AI TOOL PROFILE
Smartsheet: Collaborative Work Management Software
- Productivity
- Project Management
- 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.
At a glance
- Best for
- Project managers, Operations teams, IT portfolio managers, PMO teams, Small and mid-market businesses
- 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
- Visit Smartsheet official website
How AI is used
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
Multiple Work Views
Supports Grid, Gantt, Card, Timeline, and Calendar views to visualize project schedules and task dependencies.
Automation Workflows
Supports automated triggers for updates, reminders, and approval requests.
AI Tools
Includes capabilities for automated formula generation, text summarization, and data analysis on supported plans.
Centralized Dashboards
Consolidates project statuses, metrics, and portfolio performance into visual displays.
Document Builder
Supports the creation of customized PDFs using data stored within sheets.
File Library
Provides a space to organize and share files with versioning and feedback tools.
Use Cases
Project and Portfolio Tracking
Managing multiple projects across different teams with milestone and dependency tracking.
Operational Workflow Automation
Using automated approval requests and status notifications to reduce manual follow-ups.
IT Portfolio Management
Organizing digital and IT initiatives with centralized intake and workload balancing.
Client Delivery Management
Planning client engagements through automated reporting and resource forecasting.
Integrations
- Microsoft Teams
- Slack
- Google Workspace
- Microsoft Office 365
- Jira
- Salesforce
- Power BI
- Tableau
- Adobe Creative Cloud
- Docusign
- Okta
FAQ
Does Smartsheet have a free trial?
- Yes, Smartsheet offers a 30-day free trial for users to explore the platform before committing to a plan.
What are the different Smartsheet pricing tiers?
- Pricing includes a Pro plan starting at $9/member/month, a Business plan starting at $19/member/month, and custom pricing for Enterprise customers.
Which plan is right for an organization needing AI tools?
- AI features, such as AI formulas and text generation, are included in the Enterprise plan.
Can Smartsheet integrate with other business tools?
- 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
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