I use Smartsheet for my own personal task management needs and occasionally I'll share a sheet with somebody in the company when we're working on a particular project together. I tend to use it more for my ongoing long-term projects rather than for day-to-day needs. I'm a customer of Smartsheet and a KM manager and compliance officer.
KM Manager and Compliance Officer at a consultancy with 51-200 employees
Is intuitive with a good interface; constantly improving
Pros and Cons
- "The solution has subtasks and a rollup."
- "They provide a limited number of sheets which is not enough."
What is our primary use case?
What is most valuable?
I like that the solution has subtasks and a rollup. It has a pretty good interface and it's intuitive. I use it for personal things and I like it even though I have company products that I could use. Smartsheet is worth it for me. They're constantly making improvements and adding things.
What needs improvement?
I'd like to have access to more sheets, and I don't know if this relates to the price I'm paying or that the product needs improvement, but they limit the number of sheets and it's not enough. I think it's around 10 and I've reached capacity. I think it's a little chintzy on what you get for that kind of money and any individual using it would want more than 10 sheets.
For how long have I used the solution?
I've been using this solution for about five years.
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What do I think about the stability of the solution?
There are no issues with stability. I like that they seem to be constantly improving. I don't really make use of all their improvements, but I know it is improving and that they are adding things all the time. In my situation, through the company, I have access to features that they're adding and I tend to use them through the company solutions. Take web forms, for example, I know Smartsheet has web forms, which is a good thing to have but I use the company product for that.
What do I think about the scalability of the solution?
I'm not sure about scalability and I don't think it's meant to be a business account. I think it's meant for individual use.
Which solution did I use previously and why did I switch?
I previously used Outlook extensively but when I looked into Smartsheet it worked better than Outlook for my purposes.
How was the initial setup?
The initial setup was very easy, straightforward and intuitive. At the time I deployed Smartsheet, I hadn't worked with any project management software or task management and setup wasn't a problem.
What's my experience with pricing, setup cost, and licensing?
I have the basic paid license, which is pretty pricey. I think it's $17 a month. For that kind of money, I'd like more sheets. You can upgrade and pay more, whether it's to a higher personal account or a business account, I'm not sure. Because I'm using it independently of the company, I don't want to pay more.
What other advice do I have?
I think it's a solution that's definitely worth looking into. I don't know what the cost would be in terms of deploying for a business. And I'm also not sure how it stacks up to other solutions, but I think for unlimited use or even for an enterprise company, it's definitely worth having a look at. I'm not a frequent user but I use it for particular use cases. I don't log on every day, only when I need access to what I've stored there. I tend to store more long-term ongoing-type tasks as opposed to limited projects.
I rate the solution eight out of 10.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
IT Project Management Lead at a insurance company with 5,001-10,000 employees
Allows us to quickly build a dashboard for insights and helps in keeping everybody informed, but I would like to be able to do more and have database functionality with it
Pros and Cons
- "The ability to build a quick dashboard and give management insight into the progress of the project itself is probably one of the most beneficial pieces."
- "There are some pain points for me. Other people use it a little differently, but I would like to be able to do a little more with it. I would like database functionality with it wherein if I bring in several Excel spreadsheets of data and load them into Smartsheets, I should be able to make a correlation between an index field and run a report against those two. I can do it, but it's a little clunky. So, I need a little more experience to feel comfortable doing that."
What is our primary use case?
We work for an IT corporate here. Any project that is going to have resources expended gets a project manager assigned. We use Smartsheets to track everything from the schedule to the actions.
It's a cloud solution. We're buying software as a service.
What is most valuable?
The ability to build a quick dashboard and give management insight into the progress of the project itself is probably one of the most beneficial pieces.
One of the nice things about Smartsheets is that we can use it to notify people who have assigned actions. It integrates very easily with email, etc. We can just set it up for certain reminders. The report tools are very easy. I'm pretty impressed with it so far.
What needs improvement?
There are some pain points for me. Other people use it a little differently, but I would like to be able to do a little more with it. I would like database functionality with it wherein if I bring in several Excel spreadsheets of data and load them into Smartsheets, I should be able to make a correlation between an index field and run a report against those two. I can do it, but it's a little clunky. So, I need a little more experience to feel comfortable doing that.
For how long have I used the solution?
I have been using it since I came to this company. It has been about four months.
What do I think about the stability of the solution?
We're buying it as software as a service. It is cloud-based, and we haven't had any outages or trouble trying to get into it.
What do I think about the scalability of the solution?
It is scalable. Especially with the way we're buying it, we can just increase the licenses and keep rolling.
The project managers use it most, but then the leads are also able to update their own tasks within a sheet. Currently, more than 1,000 people have access to it, but there are less than 50 people who are fully licensed to make all the changes, create sheets, etc.
How was the initial setup?
