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Smartsheet

Score8.4 out of 10

877 Reviews and Ratings

What is Smartsheet?

Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.

Top Performing Features

  • Task Management

    This includes the ability to plan, track, collaborate and report on tasks.

    Category average: 9.1

  • Scheduling

    Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

    Category average: 8.2

  • Team Collaboration

    Team collaboration capabilities let team members work directly with each other and provide team updates.

    Category average: 9

Areas for Improvement

  • Workflow Automation

    Workflow automation is the ability to route work requests along an approval process automatically.

    Category average: 8.6

  • Mobile Access

    Mobile access is the ability to access the software from a smartphone or tablet.

    Category average: 8

  • Support for Agile Methodology

    Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

    Category average: 8.1

Smartsheets is the best tool in my PM toolbox

Pros

  • Easy to use and intuitive
  • Sleek, clean user interface
  • Manages user groups, security, and permissions with ease

Cons

  • Parent / Child relationships at the 'sub-task' level could be easier to use. Sometimes i have issues 'rolling-up' data / numbers when I get below one level or two of sub-tasks. However it may just be user-error, as I have not had the time to investigate further or reference user manuals or tutorials.
  • Nothing else. Smartsheet works quite well and does not leave much to be desired.

Return on Investment

  • Ability to grow out our project management capabilities to a more mature organization, with standard processes, many of which are built on the way we manage projects within the tool.
  • Ability to build out a custom financial reporting tool that ties into Smartsheet, allowing us to do all of our financial performance management tracking based on percent complete. This shows clients how we are trending in relation to the budget.

Other Software Used

Tableau Online, Qlik Sense, Join.me

Smartsheet is Ideal for Project Mgmt Asset Tracking

Use Cases and Deployment Scope

The main way I use Smartsheet is for project management and event management. We do a lot of exhibitor conferences here and Smartsheet is ideal for planning, tracking and assigning tasks as there are a LOT of moving parts when attending a conference as a vendor. Being able to attach PDFs and images to line items comes in very handy with signed agreements, latest versions of marketing collateral, etc.

Pros

  • Project management
  • Marketing Asset Tracking
  • Event Logistics Tracking

Cons

  • Data Analytics
  • Spreadsheet Tasks

Return on Investment

  • Automate document generation
  • Improves resource allocation

Usability

Alternatives Considered

Microsoft Excel

Other Software Used

HubSpot CRM, Microsoft Excel, LinkedIn Sales Navigator

Efficient tasks management

Use Cases and Deployment Scope

I generate detailed routing sheets for implementing security protocols and contingency plans. The spreadsheets help me identify and prioritize security risks in the data we handle. The notes and comments allow team members to participate. The reports are perfect for presenting metrics. That way, we make data-driven decisions. Charts are very helpful.

Pros

  • Reports.
  • Charts.
  • Formulas.

Cons

  • Visualization data.
  • Customization.
  • Performance.

Return on Investment

  • Charts.
  • Security of our data.
  • Taking informed decisions.

Usability

Other Software Used

Miro, Trello, Slack, UiPath Automation Platform, Asana, Payoneer, AlphaSense

A Dream for Project Management

Use Cases and Deployment Scope

Smartsheet is a dream for project management. It makes it easy to stay on top of multiple competing priorities and work collaboratively with a team. It also makes it easy to analyze your productivity and work patterns after the fact with robust reporting functions.

Pros

  • Visualizes projects.
  • Notifies users of changes to the sheet.
  • Alerts users to pending deadlines.

Cons

  • Reporting could be a little more intuitive.
  • A few more colors for color-coding would be helpful.
  • Moving a row to another sheet should automatically include attachments, comments, etc.

Return on Investment

  • Increases satisfaction among senior leadership who want confidence in the work being accomplished.
  • Makes it easier to identify "pain points" across many projects.
  • Increases productivity because your team always knows where they are and what they should be working on.

Usability

Alternatives Considered

Miro

Other Software Used

Microsoft Teams

Smartsheet helps us do simple project management

Use Cases and Deployment Scope

We use Smartsheet mainly for project management to help track activities progress, dependencies and completion rate. Its very simple to use and fosters collaboration between both remote and co-locate teams.

Pros

  • Dependencies tracker
  • Planning
  • Collaboration

Cons

  • invoicing tools and real-time time tracking
  • Auto-save

Return on Investment

  • Reduction in time spent on project setup
  • Productivity gains

Usability

Other Software Used

Microsoft SharePoint, DocuSign