Smartsheet Features
What are the features of Smartsheet?
Tasks
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependecies
- Drag & Drop
- Recurring Tasks
Projects
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Templates
Resource Management
- Scheduling
Project Monitoring
- Dashboards
Top Rated Smartsheet Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Smartsheet Categories on G2
Filter for Features
Tasks
Creation & Assignment | Based on 8296 Smartsheet reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates. | 88% (Based on 8,296 reviews) | |
Due Dates | Based on 8310 Smartsheet reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates). | 89% (Based on 8,310 reviews) | |
Task Prioritization | Based on 8051 Smartsheet reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work. | 86% (Based on 8,051 reviews) | |
To-Do Lists | Based on 7725 Smartsheet reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks. | 85% (Based on 7,725 reviews) | |
Dependecies | Based on 7539 Smartsheet reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them. | 82% (Based on 7,539 reviews) | |
Drag & Drop | Based on 7614 Smartsheet reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop. | 83% (Based on 7,614 reviews) | |
Recurring Tasks | Based on 7091 Smartsheet reviews and verified by the G2 Product R&D team. Define recurring tasks that can be scheduled automatically at pre-defined intervals. | 82% (Based on 7,091 reviews) |
Projects
Planning | Based on 7570 Smartsheet reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project. | 87% (Based on 7,570 reviews) | |
Project Map | Based on 6921 Smartsheet reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | 84% (Based on 6,921 reviews) | |
GANTT | Based on 7048 Smartsheet reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress. | 83% (Based on 7,048 reviews) | |
Calendar View | Based on 6971 Smartsheet reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | 81% (Based on 6,971 reviews) | |
Views | Based on 7149 Smartsheet reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers). | 83% (Based on 7,149 reviews) | |
Project Budgeting | Based on 5929 Smartsheet reviews and verified by the G2 Product R&D team. Associate a budget with a project and allocate it accordingly by task or resource. | 77% (Based on 5,929 reviews) | |
Issue Tracking | Based on 6625 Smartsheet reviews and verified by the G2 Product R&D team. Track issues at the project or task level, and manage resolutions. | 82% (Based on 6,625 reviews) | |
Templates | Based on 7186 Smartsheet reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects. | 82% (Based on 7,186 reviews) | |
Critical Path | Based on 6182 Smartsheet reviews and verified by the G2 Product R&D team. Automatically calculate the critical path for projects and update it when projects change. | 79% (Based on 6,182 reviews) | |
Time & Expense | Based on 5791 Smartsheet reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks. | 77% (Based on 5,791 reviews) | |
Methodologies | Based on 5628 Smartsheet reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies. | 77% (Based on 5,628 reviews) |
Resource Management
Resource Definiton | Based on 6126 Smartsheet reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria. | 77% (Based on 6,126 reviews) | |
Capacity | Based on 6206 Smartsheet reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks. | 78% (Based on 6,206 reviews) | |
Scheduling | Based on 6838 Smartsheet reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department. | 83% (Based on 6,838 reviews) | |
Definition | Identify human and material resources and assign them to projects and portfolios. 4226 reviewers of Smartsheet have provided feedback on this feature. | 78% (Based on 4,226 reviews) | |
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. This feature was mentioned in 4304 Smartsheet reviews. | 79% (Based on 4,304 reviews) | |
Optimization | Based on 4255 Smartsheet reviews. Improve resource utilization across various projects and portfolios. | 79% (Based on 4,255 reviews) |
Project Monitoring
Baselining / KPIs | Based on 5834 Smartsheet reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | 79% (Based on 5,834 reviews) | |
Resource Allocation | Based on 5953 Smartsheet reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly. | 79% (Based on 5,953 reviews) | |
Dashboards | Based on 6991 Smartsheet reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time. | 83% (Based on 6,991 reviews) |
Portfolio Management
Portfolio Types | Define multiple types of portfolios for projects, programs, and services. 4253 reviewers of Smartsheet have provided feedback on this feature. | 79% (Based on 4,253 reviews) | |
Planning | Plan activities and tasks across various portfolios or programs. 4979 reviewers of Smartsheet have provided feedback on this feature. | 86% (Based on 4,979 reviews) | |
