Smartsheet - Detailed Review
Content Tools
Smartsheet - Product Overview
Smartsheet Overview
Smartsheet is a comprehensive project and work management platform that caters to a wide range of users, from small teams to large enterprises. Here’s a brief overview of its primary function, target audience, and key features:
Primary Function
Smartsheet is designed to manage projects, automate workflows, and build solutions at scale. It provides a centralized platform for project management, content management, and access to a company’s knowledge base. This platform helps users organize, track, and move data efficiently, making it an essential tool for work management.
Target Audience
Smartsheet is used by companies of various sizes, but it is most commonly adopted by organizations with 50-200 employees and revenues between $1 million and $10 million. However, it also supports larger organizations, with 25% of its customers having more than 1,000 employees. The platform is popular in the Information Technology and Services industry, with a significant presence in the United States and Canada.
Key Features
- Work Management: Smartsheet allows teams to manage projects and processes, adapting to different use cases at any scale. It enables real-time collaboration, sharing of updates, and keeping everyone in the loop, regardless of location.
- Workflow Automation: The platform automates repetitive tasks, simplifies processes, reduces errors, and saves time. This feature is crucial for streamlining workflows and improving employee efficiency.
- Integration: Smartsheet integrates with various favorite apps, keeping all work in sync and ensuring teams stay connected. This integration capability helps in maintaining consistency across different tools and platforms.
- Security: Smartsheet offers industry-leading security measures to protect user data, providing peace of mind and allowing users to focus on their core activities.
- AI Capabilities: The platform includes AI-generated formulas that speed up decision-making by creating complex calculations and helping users gain insights from their data. This feature enhances productivity and aids in faster decision-making.
- Hierarchy and Rows: Smartsheet uses rows to build hierarchies, making it easy to organize, track, and move data. It also supports managing attachments, communication, proof files, and setting up reminders.
Overall, Smartsheet is a versatile tool that helps teams collaborate effectively, automate workflows, and manage projects efficiently, making it a valuable asset for a broad range of organizations.
Smartsheet - User Interface and Experience
User Interface Overview
The user interface of Smartsheet, particularly in its latest iterations, is designed to be intuitive and user-friendly, enhancing the overall user experience.Navigation and Accessibility
The new navigation menu in Smartsheet provides continuous access to your most recent items, favorites, the Home screen, and the Solution Center. This makes it easier to quickly find and access your work. The Solution Center is a central hub where you can download templates, create new items from scratch, or import data, streamlining the process of starting new work.Streamlined Interface
Smartsheet has moved away from using tabs within the application itself, instead utilizing direct links to access different items. This change allows for faster toggling between your work, as each item only needs to be loaded once. Additionally, this shift frees up more vertical screen space for your work and enables the use of the browser’s forward and back buttons, making navigation more seamless.Visual and Interactive Features
The platform now includes highly visual and AI-driven features to enhance user experience. For instance, the “Board view” is modeled after Kanban boards, which transforms how teams visualize work, enhances flexibility, and makes it easier to track progress at a glance. The “Table view” offers a refreshed grid interface with real-time collaboration, quicker filtering, and custom sorting options.AI Tools Integration
Smartsheet’s AI tools are integrated to provide actionable insights and assist users in various tasks. These tools can help analyze data, generate formulas, summarize text, and even translate text. The AI assistant offers on-the-spot guidance, delivering answers to user questions and helping teams accomplish more efficiently. These AI features are secure, transparent, and explanatory, ensuring data protection and privacy.Ease of Use
Smartsheet is known for its user-friendly interface, making it easy for new users to get started. The platform offers a clear and intuitive layout, with features like suggested assets on the Home page based on recent activities or frequently visited items. The notifications panel keeps users informed about any updates or alerts from Smartsheet. Workspaces, which are part of the navigational structure, help organize work effectively.Overall User Experience
The overall user experience in Smartsheet is enhanced by its real-time visibility, increased transparency, and better accountability. It allows teams to collaborate more effectively, manage multiple projects, and make informed decisions with real-time data. The platform also supports cross-functional teams, even those located globally, and offers secure permission controls to manage access and actions.Conclusion
In summary, Smartsheet’s user interface is designed to be easy to use, highly interactive, and visually appealing, with a strong focus on enhancing team productivity and collaboration through its various features and AI-driven tools. Smartsheet - Key Features and Functionality
Smartsheet Overview
Smartsheet, a comprehensive work management platform, incorporates several key features and functionalities, particularly in the context of content tools and AI-driven capabilities. Here are the main features and how they work:
AI-Driven Integration with ChatGPT
Smartsheet can be integrated with ChatGPT through the Smartsheet Bridge automation capabilities. This integration allows users to:
- Automate Project Summaries: Generate project summary texts based on entries in the project plan, keeping stakeholders like management, customers, and business partners updated in real-time.
