- Melissa W.Director of Communications
The range of possibilities with how Smartsheet can be customized seems almost endless, if you can think of something you want there's probably a way to make it happen. Dashboards are super useful both as a way to visualize data from our master spreadsheet, but also as a way to set up our company "hub" of resources and links all in one place. Another really useful feature is the ability to set up automated workflows. This makes my work more efficient because as one example, I have it set up so that when I change the status of a line to "Ready to invoice", this action automatically sends an email to my bookkeeper so that she knows to send an invoice to that customer, without me having to communicate with her in real time. This is super helpful because our team works remotely and I'm in a different time zone, so it's sometimes difficult to communicate with the team via phone call. **UPDATED 2022: Our company has continued to grow very rapidly and we have implemented some external software solutions which I have been able to integrate into our existing Smartsheet platform. This has given us the ability to learn FAR more about our processes (both in the field and in the office) which has helped us pinpoint bottlenecks and inefficiencies so that processes can be revamped. Nothing! I used to have limitations with formulas, but I have continued to learn about that through Smartsheet's published resources and community forums, and I have also taken advantage of one-on-one feedback sessions with Smartsheet pros who have helped me analyze and improve my setup! If you don't have experience in Excel formulas or that type of thing, it would be wise to take advantage of the extra assistance you can get from Smartsheet in setting up your organization's solutions. I did it myself because I enjoy this type of thing but Smartsheet also offers help to their customers to figure out configurations that will work for your company. The ability to analyze our job data had a huge impact on some key business decisions we made as far as expanding our territory, where to invest marketing dollars, etc. It has streamlined our office process by the ability to set up automated workflows. It's basically the "brain" of our company. Every Monday morning in our management meeting, we review some of our dashboards to make sure we're staying on top of all our active jobs, and where they're at in the estimating/production/invoicing/insurance billing process. There are a lot of complicated processes in our billing and workflow, so it's really nice to have a way to track all of that at once. As we have scaled (we now have two franchise locations and are looking to open a third) Smartsheet has been critical to identify how each location is performing so we can strategically manage our growth.
- Robert T.Director of Program Management
Smartsheet is fairly intuitive, and with just a small amount of training, it is effectively a lego kit of building blocks that allows one to make simple and even highly complex solutions to run the business. From project management to intake and work queues, to asset management, to literally thousands of other solutions, it is not difficult to quickly make something of huge value and run it well. The forms functionality is one of the best in the business and the automation the tool can do in the backend is extensive. In addition, most people end users can learn the tool very quickly as it generally looks and acts like excel (which can be a blessing and a curse). I mentioned above that the fact it looks and acts a bit like excel is sometimes a curse. Many people confuse it with excel and think the functionality is the same (which it very much is not). Tha brings a negative forward that it the product is not visually exciting (same as excel). I understand they are currently working on doing a major overall to the visuals, so that may become a positive in the coming months/years. I also dislike how easy it can be to break some (not all) solutions. They recently fixed an area that breaks across reports, but there are more ways a great solution can come tumbling down if safegaurds are not built in from the builder or they make some minor mistakes. A few features that would turn it from great to amazing are still not implemented (Dynamic drop downs based on previous questions, the ability to house metadata or entries in a repository across sheets for ease of update/reference, etc). One more negative is that I understand that is not an inexpensive tool. If one is smart on license control (knowing which users need to be just free users), it can be more reasonable, but the paid licenses can add up quickly. Overall, I think the positives grossly outnumber the flaws. We use it heavily across our company for general intake and management of requests for things or comments, but also in the departments, I was in for a highly extensive project management solution (PPM) that rivals some of the biggest players in the PPM space, complete with an holistic well made calendar. We also use it for extensive lifecycle management of assets (an extensive cataloging system that interconnects with other catalogs). Other solutions are built in our department and others. It has become integral to our business and provides a lot of benefits.