Alignment | Align different kinds of portfolios with business and financial goals. 4459 reviewers of Smartsheet have provided feedback on this feature. | 81% (Based on 4,459 reviews) | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. 4063 reviewers of Smartsheet have provided feedback on this feature. | 78% (Based on 4,063 reviews) |
Project Management
Dependencies | Manage dependencies between projects from one or multiple portfolios. This feature was mentioned in 4882 Smartsheet reviews. | 82% (Based on 4,882 reviews) | |
Priorities | Assign priorities for projects that are part of portfolios. This feature was mentioned in 4961 Smartsheet reviews. | 83% (Based on 4,961 reviews) | |
Lean Management | Based on 4092 Smartsheet reviews. Include lean project management features and best practices. | 78% (Based on 4,092 reviews) | |
Task Management | Based on 6487 Smartsheet reviews. Include features to create, assign, and manage tasks. | 88% (Based on 6,487 reviews) | |
Planning | Deliver project plans that can be customized by users. 6361 reviewers of Smartsheet have provided feedback on this feature. | 88% (Based on 6,361 reviews) | |
Visibility | Based on 6228 Smartsheet reviews. Provide visibility into collaborative processes accross the company | 87% (Based on 6,228 reviews) | |
Integration | Provide integration with task management and project management software. This feature was mentioned in 5227 Smartsheet reviews. | 80% (Based on 5,227 reviews) |
Data & Analytics
Data Consolidation | Consolidate project and portfolio data from separate sources. 4458 reviewers of Smartsheet have provided feedback on this feature. | 81% (Based on 4,458 reviews) | |
Visualizations | Provide custom project and portfolio monitoring visualizations. This feature was mentioned in 4631 Smartsheet reviews. | 80% (Based on 4,631 reviews) | |
Performance | Monitor the performance of different types of portfolios. 4554 reviewers of Smartsheet have provided feedback on this feature. | 82% (Based on 4,554 reviews) | |
Risk Analysis | Based on 3923 Smartsheet reviews. Perform risk analysis at the portfolio or project level. | 75% (Based on 3,923 reviews) |
Setup
Activities | Provide standard activities and tasks that can be customized by users 4309 reviewers of Smartsheet have provided feedback on this feature. | 84% (Based on 4,309 reviews) | |
Dependencies | As reported in 4170 Smartsheet reviews. Define and manage dependencies between tasks and workflows | 82% (Based on 4,170 reviews) | |
Notifications | Based on 4537 Smartsheet reviews. Include alters that can be used with workflows | 85% (Based on 4,537 reviews) |
Management
Audit Trail | As reported in 3795 Smartsheet reviews. Maintain a history of all workflow changes | 82% (Based on 3,795 reviews) | |
Integration | Based on 3541 Smartsheet reviews. Integrate with ERP or project management software | 76% (Based on 3,541 reviews) |
Platform Basics
Drag & Drop Scheduling | Based on 924 Smartsheet reviews. Ability to drag and drop projects and tasks within a marketing calendar. | 85% (Based on 924 reviews) | |
Project and Task Lists Organization | Based on 1111 Smartsheet reviews. Ability to organize recurring projects and tasks into standardized workflows. | 88% (Based on 1,111 reviews) | |
Project Templates | Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc. This feature was mentioned in 1052 Smartsheet reviews. | 85% (Based on 1,052 reviews) | |
Budgeting and Cost Estimation | Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets. This feature was mentioned in 892 Smartsheet reviews. | 82% (Based on 892 reviews) | |
Team Member Roles | Ability to assign team members specific roles on specific projects. This feature was mentioned in 1050 Smartsheet reviews. | 87% (Based on 1,050 reviews) | |
Automated Alerts and Notficiations | Based on 1080 Smartsheet reviews. Ability to send automated alerts and notifications when projects have been updated and/or compelted. | 88% (Based on 1,080 reviews) |
Content Planning
Content Organization | As reported in 1068 Smartsheet reviews. Ability to organize content and manage approvals during the content creation process. | 87% (Based on 1,068 reviews) | |
Task Assignment | As reported in 1120 Smartsheet reviews. Ability to assign content tasks to writers, designers, and editors. | 90% (Based on 1,120 reviews) | |
Content Scheduling | Based on 1002 Smartsheet reviews. Ability to schedule content distribution across multiple channels (i.e. social media, email, digital ads, etc.) | 87% (Based on 1,002 reviews) |
Other Features
Integrations | As reported in 876 Smartsheet reviews. Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc. | 81% (Based on 876 reviews) | |
Reporting | Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders. 901 reviewers of Smartsheet have provided feedback on this feature. | 84% (Based on 901 reviews) |
Task Creation