- Translate Tasks and Assets: Automatically translate tasks or assets into different languages to facilitate collaboration in multi-national teams. For example, tasks defined in English can be translated into other local languages.
- Automate Content Creation: Create marketing content, such as blog posts, LinkedIn updates, and other social media posts, by inputting a few key words. The AI adjusts the writing style to match the company’s standards.
- Generate Task Lists and Schedules: Analyze project requirements to generate task lists and schedules, aiding in project planning and management.
Dashboards and Reporting
Smartsheet allows users to create dynamic dashboards that display charts, images, and key metrics in real-time. These dashboards can be customized with various tools, such as:
- Widgets: Include image, video, metric, and other types of widgets, with unlimited widgets per dashboard.
- Custom Formatting: Customize dashboard colors, backgrounds, and charts to align with your brand.
- Reports: Consolidate key information from multiple sheets into a single report, updating and managing data efficiently.
Task and Project Management
Smartsheet offers several views to manage tasks and projects, including:
- Gantt View: Display tasks in a timeline view, showing cross-project dependencies, hierarchy, milestones, and critical paths.
- Card View: Visualize tasks as movable cards, organized into dynamic vertical lanes. This helps teams track work progress and move tasks through different stages.
- Calendar View: Display dates from sheets or reports in a calendar format, aiding in scheduling and planning.
Automation and Formulas
Smartsheet includes powerful automation and formula capabilities:
- Cell and Column Formulas: Use formulas to calculate numeric values or automate aspects of your sheet. Column formulas can be applied across entire columns.
- Cross-Sheet Formulas: Perform calculations on data stored in one sheet that reference data in another sheet.
- Dependencies: Automatically adjust dates based on changes to duration and predecessor tasks.
Collaboration and Communication
Smartsheet enhances team collaboration through:
- Real-Time Updates: Keep all stakeholders informed and aligned with real-time updates and notifications.
- File Attachments: Upload various file types and attach them to individual rows or the entire sheet, ensuring information is kept in context.
- Centralized Feedback: Request, gather, and manage input from stakeholders through an intuitive interface, maintaining version control and tracking changes.
Integration with Other Tools
Smartsheet integrates seamlessly with popular cloud tools such as Google G-Suite, Office 365, Slack, DocuSign, and more. This integration helps in boosting productivity by connecting Smartsheet to the systems you already use.
Mobile Access and Notifications
Smartsheet provides a mobile app for real-time access, allowing users to view dashboards, capture images and barcodes, and make quick updates to sheets and reports on the go. Customizable notification settings and mobile push notifications help users stay updated and focused on key tasks.
Security and Access Control
Smartsheet ensures data security with features like:
- Private Sheets and Reports: Protect data by controlling who can access your sheets and reports.
- Lock or Unlock Rows and Columns: Protect key data from changes or deletion by locking columns and rows.
These features collectively make Smartsheet a powerful tool for managing projects, automating tasks, and enhancing team collaboration, all while leveraging AI to streamline processes and improve efficiency.
