Project Management in the Cloud
It does help us track projects and the alerts we've set up help keep users aware of deadlines. So for that, Smartsheet works well. We've found a workaround for the one area we've paid extra for--the reporting--that is deficient. The biggest selling point is its approachability: anyone that is familiar with a spreadsheet application should be able to intuitively understand how SmartSheet basically works. That at least removes the biggest obstacle for a project management solution being ignored: the difficulty of use.
SmartSheet allows individuals and teams to work projects together, plotting milestones and critical paths, tracking tasks, creating alerts, and using gantt charts to quickly view how various team members are allocated and intersect. It does a good job of integrating with Office 365, allowing you to share links to files in OneDrive and to Skype within SmartSheet. The revamped interface makes it closer to working in Excel, which is the really the whole premise to Smartsheet: providing a familiar spreadsheet interface for working projects. To that end, there is a wealth of functionality for formatting cells to indicate project stages, task completion, etc. You can even apply conditional logic to have cells change color when a task reaches a certain stage. There are good controls for determining levels of access, so you prevent changes to your sheet except by authorized persons. Overall, it's a good tool for managing projects.
The reporting functionality we paid extra for is a joke. Instead, we've resorted to pulling data into Microsoft's Power BI to create reports and visualize data. And like many other Cloud-based services, there's a core product and then tiers of functionality that cost significantly more. Smartsheet is a capable product, but I'm frankly unsure it's cost is justified by its maturity. I've had the feeling I've been paying for what's coming, not for what's already there. But since we've invested in it, I guess we'll stay the course.
SmartSheet - A different approach to project management tools
Project management is a very important part of any Business operation and as such, its important to explore options. Smartsheet appeals to us because we have a strong background with Microsoft Excel and adopting it has been easy.
Our goal is finding a project management solution that works for our teams and ensuring that they actually use it. While everyone has their personal preference, SmartSheet was a better fit as a lot of our teams already use Excel extensively.
SmartSheet is a good project management tool that has an interface similar to Excel.
1. Multiple Project Views - Project managers will appreciate the multiple viewing options such as Gannt and Kanban, standard spreadsheet and even a calendar view. Many options for different managers.
2. If Spreadsheets are your thing, SmartSheet is worth a try - If you and your team use spreadsheets a lot, you may appreciate that SmartSheet is based off the concept of spreadsheets, you can adopt and add different sheets for a variety of projects. So whether basic or advanced, a host of users can easily adapt to Smartsheet if they know how to use a spreadsheet, even to the point of adding formulas and formatting of cells. This is a huge selling point which makes SmartSheet a good option.
3. As Good as Project Management tools get - As a project management tool Smartsheet covers the basics. You get milestones, task management, comments, collaboration and project management and as mentioned before the view options.
4. You can add collaborators to a project for free - A good thing is that you can add multiple “users” to access Smartsheets without paying extra. If you do need to give them more privileges, there are options to set them up.
5. Support for Smartsheet is stellar - There is a thriving community of users and help guides and videos if you ever find yourself stuck and not sure what to do.
6. Smartsheet also integrates well with Microsoft Office 365.
There is not a lot to gripe about SmartSheets other than on occasion, the app can lag or suffer an error and finding what error it is and how to fix it can be a little frustrating.
There is a limitation with exporting reports. If you want to display data in a visual way, you may need to manually extract the data and then add it into another application. If the reports feature could be improved and maybe export in a usable format it would be a solid winner.
Smartsheets enhances our productivity
My overall experience with Smartsheet has been exceedingly positive. I particularly find the project management tool with Gantt charts very useful and they have helped me bring significant projects to completion. They have many useful templates such as task lists, forms, sales pipeline, and project management or you can easily create your own. I often pin photographs and logos to various rows. There is an important reminder function which I utilize heavily and the ability to share this application from teammates and ask for updates greatly facilitates collaboration
Smartsheet is very intuitive to use. Anyone familiar with spreadsheets can get up and running immediately. The ability to pin documents and URLs and comments to any row is an important productivity feature because it makes information easily available when you want it. While in Business School we used a number of collaboration software products to work on projects with our teammates but when I was introduced me to smartsheets I decided that that was the tool for our company and I'm glad I did.
