Smartsheet: Collaborative Work Management Software
Smartsheet helps project and operations managers organize workflows and track deliverables. It is designed for teams transitioning from manual spreadsheets to digital project tracking.
At a glance
- Category
- Productivity
- Best for
- Project managers, Operations teams, IT portfolio managers, PMO teams, Small and mid-market businesses
- Pricing
- Plans start at $9 per member/month for the Pro tier (billed yearly), with a Business plan available from $19 per member/month (billed yearly). Enterprise pricing is custom, and a 30-day free trial is available.
- Key use cases
- Project and Portfolio Tracking, Operational Workflow Automation, IT Portfolio Management, Client Delivery Management
- Integrations
- Microsoft Teams, Slack, Google Workspace, Microsoft Office 365, Jira
- Official website
- smartsheet.com
Smartsheet is a collaborative work management platform that combines spreadsheet-style data entry with project management tools. It supports multiple ways to visualize work, including Gantt charts, Kanban boards, and calendars, to accommodate different team preferences.
The tool is designed for various users, including small business owners, enterprise PMO teams, and IT portfolio managers. It supports moving work from static documents into automated workflows that can be tracked via centralized dashboards.
Buyers should note that while basic project tracking is available in lower tiers, AI capabilities, directory integrations, and certain security controls are reserved for Enterprise plans. Some specialized data tools are available as paid add-ons.
Key Features
Supports Grid, Gantt, Card, Timeline, and Calendar views to visualize project schedules and task dependencies.
Supports automated triggers for updates, reminders, and approval requests.
Includes capabilities for automated formula generation, text summarization, and data analysis on supported plans.
Consolidates project statuses, metrics, and portfolio performance into visual displays.
Supports the creation of customized PDFs using data stored within sheets.
Provides a space to organize and share files with versioning and feedback tools.
Use Cases
Managing multiple projects across different teams with milestone and dependency tracking.
Using automated approval requests and status notifications to reduce manual follow-ups.
Organizing digital and IT initiatives with centralized intake and workload balancing.
Planning client engagements through automated reporting and resource forecasting.
Best For
Integrations
Pricing
Plans start at $9 per member/month for the Pro tier (billed yearly), with a Business plan available from $19 per member/month (billed yearly). Enterprise pricing is custom, and a 30-day free trial is available.
FAQ
Yes, Smartsheet offers a 30-day free trial for users to explore the platform before committing to a plan.
Pricing includes a Pro plan starting at $9/member/month, a Business plan starting at $19/member/month, and custom pricing for Enterprise customers.
AI features, such as AI formulas and text generation, are included in the Enterprise plan.
Yes, it integrates with tools like Slack, Microsoft Teams, Jira, and Salesforce, though some integrations may require specific plans or add-ons.
Source category: Productivity
Source subcategory: Project Management