Smartsheet - Performance and Accuracy
Performance
Smartsheet’s integration of generative AI significantly enhances its performance in several areas:Automation
AI-driven automation in Smartsheet streamlines project planning by generating project timelines, resource allocation, and task dependencies, reducing manual effort and errors. This automation leverages historical data to predict timelines and resource needs, improving overall efficiency.Formula Creation
The AI system simplifies formula creation by suggesting contextually relevant formulas based on data relationships and desired outcomes. It auto-completes formulas, reducing errors and continuously learns from user feedback to improve its suggestions.Data Analysis
Smartsheet’s AI tools analyze data to provide instant insights, generate charts and metrics, and answer ad hoc questions. This capability helps teams make informed decisions quickly.Accuracy
The accuracy of Smartsheet’s AI tools is enhanced through several mechanisms:Iterative Learning
The AI system continuously learns from user feedback, adapting and improving its formula suggestions and other functionalities over time. This ensures increasingly accurate and personalized suggestions.Predictive Capabilities
AI agents analyze project data in real-time, identifying patterns and potential roadblocks. They can update timelines based on various factors like weather forecasts, material delivery schedules, and workforce availability, making project management more accurate and proactive.Data Protection and Privacy
Smartsheet prioritizes data protection and privacy, ensuring that the AI tools are secure, transparent, and explanatory. This builds trust in the accuracy and reliability of the AI-driven features.Limitations and Areas for Improvement
Despite the advancements, there are some limitations and areas where Smartsheet can improve:User Interface and Usability
Users have reported that the user interface needs improvement, particularly in terms of scalability and user-friendliness. The dashboard and mobile interface could be more intuitive and easier to navigate.Integration and Compatibility
There is a need for better integration with other software platforms, such as financial software like QuickBooks, project management tools, and IT software. Enhancing API integration and adding more compatible templates would be beneficial.Project Management Features
Some users have highlighted the need for more advanced project management features, such as auto-scheduling, automatic linking of tasks based on dependencies, and better resource leveling capabilities, similar to those found in Microsoft Project.Security and Access Control
While security is generally good, especially in the enterprise version, there are some loopholes. Improving the ability to restrict certain features and prevent sensitive information from being shared or attached by unauthorized users is necessary. Overall, Smartsheet’s AI-driven tools demonstrate strong performance and accuracy, but there are clear areas where improvements can enhance the user experience and functionality. Smartsheet - Pricing and Plans
Plans and Pricing
Smartsheet offers several plans, each with distinct features and pricing.Free Plan
- This plan is a legacy capability and is quite limited.
- It includes:
- 1 licensed user
- Up to 2 editors or viewers
- 2 sheets
- Grid, Gantt, Card, and Calendar views
- Dashboards and reports (with limitations)
- 500 MB attachment storage
- 100 automations per month
- Integrations with Google Workspace, Microsoft Office 365, Slack, Box, Dropbox, and more.
Pro Plan
- Priced at $9 per user/month (billed annually)
- Features include:
- Unlimited sheets, reports, and dashboards
- Mobile app access
- 100 integrations (including Microsoft Office 365, Google Workspace, and Slack)
- 250 automated workflows per month
- Ten widgets for dashboard creation
- Four work views: Gantt charts, Calendar, board, and grid view
- Ability to build private sheets and manage their permissions
- This plan is suitable for solopreneurs, freelancers, or teams with less than ten users.
Business Plan
- Priced at $32 per user/month (billed annually) or $20 per user/month (billed monthly)
- Includes all features from the Pro plan, plus:
- Unlimited editors
- 1 TB attachment storage
- Workload tracking
- Unlimited automation
- Activity logs and team workload tracking
- This plan requires a minimum of 3 users and is more suited for larger teams.
Enterprise Plan
- Custom pricing
- Includes all features from the Business plan, plus:
- SAML-based Single Sign-On (SSO)
- AI formulas and text
- Directory integrations
- Enterprise Plan Manager
- WorkApps and Work Insights
- This plan is tailored for large enterprises with specific needs.