- Nick A.Sr. Product Engineer
Smartsheet makes it easy to drive engagement with minimal explanation. I have a sheet that creates a record for each potential attendee, they get a yes/no response, and I can see at a glance that each event has the right people attending. In project summary sheets, the automated update request ensures everyone has the latest information ready to go - even if their update for that period is "no progress." The features are constantly improving. The appearance of new capabilities in data presentation and automation shows that they are dedicated to continuously improving the experience. The training features are crucial - not because Smartsheet is challenging to use, but because there's so much capability built-in and available expertise on optimizing your experience. Smartsheet is not a set-and-forget tool; it needs an active administrator. Have a sheet column with a contacts dropdown? Someone needs to edit that column's list for every change - there isn't a way to make a sheet of potential inputs. Those dropdowns require listed values for forms. Contacts are handled - oddly; in filters and summaries, a person added by the smartsheet contact object shows up differently than the same person added by their linked email. Cross-sheet updates don't always trigger like they should. Sometimes when an automated task is set to run on a value change where the cell of concern is calculated from another sheet, the task doesn't recognize a difference originating from the other sheet as a value change in the automated sheet. Smartsheet shows our leaders and us that our distribution of work matches our priorities. We don't spend hours filling out biweekly data to populate a chart that takes ten minutes to read.
- Jerry B.Finanace & I.T.
Being able to create customized sheets, forms and reports. Linking data from other sheets. Lag in getting support for critical issues. Have to wait days or even weeks to get support to respond. Updates to Smartsheet often take away features/capabilities that then make more work, add cost and time to finding a "workaround". User requests go largely ignored/unanswered. Many, many user requests from 2, 3, 4, 5 or more years ago still have not been resolved. Development team apparently works in a vacuum, no apparent 'real world' experience or thought. Do a long trial run under the free option. Ensure that you really push Smartsheet before you get so entrenched that you can't easily back out. Get ready for extensive delays from support, expect days to even weeks before hearing back on a support ticket. Time and expense tracking. Our customized Smartsheet solution WAS saving me time and effort until the latest update that took away Report Builder functions from free users. Now updating Report Builder values falls back on me, costing our company time and money. Have spent another 1+ hours on Pro Desk sessions that only result in more complicated sheets, more burden on myself and users costing us more $. Add this to the 15+ hours I spent with Support trying to resolve this and finally being told I need to buy another 10 licenses in order that users can edit one simple date field in Report Builder, and I fail to see why we should continue using Smartsheet.
- Verified User in Building MaterialsMid-Market(51-1000 emp.)
I thought I would like the Google Sheets add-on using Smartsheet, but was quickly mistaken. I have experienced the worst customer service and subscription experience with this company. My 30-day trial was excellent and I had high hopes for working with them. Once I paid for a year subscription, I began to have issues with my account. I attempted to contact their development team for assistance and quickly learned they are completely unreachable by phone, the company has no customer service department and any communication would need to be electronic. Since I am EST and they are PST, all communications took a full business day between email exchanges. When I called to talk to them (a sales rep attempted to help me with my customer service issue) I was told I couldn't speak with the technical support. When my tech support person, Shaine, did email me, he gave me information to cancel my account and told me I would need to record my screen and send it to them, which is not a capability I have. I have struggled with this program not working for close to two weeks and the best this company could offer was account cancellation information and requesting a screen recording. I would NOT recommend this company to anyone -- business or individual. Do NOT purchase a subscription to this program. I thought the program would solve a work-around I was having to perform in my job, but it has caused more issues than I had before.
- Verified User in Information Technology and ServicesSmall-Business(50 or fewer emp.)
Use to love this service at the ~$100 per year price point, but then they removed the ability to have non-licensed users edit the sheets at that level. Now they want 10x the license fees in order for me to effectively share my sheets with non-licensed users. Clearly, their business model does not apply to smaller companies. Unfortunately, the licensing will get you if you are not careful. The bulk of the value of this product is the ability to share these types of documents without having to e-mail them to others and maintain version control. I have had an individual license for a number of years that costs $168 per year and allows me to create up to 60 SmartSheet documents with unlimited sharing. This license is no longer available. The "upgrade" to the Pro license is actually a downgrade that costs more--$252 per year. While allowing the account to have three "designers" and more SmartSheet documents, each document can only be shared with ten users. If you want to share any document with more than ten users, you have no choice but to "upgrade" to the next level, which--at $950 PER YEAR--Is almost QUADRUPLE the price! Anyone in even a medium-sized organization will need to share a document or two with more than ten users, so I would not over-commit to Smart Sheets unless you are ready to pay them $1K every year, in perpetuity. Mostly using it for project management and budgeting.
