Product Overview of Smartsheet
Smartsheet is a cloud-based dynamic work platform designed to empower teams and organizations to capture, plan, and manage all aspects of their work in a unified, intuitive, and scalable environment.
What Smartsheet Does
Smartsheet is a comprehensive work management platform that transforms the way teams collaborate, automate workflows, and manage projects. It scales from managing single projects to end-to-end work management, making it suitable for both small teams and large enterprise deployments. The platform connects business processes, people, and technology, ensuring alignment with corporate goals and facilitating agile responses to changing work demands.
Key Features and Functionality
Views and Visualization
- Grid View: A robust spreadsheet-like view with capabilities such as text alignment, conditional formatting, and cell colors.
- Gantt View: Displays tasks in a timeline view, showing cross-project dependencies, hierarchy, milestones, and critical paths.
- Card View: Organizes tasks as movable cards in dynamic vertical lanes, ideal for Kanban boards.
- Calendar View: Displays dates contained in a sheet or report in a calendar format.
Collaboration and Communication
- Real-Time Collaboration: Allows team members to comment on tasks, attach files, and collaborate on content directly within the sheet.
- Streamlined Approval Process: Enables easy review and approval of content with automated workflows for updates and reminders.
- Cross-Organizational Collaboration: Facilitates collaboration with people both inside and outside the organization.
Automation and Workflow Management
- Automated Workflows: Set up event-based triggers to perform specified actions, such as marking tasks as completed or sending notifications, to reduce human error and save time.
- Custom Forms: Create forms to collect consistent and error-free data that flows directly into your sheets.
- Automated Reminders and Updates: Keep work moving with automated reminders and updates.
Reporting and Dashboards
- Reports: Compile information from multiple sheets into easy-to-build reports.
- Dashboards: Roll up reports, charts, and real-time data into interactive dashboards to share across the organization.
- Customized No-Code Apps: Create customized apps to fit specific team needs without requiring coding skills.
Data Management and Security
- Column Types and Formulas: Use specific column types to ensure consistent data entry and leverage cell, column, and cross-sheet formulas for calculations.
- Conditional Formatting and Filters: Apply rules for conditional formatting and use filters to quickly find information.
- Cell History and Activity Log: Track changes made to cells and view all activities and changes made to sheets, dashboards, or reports.
- Enterprise-Grade Security: Govern with confidence through administrative visibility and robust security controls.
Integration and Scalability
- Integration with Other Platforms: Seamlessly integrate with systems of record and productivity apps commonly used by teams.
- Scalability: Scales from small teams to enterprise-wide deployments, adapting to the nature and scale of any project or initiative.
Additional Benefits
- Resource Management: Effectively manage resources, content, and processes.
- Secure Digital Asset Management: Securely manage digital assets with permission controls.
- Work Insights: Analyze historical data for better decision-making.
- Custom Branding: Brand your Smartsheet plan and forms with custom colors and logos.
- API Access: Programmatically access and manage your organization’s Smartsheet plan and data through API calls.
Smartsheet’s flexible, user-driven, and collaborative platform makes it an invaluable tool for managing projects, automating workflows, and enhancing overall team productivity.