I wasn't there when they set it up, so I can't comment on it too much, but we bought the big server solution set that has all the templates and other things. We have the entire project with all the templates and basic sheets and even the dashboard that we need. It works very well when you do that.
In terms of maintenance, the updates are pushed by the vendor, but we have three people acting as administrators within our environment.
What's my experience with pricing, setup cost, and licensing?
It is less expensive than Microsoft Project for enterprise or Oracle Primavera by an order of magnitude. If you buy a Microsoft Project license, it's probably $300 or so by itself, whereas Smartsheet is probably less than $50 per head.
What other advice do I have?
It is very good for keeping everybody informed. Its interface is a little different from what you're accustomed to if you're a Microsoft Project or Oracle Primavera user, but I wouldn't let that stop you. I would encourage you to take a look at it and see if it'll work for your implementation.
I'm still early. So, I would rate it a seven out of ten. I'd probably move it to eight once I'm more comfortable with it.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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October 2024
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GPO - PMO - Global Manager at Wolters Kluwer
It's good for tracking tasks on small projects
Pros and Cons
- "Smartsheet is easy to use."
- "Smartsheet's export and print functions could be more seamless. Once I create the plan in Smartsheet, I need to import it into my corporate web presentations. This isn't always smooth. I have to save it in PDF format, then cut an image from the PDF version."
What is our primary use case?
I use Smartsheet to plan small projects. It's good for putting down a quick-and-dirty project plan. I use it to create a list of tasks and track which ones are completed.
What is most valuable?
Smartsheet is easy to use.
What needs improvement?
Smartsheet's export and print functions could be more seamless. Once I create the plan in Smartsheet, I need to import it into my corporate web presentations. This isn't always smooth. I have to save it in PDF format, then cut an image from the PDF version.
For how long have I used the solution?
I've been using Smartsheet for two or three years.
What do I think about the stability of the solution?
Smartsheet is stable.
What do I think about the scalability of the solution?
I use Smartsheet for small stuff. I can't say how scalable it is because I haven't used it on a large scale. Some other folks on the team are using it for their projects, but it isn't a production tool that we use to manage real projects.
Which solution did I use previously and why did I switch?
I was using Microsoft Project and Excel to do the same job previously. I wanted an easy solution, and I found Smartsheet. I tried it, and it seemed to do the trick.
How was the initial setup?
Setting up Smartsheet is straightforward. I did it by myself. I used a personal license to try it, and it was easy.
What's my experience with pricing, setup cost, and licensing?
I pay for a personal license, but I'm not sure what an enterprise license would cost.
What other advice do I have?
I rate Smartsheet eight out of 10.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Sophisticated tracking and sharing of information for large projects
Pros and Cons
- "Enables coordination and sharing of information that is relatively inexpensive."
- "Lacks the ability to edit attachments within the solution."
What is our primary use case?
We're a large engineering company and we use Smartsheets in our various offices and locations to manage big construction projects, contract administration and project management for coordinating activities and tracking information. I'm the PM/CM practice leader.
What is most valuable?
The valuable feature for us is the ability to coordinate and share information at a relatively inexpensive cost because you can have a lot of shared users that don't have to be licensed.
What needs improvement?
One of the improvements I'd like to see would be the ability to have attachments that could be edited within Smartsheet. Currently, attachments need to be removed, edited and then returned which is what SharePoint does.
For how long have I used the solution?
I've been using this solution for about 10 years.
How was the initial setup?
The initial setup is straightforward. There is a lot of good training on their website so it's easy to learn even if you're a new user.
What's my experience with pricing, setup cost, and licensing?
I believe that licensing costs are $300 per year per license.
What other advice do I have?
I would highly recommend this tool. It's sophisticated and uses the fundamentals of an Excel spreadsheet to coordinate things. There's a lot of familiarity with spreadsheets already and that's what Smartsheet is but with advanced features that include notifications, communication, attachments, and other features. I would encourage everybody to take a look at it.
I rate this solution nine out of 10.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Report Analyst at GigaNET
An easy-to-use solution that enables collaboration and provides excellent reporting and dashboard features
Pros and Cons
- "The product is easy to use."
- "The product must include more modules for project management."
What is our primary use case?
We use the solution for tracking tasks and progress. We also use it for issue logging.
What is most valuable?
The report preparation and dashboard creation are valuable. We can collaborate within the teams easily. The product is easy to use.
What needs improvement?
The product must include more modules for project management. It should also include more graphics for dashboard creation.
For how long have I used the solution?
I have been using the solution for six months.
What do I think about the stability of the solution?
I rate the tool’s stability an eight out of ten.
What do I think about the scalability of the solution?
I rate the tool’s scalability an eight out of ten. We have close to 200 users. Currently, we do not have plans to increase the usage.
Which solution did I use previously and why did I switch?