I have experienced no cons with this project.
Great software to create a bespoke solution
I work for a small construction company who used to keep all their information "in their heads, or on the back of a fag packet"!!! This has revolutionised the way they work and not only stopped them from forgetting things but also given them the ability to look at live costs and income.
They now have a dashboard to see the 'big picture', individual Reports to show their own specific projects, an automated transfer of information to accounts when they mark a job as complete, reminders, comments so they can stay up to date with any info added by other people, and so many other little 'life hacks' that make their lives easier.
Smartsheet has changed the way we all work immeasurably for the better. I couldn't recommend it more highly.
I love the Smartsheet Community who will help you find ways to adapt Smartsheet to suit each individual need you may have. I've been using the software for years and every time I've wanted to use it for something new we've found a way! Sometimes there have been delays due to the capacity not being there YET, but it's easy to submit a Product Enhancement Request.
There are updates and innovations ALL THE TIME and while they're not shoved down your throat, there's plenty of support out there if you want it, not only from the Community but also videos and webinars (live or recorded). If you've got the motivation and imagination then I think the possibilities are unlimited, without needing to be a programmer or have any coding knowledge.
There's not much I can say that's bad about Smartsheet. I find it slightly difficult that it's very US based and I'm in the UK, but that's true of most comparable software.
I'm also not keen on the Learning Centre as it sometimes assumes a level of knowledge that is beyond me and I find it incomprehensible! It's not a problem though as I can easily turn to the Community!
Multi-functional Tool for Project Management
One of my team members was able to create a content calendar for a broad editorial group within the platform and it worked great and had excellent adoption from a cross-functional team. Vet it carefully for your particular needs before making an investment -- SS has a lot to offer for the right projects.
SmartSheet provides a lot of great features: easy-to-use "card view", quick Gantt charts and easy entry of tasks. I really like the simplicity of the tool as it feels very much like Excel at first blush. The two levels of access -- one for power users and one for light editors -- helps keep the tool in a very affordable price range. I absolutely love the ability to create a web intake form within minutes that can be published live for use without a login to the system. The form is highly configurable and is a great way to grab structured feedback or details from individuals.
SmartSheet is not a fantastic project management tool for software development. While the web-based intake form is decent for reporting bugs and it is a relatively simplistic tool, tracking items from beginning to end and creating validation loops should be easy but is not. Granted, we were using the tool for something it wasn't technically designed for, but much of the functionality is available within the platform for "light" development teams. Unfortunately, the implementation of specific task-driven items simply wasn't where it needed to be.
Lots of power
I use it mostly for project plans and it's great for that. I like that I can share via a link to anyone and they don' have to have a SmartSheet account, and they can even make edits if I allow them.
I'm the admin and when one of my users leaves, you can only migrate their project plans to a single user. I wish I could pick some plans to go to person A, some to person B, and so on.
Smartsheet is a fantastic tool for project management
Overall I really like Smartsheet. It's easy to use and a great tool for project management. The few things I do not like about it are all really minor and all of the great features more than make up for them. The dashboards functionality is fantastic.
I'm a project manager and Smartsheet provides an easy way to communicate key information about my project. It allows me to track all of the details I need to track and then through the dashboards functionality my project sponsors and stakeholders can see how things are going. The dashboards have a clean look and are easy to understand.
It doesn't let me assign multiple people to a single task so I have to create the same task multiple times so that I can show the resource allocation correctly.
So easy to organize and track your projects!
Overall, I have had an incredibly positive experience using Smartsheet. I have been trying to get my entire team on the Smartsheet train because of its simplicity and ease of tracking my projects.
Smartsheet makes it so easy to run my meetings, organize my projects, and keep my team on task. The best thing about Smartsheet is the simplicity of use and set-up. There are many different templates that I can browse to pull bits and pieces from for my own sheets. I can create meeting agendas, risk and issue logs, and project plans. I enjoy seeing the different project views on sheets with dates.
There was a slight learning curve if you're coming from another project management software solution.
