Smartsheet
SmartsheetExternal reviews
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One place for everything
What do you like best about the product?
My favorite thing about Smartsheet is having everything in one place to track a project's progress. It's easy to visualize the tasks that have been completed, those that are in progress, and those not yet started, so that my team and I can stay on track with project goals and deadlines.
What do you dislike about the product?
The only downside to Smartsheet is adding one more thing to check everyday, but this is an issue that may be resolved with integration of Smartsheet into our other systems.
What problems is the product solving and how is that benefiting you?
Smartsheet keeps all our our project goals and steps in one place, so we don't have to keep track of it on our own. We conduct research, and each project can have anywhere from 25-100 tasks to complete. Having them all in one place allows us to stay on track.
Smartsheet for ISO Compliance
What do you like best about the product?
Smartsheet is a powerful tool for task, document, and process management.
What do you dislike about the product?
Backups are not in a format that can be easily used, and saving them from Smartsheet is a manual process.
What problems is the product solving and how is that benefiting you?
Smartsheet alows me to manage Information Security Management Systems for several clients at the same time. The attachenment options is ideal for document management dashboards.
Review of Smartsheet
What do you like best about the product?
As an internal user, I’ve found Smartsheet to be a capable and flexible platform for managing projects, workflows, and cross-functional coordination. Its spreadsheet-style layout makes it easy to adopt, especially for teams that are already comfortable working in Excel. I appreciate the ability to layer in automation rules, conditional formatting, and dashboards, which allow us to scale beyond static task lists and actually build repeatable, visible processes.
We use Smartsheet for everything from project tracking to resource planning and operations workflows. With some configuration, it has replaced ad hoc spreadsheets and helped us centralize information in a way that’s accessible and transparent. I also value the real-time collaboration features—comments, attachments, and notifications—which make it easier to manage distributed teams. For internal use, it’s a strong tool that bridges the gap between spreadsheets and full project management systems.
We use Smartsheet for everything from project tracking to resource planning and operations workflows. With some configuration, it has replaced ad hoc spreadsheets and helped us centralize information in a way that’s accessible and transparent. I also value the real-time collaboration features—comments, attachments, and notifications—which make it easier to manage distributed teams. For internal use, it’s a strong tool that bridges the gap between spreadsheets and full project management systems.
What do you dislike about the product?
In contrast, my experience using Smartsheet as a third-party contributor—specifically when responding to external audit requests—has been significantly more frustrating.
When auditors invite us into their Smartsheet workspace to submit data, our access is extremely limited. We can typically only see a few assigned rows or forms, which might seem secure on the surface, but actually impedes clarity and efficiency. We often don’t know where in the process our information sits, whether it has been reviewed, or if follow-ups are pending. There is no way to track status or view historical submissions unless we manage those records externally.
Even more problematic is the lack of global search. If I need to reference a document we uploaded two weeks ago in response to a similar question—or confirm whether we already addressed a particular control—there’s no built-in way to do that. We're essentially flying blind unless we keep a parallel log outside of Smartsheet.
Another critical limitation is the absence of seamless integration with systems like QuickBooks or any direct accounting platform. From our side, we cannot pipe in invoice data, payment records, or financial statements programmatically. All of this has to be manually exported, reformatted, and uploaded into the Smartsheet instance, one audit request at a time. There’s no version control, no automated logging, and no audit trail we can independently verify.
While Smartsheet may be powerful for internal users, it does not offer a smooth or reliable workflow for external collaborators in a compliance-driven context. If the goal is to create an efficient, transparent, and repeatable audit response mechanism, Smartsheet—at least as currently implemented for external contributors—introduces more friction than it removes.
When auditors invite us into their Smartsheet workspace to submit data, our access is extremely limited. We can typically only see a few assigned rows or forms, which might seem secure on the surface, but actually impedes clarity and efficiency. We often don’t know where in the process our information sits, whether it has been reviewed, or if follow-ups are pending. There is no way to track status or view historical submissions unless we manage those records externally.
Even more problematic is the lack of global search. If I need to reference a document we uploaded two weeks ago in response to a similar question—or confirm whether we already addressed a particular control—there’s no built-in way to do that. We're essentially flying blind unless we keep a parallel log outside of Smartsheet.
Another critical limitation is the absence of seamless integration with systems like QuickBooks or any direct accounting platform. From our side, we cannot pipe in invoice data, payment records, or financial statements programmatically. All of this has to be manually exported, reformatted, and uploaded into the Smartsheet instance, one audit request at a time. There’s no version control, no automated logging, and no audit trail we can independently verify.
While Smartsheet may be powerful for internal users, it does not offer a smooth or reliable workflow for external collaborators in a compliance-driven context. If the goal is to create an efficient, transparent, and repeatable audit response mechanism, Smartsheet—at least as currently implemented for external contributors—introduces more friction than it removes.
What problems is the product solving and how is that benefiting you?
Smartsheet helps us organize and manage complex projects, track tasks, and share updates across teams in a structured way. Internally, it improves visibility and accountability by centralizing information and streamlining workflows.
