What is Smartsheet?
Smartsheet is a project management software that helps teams plan and track work in spreadsheet-style sheets. Teams build grids, Gantt charts, calendars, and cards to organize tasks. The tool sets dependencies and a critical path to show what drives a timeline. AI features generate formulas, summarize content, and analyze data inside the project management software. Dashboards pull live data from sheets and reports into one visual summary. Forms collect requests and field data with conditional logic built in. Teams can start from ready-made templates or build sheets from scratch. A desktop app and mobile app let people update work away from a browser.
Smartsheet Video
Features & Benefits
- Sheet Views: Switch between grid, Gantt, card, and calendar views to organize and track tasks.
- Dashboards: Pull data from sheets and reports into one visual summary for stakeholders.
- Formulas and Functions: Link data across sheets and run calculations that update in real time.
- Reports: Combine and filter sheet data to spotlight key details and build task lists.
- Forms: Collect data through branded forms with conditional logic for requests and fieldwork.
- Work Insights: Generate burndown charts and time series charts to reveal trends in the data.
- Workload Tracking: Track team capacity and resolve over-allocated tasks across a project.
- Portfolios: Group related projects into one view to monitor health and set priorities.
- AI Tools: Generate formulas, analyze data, summarize content, and suggest descriptions automatically.
- Automated Workflows: Set up no-code workflows for reminders and recurring tasks across apps.
- Document Generation: Create PDFs and contracts from sheet data and route them for signature.
- Scenario Planning: Compare project timelines against capacity to test options before committing.
- File Library: Store and organize project files in one place for the team to access.
- Proofing: Gather feedback by pinning comments directly onto images or documents.
- Sharing: Control access levels for collaborators inside and outside the organization.
- Attachments: Add files from your device or connected storage to rows or sheets.
- Conversations and Notifications: Discuss tasks within a sheet and get alerts on updates.
- Templates: Start projects from ready-made layouts for common project types.
- Resource Management: Match people to tasks and forecast staffing needs across projects.
- No-Code Work Apps: Build simple web and mobile apps on top of sheet data.
- Integrations: Connect with common cloud tools to keep work synced across platforms.
- Security and Administration: Manage user access, encryption keys, and data retention policies centrally.
What can Smartsheet do?
- track project tasks
- build a Gantt chart
- create a project dashboard
- set task dependencies
- automate project workflows
- generate project reports
- track team workload
- manage a project portfolio
- collect data with a form
- build project timelines
- assign tasks to team members
- forecast resource needs
- create project templates
- monitor project budgets
- generate formulas with AI
Real-World Applications
A marketing team can plan a campaign launch inside the project management software. Tasks move through grid or card views as deadlines approach. Dashboards show stakeholders which deliverables are on track.
A construction firm might track multiple job sites using Gantt charts and dependencies. Workload tracking can flag when a crew is double-booked. Portfolios give a manager one view across active jobs.
An IT department may route service requests through forms with conditional logic. Automated workflows can notify the right person when a ticket needs review. Document generation can produce status reports for leadership.
A nonprofit can coordinate grant deadlines and volunteer schedules in the project management software. Reports can filter sheet data down to overdue tasks. Sharing controls let outside partners view limited project details.
