Smartsheet
SmartsheetExternal reviews
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Great Product
What do you like best about the product?
Very versatile tools and views; easy to get started, good templates! This is honestly one of the easiest tools I have used to manage projects.
What do you dislike about the product?
Would be very helpful to build more robust timelines that are exportable to slides to present to clients. We have had to purchase other software for this. Some examples would be: roadmaps, customer facing timelines vs. gantt chart exports
What problems is the product solving and how is that benefiting you?
We are running all of our client facing projects with Smartsheets.
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.
Project Management - Using the term asset is an understatement
What do you like best about the product?
I especially appreciate the automation messages and reminders
What do you dislike about the product?
I would love to see the limit of rows removed to upload our data. Many times I need to split my data into different grids and reports due to these limitations. Also I utilize the Work apps and the comments function or @mention are not permitted. As a result these conversations pursue outside my source document and are unable to obtain any history. It would be a great asset to have a functionality with pivots/charts in the dashboard such as filter options to change views.
What problems is the product solving and how is that benefiting you?
I am collaborating with ease of automation to induce a proactive response versus reactive—dashboard integration of reports and charts for quick metric updates. Allows my vendors ability to collaborate with ease.
Recommendations to others considering the product:
Always start with a test sheet and perfect it. It makes a smoother process after the initial launch then to return to make adjustments.
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.
We adore smartsheet!
What do you like best about the product?
It's intuitive. It makes things easy to organize and track. It makes communicating to others tremendously easy and the tracking reports are amazing.
What do you dislike about the product?
That you can't format the text or add hyperlinks in alerts, updates, etc.
What problems is the product solving and how is that benefiting you?
We have automated our onboarding system using smartsheets. It has allowed us to share the information with more people and reduced traffic in emails.
Smartsheet has been great
What do you like best about the product?
I do like that it is similar to excel, so learning how to use and navigate it is straightforward. I most use the forms for data input and then the dashboards to display the data. I like that it has a mobile app so I can input/access what I need with my iPad or my phone.
What do you dislike about the product?
I do not like that it is slightly different than excel - names of commands/formulas can be different and I have found there are things I can do in excel that I cannot in smartsheet. Hopefully smartsheet is working through their feature requests. I also do not like that there is a cell limit to each sheet. We have exceeded that with our data and have to start new sheets and then reference multiple sheets on our dashboards to consolidate the data for display.
What problems is the product solving and how is that benefiting you?
I am collecting and organizing data from my team that we have not documented or displayed before. Smartsheet allows my whole team to use a consistent record template and then feed me everyone's data to display in meaningful ways.
Recommendations to others considering the product:
I would recommend everyone try it out. I believe it's likely they can find a use for the platform, especially if there's a need to share data across a team/group/department.
A great collaborative tool that is very intuitive if you are familiar with Microsoft Excel
What do you like best about the product?
I like how easy is to create formulas and import excel spreadsheets. I also like their dashboards. It is very easy to collaborate. I also like how it connects to document management systems like box. In addition, I think the generate documents feature is very helpful to create permanent records from a database, easy and quick.
What do you dislike about the product?
Some of their capabilities need to be improved: More cells (rows, columns) per sheet. The possibility of assigning dropdown options to several dropdown column in a several sheets is a major limitation in efficiency.
What problems is the product solving and how is that benefiting you?
I'm improving reporting in all of our sites, including reporting from external stakeholders. Also we have information that is collected properly and is complete. Also, we have much better decision-making since we have data converted easily to indicators in a timely manner.
An alternative to Excel
What do you like best about the product?
Ability to control permission for each collaborator. The feature ensures privacy as well as limit the risk of unauthorized changes made to the sheets
What do you dislike about the product?
Smartsheet inconveniently requires log-in to MS Teams every time on a secured connection
What problems is the product solving and how is that benefiting you?
Smarsheet helps with planning and communicating with others about those plans in real time.
Project management experience using Smartsheet has been excellent.
What do you like best about the product?
Workflow and tracking features keep the project manager on top of Tasks and actions, my project management experience with Smartsheet has been excellent. It’s an intuitive yet powerful tool that supports nearly all advanced project management practices, making planning, tracking, and collaboration simple and effective
What do you dislike about the product?
After baselining Date, tracking is not on actuals which is a manual intervention and not suitable for project managers. Due to which actual variance is very difficult to identify. Apart from tracking, few fundamentals are also if provided will be an added advantage like dynamic LoV on any field which can be used on input forms.
What problems is the product solving and how is that benefiting you?
Workflow and reminders are reasonable, it solves the diary maintenance and keeps PM on top of day to day activities
Smartsheet Makes Collaboration and Reminders Easy
What do you like best about the product?
I love how easy the conditional formatting and reminders are that can easily be generated to manage the project effectively. It is very similar to Excel, which is an easy transition for Excel users.
What do you dislike about the product?
Some of the formulas are a little clunky compared to the flexibility you have in Excel. It limits what you can do in some situations if you are a an avid Excel user and expect those spreadsheet capabilities. Once you realize that this isn't Excel and instead use it as a Project Management tool, it will meet expectations.
What problems is the product solving and how is that benefiting you?
I run all projects that I manage through Smartsheet. It's an easy way to collaborate and share progress with leaders in the organization.
Recommendations to others considering the product:
Watch the training videos that Smartsheet has available. They are great quick bites that will help you learn what is possible.
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