiative, the software provides the necessary tools to plan, execute, and track projects effectively.
  • Task Tracking: Smartsheet's task management features allow users to create and assign tasks, set due dates, and track progress, ensuring that everyone is on the same page and deadlines are met.
  • Team Collaboration: With its collaboration tools, Smartsheet enables seamless communication and file sharing among team members. Users can comment on tasks, attach files, and maintain version control, fostering effective collaboration.
  • Resource Allocation: Smartsheet's resource management capabilities enable users to allocate and manage resources efficiently, ensuring optimal utilization and preventing bottlenecks in project execution.
  • Reporting and Analytics: The software's reporting and analytics features provide valuable insights into project performance. Users can generate customizable reports and visual dashboards, enabling data-driven decision-making.

Pros

  • User-Friendly Interface: Smartsheet offers an intuitive and easy-to-use interface, making it accessible to both tech-savvy and non-technical users. The platform's drag-and-drop functionality and customizable templates allow users to quickly set up projects and start collaborating.
  • Extensive Feature Set: Smartsheet provides a comprehensive set of features that cater to various project management needs. From task management and collaboration to automation and reporting, the software covers a wide range of functionalities, eliminating the need for multiple tools.
  • Automation Capabilities: The software's automation features are a standout attribute. Users can automate repetitive tasks, such as sending notifications or updating status, saving time and reducing manual errors. The automated workflows enhance productivity and efficiency within teams.
  • Integration Options: Smartsheet offers seamless integrations with popular business tools, allowing users to connect their work processes and consolidate data in one place. Integrations with Microsoft Office, Google Drive, and Salesforce, among others, enhance workflow efficiency and data accuracy.
  • Mobile Accessibility: With a dedicated mobile app for iOS and Android devices, Smartsheet ensures that users can access and manage projects on the go. The mobile app provides a consistent experience, allowing team members to stay connected and productive even when away from their desks.

Cons

  • Steep Learning Curve: Despite its user-friendly interface, some users may find that Smartsheet has a learning curve, particularly when exploring more advanced features. While basic functionality is easy to grasp, mastering the more intricate capabilities may require additional training or support.
  • Lack of Native Time Tracking: Smartsheet does not offer native time tracking functionality. While it provides task management and progress tracking features, users looking for precise time tracking capabilities may need to rely on integrations with third-party tools.
  • Limited Reporting Customization: Although Smartsheet's reporting and analytics features are robust, some users may find the customization options limited. Advanced customization, such as creating complex formulas or visually appealing charts, may require expertise in the platform or the use of external tools.
  • Price Point: Smartsheet's pricing structure may be a potential drawback for some organizations, particularly smaller teams or individuals. While the software offers a range of features, the cost may be prohibitive for those on a tight budget.

Recommendation

Smartsheet is a highly capable project management and collaboration software that offers a comprehensive suite of features to streamline work processes. With its user-friendly interface, extensive automation capabilities, and seamless integrations, teams can effectively manage projects, collaborate seamlessly, and make data-driven decisions. Despite a potential learning curve and limited customization options, Smartsheet's strengths outweigh the drawbacks. We recommend Smartsheet to organizations and teams of all sizes seeking a robust and versatile project management solution.

Smartsheet Pricing Model

Free Trial, Freemium, Subscription, Quotation Based

  • Smartsheet pricing
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Smartsheet Screenshots

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Features

  • Project Management Features
  • Timeline View
  • Project Templates
  • Idea Management
  • Kanban Board
  • Recurring Task Management
  • Time & Expense Tracking
  • Task Management
  • Status Tracking
  • Resource Management
  • Requirement Management
  • Project Planning
  • Portfolio Management
  • Percent-Complete Tracking
  • Milestone Tracking
  • IT Project Management
  • Issue Management
  • Budget Management

Technical Details

  • SupportBusiness Hours Online
  • Customer TypeFreelancers Large Enterprises Medium Business Small Business
  • Location / Phone NumberBellevue, Washington / +1 844 324 2360
  • DeploymentSaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
  • Official Websitehttps://www.smartsheet.com/
  • CategoryProject Management Software

Author

David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.

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