Smartsheet
SmartsheetExternal reviews
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Great for Project Mangement
What do you like best about the product?
I like the collaborative aspect for project management. I use it for onboarding new CRM users. My coworker and I work together on on-boarding and use Smarthseet to manage the process of creating new users, permissions and setting up training. I recently also started using it for our new CRM implementation project plan. I used a template and began filling in our tasks and due dates. It's really easy when you do it this way. I'm glad the templates are there because it would be time-consuming to do from scratch. I have the plan open to everyone in our department for transparency and also so everyone takes ownership of their tasks and updating them. I set up a notification every time someone modifies it so I can be notified of changes.
What do you dislike about the product?
I think Smartsheet could improve on the organizing options for sheets. For me, when I login and look at my sheets, I would like a dashboard so to speak to be able to view them. Otherwise I have a long list of sheets...it's hard to find what I'm looking for. I think the overall user experience in that regard could improve.
What problems is the product solving and how is that benefiting you?
We have streamlined the Onboarding training process and also used dashboards to create a hub for a CRM upgrade. We have been able to leave excel behind and create a very complex project plan that everyone can collaborate on.
Recommendations to others considering the product:
My advice would be to sit through some demos to see what smartsheet can do for you.
Very enjoyable
What do you like best about the product?
Smartsheet is a very professional tool, very intuitive and easy to get to grips with
What do you dislike about the product?
font size too small depending on the scale of the dashboard - need to zoom in at times to see clearly
What problems is the product solving and how is that benefiting you?
I have created a dynamic project delivery sheet for a large strategic project, and this helps me stick to key delivery milestones whilst collaborating effectively with stakeholders
Enjoy Smartsheet
What do you like best about the product?
I like being able to store files and create forms within SmartSheet. I like the way you can customize columns and limit the values in columns.
What do you dislike about the product?
Can't have multiple pages in one document
What problems is the product solving and how is that benefiting you?
Organized tasks, lists, surveys, fill out forms. Everything is easy to use and find.
Good for Project planning
What do you like best about the product?
Colaboration and tools available like the different views to understand the content better
What do you dislike about the product?
Not being able to save automatically, you can share with others but you have to wait until changes are saved and reload to do your piece
What problems is the product solving and how is that benefiting you?
Project planning. It helps us keep our tasks and responsibilities organized as well as assigning different projects, responsibilities and track progress
Recommendations to others considering the product:
Nice tool that allows sharing with others and multiple views, keep in mind that real- time collaboration and automatic saving are not part of the deal as of now
Easy and flexible
What do you like best about the product?
Easy of use, and lightweight. Like excel spreadsheets but on cloud with good automation features.
What do you dislike about the product?
Need to improve the automation and more options for the columns types
What problems is the product solving and how is that benefiting you?
Following up the multi tasks with the team and very good in following the quotations records.
Recommendations to others considering the product:
Only if they can improve the automation to be more flexible.
Excellent Project Management Software
What do you like best about the product?
The ability to link sheets, create automation and produce forms that will directly input info into the sheets.
What do you dislike about the product?
No transpose function and can't set a column to time format.
What problems is the product solving and how is that benefiting you?
We started using Smartsheet to create Gantt charts for project schedules; this has now evolved into us using it as a full PM tool. This includes managing submittals, proofing documents, storing attachments against relevant line items, and resourcing as required to meet program.
Automation for Admin Process
What do you like best about the product?
The versatility of Smartsheet is the best
What do you dislike about the product?
Logic Formulas should allow more variables
What problems is the product solving and how is that benefiting you?
I have been able to automated HR processes as time off and vacation requests. Also We have implemented some automation in the hiring process for temporary staff members as we usually hire over 400 temporary staff members per quarter. An automated contract request process brought a lot of efficiency to the HR team making the hiring process easier for all of the areas of our organization. Other area tha has benefit a lot from our smartsheet implmentation is the Ops and Logistics. We have been able to automated several processes in Ops and Logistics department as "field visit resource request" and "emergency funds request". All of these automation have increased our Internal Control and now we are able to be more transparent by showing the organization information to different stakeholders through the use of the Dashboards. With the created Dashboards our audince can have access at a glance and on one site to all of our on the field operations and status of the HR processes. When as an organization we need to quickly collect information from a lot of people our go to is Smarsheet forms to capture that information. After the databases are feed by the forms we can analyze the data, this has made our decision making process more expedite.
