Smartsheet is flexible enough to get you as far as your imagination will take you. With a spreadsheet-driven theme, working in Smartsheet just feels natural. Try It Now
Working in Smartsheet is simple and fast. That is an effective combination when it comes to project management. Creating a sheet is straightforward and can be done in a variety of ways. Once you are in a sheet, you can create as many columns as you like. Each column can be a text field, contact list, dropdown list, checkbox, or symbol. In short, they are whatever you want them to be, which is powerful.
The application is beautiful and the functionality is smooth. You can customize the look with colors and a logo. It is easy to navigate and you can organize all of your sheets using folders or workspaces.
With recent updates to Smartsheet's price structure, things have gotten a little confusing. Still, you will find that pricing is reasonable and very scalable. What is great about Smartsheet is that they never try to lock you in and hold you hostage. You can upgrade and downgrade very easily at any time, without any help. The only time Smartsheet has to get involved with your upgrade is if you want to get on an Enterprise plan.
Introduced in March, 2013, Smarsheet's API gives your company the ability to build custom tools on top of the Smartsheet platform. For example, you could build dashboards or reports that integrate data from a number of systems and tools into a single view. Or you could integrate with maps to visualize addresses and locations. The API is easily accessible through Smartsheet's developer site, and detailed documentation is available to help your team get up to speed quickly.
In one sense, sharing is great because it is easy to do (when you are in the sheet) and requires little effort on the part of the person receiving the sheet. However, you can only share one sheet at a time, and if you want to unshare a user, you have to do that one sheet at a time as well.
A great place to wrap your head around the capabilities of Smartsheet lies within the video list. You can also find a useful collection of articles and tutorials in the general help section of Smartsheet. If you are looking for more hands-on help, Smartsheet also offers live training webinars. It will take some time and effort, but digging into Smartsheet's features and capabilities is well worth your time.
Smartsheet has excellent support and they clearly care about their customers. They respond quickly, no matter what the outlet may be. You will find that the most efficient way to get help is through email.
There are a variety of features that are built into Smartsheet allowing you to use Google Docs together with Smartsheet. The most useful feature is the ability to attach to Google Docs to Smartsheet. Additionally, you can link to a Smartsheet from Google Drive.
Reporting with Smartsheet is much more than just reporting. You can generate reports within Smartsheet on everything across any of your sheets. Not only can you generate reports, but you can also work within reports. This is what makes a report so powerful. You can bring together data from dozens of different sheets and work with the data in one central location. This is great for many different uses. For example, imagine you are managing a writing team. You may have 10 different sheets for 10 different writing projects. You may have 10 writers working in 10 different sheets, but only 2 editors. It will be a pain for your editors to have to go back and forth through the 10 sheets. Instead, you can create a report for the editors, and have them work from there. Everything they would want to do in the original sheet can be done from the report. The data is then updated on both the report and the original sheet. This also includes discussions and attachments.
On December 1, 2012, Smartsheet received $26M in funding from Insight Venture Partners. With that kind of funding brought to an already thriving company, we expect some serious updates and improvements to be added. Seeing that Smartsheet is already very strong, that is dangerous for competitors.
If you create a lot of sheets, you will quickly find yourself frustrated with how Smartsheet handles sharing. In order to share a sheet, you have to be inside of the sheet you want to share. Then you have to click "Share" and go through a series of steps. It would be great if you could right-click a sheet from the home screen and share it right from there.
The biggest downfall of using Smartsheet is the lack of email integration. This is an area where Smartsheet fails miserably compared to some of their competitors. Discussions on Smartsheet take place within a row of a sheet. You can click on any row and form a discussion on that row. From there, you are able to set up a variety of email options. You can set it so that users are notified when a discussion or comment takes place. This is helpful, but that is where it ends. There is no further emailing capabilities. There are two things that would drastically improve the functionality of email integration on Smartsheet. One would be the ability to send emails from within Smartsheet to specific users. From there, the second helpful feature would be the ability to reply to an email that is sent from Smartsheet. When you reply, the message should show up on the Smartsheet discussion. These features seem like no brainers, and it is surprising that they do not exist, given the fact that some of Smartsheet's competitors nail this functionality.
File management within Smartsheet revolves around rows. At the moment, that brings one major problem to the table. You can only attach files to rows. This is a problem because if you want to associate a file with an entire sheet, it is not really possible to do. There is also no central location where you can find all of your files. It would be great if you could go to one place and find all files across all sheets.
Many project management solutions offer tools and features that help you track time. Not only for yourself, but for your team. This could be important for both billing purposes and tracking expenses. What is nice about Smartsheet is that you can create work-arounds for just about everything. This is one of those things. You can simply create a column for tracking time. The downfall, is that there is no built-in timer. This is not a huge loss, but something worth noting.
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