- Anonymous ReviewerDesign
Smartsheet gives fast and easy communicative control among work owner and his/her team
- Paolo G.Industrial Automation
Timetable accurate. Gestione risorse e task che funziona
- Tyreece M.Real Estate
- Suzanne S.Government Administration
This created more issues when we switched a project mid-stream at the recommendation of a client partner. The development issues created weeks of delay on what should have takes a few days.
- Angela B.Events Services
Kundenservice reagiert nicht.
- Gregory D.Apparel & Fashion
- Verified User
Smartsheet was the first and last project management software I tried - there was really no purpose in looking elsewhere after I saw what it could do. That said, I know people who have used some of Smartsheet's competitors as PM management solutions and as soon as I introduce them to Smartsheet, they quickly change over.
Tremendously useful for project management or pretty much collaboration of any kind where there are multiple "owners" or contributors and where it's important to track progress and changes made by each contributor along the way.
Collecting data from various sources via Web Forms
I've had people ask why some of the more basic functions of Excel are not available in Smartsheet, like merging two cells together. My assumption is that this is a sorting issue, but I'm not sure. I wish there was a way to sync more than one Google Drive account when uploading documents to rows. One of our clients has multiple Google Drive accounts intentionally, so they often need to attach documents from both. Since Smartsheet only allows one to be synced for uploading/attaching purposes, that does not work for our client. Instead, they hyperlink the Google Documents, but accessing those hyperlinks requires them to log in each time. I wish there was a way to set a different level of access per sheet within Workspaces, as needed. We have Workspaces set up where we want every user to have some level of access, but they should be Viewers for some and Editors for others. I believe the current Workspaces require that any user with access to it has just one level of access for all included sheets. I don't believe you can change the Primary Column once a sheet has been created, which is been problematic occasionally. It would be great to be able to see days/times when users have accessed Smartsheets that have been shared with them. Sometimes we wonder if our clients are even accessing/viewing them once they're set up, so we would love to have the same level of access/transparency that Smartsheet provides within the "Login History" for account admins.
- Kris WalshSenior Marketing Manager
I was attempting to do all I've described with Google Sheets & SharePoint. Google Sheets didn't have all the functionality we needed. SharePoint was too difficult to set up and doesn't work well with Mac users. None of the solutions I listed could match Smartsheet's versatility and ease of use.
Projects with tasks assigned to multiple users are easy to setup in Smartsheet. Projects can be up and running fast using templates. I can spin up a project and have it tailored in a matter of minutes. Visibility is a huge benefit Smartsheet provides us. Our executives love our Smartsheet dashboards where they can go from a bird's eye view of multiple projects and 'dive in and out' of project details. Salesforce integration has been a game changer. We sync Smartsheet with Salesforce Opportunity reports so users can associate unique data with Salesforce Opps.
Collapsible Rows - The ability to create a hierarchy and 'nest' rows under one another brings order to chaos. I have a Smartsheet that is over 800 rows. When collapsed, it's only 4 rows and allows you to logically dive into the parts that mean the most to you. Like a Mind Map. Ease of Use and Adoption - Smartsheet is seeing viral adoption here at VMware because it looks & feels like a spreadsheet. Versatility - It is the Swiss Army Knife of task management. Events, Customer Enablement, Professional Services, Sales Enablement, Sales Reporting, Lead Reporting... It's a game changer... Collaboration - Internally everyone can stay updated and on the same page. The ability to share outside the company has mad working with agencies MUCH easier, drastically reducing the time it takes to complete projects. Reporting - I have tasks assigned to me on several different project sheets. I have 1 report that lists everything assigned to me across all projects.
Some basic spreadsheet functionality like Merge Cells have to be worked around. I am an advanced Excel user and wish I could have Visual Basic functionality in Smartsheet.
- Verified User
Google Drive didn't provide a sophisticated project management tool, although spreadsheet experience is quite similar.