Previously, we used Microsoft Planner and MS Project. The collaboration between the teams is easier in Smartsheet.
How was the initial setup?
I rate the ease of step an eight out of ten. We can set up the tool within a couple of days. One person is enough for the deployment.
What other advice do I have?
The solution is easy to use and collaborate. Whoever has a basic knowledge of Excel can use Smartsheet. Overall, I rate the tool an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Sales Compensation Analyst at Rubrik
Helps our team communicate and and track tasks and projects
Pros and Cons
- "The tool reduces manual labour and it is user-friendly."
- "With a large quantity of data, the solution lags a bit."
What is our primary use case?
A single integrated platform where multiple people can work. It can also be used to link to multiple sheets and for automation purposes.
We can use the solution to communicate and track tasks and projects. There are a lot of features.
What is most valuable?
The tool reduces manual labour and it is user-friendly.
What needs improvement?
With a large quantity of data, the solution lags a bit.
For how long have I used the solution?
I have been using Smartsheet for one year.
What do I think about the stability of the solution?
It is a stable solution.
What do I think about the scalability of the solution?
Approximately five to six people are using the solution.
How are customer service and support?
The technical support is good.
Which solution did I use previously and why did I switch?
We moved to this solution because we were bored using Excel and Google Sheets.
How was the initial setup?
The initial setup is straightforward.
What's my experience with pricing, setup cost, and licensing?
The solution is reasonably priced.
What other advice do I have?
I rate the overall solution a ten out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Vice President at Asset Track for Cloud, LLC
Easy to use, good dashboards with nice layouts, and extensive reporting
Pros and Cons
- "The dashboard and the layouts are quite good."
- "The integration with Microsoft products should be improved."
What is our primary use case?
We have a tracking system that we wanted to integrate with Smartsheet. We track people, assets, and costs using RFID, QR codes, GPS, and other methods, and we wanted to use the Smartsheet dashboards to present information to our clients. They would see the critical information, such as whether things were missing.
What is most valuable?
The dashboard and the layouts are quite good. Our uses cases involve tracking things such as people, equipment, and costs, and the dashboards are really helpful in this regard.
There are a lot of good reports available. Reports are something that our customers need because they don't have the flexibility to get the information that they need to run their business.
What needs improvement?
Their sales and support representatives are in need of training. When I first contacted the vendor, I was looking for more information about Smartsheet because we wanted to partner with them to provide solutions to our customers. As one of the owners, the task was delegated to me. However, they did not respond to me because they wanted to speak with the president of the company. Yet, the reason that I took on the task was that the company president doesn't have time. Trying to jump a level is not a good practice because as they continued attempting to contact the company president, I was waiting for the call, unaware. Clearly, companies want to reach the decision-makers but sometimes, it's the decision-makers that are reaching out.
The integration with Microsoft products should be improved.
For how long have I used the solution?
We evaluated Smartsheet.
What do I think about the stability of the solution?
Stability-wise, it seemed to be fine.
Which solution did I use previously and why did I switch?
This seemed like the type of solution where we could build an API and put it to use immediately. However, we did not adopt the use of Smartsheet.
Which other solutions did I evaluate?
Although Smartsheet is a good application, we opted to implement Power BI instead. One of the reasons is that Power BI is a Microsoft product and because we have a Microsoft environment, it integrates better.
What other advice do I have?
I would rate this solution an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Sales Director at Esource Capital
A straightforward project management solution that helps to reduce time to market
Pros and Cons
- "The solution is straightforward. Whenever a requirement arises, we create three things in Smartsheet: a project plan, a dashboard, and internal documents. It is done through the form and Smartsheet's automation services. This process shortens the time to market from seven days to less than 12 hours."
- "Smartsheet needs to improve the user interface."
What is our primary use case?
Our internal Ops teams do engineering and deployment projects in Smartsheet.
How has it helped my organization?
The solution is straightforward. Whenever a requirement arises, we create three things in Smartsheet: a project plan, a dashboard, and internal documents. It is done through the form and Smartsheet's automation services. This process shortens the time to market from seven days to less than 12 hours.
What is most valuable?
The product simplifies project management. We have worked with other project management tools and found that Smartsheet simplifies the overall interaction in an organization. You can do everything from the software.
What needs improvement?
Smartsheet needs to improve the user interface.
For how long have I used the solution?
I have been using the product since 2014.
What do I think about the stability of the solution?
I have never heard any PMs complain about Smartsheet and would rate stability a ten out of ten.
What do I think about the scalability of the solution?
I rate the solution's scalability a ten out of ten. It doesn't have any limitations on scalability.
How are customer service and support?
My company provides technical support to customers.
How was the initial setup?
Configuring user identity is complex in the tool.
What other advice do I have?
The tool is a SaaS-based product. I rate it a seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer:
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