Smartsheet
Work management for projects, portfolios, operational processes, automation, and shared reporting.
About Smartsheet
Smartsheet is an intelligent work management platform for coordinating projects, portfolios, and repeatable operational processes. Teams can organize work in sheets and switch among table, Gantt, board, and calendar views, then collect updates through forms and summarize progress in reports and dashboards. Formulas and cross-sheet links support live calculations. Automation cuts repetitive status work, while AI features assist with analysis, columns, and dashboards. The platform also supports resource planning, intake and approval workflows, role-based visibility, client collaboration, and connections to common business tools. It fits organizations that need shared project data and portfolio oversight without moving every workflow into a conventional task-list application. Adoption still requires thoughtful sheet design, permissions, and governance; the Pro plan limits automation volume, and broader enterprise administration or portfolio needs may require higher-tier packaging and a sales conversation.
Best for
Best use cases
A PMO connects project schedules and dependencies, then rolls progress into portfolio dashboards for leadership reviews.
An operations team collects requests with forms, routes approvals automatically, and tracks each item in a consistent process.
A client-delivery group shares selected updates with outside contributors while keeping internal reporting and permissions controlled.
Compare before choosing
Compared with a basic spreadsheet, Smartsheet adds workflow automation, forms, multiple project views, reports, and dashboard-based oversight.
Compared with simple task-list tools, Smartsheet is better suited to structured records, formulas, cross-sheet data, and portfolio reporting.
Teams should compare plan limits and administration needs because automation volume, governance, and advanced portfolio capabilities can affect total cost.
Features
Project and portfolio tracking
Connect schedules, dependencies, resources, and portfolio dashboards so project teams and leaders can work from shared status data.
Operational process management
Standardize recurring processes, gather requests through forms, route approvals, and use automation to reduce repetitive coordination.
Client and cross-team delivery
Coordinate delivery across internal teams and external contributors while presenting role-appropriate reports, dashboards, and collaboration spaces.
Pros
- Multiple views let teams work with the same project data as a table, Gantt schedule, board, or calendar.
- Unlimited contributors on Pro can comment, attach files, answer update requests, and submit forms without member seats.
- Forms, reports, dashboards, formulas, automation, and AI features support workflows beyond basic task tracking.
Cons
- Smartsheet uses subscription pricing, so member counts and higher-tier requirements can raise the ongoing cost.
- The Pro plan includes 250 automations per month, which may constrain teams with frequent or high-volume workflow triggers.
- Flexible sheets and permissions require deliberate setup and governance to avoid inconsistent structures across a large organization.
Pricing Plans
Pro
- 1–10 members and unlimited contributors
- Gantt, table, board, and calendar views
- Unlimited sheets, forms, and reports
- Rich formulas and conversational AI features
- 250 automations per month
* Pricing information is for reference only. Please refer to the latest announcement on Smartsheet's official website.