It worked best for me as an online project management tool, mostly because Smartsheet doesn't require the license for people to view/edit the sheets. In the past we've had to provide MS Project license to all users who needed to view the release or implementation plans, otherwise we would have to export these plans in Excel every time when updates were made for those without license. With Smartsheet I can just share the url and that's it. I can also prompt people to update their status from the specific item that needs to be updated. What's most important: everyone knows where the latest version of the project plan lives. In the past one of the release managers would send an email saying she is working on the doc and asking other managers not to update it. The updated project was scheduled to be sent out to our stakeholders on a weekly basis, as it has been too hard to merge all the changes on a daily basis. Smartsheet is probably less useful, when you need to do a comprehensive data analysis with pivot tables and especially if you have the macro you like to apply. That's where Excel is still a better option. Though these types of documents are rarely of a collaborative nature.
Advanced permissions management. I can provide my collaborators with the access to a specific row, and they won't be able to see the rest of the spreadsheet. Variety of templates to quickly start your new project plan, to do list or product catalog. Simultaneous collaboration: Smartsheet highlights who is currently viewing your sheet. Rows can be easily dragged-n-dropped for quick reordering Supported import from MS Project and Excel
I would like to be able to see the row or cell my collaborator is working in (like in Google Docs) I would like to be able to create macros in Smartsheet
- Dayna WaytashekProject Manager
As a Project Manager, I currently use SmartSheet as project management tool only. This system allows me to manage (via predefined templates) what milestones we are trying to achieve on each project, track the status of those milestones as well as send updates; request updates; set reminders for myself and run reports for the key stakeholders who need to be notified on the progress. I utilize the progress reporting with gantt charts and back out timelines for the business to better understand when they can anticipate the launch of a product. I also manage several reports within SmartSheet to allow me to automate some of the updates that I give on a weekly basis. This allows me to focus on the details of the project and working through tasks without having to spend a portion of my week making manual updates to a dashboard. This tool also allows me to set reminders for myself (as mentioned before) so I remember when and who I need to follow-up with while we are working through our launch plans. Because our Marketing team needs a specified amount of time to prep for a launch of a project, I pre-set reminders for myself to communicate with that team in advance so they are ahead of the game. This has really helped in managing the overall project.
Well Suited: Gantt charts usageTracking tasks across multiple people across multiple projectsList reporting on status of each projectLess Appropriate for: Kanban usageProject overview (describing goals, assumptions, requirements, etc. in depth) Visual learning/updatesKey Questions to ask: Will this product allow me to report on my projects at the highest level?Will this product allow me to show that report in the view my stakeholders want to see?Will this product allow me to track all portions of a project across multiple cross functional areas effectively?Is this product cost effective in comparison to others?Will this product allow our organization to replace other systems or products with their option?Can I get a free trial to test the use cases in which our organization would use the product?Will this help me automate my process?
Alerts: this functionality has been particularly helpful to me as a Project Manager because of the sheer amount of projects my organization runs simultaneously. I would never keep up and remember all of the details and schedules for each project. Templates: this functionality has been very helpful for me.
KanBan Board View/Scrum Board View: As a Project Manager within an organization that utilizes Kanban it would be great to see functionality that would allow me to see tasks for a specific project or roll-up of all projects in a KanBan board view. Because my technical team works in a different system (only because of the KanBan board) it makes it difficult to manage projects within separate systems. Dashboards: I would love to see SmartSheet start thinking outside the box with their reporting. I would love to be able to create a dashboard view instead of a report list view for my Management Team. This would allow greater visibility into what we are working on and status of each project. Not only would it give visibility but this allows for more automated information as I am updating projects the dashboard should automatically update as well. Reporting on a Primary Column: There is a primary column in each sheet within SmartSheet. When running a report to roll-up several sheets you see the primary column which generally is the name of the line item you are working on. I have an issue as a Project Manager that each project goes through the same process (or real close) for every project, so the line items are named identically. When running the report you will see these same names show up multiple times because you are rolling up multiple sheets. The only work around is to add the name of the project in each line item to differentiate between them. It would be great if SmartSheet allowed you to view all line items within a report under the title of the project you are working on as an option.
- Verified User
It's cheaper than MPP and does all the MPP stuff that 90% of normal people need. If you need MPP but never use the super weird stuff, then you are all set. Smartsheet. And once you are there, the additional abilities will pleasantly surprise you.
The only key question is: Do I need a tool like Microsoft Project, but without the bloat and cruft of Microsoft Project? If yes - go Smartsheet. If not, you will have to work harder and be very creative. You can make "smart sheets" that are not project plans, but this side of the tool is not as well known, including to me. And even though I know it's there, I feel like I'd have to contrive to use it in such a clever, Non-MPP way. Which in a biz setting... I've no time for that.