Additional Notes
- User Types: Smartsheet distinguishes between Members (paid users with full access), Viewers (users with view-only access), and Guests (users outside the company who can edit and comment, available only on Business and Enterprise plans). You are not charged for Viewers and Guests.
- Free Trial: Smartsheet offers a 30-day free trial for all plans, allowing you to test the features before committing to a paid plan.
Smartsheet - Integration and Compatibility
Smartsheet Overview
Smartsheet is a versatile project management and collaboration tool that integrates seamlessly with a wide range of other tools and platforms, enhancing its utility and compatibility across various environments.
Integrations with Other Tools
Smartsheet offers over 100 built-in integrations with popular enterprise tools, including:
- Jira Software: Allows for the synchronization of data between Smartsheet and Jira, enabling smooth project management across both platforms.
- Salesforce: Integrates customer data to auto-create project plans when deals are closed, streamlining business processes.
- Microsoft and Google Suites: Supports integrations with tools like Microsoft Teams, Power BI, Outlook, OneDrive, Google Drive, Google Calendar, and Gmail, facilitating comprehensive collaboration and data sharing.
- Slack and Microsoft Teams: Enables messaging and communication integrations to capture important collaboration and document decisions or action items directly within Smartsheet.
- Tableau and Power BI: Allows users to embed analytics and visualizations from these tools into Smartsheet dashboards and WorkApps, enhancing data visualization and reporting.
- Adobe Creative Cloud: Streamlines content creation and management by integrating with digital asset management tools.
- DocuSign and Okta: Supports integrations for electronic signatures and user management, respectively, ensuring seamless workflows and secure access control.
Types of Integrations
Smartsheet offers several types of integrations to cater to different needs:
- Built-in Integrations: These include Data Shuttle integrations, which import data from other tools into Smartsheet via CSV or Excel files, and Connectors, which sync data in one or both directions with tools like Jira and Salesforce.
- Automation Tools: Tools like Zapier and Make.io use if-this-then-that logic to automate data transfer between Smartsheet and other tools, suitable for simple integration needs.
- 2-way Sync Tools: Platforms like Unito provide deep, two-way integrations that update fields in both Smartsheet and the connected tools, ensuring real-time data synchronization.
Compatibility Across Platforms and Devices
Smartsheet is highly compatible across various platforms and devices:
- Web Browsers: It is a Software as a Service (SaaS) application compatible with browsers on PC, Mac, and Linux operating systems.
- Mobile Devices: Users can access and use Smartsheet on mobile devices, ensuring flexibility and accessibility.
- Analytics and Visualization Tools: The Smartsheet Live Data Connector supports industry-standard ODBC connectivity, allowing users to interact with and visualize data in tools like Tableau, Spotfire, and Excel.
Security and Access Control
Smartsheet integrations enforce existing security mechanisms, such as Smartsheet-wide access control (ACL), ensuring that data access and retrieval are secure and compliant with the platform’s security policies.
Conclusion
In summary, Smartsheet’s extensive integration capabilities and broad compatibility make it a powerful tool for managing projects, collaborating with teams, and integrating data from various sources, all while maintaining strong security and access controls.
Smartsheet - Customer Support and Resources
Customer Support Options
Smartsheet offers a comprehensive array of customer support options and additional resources, particularly in the context of their AI-driven tools and general product usage.Support Packages
Smartsheet provides several support packages, each with varying levels of service:Standard Support Package
Included in the Enterprise plan, this package offers self-paced learning through Smartsheet University, 24/7 global phone support, and 24/7 web-based ticketing support through the customer support portal.
Professional Support Package
This package includes one-on-one coaching sessions with Pro Desk, self-paced learning with Smartsheet University, 24/7 global phone support, and 24/7 web-based ticketing support.
Premium Support Package
Available in Advanced Work Management and as an add-on to Business & Enterprise plans, this package includes prioritization in the support queue, 24/7 live chat with agents, a first response time within 2 hours, one-on-one coaching sessions with Pro Desk, self-paced learning with Smartsheet University, 24/7 global phone support, and 24/7 web-based ticketing support. It also features in-app chat powered by AI to provide answers from relevant Help articles without leaving Smartsheet.