Love using smartsheets for Project Management
I use it everyday to give my PMO access to all of the projects I work for
I love using smartsheets for my PMO, its an excel on steroids, we can create dashboars in a flash, reports and even project schedules in a matter of minutes excelent tool to use
I really dont have any cons on this software however, i would recommend a better solution to communicate with MS Sharepoint
The software of the new era.
It is important to mention that we use the software to carry out a planning that includes several departments. We carry out an administrative management of projects and that of our very controlled clients and with follow-up to our employees included. It has been very beneficial for us as a company that is dedicated to daily competition, that is, we are monitoring the competitive enterprises every day and with Smartsheet we can organize based on what we see externally. The product is fully recommended, ideal for companies with deficiencies in the management of important projects.
It should be noted that I use this software for several reasons, the first is to manage projects in some departments. I also use it to have a reciprocal communication with the customer through the use or interest in the product. I am also using it to maintain an internal planning line based on file management and everything corresponding to Excel. That said, its integrations are also very good, there is the case of Excel I can address any important document and work based on that file.
I have no bad thing to say about Smartsheet, it is totally effective and the employees have adjusted to their tools, they work very comfortably and without errors arising during the process.
A bit un-human and cheeky
Disconnected - we use InfusionSoft and despite the software being hard to use sometimes and changes happen constantly, they have mitigated risk of leaving by investing in human contact and support.
I posted something to the Smartsheet community and hear nothing.
How to tutorials/onboarding is good
Lack of a chat support system or ticketing system
The upsell on functions - have free collaborators now having to pay to do things they could of done prior even though they had been using the system for years. Understand if certain features are now paid to commercialise the product, however I think it is unfair to penalise historic users. If you looked at a micro level with us you will see a 200% growth in our subscription over its lifetime and I feel this short term and automated upsell could and has damaged perceptions of the overall product. 18 months ago I would of been a 10 regarding recommedations and now it is less.
Very robust collaboration tool
We have used Smartsheet for quite a few years to help manage projects, day-to-day items, operational calendars, and other items at our higher ed institution. This tool has been a tremendous help with making it easier to collaborate with other companies, as well as increase the efficiency with certain tasks among our department and other departments at our institution. Smartsheet is a very easy tool to learn and use and provides a great amount of functionality in one place to collaborate across groups. I would highly recommend this product to companies, large or small, if they have multiple projects that they need to manage frequently. The ROI for this product is good if you use it all of the time. If you don't, it can end up being an expensive tool for collaboration while there are many alternative competitors out there that may be a better option financially.
Smartsheet provides a very robust collaboration tool among teams and teams from other companies. The ability to show timelines, comments, attachments, and dates - all in one place - make it very easy to stay on track with projects. This tool also provides a very nice mobile and app platform to work off of while out on the go. We utilize the professional (paid) version to encompass all of the features that we need and are no longer offered in the free version, such as the ability to email directly from the sheet, send for updates, and utilize the reminder functions. Emailing directly from the sheet is a great feature since it allows you to send the comments, attachments, and info from the line all in one easy-to-read email. You can also cc yourself on the email so that you know that it was sent.
One of the things about Smartsheet that could be updated is the ability to copy info from one sheet and create a new sheet. For example, my team utilizes this tool for registration for certain programs at our university. The ability to copy the entire sheet (with all of the info and attachments) onto a new sheet and update the dates, or minimal information, would be a great function to have. The other option would be to allow more functionality in the free version (which was previously there). The update to only allowing email sends from a single line in the professional (paid) version now is a bit challenging when we only budgeted for a certain amount of licenses for the academic year (and we all know how stingy higher ed budgets are right now)
Versatile and Powerful Tool
My company was already using Smartsheet for basic task tracking when I started. Upon discovering how we could use dashboards, our utilization took off! We have now designed solutions for departments company-wide, improving management's visibility to workloads and processes. It's impressive how many problems Smartsheet has been able to solve.
- Ease of Use - No need to involve programmers to create custom solutions
- Versatility - customizable sheets and dashboards for different departments and needs
- Support - AMAZING user forum, help pages, support department
Row and cell link limitations - I bump up against the cell link limitations often, although I can work around them by saving my metrics into multiple sheets.
I love Smarsheet because it made my work easier. Now I can have collaboration from my entire company and get fast results.