Conditional Formatting is an easy and highly effective way to assist readability, and more importantly, upkeep of a project plan. While not obviously a team management tool, don't overlook these functions in Smartsheet, which can obviate the need for other such tools. The web interface is slick and modern in all the best ways a modern app should be. It can be customized far beyond just a MPP-alike.
So many good features are hidden, such as the team management tools. This makes them hard to use. The "sheets" quota, and the transmission of sheets between members, and the ability to maintain sheets - the whole system is convoluted. While I understand it after having used it so long, and also understanding the revenue model, it's a shortcoming of "product management." It does not save automatically in the same way Google docs does. When people integrate with Google Docs, but the integrated tool doesn't follow one of the key affordances of Google Docs... well, a lot of people lose work, which is esp discouraging in that critical "education" phase.
- Abigail SelebeFreelance Consultant
Smartsheet is a dedicated project management tool that is built on spread sheet principles. When compared to Microsoft's own offering, Smartsheet came out on top in some areas like dedicated project management features vs having to build custom features to Microsoft 365. However when you compare them on price, Microsoft 365 definitely has more value than Smartsheet.
For teams and users who are very familiar with Excel and its mode of operation, Smartsheet will feel like a walkover. If you have a number of users who use Excel or Google Sheets for their personal project management then you will find this tool to be very useful and somewhat familiar. Teams that may be used to other project management suites or styles would find Smartsheet a bit challenging to adapt to, as formulas and formatting can be challenging to adapt to.
Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running. Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options. For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc
Smartsheet can feel like a clone of Microsoft Office especially with 365 being a valuable option for most businesses, in this regard it is hard to justify the separate cost for it. Zapier is available for outside integration but you have to pay to use it, it would be good if some integrations were built into Smartsheet itself.
- Rob D.Clinical Business Analyst
As I mentioned, we use Smartsheet extensively for project planning and project management. But we also use it to run a help desk for our Electronic Health Record System. Here the forms feature comes in really handy. Users fill out a form to add tasks to the help desk. We also use it to manage our individual tasks and queues. And our development department is building sheets to track donations and plan promotions. We often export the data and use it to build Tableau reports.
Smartsheet was cheaper and easier to use.
Projects are easy to set up with the built in functionality. There are lots of built in templates that you can use. But we have found it most helpful to build our own templates. We really appreciate being able to add dependencies, working and non working days, and duration. Then the start and end dates fill in automatically. We have found that the learning curve is not nearly as steep for Smartsheet as it was for Microsoft Project. Another really helpful feature is being able to use formulas in the Project Plan. Our team schedules our work using a points system. I was able to create formulas that take the number of points for that task and who is assigned to that task to create a point breakdown for each person or team assigned. We then use the linking feature to link the total points for the project, the points accomplished, and the status of the project to a master "Queue" sheet. Smartsheet has special formula values available for children and ancestors of a task. So, we use a simple =Sum(Children()) formula to add up the points. Actually, the formulas end up being more complicated because we can test whether the row has children or not and do different things depending on the test. For instance, when summing the work completed if the task has no children, then the product of the percent complete and points gives us the number of points completed. If the row is a parent, then the formula sums the children.
For project planning the resources feature is not as helpful as it could be. The main reason is that if a staff is assigned to a row during a particular time, the resource function assumes that they are 100% allocated for that time. So, if you have three tasks that overlap, the resource allocations shows 300%. We have mitigated that by routinely filling in 30% allocation for each resource. This helps to take into account the fact that a task although it lasts a full week won't take up all the staff's time. One idea I have had recently--but haven't tried yet--is to make a formula that takes the number of points for the task and assigns an appropriate allocation number based on points per week. The other feature that we haven't found useful is the "Critical Path." How the software determines what is on the critical path is a mystery. I'm not sure why it chooses some tasks that have dependencies filled in, but not others that seem to be just as important.
- Verified Reviewer
Overall, my experience with Smartsheet has been wonderful. The extremely active Community has made all the difference in the world, answering questions within an hour or two. The staff are also active in the Community and you can see their passion for the application and truly helping their customers. Smartsheet is highly worth the investment.
