[ Smartsheet Reviews ](https://www.g2.com/products/smartsheet/reviews) [ Smartsheet Reviews ](https://www.g2.com/products/smartsheet/reviews) # Smartsheet Features ##### ## Tasks (8) Creation & Assignment (Based on 10260 Smartsheet reviews and verified by the G2 Product R&D team.) Create and assign tasks for individual users with details and due dates. Due Dates (Based on 10276 Smartsheet reviews and verified by the G2 Product R&D team.) Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization (Based on 9906 Smartsheet reviews and verified by the G2 Product R&D team.) Set priority levels on tasks so individuals can organize their work. To-Do Lists (Based on 9588 Smartsheet reviews and verified by the G2 Product R&D team.) Each user can view their list of tasks to be completed without having access to other tasks. Dependencies (Based on 9354 Smartsheet reviews and verified by the G2 Product R&D team.) Define dependencies between tasks and the rules to manage them. Drag & Drop (Based on 9396 Smartsheet reviews and verified by the G2 Product R&D team.) Users can move tasks and change dependencies using drag and drop. Recurring Tasks (Based on 8849 Smartsheet reviews and verified by the G2 Product R&D team.) Define recurring tasks that can be scheduled automatically at pre-defined intervals. Real-Time Updates (As reported in 14 Smartsheet reviews.) Receive system updates as soon as any changes are made Show More ##### ## Projects (35) Planning (Based on 9424 Smartsheet reviews and verified by the G2 Product R&D team.) Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map (Based on 8699 Smartsheet reviews and verified by the G2 Product R&D team.) Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT (Based on 8844 Smartsheet reviews and verified by the G2 Product R&D team.) Provide visual representations of tasks, dependencies, and progress. Calendar View (Based on 8734 Smartsheet reviews and verified by the G2 Product R&D team.) Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views (Based on 9096 Smartsheet reviews and verified by the G2 Product R&D team.) Create customized project views for internal and external purposes (eg: for customers). Project Budgeting (Based on 7640 Smartsheet reviews and verified by the G2 Product R&D team.) Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking (Based on 8388 Smartsheet reviews and verified by the G2 Product R&D team.) Track issues at the project or task level, and manage resolutions. Templates (Based on 8949 Smartsheet reviews and verified by the G2 Product R&D team.) Provide standards templates that can be customized by users to create new projects. Critical Path (Based on 7863 Smartsheet reviews and verified by the G2 Product R&D team.) Automatically calculate the critical path for projects and update it when projects change. Time & Expense (Based on 7483 Smartsheet reviews and verified by the G2 Product R&D team.) Track time and expenses associated with projects or tasks. Methodologies (Based on 7286 Smartsheet reviews and verified by the G2 Product R&D team.) Support agile and waterfall project management methodologies. Project Time Tracking Measure time to completion or hours worked for projects Bug Tracking Monitor and track bugs and issues in the system. Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Project Tracking (This feature was mentioned in 12 Smartsheet reviews.) Monitor the progress of projects from start to finish Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Sprint Planning Identifying the tasks to be completed and the people to complete them during a set period of time Project Planning Organize and schedule projects Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Multiple Projects Ability to handle several projects simultaneously Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Project Templates Pre-designed project plans that can be customized Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Percent-Complete Tracking Level of completion within a task Reporting/Project Tracking Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Time Tracking Measure and track time including hours worked and paid time off (PTO) Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Task Planning Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Show More ##### ## Resource Management (8) Resource Definiton (Based on 7757 Smartsheet reviews and verified by the G2 Product R&D team.) Create human and material resources and categorize them based on skills and other criteria. Capacity (Based on 7839 Smartsheet reviews and verified by the G2 Product R&D team.) Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling (Based on 8505 Smartsheet reviews and verified by the G2 Product R&D team.) Allocate resources by matching capacity and demand, by project, team, or department. Task Scheduling Track and manage the scheduling of tasks Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Definition (4756 reviewers of Smartsheet have provided feedback on this feature.) Identify human and material resources and assign them to projects and portfolios. Allocation (4828 reviewers of Smartsheet have provided feedback on this feature.) Resources can be allocated and reallocated across multiple projects and portfolios. Optimization (Based on 4783 Smartsheet reviews.) Improve resource utilization across various projects and portfolios. Show More ##### ## Project Monitoring (4) Baselining / KPIs (Based on 7501 Smartsheet reviews and verified by the G2 Product R&D team.) Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation (Based on 7597 Smartsheet reviews and verified by the G2 Product R&D team.) Monitor resource allocation to identify shortages and adjust accordingly. Activity Dashboard (Based on 8906 Smartsheet reviews and verified by the G2 Product R&D team.) