Smartsheet Reviews & Product Details

I have established that Smartsheet does help in many project management requirements that are time consuming and costly. Automation features have really simplified and made process faster in many of our work flows. I particularly appreciated its user-friendliness, which is not commonly associated with transitioning on to new technologies. Surprisingly, smartsheet had really eased the transition more than I had imagined.

Smartsheet is quite good, except when using some of its system functions which could save me several hours. Similarly, our company has some apprehensions regarding buying more licenses to curb the cost aspect.

Smartsheet is dealing with some of the tedious areas in managing accounts and data. Automating and organizing have reduced manual entries and thus I can concentrate on more crucial activities with the platform. This has been an important advantage for me as it helps me to meet client’s expectations and make prompt deliveries.

I love the use of automations. Being able to set those up quarterly allows my team to properly document their meetings and also send copies to the correct correspondance with ease. It can be up to 120 different individuals that they meet with but the process remains the same. It also helps to make sure that it gets filed into the correct folders for future refrence if needed. Smartsheets is a huge part of everyday job duties for me and my team.

Every quarter assignments change for my team which can become a timely task updating each member of my teams 2 assignments. I have to reset up the automations to match their new work for the quarter. Making sure that their assignments are being funneled in correctly also has issues at time. I have it set up where once a name is checked it copies that information into their assignments to be complete. Once setting up new assignments the automation tends to have issues copying over into the new assignment. The other thing is that once their assignment is checked off, if an update occurs in the sheet it was copied from it does not automatically update in their sheets. I have it set up for a notification to go out if changes occur so that they can update their accordingly to match.

Smartsheets helps to solve the way my teams assignments are distributed based on who they are with for the quarter. It allows them to be flexible and everchanging during the 3 months. They use it to schedule their weeks out, document their meetings, send copies to the attendant and the supervisor they are assigned. It helps to save time in their everyday job duties by using the forms they submit and allowing the automations to help fullfil the rest. It helps to keep it organized in their folder as well as the supervisor's they are working with. It helps us to track progress in performance and also what is being taught in their sessions. I also use smartsheets in other ways when doing audits on campaigns. It allows me to track the details of the calls and also attach the call directly to the sheet for finding later. I use it to collaborate with other divisions to stay more organized in our documention. Working remotely it allows us to work together easier on certian task.

Smartsheet has helped our company keep track of several different types of information. We were able to automate multiple processes and have follow up emails sent to us for reminders. We have been using this for years and it is a main part of our daily routines. We love the automation and the email triggers. It helps us keep track and be reminded to perform certain tasks when they are due.

Getting the triggers exactly how you want them can be a litte much. It is not bad with their online support though.

We have a tagging system for our equipment and State Fire Marshal. This helps us keep track of these tags and perform the required actions when due. We also use this for project and sales management as well.

Smartsheet has truly transformed the way our team collaborates and manages projects. Its intuitive interface and powerful features have streamlined our workflow, making complex tasks remarkably simple. The platform's versatility is impressive; whether we're creating detailed project plans, tracking budgets, or managing team schedules, Smartsheet adapts effortlessly to our needs.

There is nothing I dislike about using this software.

Sometimes it would be nice to easily be able to call someone with support questions.

Smartsheet makes tracking, automation, information gathering and other common functions SO easy. It fills the gaps of what our HR systems don't do such as reminders, critical date tracking, collecting information through forms, and more.

We use it so extensively that sometimes we have so many sheets between those we own and those that are shared it can be hard to manage. But that's an administrative problem, not a Smartsheet problem!

We have a lot of transactions that flow through our busy HR team and Smartsheet helps us stay on top of all the critical activities from reminders to employees, communications plans, information gathering, rewards and recognition, collaboration, and more. HR systems often don't have the task-management functionality that an HR team needs to stay on top of all the critical pieces for the employee experience.

Smartsheet is a versatile instrument for managing different projects because I used it for my daily tasks. I appreciate one of the outstanding features that is, the availability of variety of templates which are easily customised according to my client’s preferences. My planning is collaborative, real-time monitoring allows me to monitor each step of a task. Despite this slight learning curve, the dashboard is very intuitive and easy to navigate.

Smartsheet is frequently overlooked in third-party integration. It is quite good in the tracking of projects, but at times, the organization of templates and the resources is not properly monitored.

Smartsheet has made it possible for me to manage multiple projects concurrently. It is clear on task delegation and every team member keeps abreast. It has undoubtedly saved me hours and could have eliminated errors.

Excellent for tracking progress and budgets. Great for presenting to your client to show installation progress. This is now a program i use daily as a site manager.

