Manage projects, automate workflows, and build solutions at scale.

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March 10, 2026

Smartsheet

United States Smartsheet Project management

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Manage projects, automate workflows, and build solutions at scale.

API Project Management Work Management Platform Workflow Automation Business Scaling AI Intelligencefrom $10/mo

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Overview

Smartsheet is an intelligent work management platform designed to facilitate personalised workflows and empower users to predict business outcomes. It provides businesses with functionalities to manage projects, automate workflows, and build sophisticated solutions at scale.

Smartsheet also offers features for team collaboration, AI automation, dashboards and reporting, account administration, portfolio management, digital asset management, and more.

The platform incorporates 'No code' work apps and 'Intelligent Workflows', creating an interactive environment conducive to efficient task management.

It allows for cross-team resource planning, milestone and dependency tracking, workload balancing and capacity planning, all of which are ready for visibility according to user roles such as Gantt, Kanban, and Dashboards.

It also incorporates AI-powered intelligence to gain personalised insights, in-depth analysis, and tailored solutions that can tackle any challenge. The platform finds utility in various industries such as government, construction, financial services, higher education, non-profit, enterprises and small and medium businesses.

It also caters to various use-cases including Project Management, IT Portfolio Management, Business PMO, Enterprise PMO, Marketing Management, Creative Operations, and Services Delivery.

Smartsheet also manifests customizable templates and provides educational resources for a more comprehensive understanding of its platform.

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Initial release

July 26, 2023

Initial release of Smartsheet.

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Organization Smartsheet 🇺🇸 United States

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Project management Smartsheet

United States Smartsheet Project management

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Pros and Cons

Pros

Personalised workflows

Predictive business outcomes

Sophisticated solutions at scale

Team collaboration functionalities

Dashboard and reporting features

Account administration tools

Digital asset management

Portfolio management features

Cross-team resource planning

Milestone and dependency tracking

Workload balancing and capacity planning

Role-specific visibility

Kanban system integration

Gantt charts integration

In-depth analysis

Tailored solutions capacity

Applicable in multiple industries

Specialised for various use-cases

Customizable templates

Educational resources availability

No code work apps

Intelligent workflows capacity

IT portfolio management

Business PMO features

Enterprise PMO features

Marketing Management tools

Creative Operations features

Services Delivery tools

Secure request management

Integrations with popular tools

Client collaboration portals

Resource utilization and forecasting

Centralized intake and approval workflows

Conducive for efficient task management

Role-based visibility settings

Real-time project/portfolio visibility

Projects and portfolios management

Connected workflows across tools

Portfolio-level dashboards

Multiple language support

Consulting, training, and implementation support

View 36 more pros

Cons

No offline access

Inadequate integration with external tools

Advanced features may be complex

Artificial intelligence insights not consistent

High learning curve for beginners

Integration issues with databases

No built-in chat feature

Lack of multi-language support

Lacks robust data security features

Potential overkill for small projects

View 5 more cons

Q&A

What is Smartsheet and what does it do?

Smartsheet is an intelligent work management platform. It provides functionalities for managing projects, automating workflows, and building highly scalable business solutions. It also offers features for team collaboration, AI automation, dashboards and reporting, account administration, portfolio management, and digital asset management among others. Its environment is interactive, enhancing efficient task management. It deploys AI-powered intelligence for personalized insights, in-depth analysis, and creating bespoke solutions for different challenges.

How does Smartsheet automate workflows?

Smartsheet automates workflows by streamlining tasks, reducing the need for manual work and increasing productivity. Utilizing its 'Intelligent Workflows', Smartsheet can create customized automation processes that allow businesses to automate repetitive tasks such as approval workflows, alerts, notifcations, and updates to accelerate productivity.

What does the 'No code' work apps feature in Smartsheet entail?

'No code' work apps in Smartsheet are user-friendly applications that enable users to build advanced, customized workflows without the need for coding knowledge. This feature empowers employees across the organization to build or modify their own work solutions, improving efficiency and personalization of their projects.

What are 'Intelligent Workflows' in the context of Smartsheet?

'Intelligent Workflows' in Smartsheet are sophisticated schemas that streamline the way businesses manage and automate their work. They leverage AI to create an efficient, interactive environment for task management, allowing tasks to be automated, workflows better coordinated, and projects tracked seamlessly.

Can Smartsheet assist with resource planning and workload balancing?

Yes, Smartsheet aids with both resource planning and workload balancing. It maintains visibility of various resources across teams and tracks their utilization, making it easier to plan, assign, and reassign resources as needed. It also aids in balancing workloads by optimizing capacity planning, ensuring all tasks are evenly distributed to utilize resources most effectively and prevent over or under-utilization.