Smartsheet has so much going for it. It truly fits the new technological world that we live in by providing more than just the basics. Being a cloud-based application (SaaS), and compatible with mobile devices, makes it more functional across the board. It mostly touts itself as a project management tool, which is very true. Most project managers utilize certain applications that require the project to be saved down to a file, which is not easily shareable. Smartsheet can handle the same project management tools and live in cyberspace that can be utilized by numerous people, which different levels of access (viewing, editing, administering) and different views (tasks, gantt, kanban, etc.), and allow people to make comments, add attachments, and more. The most use I have made of Smartsheet within my organization is using it like a spreadsheet. I'm able to have numerous sheets for different departments where they have access to only their own sheets and update only what they need to update. Then I can create a new sheet that combines information from all of the sheets that will auto-update from the original sheets. I can also create reports and dashboards (with charts, metrics, etc.) based on information from all the different sheets. It's quite functional and utilizes much of the same fundamental logic that Excel provides. The Smartsheet website has an extremely detailed (and searchable) Help section and very active Community. Even includes videos to help guide!
Smartsheet does have some limitations. Most specifically, it isn't Excel and it isn't Project, so users shouldn't expect it to do everything those applications can do. However, there are times when it seems obvious that a particular functionality should be included that isn't. With that said, Smartsheet does a great job of listening to the Community and is constantly improving the application with enhancements to help the Community with its most voted on requests. Another thing that is frustrating is when an error pops up. More often than not, the error is written in a way that doesn't tell the user how to fix the error. Again, when this happens, I just reach out to the Community and get the answers I need.
- Sadaf G.Sustainability Analyst
We have a global team of collaborators often working on the same document. SmartSheet, being a web-based collaborative tool makes it effortless to delegate and track tasks, allocate resources, and oversee budget in a concise form. The transparency in this tool is exemplary as one can view activity logs and track changes. Unlike its main competitor MS Project, SmartSheet is capable of tracking real-time workflow wherein changes made by one individual can be reflected across the entire team in an instant. It functions spectacularly on a range of operating systems (I use it on iOS as well) and has proven to be a cohesive platform to visualize project data in real time, all in one place for all relevant team members to view and work on. I would highly recommend SmartSheet for teams who are looking for project management software that requires minimum training with maximum output.
SmartSheet is a cloud-based tool that helps Project Managers better align their resources, cost and time. Being a part of a virtual team responsible for collaborating whilst managing critical projects, Smartsheet has been indispensable in helping us track project timeline through interactive Gantt charts, establish critical paths, manage team resources, analyze budget and costs, in addition, to document sharing through OneDrive, Skype and even the app. It is definitely reliable, has a simple user interface, flexibility in function, offers real-time data tracking through dashboards and training additional collaborators is uncomplicated. I love how SmartSheet offers a powerful conditional formatting feature, visualization of data that is editable and printable for presentations and has a spreadsheet-like interface (like Excel) yet is straightforward, unlike its counterparts. Another thumbs up feature is that SmartSheet offers a 30-day trial wherein full functionality can be tested and project plans produced before actually investing in the software!
Our firm works from Sunday to Thursday (unlike the USA) and though they are advised well ahead, maintenance windows don't always align with our schedule, and we have to work around that. One attribute that can definitely be improved is the option of turning on auto-save, instead of manually saving the document. Often the development of a comprehensive project plan across several collaborators is quite intense and even if one of them fails to manually save the document, it is quite a hassle.
- Swati S.Self-Employed
I will consider myself as one of the satisfied user of Smartsheet.I have used this software for small as well as huge projects and it came handy in both. But I would recommended that you can have another software if you are going for small projects and the budget is not so high because this platform is quite expensive and complicated in comparison to other Spreadsheet software available in the market.But if you are dealing with a bulky projects and team members are more than three then definitely use this software as your work will becomes very easy ,it will also help you to save a good amount of time and effort.