Can take a while to get the hang of it but great once you pick it up

Allows me to make sure i am on track with budget, manpower and completion dates

Smartsheet goes far beyond a traditional waterfall project planning app, which is how I'd used it for years - and indeed, I felt it was extremely limited and inferior to that other PM app. In the past couple of years, however, I started to work with dashboards to facilitate client project meetings with simple layouts and charts with RAID log stats and the like. Since then, I've become one of my org's Smartsheet "gurus." I've grown more creative with how I use Smartsheet. My dashboards now are complex, integrated tools that drive my day as well as my projects. I have no talent for music or painting, but Smartsheet has become that creative outlet, especially as they have released more ways to give dashboards a pleasing aesthetic in addition to enhanced functionality and integration with other Smartsheet tools, like Calendar and Dynamic Views. Each client in my portfolio has their own workspace with dozens of sheets and reports behind dashboards (aka "portals") for account management, support cases, and for projects. I have a portfolio manager for myself that puts all of the shortcuts, sheets, reports, data, and organization tools in one place - it keeps me organized and on track all day, every day. The ability to easily display or link to other Smartsheet content, and online resources, web apps, and other web content on the dashboard has increased my efficiency. And I no longer need to bounce between Smartsheet and my to do lists and notes that went into a purple electronic notebook - I have sheets for those too, and I can add new entries in a form or dynamic view right from my portfolio manager dashboard! Plus, I can use a report to aggregate my incomplete tasks from all project plans with my To Do list - so I have a central location from which to work. Smartsheet integrates with Outlook, too, so I can even send emails and attachments to my Smartsheet "notebook" just as easily as I could with the other one. I've been able to completely eliminate that purple notebook from my toolkit because Smartsheet has more flexibility and versatility to do everything it did (including tagging and search capability), but with more features and functionality, all while looking more modern and high tech. All of that, plus I can use it for managing all components of a project.

There are still opportunity to enhance Smartsheet. I'd like to see: 1. An Edge extension to streamline adding links or screen clips to a Smartsheet. 2. Remembering login from Outlook so it doesn't require it once a day. 3. Giving different dashboard widgets a different color background. 4. Copy/paste an image/screenshot directly into attachments rather than having to save it as a file first. 5. Perm setting of full screen for web content widgets - I can temporarily hit the full screen button in the bottom left corner so it fills the widget panel and remove the padding and sheet's title header. It would be a cleaner look with the widget title bar instead of both. 6. Allow cell edit on report widgets as you can edit (but not add) cells on the Report - currently Report widgets are read only. To edit from a dashboard, the sheet must be published as web content. 7. Create an editable rich text widget so the dashboard doesn't have to be in edit mode to add/change the rich text widget. 8. Hide or remove the Smartsheet icon (report, sheet, dashboard, link) on shortcut widgets. I use emojis for some shortcuts instead of the text - but it looks sort of wierd seeing a blue document and a bell icon side by side. This would allow icons to act as button-links and be a narrow 1-2 cell strip, saving space. 9. Link Outlook calendar to Smartsheet. 10. Performance can be a bit laggy and slow to load/recompile on complex dashboards (even on 5Gb fiber). 11. When you want to give clients access to multiple items but not the whole workspace it is tedius. You can check multiple users to share a sheet, but you cannot select multiple items or even all items within one folder and share to multiple users. There is no easy way to unshare multiple items or for multiple users either.

Keeping me organized with tools that improve efficiency. Positive client experience with the Smartsheet content we create to help them manage their program and products.

The ease of use and implementation are the best what I like about Smartsheet. The ease of integration is one of the added functionalities that I like.

Some of the basic features that are missing e.g. cascading drop down, drill downs or filtration in the dashboard.

It is helping people to automate their business processes thus allowing their team to pay more attention to the work that they are intended for.

What I like most about smartsheet is its intuitive use, the ease with which solutions can be developed from scratch for various parts of a company's business, from administrative to operational and not only with the project management approach. Its implementation is fast and easy to adapt

the little customization available for notifications and update requests that are created in the workflows.

internal control administrative requests control of pending administrative tasks workload control volume of operational requests etc.

Easy to use and to understand. it is possible to collect and organize data in one place

iI was told that Sharepoint is more expensive than other products I had some understanding difficulties why I could not connect the sharepoint folder to my PC (link). It had connected to my private live.com account in advance. It took some time until I found out what the problem was.

we are able to work on one document together and everybody is able to save the latest version

SmartSheets is incredibly robust. I leverage the automations for every kind of sheet. For my company, I leveage SmartSheets for: ticket system, budget tracking, and I can link sheets to have visibilty for projects, but not offer my master sheets to my team. I love that I can update a single sheet and the linking and VLOOKUP can automate my sheets without me even having to open it. I use SmartSheets daily as it is the backbone to my business. I can't speak on behalf of their customer service as I have never needed it, but with the product offering, I am sure it is amazing!

As of now, there is nothing I dislike. I love the templates that you can start with ideas and make them your own. If I were to say anyhting for dislike, I would say having more templates, but there are plenty for starting out!

SmartSheets allows me to make visibility to my staff and contractors. Before SmartSheets, I had no option but to use Outlook and it was a mess. SmartSheets offers a ticket system that you can use as a small business. You just need to learn automations (which are basically setup for you already). If you are a small business owner and need to centralize data, SmartSheets is your solution!

It is user friendly, easy to look at, and capable of complex tasks. We have reconfigured our entire department's workflows using Smartsheet tools and all users have found it easy to learn. We use Smartsheet throughout the day, every day, and can confirm it is reliable. The Smartsheet team has provided excellent support of the product any time it was needed.

