Smartsheet is a cloud-based work management and automation platform designed to help teams of all sizes plan, track, manage, and report on projects in real-time. With a familiar spreadsheet-like interface enhanced by powerful collaboration, automation, and reporting features, Smartsheet bridges the gap between simple task tools and enterprise project management software.
Used by over 90% of Fortune 100 companies, Smartsheet enables organizations to streamline complex workflows, improve accountability, and increase operational agility. Whether managing a marketing campaign, IT rollout, or strategic initiative, Smartsheet adapts to how teams work while providing the scalability needed for enterprise adoption.
Features
Smartsheet offers a broad range of features that help users collaborate more efficiently and manage projects from start to finish:
Grid, Gantt, Card, and Calendar Views
View data in multiple formats depending on team needs—spreadsheet, timeline, kanban, or calendar.Automated Workflows
Create rule-based workflows to trigger alerts, update fields, assign tasks, and send notifications automatically.Collaboration Tools
Commenting, @mentions, shared sheets, attachments, and real-time updates enhance team communication.Dashboards and Reports
Build customized, visual dashboards and cross-sheet reports to track KPIs and team performance.Forms for Data Collection
Create and share forms to collect information directly into your sheets.Integrations
Connect with tools like Microsoft Teams, Google Workspace, Salesforce, Jira, Slack, DocuSign, and more.Resource Management (formerly 10,000ft)
Allocate people, forecast workloads, and manage capacity in real time.Security & Governance
Includes enterprise-grade security features like SSO, data encryption, user access controls, and audit logs.Mobile Access
Native mobile apps for iOS and Android allow users to manage work on the go.
How It Works
Smartsheet simplifies project and workflow management through a highly visual, intuitive interface. Here’s how it typically works:
Create or Import Projects
Users can start from scratch, use templates, or import data from Excel, Google Sheets, or MS Project.Organize Tasks and Timelines
Tasks are broken down into rows with customizable columns for assignees, deadlines, status, and more. Dependencies and critical paths can be set in Gantt view.Automate Workflows
Users define rules to trigger specific actions (e.g., email alerts, field updates) based on conditions like date changes or status updates.Collaborate in Real Time
Team members can comment, tag colleagues, and share attachments directly within the task or sheet.Visualize Progress
Dashboards and reporting tools display data in charts, graphs, or widgets, updating in real-time for stakeholders.Manage Resources
Resource management tools help leaders balance workloads, avoid overutilization, and plan based on availability.
This workflow ensures that tasks remain visible, accountable, and aligned with business goals.
Use Cases
Smartsheet is used across a variety of departments and industries. Common use cases include:
1. Project and Program Management
Plan, execute, and report on projects of any size across teams and departments.
2. Marketing Campaigns
Manage creative workflows, launch schedules, and digital assets across campaign lifecycles.
3. IT Operations
Track incidents, manage service requests, and execute system implementations and migrations.
4. Product Development
Oversee product roadmaps, sprint cycles, backlog management, and cross-functional collaboration.
5. HR and Onboarding
Automate onboarding processes, track hiring pipelines, and manage employee training programs.
6. Construction and Field Operations
Monitor timelines, budgets, contractor work, and regulatory compliance on job sites.
7. Event Planning
Coordinate logistics, vendors, registrations, and post-event analysis from a central platform.
Pricing
Smartsheet offers multiple pricing plans tailored for individual users, small businesses, and large enterprises. As of June 2025, pricing is structured as follows (billed annually):
1. Free Plan
For 1 user and 2 editors
Limited to 2 sheets
Basic features
2. Pro Plan – $7/user/month
Up to 10 users
Unlimited sheets, dashboards, reports
Automated workflows
Integrations with Microsoft 365, Google Workspace, Slack, and more
3. Business Plan – $25/user/month
Unlimited users
Advanced workflow automations
Activity logs, dashboards, and forms
Resource management add-on available
4. Enterprise Plan – Custom Pricing
Includes SSO, enterprise governance, unlimited automations
HIPAA, GDPR, and SOC 2 Type 2 compliance
Dedicated customer success manager
Add-ons and Extras
Resource Management by Smartsheet
Smartsheet Advance (adds more enterprise capabilities like portfolio management and advanced integrations)
Pricing details can be confirmed or customized by contacting Smartsheet Sales.
Strengths
Familiar Interface with Advanced Features
Spreadsheet-style UI makes onboarding easy, while powerful features offer enterprise-grade functionality.Customizable for Any Team
Works equally well for marketing, IT, HR, and operations across industries.Strong Automation and Reporting
Reduces manual work with flexible automation and real-time dashboards.Scalable for Enterprises
Suitable for both small teams and Fortune 500 companies.Robust Integrations
Extensive integration capabilities make it easy to connect Smartsheet with your tech stack.Security and Compliance
Meets strict enterprise security and compliance requirements including HIPAA and SOC 2.
Drawbacks
Learning Curve for Advanced Features
Some users report that more advanced tools (like formulas or cross-sheet references) take time to master.Cost Scales Quickly
Larger teams may see costs increase significantly depending on plan and feature use.Limited Offline Functionality
Offline support is minimal; a stable internet connection is needed for full functionality.Limited Native Time-Tracking
While integrations are available, native time-tracking is not as comprehensive as in some project management tools.
Comparison with Other Tools
Smartsheet vs. Asana
Smartsheet offers more spreadsheet-like flexibility and better support for structured workflows, while Asana focuses on task management and team collaboration.
Smartsheet vs. Microsoft Project
Smartsheet is easier to use and more collaborative. Microsoft Project offers more detailed scheduling tools but has a steeper learning curve.
Smartsheet vs. Monday.com
Both offer strong visual project tracking, but Smartsheet scales better for enterprises and has deeper automation and reporting features.
Customer Reviews and Testimonials
Smartsheet is highly rated on review platforms such as G2, TrustRadius, and Capterra.
A G2 reviewer states:
“Smartsheet transformed how we manage complex projects across teams. Its dashboards and automations save us hours each week.”
A project manager on Capterra says:
“We replaced Excel and email chains with Smartsheet, and our project visibility improved instantly. The learning curve is minimal.”
Another user on TrustRadius comments:
“Smartsheet makes it easy to manage tasks, track progress, and report to stakeholders. It’s flexible and integrates with all our key tools.”
Conclusion
Smartsheet is a powerful, user-friendly work management platform that brings structure, visibility, and efficiency to teams and organizations. With its blend of familiar spreadsheet usability and enterprise-grade capabilities—like automation, resource planning, and advanced reporting—Smartsheet is suitable for both small teams and large-scale enterprise deployments.
Whether you’re planning a project, streamlining operations, or managing a portfolio of initiatives, Smartsheet adapts to your workflow, not the other way around. For businesses seeking a scalable, secure, and collaborative solution to manage work and drive results, Smartsheet is a top-tier choice.