I switched to this software because as a freelancer I have to work on multiple projects single handedly so, this is one of the best software available in the market that saved me a lot of time and effort. I even managed to deliver my projects within the deadlines irrespective of the complexities. And when I worked within a team then resource sharing and management was way to easy then the previous softwares that we used for our project
Smart sheet is so far one of the best spreadsheet software that I have came across for project management. The best thing about Smartsheet is it's data View structure and ease of use. It's easy to create tasks in your project ;you can definitely edit, delete or update your main Tasks and subtasks without any inconvenience and to track the whole status of the project you can just have a view of the dashboard . You can also combine any number of spreadsheet so, that when you share your work with your team decisions making for that project becomes easy. Adding Automations to any sheet in Smartsheet is very easy and definitely time saving, there are some common suggestions in the automation menu but you can definitely create your own workflow with ease.
With Smartsheet my overall experience was really good I was able to deliver my projects on time and maintained to have a good growth but everything is not so great about it and the first thing is the cost that I had to bear for using some of the important tools present within Smartsheet Like if you are working on multiple projects it's expensive.As well as there are numerous tools which are quite complicated to learn so, for a beginner it's quite time taking.
- Nick B.QA Coordinator
I solve the problem of tracking how my employees profit on many small profit/small margin projects. This allows me to see who is struggling the most and who is not. My team specifically focuses on education, hospitals, and non-profits. So maintaining margins to not lose any money is important. I wrote up a story about it here: https://community.smartsheet.com/discussion/example-advanced-smartsheet-reporting-interconnectivity I've pulled off absolutely amazing things. I'm willing to go into detail and share more of what we were able to accomplish. Many of Smartsheet's examples do not solve business problems, but they do help us learn how to solve our own!
We also used AirTable, Google Sheets, and Excel. We made the switch because the sales team convinced our CEO it was a good move.
I absolutely love how quick and easy it is to use Smartsheet. The formulas have great documentation and it helps tremendously when trying to learn and accomplish new tasks. You can pull off amazing things if you sit down and build it. I was able to build a completely automated revenue and labor estimator that shows me how profitable each member of my team is. Many of the applications we built, the community was clueless how to build it. We were able to accomplish some very unique dashboards & spreadsheets that make our lives easier. I can now make business decisions on a whim, without having to spend hours of research about the effect of one decision on our numbers.
I dislike how many features such as the dynamic view or the workspace deployment feature is locked behind an expensive addon. And when inquiring about customer service we were told it "isn't" a fit for us. But yet, Smartsheet cannot give us a demo to experiment or test them out? Smartsheet is nickle and diming things a lot. Smartsheet is >not< small business friendly. It is really a shame because these tools are absolutely 100% amazing. It also surprises me how little the community interactions are. There are many great suggestions for features that are standard in Excel and Google Sheets, that Smartsheet blandly ignored for years, and sometimes says "coming soon" and years later we still don't have it.
- Nathan R.Director, Management Information Systems
It does help us track projects and the alerts we've set up help keep users aware of deadlines. So for that, Smartsheet works well. We've found a workaround for the one area we've paid extra for--the reporting--that is deficient. The biggest selling point is its approachability: anyone that is familiar with a spreadsheet application should be able to intuitively understand how SmartSheet basically works. That at least removes the biggest obstacle for a project management solution being ignored: the difficulty of use.
SmartSheet allows individuals and teams to work projects together, plotting milestones and critical paths, tracking tasks, creating alerts, and using gantt charts to quickly view how various team members are allocated and intersect. It does a good job of integrating with Office 365, allowing you to share links to files in OneDrive and to Skype within SmartSheet. The revamped interface makes it closer to working in Excel, which is the really the whole premise to Smartsheet: providing a familiar spreadsheet interface for working projects. To that end, there is a wealth of functionality for formatting cells to indicate project stages, task completion, etc. You can even apply conditional logic to have cells change color when a task reaches a certain stage. There are good controls for determining levels of access, so you prevent changes to your sheet except by authorized persons. Overall, it's a good tool for managing projects.
The reporting functionality we paid extra for is a joke. Instead, we've resorted to pulling data into Microsoft's Power BI to create reports and visualize data. And like many other Cloud-based services, there's a core product and then tiers of functionality that cost significantly more. Smartsheet is a capable product, but I'm frankly unsure it's cost is justified by its maturity. I've had the feeling I've been paying for what's coming, not for what's already there. But since we've invested in it, I guess we'll stay the course.
We use Smartsheet for work, and it's been a great tool. There are so many different things you can do with it, and there are a million different graphs and layouts you can use for displaying large amounts of data. It's like Google Drive on steroids. Would definitely recommend.