A lot of businesses already use spreadsheets. From budgeting to planning, a spreadsheet is a tool that can be made to fit many different needs. Of course, spreadsheets have their limitations. Smartsheet takes spreadsheets to the next level and enables users to use the familiar layout in a way that allows them to manage projects like never before.
The level of customization offered by Smartsheet is almost unmatched in other platforms. Project managers can create tasks within a spreadsheet, assign those tasks, and then monitor their completion along with the rest of the team. Changing to the grid view or calendar view gives a different appearance to the platform but the work is truly done in the spreadsheet layout.
When businesses are creating sheets for their projects, they can add a seemingly endless number of columns to help track and analyze the progression of the project. All of this information is translated instantly to the number of different layouts and can be accessed on mobile.
For entering of data, users have the ability to create custom forms which immediately transfer the data into the Smartsheet. From there, businesses can add even more automation rules to make task setting, request responses, and more.
With the variety of integrations available including Dropbox, Google Drive, and Evernote, businesses can work in the processes and platforms they already use to share files and information with Smartsheet. Overall, Smartsheet gives businesses a high level of control.
Who Smartsheet is best for
Teams with a knack for the technical side of things will appreciate how deeply they can dive into Smartsheet. For businesses already working from spreadsheets for project management, Smartsheet is the logical next step when seeking a more powerful project management platform.
Less technically savvy users or businesses seeking a simpler layout and platform may find Smartsheet to be unnecessarily complicated and difficult to learn, however.
Smartsheet offers a 30-day free trial.
- Individual – This $14 monthly plan is designed for individuals and small businesses. There are free templates included, form building capabilities for automatic data entry, and other automation tasks available.
- Business – At $25 per month, per user, businesses get access to detailed charts for better analysis, ActivityLog progress tracking, user management tools, custom branding, and consolidated reporting.
Smartsheet customer support
There is a massive amount of information available for users getting started with Smartsheet. The blog is regularly updated with handy information, users can visit the knowledge base for helpful information, and there is a community to engage with other users for sharing tips, tricks, and troubleshooting methods.
The training and consulting section offers videos for those that want to dive deeper and make the most of the platform. Finally, for personalized support, users are able to submit an email ticket to the support team.
- Free trial available
- Approachable spreadsheet-style layout
- Extremely customizable
- Steep learning curve
- Fewer out-of-the-box integrations than other platforms
- Overall: 4
- Features: 4
- Pricing: 3.5
- Ease of Use: 3.5
- Customer Service: 4