Smartsheet

What is Smartsheet?

Smartsheet is an Intelligent Work Management Platform that helps teams plan, track, and get work done—without the chaos. Whether you're managing a single project or coordinating hundreds across departments, Smartsheet brings everything into one flexible workspace. With built-in AI, automation, and real-time collaboration, it turns messy spreadsheets and scattered tools into clear, connected workflows.

What sets Smartsheet apart is how it scales with your needs—from small teams automating simple tasks to enterprise PMOs running complex portfolios. It’s designed for everyone: marketers, IT leaders, operations managers, and executives alike. And with over 85% of Fortune 500 companies trusting Smartsheet, you know it’s built for real-world results.

What are the features of Smartsheet?

• AI-Powered Intelligence

  Get personalized insights, predictive suggestions, and smart summaries so you can make faster decisions without being a data expert.
• No-Code Automation

  Build custom workflows that auto-assign tasks, send alerts, or update statuses—no coding required.
• Real-Time Dashboards & Reporting

  Visualize progress across projects with live Gantt charts, Kanban boards, and portfolio-level dashboards.
• Cross-Team Resource Planning

  See who’s overloaded or available, balance workloads, and forecast capacity across departments.
• Secure Request Management

  Create intake forms with approval workflows to standardize how work enters your team.
• Deep Integrations

  Sync with tools like Microsoft Teams, Slack, Jira, Salesforce, and Google Workspace to keep everything in sync.
• Digital Asset Management

  Store, organize, and share files directly within your sheets for full context.
• Enterprise-Grade Security

  Protect sensitive data with SOC 2, ISO 27001, GDPR, and HIPAA compliance.

What are the use cases of Smartsheet?

• A marketing team automates campaign launches using intake forms and AI-powered reporting to cut project timelines by 45%.
• An IT department manages 30% more projects with the same staff by using portfolio dashboards and dependency tracking.
• A construction firm tracks 200+ mission-critical projects from planning to delivery with real-time Gantt charts and resource forecasting.
• A nonprofit streamlines grant applications through secure request portals and automated approval workflows.
• A global services company reduces invoice collection time by over 30 days using automated follow-ups and client collaboration portals.
• A university centralizes event planning across departments with shared calendars, task assignments, and budget trackers.

How to use Smartsheet?

• Start with a pre-built template from Smartsheet’s gallery (like project plans or sprint trackers) to skip setup time.
• Use @mentions and comments to collaborate in real time—no more email chains.
• Set up automations for repetitive tasks (e.g., “When status changes to ‘Complete,’ notify the manager”).
• Connect your favorite apps via native integrations so updates flow automatically between tools.
• Turn on Smartsheet AI to summarize updates, predict delays, or suggest next steps based on your data.
• Customize views (Grid, Calendar, Card, Gantt) so every team member sees work the way they prefer.