Project ManagementTrack projects, task lists and other types of work in Smartsheet.
Easy Access from SalesforceLink Smartsheet projects to key Salesforce customer records.
Internal & External CollaborationShare project sheets and attached files with anyone inside or outside your Salesforce account.
- Import from Microsoft Project or Excel
- Tasks and sub tasks (multiple-levels)
- Gantt Chart, Grid and Calendar view options
- Task dependencies
- Customizable project fields
- Branded colors & logo
- Single sign-on from Salesforce
- Create new project sheets from Salesforce
- Link to existing project sheets
- Access key project sheets from any Salesforce object, including accounts, contacts, opportunities and custom objects
- Secure sharing with robust permission model
- File sharing & discussion tracking
- Automatic alerts & reminders
- Send status reports via email (ad hoc or scheduled)
- View history of changes
See the Smartsheet listing in the Salesforce AppExchange.
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