Smartsheet review. A collaboration and project management software for WFH remote employees

Smartsheet Review
60% of Data is Unstructured

Smartsheet dubs itself as a SaaS software for organizational achievement. As businesses today struggle to work faster and collaborate with remote teams because over 60% of data is unstructured and dynamic. This means processes coupled together with email and other 3rd party applications which real-time visibility next to impossible.

Smartsheet solves this problem by aligning people with processes so that your business achieve results faster and drive innovation at a speed of what large corporates can achieve.

Smartsheet Dashboard

Dashboards in smartsheet are made up of customizable widgets that allow you to pull key metrics or build charts and graphs to add text or images, include shortcut links and interactive content like embedded reports or videos or even a smartsheet form.

 

SmartSheet Dashboard
SmartSheet Dashboard

Smartsheet Project Management

Smartsheet for project management provides an effective set of tools and empowers your team to work together with the accountability and speed needed to reach top outcomes faster.

SmartSheet Project Management Templates
Smartsheet Project Management Templates

With the project tracking and rollup template available with Smartsheet,  you can manage all your tasks in an effective and collaborative way. Templates let you manage individual sheets,  while Template sets are downloadable solutions that have multiple sheets, reports and dashboards. 

When you download a template set, you also get access to an overview guide that gives you step by step instructions on how to use it. The template set gets downloaded into your folder under your account. 

In the folder, you will see that the template set has the Project plan sheet, Project milestones report, a risks report, and a Project rollup dashboard 

Smartsheet Time Tracking

A very effective feature that Smartsheet has is time tracking. This feature is customizable to meet your organization’s culture and reporting needs.

Smartsheet Project Management Plan
Smartsheet Project Management Plan and Time Tracking

For example:

  • Minimum and Maximum allowable hours to track per day,
  • Work hours per day and Work hours per week,
  • Hours and minutes for precise time tracking,
  • Itemized hours and minutes for adding additional details and reporting options.

Users get notified with color-coded warning signs if they log in less or more hours than the stipulated company mandates work hours.

Smartsheet Integrations

Smartsheet allows integration with multiple external and 3rd party apps to create and automate workflows. This is done using Zapier as a middle man that creates Zaps.

A Zap consists of a trigger and an action. When a Trigger happens in one open, Zapier with automatically performs an action in another app.

Using Zapier you can integrate Smartsheet with popular apps such as Salesforce, Basecamp, Gmail, etc.   

Smartsheet can Trigger actions in other web services when: a specified row is updated or a new row is created in a specified sheet. Other web services can trigger the following actions to occur in Smartsheet: create a new sheet, create a new sheet from a template, share a sheet or workspace, add a row to a sheet, and send a sheet via email.

Smartsheet Competitors

Over 10 SaaS vendors claim to be active in the project management and team collaboration software space. Do read our detailed reviews of Airtable and Clickup that our team has come up with. 

Smartsheet vs Airtable

Smartsheet allows you to automate project provisioning, manage global updates and reporting across your portfolio, and archive your completed work within minutes. While In Airtable, you have to manually start with a template, copy an existing template, import a file, or start from scratch.

While Airtable is best suited for creative and media teams, Smartsheet is meant for teams that rely on accurate and precise monitoring of project management activities. 

Smartsheet vs Asana

Although Asana can help you track your basic project tasks and timelines, it can be complicated for the average user to set up, and it lacks customizability. 

Smartsheet makes it easy to track, manage, and report on projects in real-time, from anywhere and on any device. The Grid View in Smartsheet makes it easy to manage your work in a spreadsheet-like format.

Smartsheet Cost

Smartsheet does not provide a free tier program though users can evaluate it for free for 30 days. 

The Standard plan comes with free users, allows you to connect Smartsheet to apps, access their library of free templates, capture data with forms, and automate the workflow of repetitive tasks. The plan is made available for $14 / month when billed annually.

The most popular plan amongst small teams is the business plan that costs around $25/user/month when billed annually. In addition to the features provided in the standard plan, you can:

  • visualize live data with dashboards and charts,
  • track progress with an activity log, 
  • extend data analytics with collects, 
  • manage groups and users, 
  • consolidate information into reports and 
  • apply custom branding. 

Where do download Smartsheet?

Smartsheet is an online cloud based SaaS software that does not require any download. As soon as you register for a trial plan or a paid plan you will be given direct access to the dashboard. All members of your team including you will be able to access Smartsheet using your favorite internet browser (Eg: Google Chrome, Mozilla Firefox)

Is Smartsheet secure?

Smartsheet, a cloud-based SaaS software vendor for online project management and team collaboration breaks down its security initiatives into 4 major areas:

Data Center Security & Redundancy

Smartsheets works with Equinix and AWS to manage its multi-site data redundancy. These facilities are ICPA SOC1 and ISO27001 compliant. Their monitoring includes biometric scanning protocols, continuous surveillance, and 24 X 7 production environment management.
 
Data Security

Smartsheets contract with third-party security professionals to conduct annual security assessments. Their multi-layer data access permissions enable partner security and include policy and procedure review. 

Encryption

All Smartsheet data is durably stored with NIST approved ciphers, proven transport layer security (TLS) technology from the most trusted providers, AES 256 at-rest encryption, Amazon’s S3 service to store and serve uploaded files.

Operational Management

Smartsheet has implemented policies and procedures designed to ensure that customer data is secure and backed up to multiple physical locations. Their team is continually evaluating new security threats and implementing updated countermeasures. Access to all Smartsheet systems and data is limited to authorized members of the Smartsheet Technical Operations team.

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