Smartsheet

Key Information

Key Features

• Unlimited free Viewers
• Gantt, grid, board, and calendar view
• Rich formulas
• Unlimited sheets, forms, and reports
• 250 automations per month
• Timeline view
• Team workload tracking
• Admin capabilities
• Unlimited automations
• 1TB attachment storage
• AI formulas, texts, and charts
• SAML-based SSO
• Collections
• Work Insights
• Enterprise Plan Manager
• Unlimited attachment storage
• Directory integrations
• Control Center
• Dynamic View
• Data Shuttle
• Salesforce and Jira connectors
• DataMesh
• Calendar App
• Pivot App
• Premium Support

Pricing

• Pro Plan - $12/month
• Business Plan - $24/month
• Enterprise Plan - Contact for Pricing
• Advanced Work Management Plan - Contact for Pricing

--

What Is Smartsheet?

Smartsheet is a powerful project management and enterprise resource planning tool designed to help teams plan, track, and collaborate on complex projects. It integrates sheets, reports, and dashboards to organize and share data efficiently. Smartsheet allows users to automate notifications, track time spent on tasks, and manage resources effectively.

Smartsheet supports various industries and project types, offering features like Gantt charts, workload tracking, and resource management. It is particularly useful for businesses adapting to remote work environments, as it facilitates collaboration and task management across different teams. Smartsheet's flexibility and customization options make it a versatile tool for managing diverse projects.

Features

• Unlimited free Viewers: This feature allows for unlimited users to view project details without affecting the number of editors.
• Gantt, grid, board, and calendar view: These views provide different perspectives on project timelines and tasks, helping users visualize and manage projects effectively.
• Rich formulas: Similar to spreadsheet formulas, these enable complex calculations and data analysis within Smartsheet.
• Unlimited sheets, forms, and reports: This feature supports extensive project documentation and reporting.
• 250 automations per month: Automations streamline workflows by automating repetitive tasks.
• Timeline view: Offers a visual timeline of project phases and milestones.
• Team workload tracking: Helps manage team capacity and workload to prevent overallocation.
• Admin capabilities: Provides administrative controls for managing user access and permissions.
• Unlimited automations: Allows for extensive automation of tasks and workflows.
• 1TB attachment storage: Offers ample storage for project files and documents.
• AI formulas, texts, and charts: Enhances data analysis with AI-driven insights.
• SAML-based SSO: Supports secure single sign-on for enterprise environments.
• Collections: A new feature for organizing related projects and data.
• Work Insights: Provides analytics and insights into project performance.
• Enterprise Plan Manager: Offers centralized management for large-scale deployments.
• Unlimited attachment storage: Ensures that there are no limits on storing project files.
• Directory integrations: Facilitates integration with organizational directories for user management.
• Control Center: Centralizes control over multiple projects and workflows.
• Dynamic View: Offers flexible and customizable views for project data.
• Data Shuttle: Enables data transfer between different systems.
• Salesforce and Jira connectors: Integrates with popular CRM and project management tools.
• DataMesh: Supports complex data relationships and analysis.
• Calendar App: Integrates project timelines with calendar views.
• Pivot App: Allows for dynamic data analysis and reporting.
• Premium Support: Offers high-level support for enterprise users.

Pros

• Flexible Project Views: Offers multiple views like Gantt, grid, and calendar to suit different project needs.
• Extensive Automation: Supports unlimited automations for streamlining workflows.
• Robust Integration: Integrates with various tools like Google Workspace and Microsoft Office.
• Scalable Plans: Offers plans suitable for small teams to large enterprises.
• Advanced Analytics: Provides insights into project performance with features like Work Insights.

Cons

• Complex Pricing Structure: The pricing can be confusing due to the various plans and add-ons.
• Limited Free Plan: The free plan has limited functionality and is not widely available.
• Steep Learning Curve: Requires time to fully understand and utilize all features effectively.

Smartsheet Pricing

• Pro Plan - $12/month: This plan includes unlimited free viewers, Gantt, grid, board, and calendar views, rich formulas, unlimited sheets, forms, and reports, and 250 automations per month.
• Business Plan - $24/month: Includes everything in the Pro plan, plus timeline view, team workload tracking, admin capabilities, unlimited automations, and 1TB attachment storage.
• Enterprise Plan - Contact for Pricing: Includes Business plan features, plus AI formulas, texts, and charts, SAML-based SSO, collections, Work Insights, Enterprise Plan Manager, unlimited attachment storage, and directory integrations.
• Advanced Work Management Plan - Contact for Pricing: Includes Enterprise plan features, plus Control Center, Dynamic View, Data Shuttle, Salesforce and Jira connectors, DataMesh, Calendar App, Pivot App, and Premium Support.

Frequently Asked Questions

1. What functions does the freemium account of Smartsheet have?

Smartsheet's freemium account, known as the Free plan, includes limited features such as two sheets, two editors or viewers, Gantt, grid, calendar, and card views, dashboards, reports, and 500MB attachments. It is ideal for individuals starting with basic task and project management.

2. How long is the free trial of Smartsheet?

Smartsheet offers a 30-day free trial for its Pro and Business plans, allowing users to test the software before committing to a purchase.

3. How does Smartsheet compare to similar tools like Trello or Asana?

Smartsheet is more focused on spreadsheet-style project management, offering features like Gantt charts and resource management, which are more advanced than Trello but similar to Asana. However, Smartsheet is generally more expensive than Trello and Asana.

4. What are the usage limits for Smartsheet's free trial?

During the free trial, users can access all features of the Pro or Business plan without any usage limits, allowing them to fully evaluate the tool's capabilities.

5. Is Smartsheet available in multiple languages and platforms?

Smartsheet supports multiple languages and is accessible via web and mobile platforms, making it versatile for global teams.

6. What are some of the outstanding features of Smartsheet?

Outstanding features include its ability to integrate with various tools, provide advanced analytics through Work Insights, and offer robust automation capabilities.

7. How can Smartsheet be used effectively?

Smartsheet can be used effectively by setting up clear project structures, utilizing automations to streamline workflows, and leveraging its reporting features to track project progress.

8. What are the prerequisites for using Smartsheet?

There are no specific prerequisites for using Smartsheet, as it is designed to be accessible to users with basic computer skills. However, understanding project management principles can enhance its use.

9. Does Smartsheet offer a refund policy?

Smartsheet's refund policy varies depending on the plan and payment terms. It is advisable to contact Smartsheet support for specific details.

10. What copyright license does Smartsheet use?

Smartsheet's content and software are protected by copyright, and users must adhere to its terms of service when using the platform.