Review Summary
See a synthesized overview of the key takeaways from verified reviews of Smartsheet.
See a synthesized overview of the key takeaways from verified reviews of Smartsheet.
Smartsheet is a modern work management platform that brings together people, processes, and technology to empower anyone to drive meaningful change. Organizations of all sizes use Smartsheet to manage projects, automate processes, and gain visibility into programs and portfolios at scale — all on one real-time, centralized platform, accessible from anywhere, on any device. Over 90% of Fortune 100 companies trust Smartsheet to align their resources to improve efficiency, agility, and collaboration in today’s ever-changing world of work.
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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.
We heavily use the grid sheets. Its very much like Excel, including formulas, but you can attach documents to lines, create a separate submission form that will log submissions into the grid automatically, and create automations that request approvals or email reports or alerts automatically when criteria is met or on a recurring basis. Great for IT Ticket systems, and for form submissions that include approval requests. You can even merge specific data from multiple sheets into one summary landing page for your team to see deadlines, open projects, submissions, to-do lists. The basic training videos are great, nice and short but to the point.
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.
Downsides: 1. Expensive even for the basic packages and a small amount of super users. 2. Its difficult internally to keep track of different user levels, and their restrictions, if you pass ownership of a sheet to a lower user, the sheet will not behave as it was created to, logics break, etc. 3. Short training videos only get you so far. I'd love to utilize the the webinars but smartsheet has alot of add-ons and the webinars include them, so you would have to pay for additional items to be able to complete what you learn in the webinars, they say they're not sales pitches but you can't implement unless you buy more... Wish there was more training opportunities for our staff.