Creation & Assignment | Based on 6215 Smartsheet reviews. Create and assign tasks for individual users with details and due dates. | 87% (Based on 6,215 reviews) | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). 6300 reviewers of Smartsheet have provided feedback on this feature. | 88% (Based on 6,300 reviews) | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. This feature was mentioned in 5848 Smartsheet reviews. | 84% (Based on 5,848 reviews) | |
Mass Updates | As reported in 5050 Smartsheet reviews. Allows users to update multiple tasks at the same time, accross multiple projects. | 79% (Based on 5,050 reviews) |
Task Management
Task Prioritization | Based on 5997 Smartsheet reviews. Set priority levels on tasks so individuals can organize their work. | 86% (Based on 5,997 reviews) | |
To-Do Lists | See feature definition | As reported in 5906 Smartsheet reviews. Each user can view their list of tasks to be completed without having access to other tasks. | 86% (Based on 5,906 reviews) |
Dependecies | Define dependencies between tasks and the rules to manage them. This feature was mentioned in 5573 Smartsheet reviews. | 82% (Based on 5,573 reviews) | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. 5402 reviewers of Smartsheet have provided feedback on this feature. | 83% (Based on 5,402 reviews) |
Automation
Workflows | Provide standard workflows that can be used accross the company. 3452 reviewers of Smartsheet have provided feedback on this feature. | 86% (Based on 3,452 reviews) | |
Customization | As reported in 3412 Smartsheet reviews. Allow administrators to configure workflows and processes. | 83% (Based on 3,412 reviews) | |
Data repository | Deliver a single data repository for all project information. 3147 reviewers of Smartsheet have provided feedback on this feature. | 82% (Based on 3,147 reviews) |
Administration
Permissions | Define and manage roles and access rights for the entire system. This feature was mentioned in 3314 Smartsheet reviews. | 83% (Based on 3,314 reviews) | |
Procedures | Based on 3097 Smartsheet reviews. Maintain procedures for data access and governance. | 82% (Based on 3,097 reviews) | |
Remote Work | Allow users to use the system online and on mobile devices. This feature was mentioned in 3312 Smartsheet reviews. | 89% (Based on 3,312 reviews) |
Project management
Task Prioritization | As reported in 3380 Smartsheet reviews. Set priority levels on tasks so individuals can organize their work. | 87% (Based on 3,380 reviews) | |
Dependecies | As reported in 3111 Smartsheet reviews. Define dependencies between tasks and the rules to manage them. | 83% (Based on 3,111 reviews) | |
Planning | As reported in 3402 Smartsheet reviews. Plan and create work breakdown structure (WBS) based on the scope of the project. | 87% (Based on 3,402 reviews) | |
Views | As reported in 3247 Smartsheet reviews. Create customized project views for internal and external purposes (eg: for customers). | 83% (Based on 3,247 reviews) | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. This feature was mentioned in 3178 Smartsheet reviews. | 85% (Based on 3,178 reviews) | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 2858 Smartsheet reviews. | 80% (Based on 2,858 reviews) | |
Dashboards | Based on 3297 Smartsheet reviews. Deliver dashboards that display project data and KPIs in real time. | 83% (Based on 3,297 reviews) |
Workload
Resource Allocation | As reported in 2930 Smartsheet reviews. Monitor resource allocation to identify shortages and adjust accordingly. | 81% (Based on 2,930 reviews) | |
Workspace | Define customizable workspace for teams, departments, and external users. 3179 reviewers of Smartsheet have provided feedback on this feature. | 84% (Based on 3,179 reviews) | |
Configuration | As reported in 2987 Smartsheet reviews. Provide drag and drop options to configure workspaces. | 81% (Based on 2,987 reviews) | |
Insights | Based on 2802 Smartsheet reviews. Monitor work accross the company and analyze performance. | 80% (Based on 2,802 reviews) |
Communication & Collaboration
Communication Channels | Based on 2954 Smartsheet reviews. Support multiple channels for internal and external communications. | 81% (Based on 2,954 reviews) | |
Document Management | See feature definition | Based on 3150 Smartsheet reviews. Allow users to share and collaborate on documents and files. | 83% (Based on 3,150 reviews) |
Collaboration | As reported in 3351 Smartsheet reviews. Help users meet, share workspaces, and collaborate on tasks. | 88% (Based on 3,351 reviews) |
Cost Management
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. This feature was mentioned in 2687 Smartsheet reviews. | 78% (Based on 2,687 reviews) | |
Time & Expense | Track time and expenses associated with projects or tasks. 2677 reviewers of Smartsheet have provided feedback on this feature. | 79% (Based on 2,677 reviews) | |
Profitability | Based on 2492 Smartsheet reviews. Monitor project proftability by team or department. | 76% (Based on 2,492 reviews) |
Integration