What are the different user roles available when using Smartsheet?

User roles available in Smartsheet include Gantt, Kanban and Dashboard views. Each role brings a different level of visibility and management to projects. For instance, the Gantt view is helpful for scheduling, the Kanban view facilitates workflow and process visualization, while Dashboards gives a broad overview and big-picture insights.

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How can Smartsheet be used for milestone and dependency tracking?

Smartsheet assists with milestone and dependency tracking by providing visibility across all projects with real-time updates. It helps in planning and sequencing of tasks, dependency connections and recognition of essential tasks or milestones. Tracked dependencies alert teams to potential roadblocks, assist in adjusting plans and prevent project risks.

How does Smartsheet use AI-powered intelligence to provide Personalised Insights?

Smartsheet utilizes AI-powered intelligence to provide personalised insights by collating and analysing data, learning from patterns and producing predictive models. It takes into account individual's roles, tasks, work patterns, and preferences to deliver personalized recommendations and insights, helping to guide decision making, improve efficiency and predict potential outcomes.

What kind of in-depth analysis can Smartsheet provide?

Smartsheet can provide in-depth analysis through its comprehensive reporting and dashboard capabilities. This include real-time analytics, task tracking, project performance forecasting, team productivity analysis, resource utilization, and risk assessment among others. These deep and valuable insights can drive better decision-making and strategy formulation.

What industries does Smartsheet cater to?

Smartsheet caters to a diverse range of industries including government, construction, financial services, higher education, non-profit, alongside small, medium and enterprise businesses.

What specific use-cases can Smartsheet be used for?

Smartsheet caters to multiple use-cases which include Project Management, IT Portfolio Management, Business PMO, Enterprise PMO, Marketing Management, Creative Operations, and Services Delivery. It is versatile and highly customizable, suiting a vast array of operational requirements.

What kind of customizable templates are available in Smartsheet?

Smartsheet offers a wide range of customizable templates designed for different tasks and industries. These include project management templates, marketing templates, budgeting templates, scheduling templates, task management templates, and more. These templates simplify work processes by providing the necessary framework to commence tasks efficiently.

How does Smartsheet facilitate team collaboration?

Smartsheet facilitates team collaboration by offering tools that enable real-time sharing, tracking, and execution of tasks. It provides space for discussion threads, file sharing, real-time alerts, view-edit options, workflow automation and project visualization tools like Gantt, Kanban, and Dashboards, which enhances overall team collaboration and productivity.

Can Smartsheet integrate with other software tools?

Yes, Smartsheet integrates with many popular software tools. By seamlessly integrating with apps like Adobe, AWS, Box, DocuSign, Dropbox, Google, PowerBI, SAP, Salesforce, Slack, Tableau, Workday, Jira and Microsoft tools, Smartsheet effectively streamlines work processes, ensuring all tools used by a team are linked and in sync.

Is Smartsheet suitable for small and medium businesses?

Small and medium businesses can significantly benefit from using Smartsheet. Its comprehensive project management, workflow automation, and project scaling functionalities can enhance productivity and efficiency. Despite its powerful features, it remains user-friendly and doesn't require advanced technical skills, making it accessible and beneficial for businesses of all sizes.

How useful is Smartsheet for enterprise project management?

Smartsheet is highly advantageous for enterprise project management. It offers a range of features including large-scale project management, portfolio management, IT project tracking, business and enterprise PMO. Furthermore, its capacity to scale and support complex project requirements makes it an ideal solution for enterprise-level project management.

What kind of educational resources does Smartsheet provide?

Smartsheet provides a multitude of educational resources. This includes a comprehensive knowledge base with articles, tutorials, videos and other resources covering a wide range of topics related to using the platform. There's also Smartsheet University, which provides training and professional certifications to users wanting to expand their skills and proficiency with the platform.

What is Smartsheet's capacity planning feature?

Smartsheet's capacity planning feature facilitates effective resource utilization. The feature aids in visualizing resource availability, managing workload distribution and optimizing staffing and scheduling decisions. It aids in preventing both over and under-utilization of resources, optimizing project outcomes and efficiency.

What are the main features of Smartsheet's AI automation?

The main features of Smartsheet's AI automation include personalized insights, deeper analysis, and tailored solutions. By using AI, Smartsheet can provide a more customized and efficient user experience, automate repetitive tasks, offer predictive insights and aid in decision making.

How does Smartsheet support account administration?

Smartsheet supports account administration by providing functions for user management, sharing permissions, security control and system configuration. It allows administrators to manage user access, delegate responsibilities, manage integration with other systems and monitor account usage, ensuring everything runs smoothly and securely within the platform.

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