AI-Specific Support
For users with the Premium Support Package, Smartsheet offers an AI-driven tool called “Get Help”:Get Help with AI
This tool provides an integrated in-app solution that answers Smartsheet-related questions, helping users troubleshoot problems and build solutions quickly. Users can access this tool by clicking the “?” icon in the lower right corner of their Smartsheet window and selecting “Get help with AI”.
Additional Resources
Smartsheet University
Offers self-paced learning courses covering various topics for all levels of users. This resource is included in the Standard, Professional, and Premium Support Packages.
Customer Support Portal
A centralized location where customers can open support cases, provide additional information, and track their support cases. The portal also includes self-service knowledge articles to help users solve their own support-related questions.
24/7 Global Phone Support
Available in English and German, this service allows users to call for help at any time. Availability depends on the support package included in the user’s plan.
24/7 Live Chat and In-app Chat
For Premium Support Package users, live chat with support agents is available in real-time. The in-app chat powered by AI provides answers from Help articles without leaving Smartsheet.
Smartsheet Community
A platform where users can engage with fellow users, find solutions to common questions, and discuss product-related issues. The community is available in multiple languages.
Help and Learning Center
This resource includes Help articles, training, and other materials to assist users in using Smartsheet. It is available in several languages.
Continuous Monitoring and Status Updates
Smartsheet’s operations team continuously monitors the service 24/7. Users can stay updated on critical issues, service outages, and planned maintenance through the Smartsheet Status page.
By leveraging these support options and resources, Smartsheet users can effectively manage their work, troubleshoot issues, and maximize the benefits of the platform’s AI-driven tools.
Smartsheet - Pros and Cons
Advantages of Smartsheet
Smartsheet offers several significant advantages that make it a valuable tool for project management and team collaboration:Comprehensive Project Management
Smartsheet supports managing projects from start to finish, including task assignments, progress tracking, and deadline management. This ensures projects are completed successfully and on time.Team Collaboration
The platform facilitates real-time collaboration, file sharing, and effective communication, making it easy for remote teams to work together seamlessly. This improves teamwork and increases productivity.Task Management
Users can create, track, and manage tasks, set deadlines, and monitor progress. This comprehensive task management system helps in managing projects efficiently.Workflow Automation
Smartsheet’s automation features streamline work processes and save time on repetitive tasks. This includes workflows, formulas, and other automation tools that minimize errors and enhance efficiency.Customizable and User-Friendly
Despite a potential steep learning curve for advanced features, Smartsheet’s interface is generally user-friendly, especially for those familiar with spreadsheets. It offers customizable templates and forms, allowing users to personalize the tool to their needs.Data Visualization and Reporting
Smartsheet provides various reporting options, including dashboards, charts, and reports, which enable users to analyze data and make informed decisions. Users can view data from different perspectives using grid, Gantt, board, timeline, card, and calendar views.Mobile Accessibility
Smartsheet has a mobile app that allows users to access and update their projects on the go, although some users find the mobile app less robust than the web-based version.Disadvantages of Smartsheet
While Smartsheet is a powerful tool, it also has some notable disadvantages:Complex Interface and Learning Curve
For some users, especially those new to project management tools, Smartsheet’s interface and features can be challenging to understand, leading to a steep learning curve. Mastering advanced features like automation and complex reporting requires time and training.Limited Integration Options
Smartsheet integrates with only a limited number of third-party tools and services, which may limit its functionality for some users.Cost
Smartsheet requires a paid subscription, and its cost can be prohibitive for users with limited budgets or small teams.Inadequate Mobile App
The mobile app of Smartsheet is not as robust as its web-based counterpart, which can be a drawback for users who frequently use mobile devices for work.Limited Data Security and Performance
Some users have reported issues with data security options being limited, and performance issues such as slow loading or response times, especially when dealing with large amounts of data.Lack of Multiple Tabs
Unlike traditional spreadsheets, Smartsheet lacks the ability to have multiple tabs within a single sheet, which can make it difficult to manage different aspects of a project in a single document.Limited Reporting Capabilities
Some users find Smartsheet’s reporting capabilities to be limited, making it difficult to analyze data deeply, particularly in terms of resource allocation and project progress. By weighing these pros and cons, you can determine whether Smartsheet is the right fit for your project management needs. Smartsheet - Comparison with Competitors
When Comparing Smartsheet to Its Competitors
Several key points and alternatives stand out in the project and product management category.Similarities and Unique Features of Smartsheet
Smartsheet is known for its spreadsheet-view user interface, which makes it familiar to users accustomed to Excel. It offers advanced task management, excellent collaboration tools, comprehensive resource management, and extensive integration capabilities.Key Features
- Spreadsheet View: Smartsheet’s interface is reminiscent of Excel, making it easy for users to manage projects and collaborate.