Front Office | As reported in 2538 Smartsheet reviews. Integrate with CRM, marketing, or customer service software. | 76% (Based on 2,538 reviews) | |
Back Office | As reported in 2593 Smartsheet reviews. Provide integration with accounting software and ERP systems. | 76% (Based on 2,593 reviews) | |
External data | Connect to external data sources such as databases or BI software. 2627 reviewers of Smartsheet have provided feedback on this feature. | 76% (Based on 2,627 reviews) |
Communication
Chat | Provide live chat tools for instant messaging This feature was mentioned in 4727 Smartsheet reviews. | 73% (Based on 4,727 reviews) | |
Discussions | Based on 5107 Smartsheet reviews. Ability to involve multiple users in public or private discussions | 77% (Based on 5,107 reviews) | |
External | As reported in 4874 Smartsheet reviews. Allow external users to use chat and discussions | 76% (Based on 4,874 reviews) | |
Feedback | As reported in 4897 Smartsheet reviews. Provide functionality to create and manage polls and surveys | 78% (Based on 4,897 reviews) |
Content & Documents
File Sharing | See feature definition | As reported in 6238 Smartsheet reviews. Documents can be shared between users and teams | 85% (Based on 6,238 reviews) |
Notes | User can share notes with colleagues or external users 6188 reviewers of Smartsheet have provided feedback on this feature. | 84% (Based on 6,188 reviews) | |
Search | Help users find documents and other types of content This feature was mentioned in 5936 Smartsheet reviews. | 80% (Based on 5,936 reviews) | |
Versioning | Keep track of document versions and related changes 5157 reviewers of Smartsheet have provided feedback on this feature. | 79% (Based on 5,157 reviews) |
Controls
Custom Views | Based on 5539 Smartsheet reviews. Create personalized project views for collaboration | 81% (Based on 5,539 reviews) | |
Followers | Based on 4557 Smartsheet reviews. Allow users to follow tasks which are not assigned to them | 76% (Based on 4,557 reviews) | |
User Management | As reported in 5874 Smartsheet reviews. Define and manage users access to documents and collaboration features | 83% (Based on 5,874 reviews) | |
Public Sharing | Make project views available for the public. 5158 reviewers of Smartsheet have provided feedback on this feature. | 81% (Based on 5,158 reviews) |
Remote Collaboration
Alignment | Based on 5624 Smartsheet reviews. Align remote employees with their colleagues and external users | 85% (Based on 5,624 reviews) | |
Accountability | Define and track responsabilities for remote users This feature was mentioned in 5806 Smartsheet reviews. | 85% (Based on 5,806 reviews) | |
Connectivity | Based on 5706 Smartsheet reviews. Allow users to connect to tools that they use remotely | 85% (Based on 5,706 reviews) |
Marketing Campaign Performance
Performance and ROI Tracking | Ability to track marketing campaign performance and return on investment (ROI). This feature was mentioned in 775 Smartsheet reviews. | 81% (Based on 775 reviews) | |
Activity Tracking | As reported in 928 Smartsheet reviews. Ability to compare marketing plans to historical activity. | 86% (Based on 928 reviews) |
Strategy - Project and Portfolio Management
Simulation | Based on 1534 Smartsheet reviews. Simulate the outcomes of various business case scenarios and mix of projects | 68% (Based on 1,534 reviews) | |
Tracking | Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios 1565 reviewers of Smartsheet have provided feedback on this feature. | 77% (Based on 1,565 reviews) | |
Planning | Create plans to implement activities to achieve strategic objectives 1543 reviewers of Smartsheet have provided feedback on this feature. | 80% (Based on 1,543 reviews) | |
Objectives | Define strategic objectives related to project and portfolio management This feature was mentioned in 1545 Smartsheet reviews. | 76% (Based on 1,545 reviews) | |
Visiblity | Based on 1541 Smartsheet reviews. Provide a 360 view of all projects and portfolios and their corresponding strategies | 78% (Based on 1,541 reviews) | |
Alignment | Align project and portfolios with the strategic objectives of the company This feature was mentioned in 1540 Smartsheet reviews. | 76% (Based on 1,540 reviews) | |
Risk Management | Based on 1522 Smartsheet reviews. Mitigate risks related to projects and portfolios that may impact strategic objectives | 73% (Based on 1,522 reviews) | |
Implementation | Based on 1537 Smartsheet reviews. Deploy strategic planning to project and portfolio management activities | 77% (Based on 1,537 reviews) | |
Optimization | Help with continuous improvement and to adapt to strategy updates and market changes 1530 reviewers of Smartsheet have provided feedback on this feature. | 75% (Based on 1,530 reviews) | |
Prioritization | Assign priorities to projects and portfolios based on strategic objectives 1531 reviewers of Smartsheet have provided feedback on this feature. | 79% (Based on 1,531 reviews) |
