What is Smartsheet?
Smartsheet is a cloud-based dynamic work platform designed to empower teams and organizations to capture, plan, and manage all their work in a single, intuitive, flexible, and scalable experience. This platform is tailored to enhance project management, collaboration, and workflow automation across various industries and professions.
Key Features
Project Management
Smartsheet offers a comprehensive set of tools for project management, including:
- Multiple Views: Users can switch between grid, Gantt, card, and calendar views to visualize and manage tasks and milestones in a way that best fits their workflow.
- Task Tracking: Features such as workload tracking and activity tracking help identify availability, monitor tasks, and resolve overallocation issues.
Collaboration
The platform facilitates real-time collaboration and content collaboration among teams and stakeholders. This includes the ability to share and collaborate on work, review and comment on content directly within the sheet, and use a streamlined approval process.
Automation
Smartsheet allows users to set up automated workflows, such as reminders and updates, to keep work moving efficiently. It also enables the creation of custom forms to collect error-free and consistent data that flows directly into the sheet.
Reporting and Dashboards
The platform provides real-time reporting capabilities, allowing users to consolidate key information into reports and organize data using specific criteria. Users can also create interactive dashboards to display charts, images, and key metrics that update in real-time.
Integrations
Smartsheet integrates seamlessly with other applications, including Microsoft Office 365, Google G-Suite, DocuSign, Dropbox, Jira, Tableau, Salesforce, and Slack, enhancing its utility across different workflows.
Customizability
The platform offers customizable templates and other customization capabilities, such as the ability to create no-code apps using the WorkApps feature (available on the Enterprise plan). Users can also customize dashboards with various widgets, colors, and formatting options.
Resource and Process Management
Smartsheet includes features for resource management, content management, and process management. It helps in understanding and managing resource allocation, building the best team, and keeping project schedules and budgets on track.
Security and Access Control
The platform provides secure management of digital assets, private sheets and reports, and granular access control, ensuring that data is protected and shared only with authorized collaborators.
Mobile Accessibility
Smartsheet offers a mobile app for real-time access on Android and iOS devices, allowing users to view dashboards, capture images and barcodes, and make quick updates to sheets and reports on the go.
Benefits
- Unified Workspace: Smartsheet provides a single platform where all work data is centralized, eliminating the need to consult multiple spreadsheets and emails.
- Real-Time Visibility: Users gain real-time visibility on all projects, enabling informed decision-making and clear project status updates.
- Increased Transparency and Accountability: The platform clearly shows who is responsible for which actions, promoting accountability and transparency.
- Efficiency and Productivity: Smartsheet automates actions, reduces time spent on planning, and improves communication, making teams more productive.
- Cross-Functional Collaboration: It brings together cross-functional teams, even those located globally, to manage multiple and complex projects efficiently.
Overall, Smartsheet is a powerful work management platform that enhances project planning, execution, and collaboration, making it an invaluable tool for businesses looking to streamline their workflows and improve productivity.