I used Smartsheet for project management. We had contracting teams that used it, so we were given access to it. It's within the financial services industry, and our company has a little bit less than two thousand employees.
Smartsheet
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Useful but I miss the ease of offline excel
What do you like best about the product?
Integrations with other tools such as Jira is handy.
Saved filters means switching between views is quick and simple.
Sometimes it makes complex workflows easier than trying to do the same in excel.
Saved filters means switching between views is quick and simple.
Sometimes it makes complex workflows easier than trying to do the same in excel.
What do you dislike about the product?
Workflow is not as fast as excel.
Offline working is not possible - there is a local client but it's basically a browser.
Dashboards are OK, but can be tedious to maintain - adding a new month to a dataset means manual updates of all graphs to include the new cells.
Multiple tabs in browser is not as clean as multiple sheets in one excel.
Offline working is not possible - there is a local client but it's basically a browser.
Dashboards are OK, but can be tedious to maintain - adding a new month to a dataset means manual updates of all graphs to include the new cells.
Multiple tabs in browser is not as clean as multiple sheets in one excel.
What problems is the product solving and how is that benefiting you?
Integration with Jira to have an automated status update on items is the main problem being solved for my usecases.
Tricky to get set up, but very powerful once you get the hang of it
What do you like best about the product?
I like the workflows and automatic notifications that go out and keep me from having to chase down and babysit all my project team members. I like being able to easily pull reporting and dashboards and customize them to show exactly what I want to see. Having my sheets all linked together with Resource Management helps me look after my team more actively and ensure no one is overloaded. I also love the integration with Jira and how easy it is to use.
What do you dislike about the product?
Getting the entire ecosystem built out was a struggle and creating some of the logic was legitimately difficult. I was able to build something that I think is pretty cool but it took quite a lot of time and trial and error to make it work.
What problems is the product solving and how is that benefiting you?
understanding the bigger picture of the entire portfolio from the highest to the most detailed level and being able to quickly generate accurate reports and KPIs for snr leadership.
Powerful software - Not sure if I'm getting the most out of it.
What do you like best about the product?
What I like best about Smartsheet is how effectively it streamlines our automated approval processes. Once it’s set up properly, it can be relied on to function consistently and accurately, which builds trust across the team. Our in-house staff who are well-trained in using Smartsheet have always expressed high levels of satisfaction with the product. Even those team members who only interact with the approval process and don’t use any other features find the parts that face them intuitive and easy to use. It’s a platform we depend on daily, and it plays a central role in our workflows.
What do you dislike about the product?
What I find most challenging about Smartsheet is the steep learning curve when you're not deeply familiar with its full capabilities. After exploring its features, I’ve come to realise there’s a lot I’m not currently using, which can feel overwhelming. I inherited a Smartsheet-based process from someone else, and understanding how it was set up required a lot of trial and error and “poking around” in the back end to make sense of it.
In our organisation, no one person owns Smartsheet as their dedicated responsibility, so we don’t have an in-house expert to rely on. Instead, we tend to figure things out as we go. While my team has found the Smartsheet training modules useful for learning specific tasks, I think the overall experience would be improved with more accessible, in-product guidance—especially for those trying to manage or adjust existing systems without a lot of background knowledge.
In our organisation, no one person owns Smartsheet as their dedicated responsibility, so we don’t have an in-house expert to rely on. Instead, we tend to figure things out as we go. While my team has found the Smartsheet training modules useful for learning specific tasks, I think the overall experience would be improved with more accessible, in-product guidance—especially for those trying to manage or adjust existing systems without a lot of background knowledge.
What problems is the product solving and how is that benefiting you?
Smartsheet is helping us manage a complex, multi-layered approvals process across our organisation of 240 staff. With so many people and layers of responsibility involved, coordinating approvals used to be time-consuming and prone to delays. Smartsheet’s automated approval workflows have streamlined this significantly. It ensures that requests are directed to the right people in the right order, and that nothing gets lost or overlooked. This has improved both the efficiency and reliability of our internal processes, saving time and reducing administrative overhead.
Its a very good tool with room for improvement for the cost
What do you like best about the product?
That its a SAAS and everybody can have access and also the automation part
What do you dislike about the product?