- Advanced Task Management: It includes features for assigning tasks, tracking progress, and managing workflows.
- Collaboration: Smartsheet excels in collaboration, allowing teams to work together seamlessly on projects.
- Resource Management: It provides comprehensive tools for managing resources, which is particularly useful for large-scale projects.
- Integration: Smartsheet integrates with a wide range of tools, although some integrations, like those with Jira, Asana, and Salesforce, are only available on higher-tier plans and may incur additional costs.
Alternatives and Their Unique Features
Google Sheets
Google Sheets is a free alternative that offers basic spreadsheet functionality and collaboration features. It is ideal for teams that need simple spreadsheet capabilities without the advanced project management features of Smartsheet.Key Features
- Free: Google Sheets is free to use, with optional paid business plans for additional features like custom email addresses and extra storage.
- Collaboration: It allows real-time collaboration and is integrated with other Google apps.
- Limitations: It lacks advanced project management features and can struggle with large data sets.
Trello
Trello is a popular alternative that focuses on Kanban boards for project management. It is great for agile project management and teams that prefer a visual, board-based approach.Key Features
- Kanban Boards: Trello uses boards, lists, and cards to manage projects, making it highly customizable and intuitive.
- Collaboration: It supports collaboration with internal and external teams.
- Limitations: It lacks some of the advanced features like Gantt charts and resource management found in Smartsheet.
ClickUp
ClickUp is an all-in-one workspace solution that offers a wide range of features, including task management, Gantt charts, and collaboration tools.Key Features
- All-in-One Workspace: ClickUp provides a comprehensive suite of tools for managing projects, from task assignment to reporting.
- Customization: It allows for extensive customization to fit different workflows.
- Integration: ClickUp integrates with various other tools and services.
Visor
Visor is another alternative that offers a spreadsheet-inspired workspace with additional views like Gantt charts, Kanban boards, and dashboards. It is known for its ease of use and competitive pricing.Key Features
- Multiple Views: Visor provides Gantt chart, Kanban board, timeline, and dashboard views.
- Integration: It offers free two-way integrations with apps like Jira, Asana, and Salesforce, which can be costly in Smartsheet.
- Ease of Use: Visor has a shorter learning curve compared to Smartsheet and is more cost-effective.
Asana
Asana is a goal-oriented project management tool that is simpler than Smartsheet but still effective for task management and team collaboration.Key Features
- Goal-Oriented: Asana focuses on setting and achieving goals, making it a good choice for teams with clear objectives.
- Collaboration: It supports team collaboration and task assignment.
- Limitations: Asana has limited resource management and automation features compared to Smartsheet.
Airtable
Airtable combines the features of a spreadsheet with those of a database, offering an extended template library and customization options.Key Features
- Template Library: Airtable has a wide range of templates that can be customized to fit different project needs.
- Database Features: It allows for more complex data management than traditional spreadsheets.
- Collaboration: Airtable supports real-time collaboration.
