Smartsheet - Overview
Smartsheet project management is a cloud-based work management platform that blends familiar spreadsheet layouts with robust project tracking, automation, and collaboration tools. It simplifies complex workflows by offering grid, Gantt, card, and calendar views paired with real-time dashboards and resource management. Smartsheet enhances productivity through pre-built templates, no-code automation, and deep integrations with Slack, Teams, Salesforce, and more. With emerging AI tools generating formulas, insights, and charts directly from user prompts, Smartsheet project management empowers teams across industries to work faster, think strategically, and deliver results reliably.
01
Grid View for task and data management
Smartsheet’s grid interface offers a familiar spreadsheet-like experience with row-level conversations, attachments, filters, and notifications. Teams track tasks and project data intuitively while enabling automations from the same sheet.
02
Gantt Charts for timeline visualization
Visualize dependencies, critical paths, and milestones using interactive Gantt views. Drag-and-drop rescheduling, real-time collaboration, and automated updates keep timelines accurate and transparent across stakeholders.
03
Automation workflows and alerts
Create automated actions such as approvals, reminders, data routing, and status updates with a no-code workflow builder. Notifications can be delivered via email, Slack, or Teams to keep projects aligned and teams accountable
04
Real-time dashboards and reporting
Dashboards and Sights panels visualize KPIs, budgets, and project statuses using charts, widgets, and metrics. Dashboards update live as data changes and support stakeholder presentations and decision-making.
05
Collaboration and content sharing tools
Threaded comments support contextual feedback on rows or attachments. Shared views, collaborator access across organizations, and real-time editing support efficient teamwork across internal and external stakeholders.
06
Template library for fast onboarding
Choose from industry-specific templates, marketing, construction, IT, healthcare, that include preconfigured workflows, dashboards, and automation. Templates standardize execution across teams and projects at scale.
Project managers in enterprises
Need centralized oversight of complex portfolios, workflows, and resource allocation with scalable templates and dashboards.
Marketing and campaign teams
Use Smartsheet to track timelines, assets, approvals, and collaboration across internal teams and external agencies.
Operations and IT teams
Manage process automation and task intake efficiently using templates, alerts, and integration with enterprise systems.
Construction and engineering teams
Coordinate field tasks, dependencies, safety inspections, and status reports in customizable views for transparency and safety compliance.
Healthcare administrators and educators
Manage scheduling, accreditation workflows, and project portfolios with visibility and automation for consistent oversight.
Finance and nonprofit teams
Track budgets, program deliverables, and compliance metrics using real-time dashboards and automated status updates.
Remote and hybrid working teams
Collaborate across time zones using real-time updates, automated notifications via Teams or Slack, and centralized dashboards.
Construction and engineering firms
Track project milestones, manage resources, monitor safety workflows, and maintain transparency across stakeholders.
Healthcare and life sciences operations
Coordinate clinical projects, scheduling, and accreditation tracking securely using automated workflows and dashboards.
Education and training providers
Manage course development, faculty workflows, student assignments, and schedules with shared views and reporting.
Finance and regulatory compliance teams
Maintain audit trails, budget tracking, and automated reminder workflows for finance close cycles or program grants.
Marketing agencies and creative teams
Streamline campaign planning, review cycles, asset approvals, and agency collaboration using automated processes and dashboards.
Manufacturing and retail projects
Coordinate product rollouts, inventory management, supplier tasks, and task dependencies with collaborative grid or Gantt views.
Nonprofits and service organizations
Standardize programs, grant tracking, volunteer scheduling, and cross-project reporting with template-driven workflows.
01
Natural language formula generation
Users can type simple instructions like “calculate monthly revenue growth,” and Smartsheet generates complex formulas automatically. This reduces manual formula errors and speeds the data modeling workflow.
02
Automated insights and chart generation
AI analyzes sheet data and auto-produces visual charts, metrics, or insights summaries. It supports questions like “which projects are behind schedule” and instantly surfaces visual answers.
03
Dashboard widgets and planning recommendations
AI recommends timeline widgets, scenario planning models, and column linking across sheets. Users get suggestions for optimizing resource allocation, dependencies, and project design.
04
Text summary assistant
AI generates summaries from sheet data or dashboards, such as weekly status updates, formula explanations, or project highlights, saving time and improving clarity for stakeholders.
Slack, Microsoft Teams, Google Drive, Adobe Creative Cloud, SAP ERP, Tableau, Salesforce, AWS, HubSpot, Jira, GitHub, Zapier, Box, Microsoft Office 365, Google Workspace
Unique Selling Point
Smartsheet project management offers a powerful fusion of spreadsheet familiarity and enterprise-grade work execution tools. Teams can adopt quickly with familiar views, scale across departments with templated automation, and maintain visibility via dashboards. Its AI‑powered formula engine, data insights, and workflow suggestions make data accessible to non‑experts while supporting enterprise complexity. With secure integrations across tools like Slack, Salesforce, and SAP, Smartsheet project management becomes a central hub that streamlines execution, improves collaboration, and drives measurable results. It empowers organizations to manage work smarter, faster, and at scale.