Learn how Smartsheet features can help you move from idea to impact — fast.
View a list of all features.
Essential tools for effective project management
Empower your teams to execute together with speed and accountability, driving to successful outcomes faster.
- Manage every aspect of complex projects, and visualize tasks in Gantt, card, and calendar views
- Keep everyone on the same page by attaching files from Google Drive, OneDrive, Dropbox, and more
- Streamline work by setting up automatic update requests
- Control access with intuitive and secure permission controls
- Ideal for waterfall and agile projects, product launches, sprint planning, events, and more
Rich, comprehensive view speeds execution of complex projects
Create a unified, customized view of projects that keeps your teams on task and on time — and easily tracks multiple moving parts.
- Familiar, flexible view is easy to customize with multiple column types, including symbol, date, contacts, and more
- Keep project materials together by attaching documents directly to a sheet Easily set up automation rules within any sheet to prompt updates and keep tasks on track
- Use powerful row hierarchy, conditional formatting, and formulas to visually and automatically organize information
- Ideal for managing projects, tracking client feedback, event planning, managing audit and compliance, due diligence lists, and more
Interactive, comprehensive view keeps projects on track
Keep everyone in sync with an interactive, comprehensive view of all your activities and critical timelines
- Customize the instantly familiar calendar interface and overlay on your iCal or Google Calendar for a comprehensive view
- Securely publish or embed calendars to surface key dates in the places people look for them
- Instantly view and edit project dates and reminders in calendar
- Export and attach project calendars for quick and easy updates
- Ideal for event planning, team schedules, tracking key milestones, creating communications and promotions plans, and more
Real-time visibility into business-critical KPIs
Give project owners and stakeholders a robust, real-time view into the status of top KPIs, critical trends, and summary reports.
- Make better decisions faster with real-time visibility into the data that matters most
- Rapidly adapt to changing conditions and identify trends with easy-to-use widgets that display live data, charts, and key metrics
- Customize to show what matters most — without help from IT
- Ideal for CIO dashboards, tracking portfolio health, KPI and revenue dashboards, monitoring financial performance, and more
Flexible, powerful card view keeps teams and tasks on track
Give teams a more visual way to communicate and collaborate in Smartsheet with a powerful way to see, share, and act on projects together.
- Focus your team’s attention with cards that include custom fields, images, and color coding
- Organize your work visually by categorizing cards into lanes
- See the flow of work from multiple perspectives by filtering cards
- Update your entire team on the changing status of work by dragging and dropping cards
- Ideal for IT ticketing, sales pipeline tracking, task and issue tracking, agile backlog, and project planning
Centralized portals for more informed, productive teams
Bring your teams together and keep them on the same page with an easy-to-create and maintain centralized information portal.
- Centralize and update all of your team’s information, reducing wasted time and version-control issues
- Customize for the exact view you need — without help from IT — with easy-to-use drag-and-drop UI, widgets, images, and text
- Cloud-based, real-time access lets teams work and update on the go, on almost any device
- Ideal for team and department resources, company-wide alignment, customer-facing portals, and more
The fast, easy way to collect and act on information
Empower business users to speed execution and foster innovation by making it easy to collect and act on data.
- Easily build and customize forms with a business user-friendly interface
- Collect error-free, consistent data from internal or external stakeholders and save it into Smartsheet, making it easy to see status and take action
- Share forms with a unique link that makes it easy for anyone to submit the form, and attach files and pictures
- Access from anywhere using a desktop, tablet or phone
- Ideal for field ticket collection, event registration, collecting customer feedback, and more
Simple, user-configured automation accelerates execution
Put simple and powerful work process automation rules to work in a matter of minutes.
- Automate repetitive actions by creating automated approval and update requests that are triggered based on preset rules
- Empower business users to build their own automated actions — without help from IT
- Submit and respond to update requests and approval requests inside the Smartsheet desktop and mobile app or from email
- Collect error-free, consistent, and organized data from anyone via desktop, laptop, tablet, or mobile phone
- Ideal for sales discount and procurement approvals, time tracking approvals, content update requests, hiring approvals, and more
Seamless, secure integrations with your favorite cloud tools
Get work done in context — without switching from one app to the next — with out-of-the-box integrations that work with your favorite cloud tools.
- Increase productivity with a platform designed for collaboration and coordination of business processes
- Maximize your enterprise ROI with easy-to-use out-of-the-box integrations
- Seamlessly integrates with all of the top cloud productivity suites and applications, like Google G-Suite, Microsoft Office 365, Box, DocuSign, and many others
- Some integrations require eligible Smartsheet Business or Enterprise plans
Built-in data synchronization across critical business platforms
Maximize the ROI of your enterprise systems by connecting and syncing work across your key platforms, so you can focus on the work that matters most to your organization — in the best tool for the job.
- Enable powerful collaboration capabilities with smartconnectors by automatically synchronizing data across critical business platforms
- Drive transparency and alignment by giving stakeholders real-time visibility into the most up-to-date information — without switching between apps
- Connectors are a premium add-on available to customers with Business and Enterprise plans
Work execution at scale, with reduced operational risk
Roll out business strategy with consistency and reduced operational risk by setting up new projects automatically.
- Incorporate organizational best practices for work execution, reporting, and risk management as standard components in every new project
- React quickly to changing conditions with Global Updates
- Easily connect to third party BI tools like Power BI to perform powerful portfolio analysis
- Eliminate manual reporting with KPIs that surface automatically in dashboards
- Smartsheet Control Center is a premium add-on available to customers with Business and Enterprise plans
Explore our capabilities
Get critical data in real time with easy-to-configure, widget-based views.
Visualize, share, and act on work in motion with drag-and-drop cards.
Interactive, easily customizable view lets you publish or overlay on Google and iCal.
Easily visualize your projects with customizable Gantt capabilities.
Store docs and attach files from Google Drive, Dropbox, OneDrive and more.
Keep teams on the same page with a centralized source of information.
Any user can set automatic alerts about key dates and milestones.
Add photos, view attachments, and take action with Smartsheet for iOS and Android.
Data captured through forms is saved into Smartsheet in a structured format.
Alerts & Automated Actions
Easily set up and track automated requests for updates or approvals.
Any user can set up automated requests that are triggered by preset rules.
Send rows from a sheet or report to anyone via email.
Share entire sheets and set permissions for access.
See and take action on important tasks and updates in a single source of truth.
See who made which changes and when, on sheets, reports, and dashboards.
View all changes to items filtered by action type, person, and date range.
Gain visibility into who’s busy and who’s not, in real time, by user and project.
See all the tasks that directly impact your project completion date.
Connect projects, and automatically reference cell values between sheets.
Create editable summary reports across sheets; export to PDF or Excel.
Share sheets by publishing to web as read-only or editable files.
Export, Email & Print
Export and send as attachment or print calendars and reports.
Easily manage users and transfer access.
Connect your apps to your Smartsheet data with the Smartsheet RESTful API.
Perform calculations and lookups within and across multiple sheets.
Add logos and set color themes for customized look.