That some times the delay to enter the tool its quite long, and also an update on the license cost made very difficult to stay working with the tool
What problems is the product solving and how is that benefiting you?
ALigning the tasks that the whole logistics team need to attend
Works well, until it doesn't.
What do you like best about the product?
Ease of implementation, good templates. Workspace sharing is easy.
What do you dislike about the product?
The need for licensing additional features for average functionality, licensing rates for Workapps users, features combatting each other (Safe Share list vs unrestricted alerts in automations).
What problems is the product solving and how is that benefiting you?
Approval workflow between multiple departments
A Collaborative Experience
What do you like best about the product?
Smartsheet is a great for collaborative projects and allows teams to update the same document easily. I think the ability to change between the different views (grid, gantt, etc.) are helpful. The dashboard feature is also very helpful and gives a great overview of your data.
What do you dislike about the product?
I don't think Smartsheet is very user friendly and lacks a lot of commonly used functions. For instance, I can't duplicate questions when editing a form. Smartsheet doesn't have the ability to create multiple tabs within a single sheet.
What problems is the product solving and how is that benefiting you?
Currently, Smartsheet has been helping me with creating a dashboard for an executive and helps me organize agenda items. It's easy to use as I can share that with my team and they can see the updates in real time.
It is a fairly easy to adopt platform but can be confusing if it is not your main focus
What do you like best about the product?
Very similar to excel in terms of look and feel.
What do you dislike about the product?
1. Formulae, something as easy as vlookup feels tricky to get right across sheets.
2. Limit with the number of attachments on forms.
2. Limit with the number of attachments on forms.
What problems is the product solving and how is that benefiting you?
1. Collaboration amongst teams.
2. Utilising it as surveying tool.
3. Workflows that assist with external user submissions.
2. Utilising it as surveying tool.
3. Workflows that assist with external user submissions.
Sometimes Great! Sometimes not!
What do you like best about the product?
integrations with other software and bi reporting tools
What do you dislike about the product?
dashboards and other misc limiting functionality
What problems is the product solving and how is that benefiting you?
It is a great data collection tool, but lacks some functionality.
It's a great project management tool for balancing multiple projects.
What do you like best about the product?
I like all of the capabilities it offers for each sheet and the option to combine and link various sheets together, it makes it easy to track how projects relate to one another.
What do you dislike about the product?
It takes some getting used to in terms of having so many options it can be overwhelming at first. It's not always intuitive I think to people who don't have much experience with similar programs.
What problems is the product solving and how is that benefiting you?
It's great for tracking shifting schedules and data. I love how it immediately alerts all participants to updates.
Online availability supports project management with room for more intuitive access
What is our primary use case?
What is most valuable?
The positive aspect of Smartsheet was its online availability. However, it was cumbersome since not being on the enterprise mode meant constant login and access requests. I used it, mostly due to my novice understanding of Smartsheet, for project management. We were looking for a tool that allowed for repeatable projects and process-oriented governance.
What needs improvement?
I have a novice understanding of Smartsheet, so I sought a solution more suited to repeatable projects and process-oriented governance. More intuitive access without constant logins would be beneficial.
For how long have I used the solution?
I used Smartsheet for about a two or three-month period as an end user. We were consumers of it, while another firm championed its project management use.
What was my experience with deployment of the solution?
I found the setup to be straightforward.
What do I think about the scalability of the solution?
I think Smartsheet would scale fine.
How are customer service and support?
I do not have much experience with Smartsheet's customer service.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
We've used monday.com and Smartsheet sparingly but are focusing on one PPM tool right now.
How was the initial setup?
The initial setup was straightforward. On a scale of one to ten, I would rate it as a six or seven.
What about the implementation team?
Deploying Smartsheet would probably involve about sixty to eighty people, ranging from C-suite down to the project management role.
Which other solutions did I evaluate?
What other advice do I have?
Smartsheet from my understanding is more of a project management tool, while Lucidchart is for process flow documentation. They’re different tools. Overall, on a scale of one to ten, I would rate Smartsheet as a seven. While my knowledge is limited, I would recommend others considering a PPM tool to consider Smartsheet.
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