Choosing the Right Alternative
When selecting an alternative to Smartsheet, consider the specific needs of your team and the complexity of your projects. Here are some key considerations:Key Considerations
- Project Complexity: For complex projects, tools like Hive, Wrike, or Visor might be more suitable due to their advanced features and integrations.
- Team Size and Needs: Smaller teams or those needing simpler project management might find Trello, Asana, or Google Sheets more appropriate.
- Budget: If cost is a factor, free or low-cost options like Google Sheets, Trello, or Visor’s free plan could be the best choice.
- Integration Needs: If you need extensive integrations without additional costs, Visor might be a better option than Smartsheet.
Smartsheet - Frequently Asked Questions
Frequently Asked Questions about Smartsheet
Q: What are the main features of Smartsheet?
Smartsheet offers a range of features to help with project management, including Gantt charts, timelines, task tracking, workload tracking, and real-time collaboration. It also includes automation tools, real-time reporting, and integrations with other apps like Microsoft Office 365 and Google G-Suite.
Q: How does Smartsheet’s AI assist users?
Smartsheet’s AI tools help teams by analyzing data, generating instant insights, and answering ad hoc questions. These tools can create AI-generated charts and metrics, provide on-the-spot guidance, and offer actionable answers to user questions. The AI is secure, transparent, and explanatory, ensuring data protection and privacy.
Q: What AI tools are available in Smartsheet?
The AI tools in Smartsheet include features such as data analysis, generating formulas, and creating text summaries. These tools are generally available for users on the Enterprise plans and help in accelerating team productivity by providing context-aware AI features.
Q: How do Smartsheet’s pricing plans differ?
Smartsheet offers several pricing plans: the Free Plan, Pro Plan, Business Plan, and Enterprise Plan. The Pro Plan starts at $9 per user per month and includes unlimited sheets, reports, and dashboards, along with 20 GB of attachment storage. The Business Plan costs $19 per user per month and adds features like workload tracking and unlimited automation. The Enterprise Plan has custom pricing and includes additional features such as SAML-based SSO and AI formulas.
Q: What is included in the Pro Plan of Smartsheet?
The Pro Plan includes unlimited sheets, reports, and dashboards, with 10 widgets per dashboard. It also offers private sheets and reports, unlimited forms, integrations with Microsoft Office and Google Workspace, and pre-built automation rules (250 per month). Additionally, it provides 20 GB of attachment storage and single sign-on capabilities.
Q: Can Smartsheet integrate with other tools and software?
Yes, Smartsheet integrates with various other tools and software, including Microsoft Office 365, Google G-Suite, DocuSign, and Slack. It also allows connecting live Smartsheet data to analytics tools like Tableau, Excel, Qlik, and Spotfire using an industry-standard ODBC connector.
Q: How does Smartsheet handle data security and compliance?
Smartsheet prioritizes data protection and privacy. The platform is built with strict security requirements and protocols to secure user data, provide control over user access, and ensure safe sharing of information. Smartsheet adheres to stringent privacy standards and ensures compliance with various regulations.
Q: Are there any limitations to the standard plans of Smartsheet?
Yes, the standard plans come with several limitations. For example, the Pro Plan limits collaborators to 10 per item and omits features like the activity log and proofing. The Business Plan has more features but still has limits on attachment storage capacity and automation capabilities.
Q: Can I try Smartsheet before committing to a plan?
Yes, Smartsheet offers a free 30-day trial. This trial allows you to test the application and see if it is a good fit for your needs before purchasing a subscription.
Q: How does Smartsheet facilitate collaboration and content management?
Smartsheet facilitates real-time collaboration and content collaboration through features like forms, reports, and dashboards. It allows teams to centralize information in easy-to-create and maintain portals and provides tools for managing content production to finalize assets faster.
Q: What kind of support does Smartsheet offer?
Smartsheet offers support via email for its users. Additionally, there are help content resources, including articles, quick start videos, and best practice webinars that provide tips and tricks for effective use of the platform.