Smartsheet centralizes project management, deadlines, and collaboration. Though its comprehensive features may feel overwhelming initially, its automation and real-time reporting provide significant value. Its integrations with tools like Salesforce make it useful for diverse industries. A free trial gives users the opportunity to evaluate its fit for their needs.
Smartsheet Specifications
Time Tracking
Task Management
Reporting
Budget Management
What Is Smartsheet?
Smartsheet software is an enterprise work management platform that allows organizations to manage projects, programs, and processes at any scale. As a cloud-based solution, Smartsheet provides team collaboration, workflow automation, resource management, and portfolio management capabilities. It facilitates everything from simple task management to complex, company-wide transformations, making it a versatile platform for businesses of all sizes.
In addition to offering built-in templates, transparent pricing, and integrations with a variety of other tools, Smartsheet enables better visibility and control over work. This is especially beneficial for teams that need to manage large-scale portfolios or streamline the project creation process.
What Is Smartsheet Best For?
One of the most valuable capabilities of Smartsheet is its automation feature, which allows users to set up recurring and conditional workflows for common tasks. By automating processes, teams can save time and reduce manual work. These workflows also provide visibility into status and execution history, improving resource management and project tracking across multiple teams and departments.
Unlike competitors such as Monday.com or Trello, Smartsheet’s enterprise-grade security and powerful portfolio management features set it apart, making it a top choice for businesses that need a more robust platform.
Smartsheet Pricing
Smartsheet offers flexible pricing options tailored to businesses of all sizes. Users can pay monthly or annually, depending on their needs. The monthly cost of Smartsheet is as follows:
- Free – $0
- Pro – $12/member/month
- Business – $24/member/month
- Enterprise – Custom pricing
- Advanced Work Management – Custom pricing
Disclaimer: Pricing is subject to change.
Smartsheet Integrations
Smartsheet integrates seamlessly with a variety of third-party applications, enhancing its functionality and enabling users to connect their existing tech stack. Some of the most notable integrations include:
- Jira
- Salesforce
- Adobe Creative Cloud
- Miro
- DocuSign
How Does Smartsheet Work?
Navigate the dashboard and begin using the Smartsheet project management software as follows after logging in:
- Create a new sheet to start building out your project, program, or process
- Add columns and rows to track essential information like tasks and due dates
- Assign tasks to people using the assignment column
- Leverage features like dependencies to link tasks that must be completed in a particular order
- Configure views and filters to see only relevant information at a glance, like overdue tasks
- Automate repetitive tasks and approval workflows using formula columns and automation rules
- Access a library of templates for everyday use cases like Agile project management or marketing campaign planning
- Add, edit, and organize content as your project evolves using Smartsheet's dynamic capabilities to track project progress
Who Is Smartsheet For?
Smartsheet is an excellent choice for businesses of all sizes, from small startups to large enterprises. It is particularly beneficial for industries such as:
- Marketing
- IT and operations
- Construction
- Healthcare and life sciences
- Government
- Education
How Smartsheet Compares To Competitors?
| Smartsheet | monday.com | Trello |
Interface | Offers a familiar, Excel-like interface for data management | Provides a more visual, broad-based interface | Primarily uses Kanban-style boards without a spreadsheet view |
Resource Management | Includes resource management tools for tracking team workload and availability | Provides workload views but may lack comprehensive resource management features | Does not offer built-in resource management, requires third-party integrations |
Automated Workflows | Provides advanced workflow automation with conditional logic and alerts | Offers automation features, though they may be less advanced | Basic automation primarily through integrations and power-ups |
Scalability | Designed to handle complex, large-scale projects with cross-project views and reporting | Suitable for various project sizes but may require additional configuration for large-scale projects | Best suited for smaller projects; can become cumbersome with increased complexity |
Is Smartsheet Right For You?
Are you looking for a project management platform that can scale with your growing business? Smartsheet is a strong contender for organizations seeking to manage large-scale portfolios and streamline operations. With its flexible pricing, including business or enterprise plans, Smartsheet is suitable for businesses of all sizes.
Smartsheet stands out for its portfolio management capabilities and its ability to handle complex workflows, making it ideal for teams that need to manage multiple projects across various departments. When compared to other project management platforms like Asana and Basecamp, Smartsheet offers more robust resource management tools and advanced features, such as enterprise-grade security, custom pricing, and integrations with industry-standard tools like Salesforce, Jira, and Adobe Creative Cloud.
Still unsure if the software is the right choice for you? Read reviews detailing Smartsheet pros and cons, or contact us at (661) 384-7070, and we will help you make the best decision.
Smartsheet Features
Smartsheet software provides customizable dashboards and reporting tools that offer visual insights into project progress, resource allocation, and performance metrics. Users can create interactive reports to monitor key performance indicators (KPIs) and make data-driven decisions. The dashboard and reporting feature is particularly beneficial for tracking project timelines, budgets, and overall health. A marketing team can use dashboards to track the progress of multiple campaigns in real time, monitor resource allocation, and assess the effectiveness of each campaign based on performance metrics, enabling quicker decision-making and adjustments.
See How It WorksSmartsheet features administration tools that allow administrators to manage projects, including user permissions, access levels, and security settings. This ensures that sensitive information is protected and that users have the appropriate access to the resources they need. Admins can manage roles and permissions, configure user access, and ensure compliance with internal security protocols. A project manager in a large organization can configure access for team members, ensuring that only authorized users can view or edit confidential financial reports. In contrast, others may only view project timelines or task progress.
See How It WorksSmartsheet provides a calendar view of project timelines, tasks, and milestones. This can be customized and shared with stakeholders to keep everyone informed of important dates. The Cards feature also enables prioritizing work through a visual drag-and-drop system. A product development team can use the calendar view to track product launch deadlines, while using the Cards feature to prioritize and manage tasks in real time, ensuring critical milestones are met on time and that team members are aligned on priorities.
See How It WorksThe platform facilitates real-time collaboration by allowing team members to share sheets, provide feedback, and communicate directly within the application. This fosters seamless teamwork and ensures that all stakeholders are aligned and informed. Users can attach files, leave comments, and track changes, enhancing transparency and accountability. A cross-functional team working on a new product release can collaborate within Smartsheet, attaching design documents, leaving comments on product features, and tracking any changes made in the sheet, ensuring that all team members are working with the most up-to-date information.
See How It WorksThe digital asset management feature allows users to organize, store, and manage digital assets such as images, videos, and documents within Smartsheet. This centralized repository ensures that assets are easily accessible and can be linked to specific projects or tasks, streamlining content management and collaboration. A creative team working on a marketing campaign can use Smartsheet’s digital asset management feature to organize and link all creative assets, such as images and videos, directly to relevant tasks in the project. This ensures that the team has quick access to the latest assets for use in their deliverables.
See How It Works