Is a great way to schedule with a few downsides
What do you like best about the product?
I like the ease of seeing the critical path of all the projects. It is a great communication tool to estimate the time required for the project.
What do you dislike about the product?
It is hard to start a project calendar with the available templates. It is not intuitive to create the sheets.
What problems is the product solving and how is that benefiting you?
We use it primarily to communicate to upper management the status and lead time of all the projects that lead to the completion. It helps to see and visualize the requirements and why a specific date is expected.
The next step towards total data organization
What do you like best about the product?
In my role as an insurance agent, I rely on Smartsheet daily to make updates as new appetites and insurance programs are introduced. Smartsheet has become our primary tool because its ribbons, column headers, and the recently updated vertical sheet navigation on the left side make editing tasks flow seamlessly.
Even if I go some time without accessing certain sheets—like 'Program Appetite Guide', 'New Business Prospects', 'Carrier Contact List', or the various client claim file sheets, each with their own unique content and layout—I find it easy to get back up to speed. Within just a few minutes, I can reacquaint myself with any differences. Smartsheet receives frequent updates, and each one brings new features while preserving the aspects that set it apart from a standard Excel spreadsheet.
Even if I go some time without accessing certain sheets—like 'Program Appetite Guide', 'New Business Prospects', 'Carrier Contact List', or the various client claim file sheets, each with their own unique content and layout—I find it easy to get back up to speed. Within just a few minutes, I can reacquaint myself with any differences. Smartsheet receives frequent updates, and each one brings new features while preserving the aspects that set it apart from a standard Excel spreadsheet.
What do you dislike about the product?
The permissions required to edit or add new columns sometimes restrict my ability to make changes that I would normally handle during a typical workday. This often means I have to rely on teammates who might not be in the office or actively using Smartsheet at that moment. Additionally, it seems that columns do not retain their resized widths from previous sessions, and any adjustments I make are not saved—unless there is a setting I am missing. This results in extra time spent preparing the sheet before I can actually review the data.
Finally, while this is a minor complaint, I find it a bit discouraging to create a new spreadsheet from scratch. My ideas often don't fit any of the available template suggestions, such as forms, reports, grids, dashboards, or timelines. As a result, I usually end up reusing the same sheet, which can cause the data to become cluttered and overused.
Finally, while this is a minor complaint, I find it a bit discouraging to create a new spreadsheet from scratch. My ideas often don't fit any of the available template suggestions, such as forms, reports, grids, dashboards, or timelines. As a result, I usually end up reusing the same sheet, which can cause the data to become cluttered and overused.
What problems is the product solving and how is that benefiting you?
The primary issues this addresses involve organizing information and data from clients, claims, loss details, insurance companies providing coverages, coverage types, and the influx of new appetite materials such as underwriting guidelines, all within a well-integrated environment. This integration streamlines the daily operations of a commercial insurance agency, making tasks easier without interfering with other essential programs like Outlook, the agency management portal, Excel, Teams, Acrobat, or any other tools that might otherwise clutter the workspace. It also enhances my ability to quickly access important details that might have been difficult to locate or would have taken an hour or more to find using separate systems.
Recommendations to others considering the product:
There are plenty of exciting built-in features that contain pre-designed code/programming to get you up and running quicker. You can feel rest assured that knowing the Excel programming language is not required to enjoy using Spreadsheets.
The recent upgrades are amazing!
What do you like best about the product?
We have been using smartsheet for a few years now, and although we do use it to track everything, with the recent upgrades, we have started to use smartsheet for everything. We have new dashboards and master spreadsheets.
What do you dislike about the product?
I love excel, so I wish it had more excel like features.
What problems is the product solving and how is that benefiting you?
We are tracking a lot of HR related items, including new hires and terms. The new features are allowing us to stay much more organized. We love the feature where every user can create their own filters.
Recommendations to others considering the product:
It has a multitude of uses.
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