I would like to see even more reporting features rolled out. I would also like to see the integration of AI tools.

It is a one-stop shop. We can build out all needed reports and dashboards in Smartsheet and then make them easy to find by linking to them in dashboards.

I like the simplicity of the interface and the collaborative nature of the web-based product. While other client-based project tools offer similar features, Smartsheet is instantly available to the team and eliminates the email back and forth. It also eliminates errors due to having the wrong version

I don't really have a "dislike." I think the product does what we need it to do and is very easy to deploy. It satisfies my need for managing large complex projects.

We address the need to create, update, and disseminate large complex project plans nationally to our geographically diverse team, where ever they happen to be working from

Smartsheet is an efficient and organized tool manifold, it helps me manage tasks and projects, and collaborate whether I am managing a small personal project or large-scale enterprise projects for casinos. The interface is quite intuitive with customizable templates and the ability to create workflows tailored to specific needs, I just feel empowered to adapt Smartsheet to any project or task at hand. The project plans can be shared with external stakeholders thus giving them real-time visibility of their projects. You can define dependencies within the project, the predecessors, and Successors, the baseline feature is a game changer as it helps you reference the dates and helps you track the lag in the process and timeline, thus you would know when to accelerate to meet the milestones. Smartsheet is a very handy tool and I simply love it.

While I have had mostly a positive experience with Smartsheet, there are some areas where I feel there is room for improvement. Smartsheet provides a lot of flexibility and customization options, but it can sometimes feel overwhelming for new users. The learning curve is deep. A more user-friendly onboarding process or interactive guides could help ease the learning process. Despite some minor drawbacks, Smartsheet is a powerful and effective tool for Project management and collaboration.

1. Lack of visibility and accountability - Smartsheet provides a centralized platform where teams can track and manage the projects, tasks, and deadlines. It helps improve visibility into project progress, responsibilities, and potential bottlenecks ensuring everyone is on the same page and accountable for their work. 2. Inefficient communication and collaboration - Smartsheet offers real-time collaboration features. allowing team members to work together on sheets. share updates and provide feedback. This helps streamline communication, reduce email overload, and foster a more efficient and collaborative work environment. 3. Disorganised and scattered data - Smartsheet provides a structured and organized way to store, manage, and analyze data. With its spreadsheet-like interface users can create custom sheets, templates, and reports to keep their data organized, accessible, and actionable. 4. Manual and time-consuming processes - Smartsheet automates repetitive tasks and workflows, saving time and reducing errors. It offers features like automated alerts, reminders, and notifications as well as the ability to set-up dependencies and automate approvals, enabling teams to focus on more strategic and value-added work. 5. Lack of project visibility and reporting - Smarthseet offers robust reporting and analytics capabilities, allowing users to generate visual reports, dahboards, and charts to again insight into project performance, resource allocation, and overall progress. This helps stakeholders make informed decisions and track the success of their projects.

I love how the detailed planning helps our organization and communication.

I wish you could choose which page it opens up when you log in. I have to click through 3 screens to get to the sheets list after I log in. I would rather log in and it jumps to that sheets list. Not a big deal, but that could be a good option to add in settings.

Helps our team to know when they are receiving a task and when it's due. Has cut down on lots of unnecessary emails and phone calls. Communication quality has increased. Frustration has decreased.

- All project documentation kept in one place - Transparency across multiple teams - Reporting possibilities

- Complexity to set up and manage - Format of exported documents

- Transparency across multiple teams - Availbility of project documentation - Streamlined process

Smartsheet is great for allowing my team to collaborate from around the country!

There really isn't anything I do not like. It took a little bit to learn the software but I am fully capable now!

It allows us to collaborate with ease!

We love that with Smartsheet all our employees have access to out sheets from whereever they are during the day. Sometimes with Excel shared sheets only let one person have it opened at a time. Or multiple people make changes/updates at once cause issues. We will have 5 people with the sheet open at once. Adding jobs and it works amazing. We also love the Smartsheet App for our phones. If we need to pull up information from a sheet, we can do it anywhere. Being able to add or delete users is so easy. And it is nice that there are the different tiers for employees, so some are only able to view the sheets while others are able to change it. We use Smartsheet every single day in our office.

There isn't much I don't like - but I do wish that you could have more than one ownerper sheet. If we want to make changes to the layout only the owner of the sheet can make those changes.

Keeping all our projects in one spot that is easily accesible for all our employees, in the office or out in the field.

Smartsheet is very user friendly, reports and dashboards are easy to build. I find the bidirectional reporting extremely helpful. This was a major factor in our decision to move to Smartsheet. We were using Google sheets and found the reporting frustrating. Educational videos are easy to access and provide thorough training which was helpful in our company roll out.

I would like to ability to build a workbook (like excel) with multiple sheets

We use Smartsheet to track our projects from beginning to end; track estimating, change orders, scheduling, warranty. Benefits: ease of use, ability to access information form the field, one stop for all PM data.