-easy to use and costumize
-more than one user can modify simultaneously
-you can add your company's logo
-you can set group and individual reminders
- Cell history, which can tell who and when it was modified.
-different views: calendar, grid, card, and Gantt
- not all reminders can be set with time to remind
- can't add a conditional formatting based on time
- if your Smartsheet is big, formulas added can take forever to update the information, so you need to refresh it all times, even if you change settings to save automatically.
Quick Spreadsheets that allow for collaboration
I solve the problem of tracking how my employees profit on many small profit/small margin projects. This allows me to see who is struggling the most and who is not. My team specifically focuses on education, hospitals, and non-profits. So maintaining margins to not lose any money is important. I wrote up a story about it here:
I've pulled off absolutely amazing things. I'm willing to go into detail and share more of what we were able to accomplish. Many of Smartsheet's examples do not solve business problems, but they do help us learn how to solve our own!
I absolutely love how quick and easy it is to use Smartsheet. The formulas have great documentation and it helps tremendously when trying to learn and accomplish new tasks. You can pull off amazing things if you sit down and build it. I was able to build a completely automated revenue and labor estimator that shows me how profitable each member of my team is.
Many of the applications we built, the community was clueless how to build it. We were able to accomplish some very unique dashboards & spreadsheets that make our lives easier. I can now make business decisions on a whim, without having to spend hours of research about the effect of one decision on our numbers.
I dislike how many features such as the dynamic view or the workspace deployment feature is locked behind an expensive addon. And when inquiring about customer service we were told it "isn't" a fit for us. But yet, Smartsheet cannot give us a demo to experiment or test them out?
Smartsheet is nickle and diming things a lot. Smartsheet is >not< small business friendly. It is really a shame because these tools are absolutely 100% amazing.
It also surprises me how little the community interactions are. There are many great suggestions for features that are standard in Excel and Google Sheets, that Smartsheet blandly ignored for years, and sometimes says "coming soon" and years later we still don't have it.
Love the versatility
I love the webinars on new services and the ability to become certified to use this tool- its such a time saver and I love that if I think of something I need to do on my commute home- I can just pull it up on my phone. Overall I would recommend it to my text company too- I would rather use Smart sheet as a project management tool than any tool designed for math brains that isn't as freestyle.
I love this software. I love the pick up and go aspect where I can access it on all my devices. I love the automatic saves- because I am terrible at remembering to save, and I love the ability to attach files and tag people for projects. I used the software at my previous company for creative project management and now I'm using it like agile for product development builds. Its great for tracking and overall roadmapping. I wouldn't use anything else when I can do everything I want right here!
All the issues I've had have been solved in new releases but it would be wonderful if I could build graphic pages in the software- I'm hoping that comes soon. Like a mobile photoshop or powerpoint or image tool.
Excellent alternative to traditional spreadsheets and project management tools and processes
We use it for all project implementations to manage collaboration with our clients - project plans, decision logs, issue logs, contact lists, action item lists, document sharing, etc. We also use it internally for similar activities. I even use it on my team for very efficient weekly status reporting. We even link it to JIRA for automatically syncing sheets and reports to that system for managing product releases and product support. We love it!!!
Very easy to learn and get users onboard quickly. Works much like Excel yet with much more document sharing functionality and the notifications service is most beneficial to us. Very cost efficient in that our clients don't need to purchase a license so we use this to collaborate with them for our project work.
Very little not to like. Advanced functionality we need to not alwasys there, however, Smartsheet comes out with new features a few times a year and they always very helpful. Biggest complaint is that we have not yet figured out how to provide users edit access to a group and yet limit certain sheets within that group to viewer only. Would also like to see more options for backups and restores.
We use the software to track daily, weekly, and monthly tasks. We work with hundreds of clients who send in requests each week, and the software allows us to track the requests, and progress of the tasks.
Simplicity of use. Minimal downtime. Customer support has been great, and very responsive. Communication when downtime will occur, or when issues are taking place.
I do not have any issues or complaints regarding the software.
·Being able to share a spreadsheet with other users in real-time.
· Like that users can complete a form to populate a spreadsheet to include uploading documents and that update requests could be sent to that user if a correction needs to be made or additional info is needed. The user then make the change(s) to the cell requested.
