Smartsheet

Smartsheet

Collaborative Work Management and Automation Platform

By Smartsheet Inc.

Project Management Project Management Work Collaboration Automation

Product Overview

Smartsheet is a cloud-based platform designed to improve work management and collaboration. It enables teams to plan, track, automate, and report on work in real time, all in one place. With flexible views like grids, cards, Gantt charts, and calendars, Smartsheet adapts to diverse work styles across industries and teams.

Smartsheet facilitates collaboration by providing a centralized workspace for task management, content sharing, and workflow automation. Its powerful integrations extend its capabilities by connecting data and processes across popular business tools. The platform supports project planning, resource management, budget tracking, and reporting, enabling organizations to streamline operations and align teams toward common goals.

Headquarters and Est. In

Bellevue, Washington, United States — Est. 2006

No. of Employees

1001-5000

Customer Demography

Global

Customer Domains

Technology Healthcare Financial Services Manufacturing Education

Use Case Deep Dive

Interactive analysis dashboard - explore detailed performance insights for key business scenarios

Agile Project Management

Manage iterative project workflows with flexible task views and real-time collaboration.

Enterprise Portfolio Management

Manage multiple projects and programs at scale with centralized governance.

Resource Allocation and Workload Balancing

Optimize team member workloads to prevent burnout and maximize productivity.

Automated Data Collection and Reporting

Streamline data intake and generate real-time reports to support decision-making.

Secure Collaboration with Audit Trails

Maintain control and accountability over sensitive projects with detailed activity logs and permissions.

Custom Workflow Automation

Automate repetitive manual processes across teams to increase efficiency.

Real-Time Project Status Dashboards

Provide stakeholders with up-to-date project insights on interactive dashboards.

Integration-Driven Workflow Enhancement

Extend Smartsheet's capabilities by integrating it with popular tools to centralize work management.

Compliance and Audit Reporting

Support regulatory requirements with detailed record keeping and audit-ready reports.

Budget and Financial Tracking

Manage project budgets with real-time visibility and reporting.

Key Features

Explore the core capabilities that make Smartsheet stand out.

Grid View

Organize and manage tasks with a familiar spreadsheet-like interface.

Task Management

Gantt Charts

Visual timeline management to plan and track projects effectively.

Project Planning

Card View

Kanban-style task boards to manage workflows and visual task tracking.

Workflow Management

Calendar View

Visualizes tasks, deadlines, and milestones on a calendar for time management.

Scheduling

Automated Workflows

Create and manage automation to streamline repetitive tasks and approvals.

Automation

Collaboration and Sharing

Real-time communication and file sharing within project contexts.

Collaboration

Resource Management

Track and allocate team resources to optimize utilization.

Resource Planning

Reporting and Analytics

Generate customizable reports and dashboards to track project and business metrics.

Reporting

Form Builder

Design and deploy forms to collect data directly into sheets.

Data Collection

Control Center

Enterprise-grade program and portfolio management solution for scale and governance.

Enterprise Management

Activity Log and Audit Trail

Track changes and user activities for accountability and compliance.

Security And Compliance

Conditional Formatting

Apply dynamic formatting rules to visualize data states and priorities.

Visualization

Cell Linking

Link data between sheets for consolidated views.

Data Integration

Mobile App

Access and update work on the go with mobile apps for iOS and Android.

Accessibility

Integrations Marketplace

Connect Smartsheet with hundreds of popular business applications.

Integrations

Update Requests

Send automated requests to colleagues for status updates or approvals.

Automation

Reports

Aggregate and filter data across multiple sheets for comprehensive reporting.

Reporting

Reminders and Alerts

Automated system-generated reminders for upcoming due dates and task changes.

Notifications

Sheet Templates

Pre-configured sheets for common project types and workflows.

Productivity

Version Control

Track and restore previous versions of sheets.

Data Management

Hierarchy and Indenting

Organize tasks into parent-child hierarchies for clarity and roll-up calculations.

Task Management

Critical Path Highlighting

Identify and visualize tasks critical to project timelines.

Project Planning

User Permissions and Security

Control access to sheets and data with role-based permissions.

Security

API and Developer Tools

Programmatic access for integration and customization.

Integrations

Contextual Integrations

Not just "integrates with" – here's the specific value each integration delivers:

Microsoft Teams

Microsoft Teams

Delivers: Collaboration hub for teamwork with chat, meetings, and file sharing.

Slack

Slack

Delivers: Messaging platform for team communication and notifications.

Salesforce

Delivers: Customer relationship management platform for sales and service.

Jira

Jira

Delivers: Issue and project tracking software for software development teams.

Google Workspace

Google Workspace

Delivers: Collection of productivity and collaboration tools including Gmail, Docs, Drive, and Calendar.

Microsoft 365

Delivers: Suite of productivity tools including Outlook, Excel, Word, and Teams.

Resources

Latest insights, guides, and templates to accelerate your decisions.

Blog Posts

Recent5 min

Smartsheet Blog

Read

Recent5 min

Work Execution and Collaboration Insights

Read

Downloads

Coming Soon-

Downloads coming soon

Resources and templates will be available soon

Download

Case Studies

Case StudyN/A

Smartsheet Customer Stories

Read Study

Case StudyN/A

Project Management Success with Smartsheet

Read Study

Platform Updates

RecentLatest

Product Release Notes

View Update

Videos

Watch Smartsheet in action.

Introduction to Smartsheet

Introduction to Smartsheet

Smartsheet Workflow Automation Demo

Smartsheet Workflow Automation Demo

This video can't be played here because the owner has disabled embedding.

Watch on YouTube

Pricing & Plans

Pricing information available upon request. Contact our sales team for custom pricing tailored to your needs.

Frequently Asked Questions

Common questions about Smartsheet:

Smartsheet is used for work management, project planning, collaboration, and automation across teams and industries.

Yes, Smartsheet supports integrations with popular tools including Microsoft Teams, Slack, Salesforce, Jira, Google Workspace, and more.

Yes, Smartsheet provides no-code workflow automation for alerts, update requests, approvals, and other repetitive tasks.

Yes, with Control Center and enterprise features, Smartsheet supports portfolio management, governance, and large-scale workflows.

Yes, Smartsheet offers mobile apps for iOS and Android with offline support and real-time syncing.

Implementation Partners

Partners listed for Smartsheet and trusted teams available for implementation support.

No implementation partners are listed for this profile yet.

Want to implement Smartsheet for clients?

Create a partner owner account, build your partner profile, then apply to be featured here.

Become an Implementation Partner

Showcase your Software

Own a product? Create your profile and get reviewed for listing on The Software Showroom.

Showcase your Software