Smartsheet is a digital project management and collaboration platform designed around the familiar formatting of a spreadsheet. It enables users to store essential information and documents, assign tasks, monitor project progress, and visualize projects and project data across multiple views.

Smartsheet is best for:

  • Users who prefer the layout and familiarity of spreadsheets
  • Teams that need enhanced controls over task management / individual tasks
  • Users who need a high level of customization options
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Key Features

Project Views

Smartsheet allows users to view projects in a few ways: grid, card, Gantt, or calendar. Users can scroll through multiple views in order to analyze project data in new ways or view task dependencies. 

Task Management

Smartsheet excels at task management with its wide variety of features that make assigning and tracking individual tasks within projects seamless. Here are a few of the key features:

  • Multiple assignees: Smartsheet supports multiple task assignees within tasks
  • Proofing and approval permissions: Teams can approve individual tasks as needed and proof directly in-app. 
  • Subtasks and task dependencies: Subtasks and task dependencies can be set to further clarify the relationship between tasks and break down large tasks into smaller ones.
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Automation

Smartsheet offers workflow automation options that ease the workload of managing everyday tasks that might otherwise go overlooked. Users can either browse Smartsheet’s library of automation templates or generate their own.

Integration

When it comes to integrations, Smartsheet has some unique flair for users who need to connect their existing tech stack while expanding the capabilities of the solution. Smartsheet offers over 3,000 integration options, including some of the most commonly used applications today like Slack, Dropbox, and Google Workspace tools. 

Reporting Dashboards

Reporting features and dashboard views help teams do in-depth analyses of individual projects while managing several others. In one dashboard, users can view essential stats, monitor progress, budget tracking, and more.

Smartsheet User Experience

Smartsheet is relatively user-friendly when it comes to navigating general access to projects and reports. The left-hand toolbar makes it easy to access essential information, while the favorites folder helps organize personalized access to items the user needs to keep close by. 

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TechnologyAdvice Staff
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