·Recently a change was made whereas a non-licensed user can no longer send update requests. We use Smartsheet to have student teachers complete some info pursuant to state law. When the student makes an error, we used to send an update request to have them correct a cell. Now only a licensed user can send those notifications, so we most likely will utilize regular emails for these changes or not use Smartsheet for this work.
·As of Monday (9.30.19), how the system used "comments" changed from a pop-up box that let you enter into a field, save that info and now click anywhere and that pop-up box disappeared. Now it opens "Conversations" which now blocks the right side of the spreadsheet and you must now click on the X to close it out. It also holds all of the comments made to the entire sheet which is more info that I need. Typically if a comment is added to a row, I just click on the comment bubble to that row instead of viewing all of the comments to the sheet.
·When an update request is sent and the person makes the correction, this information is not clearly discernible when viewing the sheet. Turning on notifications turns on too many notifications so this was not an option. The workaround is, I add a "note sent"column that I check when an update request is sent. I then review the sheet and look for rows that have "note sent" checked and now no longer have the pending update icon to look for corrections.
·Need better form controls (field limits, date fields, etc.).
Collaboration made easy
Smartsheet saves us time and makes it easier to collaborate and share updates across all of our projects. We appreciate the constant improvements and the walk through introduction when bigger changes are rolled out.
Smartsheet has been a lifesaver for group collaboration. My team runs multiple projects simultaneously, and the scopes of these projects are constantly changing. Smartsheet allows for the team to update their pieces of the puzzle and send alerts about changes in one environment. We've actually replaced endless back and forth emails with the comments function in the comment section so that all pertinent information about an issue exists in the platform itself for easy reference.
We can track our gantt chart, program data, and group communications in one place. I=
We're also utilizing Smartsheet for people outside of our organization. Smartsheet allows us to select the type of visibility that clients have to data (through settings or via dashboards) so we can control the story that we're sharing with our clients. This has been a big time saver as it eliminates the need for extra reporting on data that is already avilailable online. Our clients have shared positive feedback about Smartsheet forms which we've been using to collect survey data and for event registration. The forms have allowed us to cancel our account for SurveyMonkey (which we used for several years previous to Smartsheet).
The main pain point I have with Smartsheet is the fact that not all of my favorite Excel formulas work in Smartsheet. The formulas also don't always work the same way as they do in Excel so there's a bit of a learning curve.
Smartsheet needs to allow a Time function. We use Smartsheet to register individuals for events, and right now we're having to program Time as a text. This means we can't use formulas to change times based on Timezones.
I also still miss when the recent sheets appeared as tabs at the top of the webpage. The new recent tabs menu works well, but I found the tab view easier to navigate.
We use Smartsheet for Project Management
As I mentioned, we use Smartsheet extensively for project planning and project management. But we also use it to run a help desk for our Electronic Health Record System. Here the forms feature comes in really handy. Users fill out a form to add tasks to the help desk. We also use it to manage our individual tasks and queues. And our development department is building sheets to track donations and plan promotions.
We often export the data and use it to build Tableau reports.
Projects are easy to set up with the built in functionality. There are lots of built in templates that you can use. But we have found it most helpful to build our own templates. We really appreciate being able to add dependencies, working and non working days, and duration. Then the start and end dates fill in automatically. We have found that the learning curve is not nearly as steep for Smartsheet as it was for Microsoft Project.
Another really helpful feature is being able to use formulas in the Project Plan. Our team schedules our work using a points system. I was able to create formulas that take the number of points for that task and who is assigned to that task to create a point breakdown for each person or team assigned. We then use the linking feature to link the total points for the project, the points accomplished, and the status of the project to a master "Queue" sheet.
Smartsheet has special formula values available for children and ancestors of a task. So, we use a simple =Sum(Children()) formula to add up the points. Actually, the formulas end up being more complicated because we can test whether the row has children or not and do different things depending on the test. For instance, when summing the work completed if the task has no children, then the product of the percent complete and points gives us the number of points completed. If the row is a parent, then the formula sums the children.
