Overview

Founded in 2005, Smartsheet has grown to employ over 1,500 people and become a recognized leader in project planning and management across industries. With its collaboration tools, automation features, and customizable options, Smartsheet enables teams and managers to maximize productivity and efficiency in every task and project.

How it works?

Smartsheet builds on the familiarity of spreadsheets to offer a comprehensive project management suite. This platform enhances your team’s efficiency and productivity by guiding projects from start to finish, making it a powerful tool for maximizing results. Here are some of the standout features that are particularly beneficial for businesses.

Plan Projects

Smartsheet excels at project planning and management. With features like automation, scalability, and projections, it provides a comprehensive overview of your entire project. This allows you to break it down into manageable tasks for individual teams or team members, ensuring every detail is organized and efficiently handled.

Monitor Tasks

Smartsheet begins with a straightforward, Trello-like assignment board but quickly escalates into a more powerful tool. It allows you to apply hierarchical commands, grouping tasks under parent rows. The drag-and-drop functionality for adjusting cells, rows, and columns is smooth and intuitive. You can also switch between different views to gain various perspectives on your tasks. Additionally, Smartsheet excels at customization, particularly with its easy-to-use conditional formatting options.

Track Budget

This feature is crucial for tracking your expenses. It allows you to link your projected budget with actual spending, helping you monitor whether you’re exceeding the budget and need to make adjustments. It’s also useful for creating project quotes based on realistic parameters, ensuring that you’re staying within financial limits.

Rollup Programs

If you like to wrap up projects neatly, Smartsheet makes it easy with its comprehensive reporting features, including real-time metrics, project summaries, and progress reports. It’s also an effective way to keep a professional appearance with clients, even when things are challenging behind the scenes.

Additionally, Smartsheet offers a range of other valuable features, such as resource management, strategic planning tools, customizable forms, integrations, and premium add-ons that can significantly enhance your organization’s efficiency.

Tools for Collaboration

Smartsheet offers robust collaboration tools, including alerts and reminders that keep the entire team informed. You can generate reports and create team-wide dashboards for a shared view of progress. The platform also allows task annotations, team conversations, and assigning proofreaders to tasks or projects. To prevent confusion or duplicate work, team members can update versions and enable auto-lock features.

Pricing

Smartsheet offers two basic plans and two enterprise-level plans, with the enterprise plans featuring customized pricing. They also provide a 30-day free trial for those who want to test the software before committing. The pricing for the basic plans is competitive with other mid-range project management tools. However, Smartsheet stands out by including a wide range of features within its plans.

All Smartsheet plans offer multiple views, including Gantt, grid, calendar, and card views, giving businesses various options to visualize their work in the way that works best for their team. Even the Pro Plan includes collaboration features, and you can integrate a wide range of business applications and apps for iOS and Android, such as Office 365, G Suite, Dropbox, Evernote, Box, and Egnyte. Additionally, Smartsheet supports integrations with more specialized tools like Salesforce, Jira, Power BI, and others.

Smartsheet also provides a range of professional services to enhance your platform, including consulting, support customization, and training sessions. This expands the possibilities of the software, offering additional resources beyond the standard features to help you optimize your workflow.

Data Collection and Privacy

Smartsheet takes security seriously, undergoing annual rigorous security tests and SOC 2 Type II assessments to ensure compliance. It is fully compliant with HIPAA, FERPA, and GDPR regulations. Additionally, Smartsheet implements a combination of physical, technological, and administrative safeguards to protect your data.

Apps

The Smartsheet platform is cloud-based, making your information accessible from any device, anywhere. It has a mobile app designed for iOS and Android users. You begin the setup by choosing a blank sheet or templates organized by categories such as sales, IT, resources, , and Agile and Gantt projects. The setup is made easier with on-screen prompts that guide you through the features, possibilities, and next steps. While familiarizing yourself with the software may take some time, the process is manageable for most users.

Setting up Smartsheet isn’t a simple process. With tasks like integrations, data migration, and configuring new sheets, it can be overwhelming at first. However, Smartsheet offers excellent customer support to guide you through the setup.

Once you’re familiar with the platform, you’ll discover many automation options, making the learning curve worthwhile. While it takes time to get up to speed, once you’re in the groove, Smartsheet essentially runs on its own. The extensive features and tools available provide long-term benefits for your team to leverage.

Help & Support

Smartsheet offers various support options to help you get the assistance you need. You can begin by using the help center to ask questions and access relevant articles. If further help is needed, you can submit a support ticket via the online contact form. Additionally, Smartsheet has a live chatbot available on the screen, and there are numerous helpful articles on the website to guide you.

Smartsheet also provides a Project Management Guide, which serves as a knowledge base offering expert advice, tips, and insights to help you maximize the software’s potential and boost your team’s productivity.

For direct assistance, you can reach their support team by phone at 1 (844) 324-2360.

Bottomline

In today’s fast-paced business environment, productivity is crucial, and Smartsheet excels as a project management tool designed to meet this need. With a broad range of features, Smartsheet helps businesses streamline their processes, enhance collaboration, and boost efficiency. With tools for project management, IT, marketing, collaboration, HR, and more, Smartsheet ensures that teams stay organized and on track across various functions. Whether you’re managing projects, tracking workflows, or handling cross-department collaboration, Smartsheet provides the flexibility and functionality to help you achieve your goals.