Smartsheet

The options and opportunities for solutions in Smartsheet are almost endless. You can do SO MUCH in this platform, and there are often many different ways to solve a problem, so you can tailor your solution to fit your needs. As someone that likes to learn new things and enhance processes, this software is like a never-ending gold mine. The Smartsheet Community is amazing. It's run by an official Smartsheet team that genuinely cares and tries to make sure the Community has a great experience and are getting what they need. You can learn so much from the Community and help each other to learn and share solutions. Cannot recommend the Smartsheet Community enough. Feature enhancements are a HUGE plus! Any Smartsheet user can recommend a feature enhancement or new feature. The entire Smartsheet Community can see these recommendations, vote on them, and comment for more details and additional use cases. Smartsheet actually reviews these and provides updates on if they get added to their roadmap. Smartsheet will often release enhancements based on things recommended by actual users. I believe in 2025 they made live 57 feature enhancements that were recommended by users. So cool, and easily one of the reasons I love Smartsheet so much.

I do love that the permissions are fairly simple, and the Workflows are an absolute lifesaver. Many underlying features such as conditional formatting, parent/child relationship, and automated send of reports/sheets are highly used by our team.

Smartsheet has truly become my go to project management tool. I particularly like the ability to attach documents to the irrelevant Rose and also make notes comments, chat and tag as needed for content directly related to just that Row. However, my favorite feature is definitely the ability to generate a professional looking and simple to use form for public use from a grid sheet that Ive already created. This makes it so simple when people fill out the form and then it comes to me on the back end, and I am able to then organize manipulate and extrapolate the data as needed. Additionally, I find the ability to send recurrent reminders and pings to people using an automated workflow and efficient way to keep people alert and on task and turning and deliverables on time without constantly having to focus on remembering to remind them to turn in things myself.

One of Smartsheet's biggest disadvantages is visual insights. While there is the ability to create dashboards and add reports, metrics, charts, etc., the customization is extremely limited, and there's no way to dynamically filter the information on a dashboard. As of today, most people I know are connecting Smartsheet to other platforms like Power BI or Tableau to visualize their data for insights and executive presentations. Something I see a lot of people struggle with in Smartsheet is simply the learning curve. A lot of people get overwhelmed by what can be done or how to do things, so most areas have a key person or team that creates and manages processes created, while everyone else just edits data. The goal is often to create something that allows people to self-serve as much as possible, but most people I encounter give up if they can't figure out how to do it in 2 seconds. The Smartsheet user interface is definitely geared more towards folks that are in the platform constantly, not for your average user that just needs to find their information and move on with their day. Although this is a more recent issue, it's a big one. The overall focus from executives has moved to making as much money as possible. You can feel it in the customer service, in the new user subscription model, in the solutions and services being recommended. Between that and the push for AI everything, whether it's the right solution or not, I've been reaching out to our Smartsheet Account Team less and less and turning more to the Smartsheet Community. You used to be able to FEEL that everyone genuinely cared about the customers and solutions, but that feeling has definitely changed. It makes me concerned for the future of Smartsheet.

Features that seem a low priority among the Smartsheet community forum are being given a higher priority over much requested basic improvements such as sheets being able to save the sort view as is done in reports.

I wish there was a feature similar to apples tips. In other words when there is a new feature, its the first time I have utilized a feature, or theres a feature that people commonly struggle with utilizing, there would be a suggestion or a help box pop-up showing me how to use those things and then after I practice with one step, it would automatically move to a next step. I am the kind of person who learns by doing therefore watching videos or listening to someone else, explain how to utilize the features does not click with me in the same way as doing it myself. Ultimately the inability to create and learn in real time has kept me from utilizing and maximizing Smartsheet to its fullest potential.