However, as a third-party contributor—especially during audits—it’s more limited. While it provides a standardized way to submit information, the lack of search and integration with financial systems means we still have to do a lot of manual work outside the platform.
However, as a third-party contributor—especially during audits—it’s more limited. While it provides a standardized way to submit information, the lack of search and integration with financial systems means we still have to do a lot of manual work outside the platform.
Great tool, sometimes a little confusing to navigate but very robust.
What do you like best about the product?
There are so many capabilities - from complex conditioning on fields, break outs of calendars, goals, project management tools.
It's also so helpful to be able to share with colleagues and have them participate
It's also so helpful to be able to share with colleagues and have them participate
What do you dislike about the product?
It's different from excel just enough that I sometimes get confused or have a hard time navigating/adding new things in the way I envisioned. This is probably user error that I need to maybe watch some tutorials, it's not as intuitive as I thought
What problems is the product solving and how is that benefiting you?
Dynamically navigating complex projects and tasks with my team.
We can have a chat going on every single line item separately, easily adding screenshots, I can make custom status tags and have emails with comments immediately send out to my team as I update the shared spreadsheet with them
We can have a chat going on every single line item separately, easily adding screenshots, I can make custom status tags and have emails with comments immediately send out to my team as I update the shared spreadsheet with them
Reliable Platform With Room for UX and Process Improvements
What do you like best about the product?
The platform has been a consistent and dependable tool for project management within our department. Unlike others we’ve used in the past—which suffered from frequent outages and stability issues—this one has been remarkably stable, allowing our teams to stay productive without unexpected disruptions. The learning curve is also reasonable; new users can get up to speed relatively quickly without extensive training.
What do you dislike about the product?
The layout and user experience could be significantly improved. Compared to more modern tools like Jira or Azure DevOps, the interface feels overly simplistic and lacks polish. While it offers some automation features, they’re not as intuitive or robust as other platforms. Additionally, maintaining consistency across teams is challenging. For instance, where platforms like Jira offer standardized epics and stories that teams can easily reference and tag, this tool allows for too much variation in naming and structure, which often leads to confusion and misalignment.
What problems is the product solving and how is that benefiting you?
Smartsheet has provided a consistent and reliable platform for managing our projects, which has been a significant benefit in my current role. It allows our team to stay aligned on tasks, timelines, and priorities without the disruptions I've encountered with other tools in past roles.
The platform is also relatively easy to learn, which helps streamline onboarding and ensures new users can contribute quickly. While there’s room for improvement in layout and standardization, Smartsheet still gives us a centralized space to track progress, share updates, and keep work organized across multiple stakeholders.
The platform is also relatively easy to learn, which helps streamline onboarding and ensures new users can contribute quickly. While there’s room for improvement in layout and standardization, Smartsheet still gives us a centralized space to track progress, share updates, and keep work organized across multiple stakeholders.
this is excel on steroids
What do you like best about the product?
possibility to create dashboards with just a few clicks, (almost) full excel functionalities but easier.
What do you dislike about the product?
small companies cannot afford it because of cutting costs reasons.
What problems is the product solving and how is that benefiting you?
visibility, ease to use, i can organize better the files
Amazing enterprise product with scalable features
What do you like best about the product?
Ease of using. There is almost no tutorial required. Interface is clean and simple, effective features and integration options.
What do you dislike about the product?
I feel there can be a lot more thoughtful integration with microsoft. Ticketing is difficult to keep track of. I am currenty using Jira as well, so incorporating some features like ticketing and action tracking can be better.
What problems is the product solving and how is that benefiting you?
Keeping track of timelines, and project progress. Create subtasks, and enabling different views of project.
Success with SmartSheet
What do you like best about the product?
Overall, I have enjoyed the use of Smartsheet compared to other Project Management tools. Managing a project timeline and tracking resource time is straight forward.
What do you dislike about the product?
However, the complexity of setting up projects and automated notifications is difficult to understand and accomplish. Additionally, when setting project timeline templates changes and updates to the template cannot be published retroactively. At the beginning of using SmartSheet, its a learning process which often results in changes being made to timeline templates which are already in use. Updating those active projects is time consuming.
What problems is the product solving and how is that benefiting you?
ease of project timeline management & time tracking
Steep Learning Curve, But a Powerful Tool Once Set Up
What do you like best about the product?
Its versatility. The tool makes information easy to find and accessible, with a wide range of options and settings that allow it to adapt easily to specific needs
What do you dislike about the product?
The initial setup is complex and time-consuming
What problems is the product solving and how is that benefiting you?
Smartsheet helps us store and organize data, track historical records, manage tasks, and monitor deadlines effectively. It centralizes all project information, making collaboration easier and ensuring nothing falls through the cracks
Smartsheet is used to create Master Plan for Implementation SAP PPDS
What do you like best about the product?
Very useful navigation and creation of plans with Gant charts
What do you dislike about the product?
Indent function is not user freindly sometiems it takes to much rows or it needs some additional effort to select
What problems is the product solving and how is that benefiting you?
It is good for showing Time scale of diffrent project tasks
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