For project planning the resources feature is not as helpful as it could be. The main reason is that if a staff is assigned to a row during a particular time, the resource function assumes that they are 100% allocated for that time. So, if you have three tasks that overlap, the resource allocations shows 300%. We have mitigated that by routinely filling in 30% allocation for each resource. This helps to take into account the fact that a task although it lasts a full week won't take up all the staff's time. One idea I have had recently--but haven't tried yet--is to make a formula that takes the number of points for the task and assigns an appropriate allocation number based on points per week.
The other feature that we haven't found useful is the "Critical Path." How the software determines what is on the critical path is a mystery. I'm not sure why it chooses some tasks that have dependencies filled in, but not others that seem to be just as important.
Versatile Project Management Tool
We use Smartsheet in lots of ways -- from spinning up dashboards to show our operations teams how they're doing on any given day to managing data transfers from sales to operations to crafting project plans for implementations to tracking survey responses when projects are completed. It's an incredibly versatile tool that, with a little creativity, can produce amazing results.
I love how accessible and customizable the product is. We're able to make it do so much to integrate various departments and help work flow across the organization.
Some of the features aren't carried from sheet to sheet when you save as a Template or save a project as "new", and having to reconfigure alert rules can be time consuming.
Excellent project management tool!
I joined my team in 2017 and was asked to establish our PM management system - knowing that I didn't have the budget for some of the more robust tools, I needed to find one that wasn't only user friendly but had all the capabilities I needed to create the complex timelines and reporting that I needed. Smartsheet was recommended to me and when I finally did a walk through I felt like it would be the perfect fit for my needs. Since then, I've been able to setup the platform and project management system for my team and we adjust it as needed along the way with ease. We also have been able to find uses outside of my project management needs to track form responses and other data management needs.
easy to set-up processes, ongoing product improvements and additions, great team capabilities, quick and easy adoption due to familiarity of tool to MS Project/Excel style, many different uses outside of projects timelines, very cost effective
interface feels dated (although they're continuously working on this) and not created for non-project team members, dashboard tool and capabilities could use some improvements, sometimes creating cross-functional sheets can be clunky and unnecessarily complex.
Smartsheet is a great Project Scheduling tool, and so much more
I love Smartsheet! It has become an indispensable tool in organizing and visualizing the work we do everyday!
Smartsheet is much easier to use for Project Managemen than the classic Microsoft Project software I was originally trained on. It allows people to manage work with the intelligence of a project scheduling tool, but with an easy to understand and use spreadsheet interface. Since Smartsheet is a cloud product, each Smartsheet is available from any computer by just logging into the website, or even from their mobile app. Another great Project Management benefits is that the Project Manager can share a Smartsheet with their whole team to collaborate together.
We also use the Smartsheet for Jira Connector which allows us to sync information back and forth between the two systems. Jira can be complicated to navigate, and the dashboarding can be really frustrating. This connector allows us to keep track of individual tickets associated with a project, and even lets us import massive data sets for analysis.
Finally, we have ended up using Smartsheet as a dashboarding tool. It's actually surprisingly good as a Business Intelligence visualization tool for keeping track of our projects, and for displaying Jira dashboarding.
Like any software there are small quirks I'd like to see changed, or hotkeys added, but overall I'm impressed with the constant cadence of feature updates and enhancements.
Smartsheet for Data Management
I daily maintain six Smartsheets, and will probably integrate more. This has helped with tracking my progress in processes, and eliminated the need for reporting up, as my superiors can view my progress in real time. I found learning the software to be fairly easy, and recognized many opportunities presented by Smartsheet for further education.
I use Smartsheet daily to track personnel processes, such as recruitment efforts, termination procedures, and the completion of development reviews. I have used other software before, but Smartsheet affords me with the opportunity to freely share the data with other coworkers and management easily and immediately. I also really appreciate the automatic save feature, and the prompt to update with other's changes. I tend to stay in my Smartsheets all day long so this is particularly helpful for updates. I like the ability to attach documents.
I found the Filter feature to be a bit clunky; That design needs some work. I'd like to be able to change fonts within fields, such as making individual words bold. Manipulating rows within the sheets could be streamlined. It's challenging when you want to move a series of rows to another location on the same sheet. It becomes a two-step process: Creating the space for the rows in the new location, and then cutting or copying and inserting them in the new space.