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Portfolio Management (5) Portfolio Types (Based on 4818 Smartsheet reviews.) Define multiple types of portfolios for projects, programs, and services. Planning (Based on 5551 Smartsheet reviews.) Plan activities and tasks across various portfolios or programs. Alignment (As reported in 5007 Smartsheet reviews.) Align different kinds of portfolios with business and financial goals. Portfolio Mix (This feature was mentioned in 4605 Smartsheet reviews.) Create the optimal mix of portfolios to achieve operational and financial goals. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Show More ##### ## Project Management (10) Dependencies (5431 reviewers of Smartsheet have provided feedback on this feature.) Manage dependencies between projects from one or multiple portfolios. Priorities (This feature was mentioned in 5509 Smartsheet reviews.) Assign priorities for projects that are part of portfolios. Lean Management (Based on 4630 Smartsheet reviews.) Include lean project management features and best practices. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Change Management Track and monitor efficient handling of all changes/transitions Task Management (Based on 7447 Smartsheet reviews.) Include features to create, assign, and manage tasks. Planning (As reported in 7312 Smartsheet reviews.) Deliver project plans that can be customized by users. Visibility (This feature was mentioned in 7186 Smartsheet reviews.) Provide visibility into collaborative processes accross the company Integration (Based on 6161 Smartsheet reviews.) Provide integration with task management and project management software. Show More ##### ## Data & Analytics (4) Data Consolidation (Based on 5004 Smartsheet reviews.) Consolidate project and portfolio data from separate sources. Visualizations (Based on 5179 Smartsheet reviews.) Provide custom project and portfolio monitoring visualizations. Performance (This feature was mentioned in 5079 Smartsheet reviews.) Monitor the performance of different types of portfolios. Risk Analysis (As reported in 4449 Smartsheet reviews.) Perform risk analysis at the portfolio or project level. Show More ##### ## Setup (5) Activities (As reported in 5186 Smartsheet reviews.) Provide standard activities and tasks that can be customized by users Dependencies (Based on 5034 Smartsheet reviews.) Define and manage dependencies between tasks and workflows Notifications (As reported in 5444 Smartsheet reviews.) Include alters that can be used with workflows Calendar Management Track and manage schedules and meetings via an integrated calendar Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Show More ##### ## Management (2) Audit Trail (This feature was mentioned in 4679 Smartsheet reviews.) Maintain a history of all workflow changes Integration (Based on 4377 Smartsheet reviews.) Integrate with ERP or project management software Show More ##### ## Platform Basics (7) Drag & Drop Scheduling (This feature was mentioned in 1040 Smartsheet reviews.) Ability to drag and drop projects and tasks within a marketing calendar. Project and Task Lists Organization (Based on 1231 Smartsheet reviews.) Ability to organize recurring projects and tasks into standardized workflows. Project Templates (Based on 1173 Smartsheet reviews.) Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc. Budgeting and Cost Estimation (As reported in 1006 Smartsheet reviews.) Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets. Team Member Roles (Based on 1172 Smartsheet reviews.) Ability to assign team members specific roles on specific projects. Automated Alerts and Notficiations (This feature was mentioned in 1197 Smartsheet reviews.) Ability to send automated alerts and notifications when projects have been updated and/or compelted. To-Do List A digital list of items that need to be completed Show More ##### ## Content Planning (4) Content Organization (As reported in 1186 Smartsheet reviews.) Ability to organize content and manage approvals during the content creation process. Task Assignment (As reported in 1245 Smartsheet reviews.) Ability to assign content tasks to writers, designers, and editors. Multi-Channel Marketing (As reported in 1119 Smartsheet reviews.) Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Task Scheduling Track and manage the scheduling of tasks Show More ##### ## Other Features (2) Integrations (As reported in 990 Smartsheet reviews.) Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc. Reporting (This feature was mentioned in 1016 Smartsheet reviews.) Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders. Show More ##### ## Task Creation (4) Creation & Assignment (7345 reviewers of Smartsheet have provided feedback on this feature.) Create and assign tasks for individual users with details and due dates. Due Dates (7428 reviewers of Smartsheet have provided feedback on this feature.) Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop (As reported in 6941 Smartsheet reviews.) Users can move tasks and change dependencies using drag and drop. Mass Updates (As reported in 6128 Smartsheet reviews.) Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (5) Task Prioritization (This feature was mentioned in 7091 Smartsheet reviews.) Set priority levels on tasks so individuals can organize their work. To-Do Lists (This feature was mentioned in 6999 Smartsheet reviews.) Each user can view their list of tasks to be completed without having access to other tasks. Dependencies (This feature was mentioned in 6641 Smartsheet reviews.) Define dependencies between tasks and the rules to manage them. Recurring Tasks (This feature was mentioned in 6476 Smartsheet reviews.) Define recurring tasks that can be scheduled automatically at pre-defined intervals. Project Templates Pre-designed project plans that can be customized Show More ##### ## Automation (3) Workflows (As reported in 4291 Smartsheet reviews.) Provide standard workflows that can be used accross the company. Customization (As reported in 4226 Smartsheet reviews.) Allow administrators to configure workflows and processes. Data repository (3970 reviewers of Smartsheet have provided feedback on this feature.) Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions (Based on 4127 Smartsheet reviews.) Define and manage roles and access rights for the entire system. Procedures (This feature was mentioned in 3899 Smartsheet reviews.) Maintain procedures for data access and governance. Remote Work (This feature was mentioned in 4129 Smartsheet reviews.) Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization (Based on 4193 Smartsheet reviews.) Set priority levels on tasks so individuals can organize their work. Dependencies (As reported in 3908 Smartsheet reviews.) Define dependencies between tasks and the rules to manage them. Planning (4200 reviewers of Smartsheet have provided feedback on this feature.) Plan and create work breakdown structure (WBS) based on the scope of the project. Views (This feature was mentioned in 4051 Smartsheet reviews.) Create customized project views for internal and external purposes (eg: for customers). Scheduling (This feature was mentioned in 3967 Smartsheet reviews.) Allocate resources by matching capacity and demand, by project, team, or department. Critical Path (Based on 3632 Smartsheet reviews.) Automatically calculate the critical path for projects and update it when projects change. Dashboards (Based on 4091 Smartsheet reviews.) Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation (Based on 3705 Smartsheet reviews.) Monitor resource allocation to identify shortages and adjust accordingly. Workspace (3961 reviewers of Smartsheet have provided feedback on this feature.) Define customizable workspace for teams, departments, and external users. Configuration (This feature was mentioned in 3747 Smartsheet reviews.) Provide drag and drop options to configure workspaces. Insights (As reported in 3563 Smartsheet reviews.) Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels (Based on 3731 Smartsheet reviews.) Support multiple channels for internal and external communications. Document Management (Based on 3937 Smartsheet reviews.) Allow users to share and collaborate on documents and files. Collaboration (4144 reviewers of Smartsheet have provided feedback on this feature.) Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting (This feature was mentioned in 3439 Smartsheet reviews.) Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense (As reported in 3432 Smartsheet reviews.) Track time and expenses associated with projects or tasks. Profitability (This feature was mentioned in 3240 Smartsheet reviews.) Monitor project proftability by team or department. Show More ##### ## Integration (3) Front Office (Based on 3284 Smartsheet reviews.) Integrate with CRM, marketing, or customer service software. Back Office (Based on 3332 Smartsheet reviews.) Provide integration with accounting software and ERP systems. External data (3366 reviewers of Smartsheet have provided feedback on this feature.) Connect to external data sources such as databases or BI software. Show More ##### ## Communication (4) Chat (As reported in 5674 Smartsheet reviews.) Provide live chat tools for instant messaging Discussions (This feature was mentioned in 6057 Smartsheet reviews.) Ability to involve multiple users in public or private discussions External (Based on 5814 Smartsheet reviews.) Allow external users to use chat and discussions Feedback (Based on 5839 Smartsheet reviews.) Provide functionality to create and manage polls and surveys Show More ##### ## Content & Documents (4) File Sharing (7206 reviewers of Smartsheet have provided feedback on this feature.) Documents can be shared between users and teams Notes (7142 reviewers of Smartsheet have provided feedback on this feature.) User can share notes with colleagues or external users Search (Based on 6881 Smartsheet reviews.) Help users find documents and other types of content Versioning (As reported in 6106 Smartsheet reviews.) Keep track of document versions and related changes Show More ##### ## Controls (4) Custom Views (This feature was mentioned in 6481 Smartsheet reviews.) Create personalized project views for collaboration Followers (Based on 5493 Smartsheet reviews.) Allow users to follow tasks which are not assigned to them User Management (6822 reviewers of Smartsheet have provided feedback on this feature.) Define and manage users access to documents and collaboration features Public Sharing (6097 reviewers of Smartsheet have provided feedback on this feature.) Make project views available for the public. Show More ##### ## Remote Collaboration (3) Alignment (6571 reviewers of Smartsheet have provided feedback on this feature.) Align remote employees with their colleagues and external users Accountability (Based on 6752 Smartsheet reviews.) Define and track responsabilities for remote users Connectivity (6640 reviewers of Smartsheet have provided feedback on this feature.) Allow users to connect to tools that they use remotely Show More ##### ## Marketing Campaign Performance (8) Performance and ROI Tracking (As reported in 884 Smartsheet reviews.) Ability to track marketing campaign performance and return on investment (ROI). Activity Tracking (1036 reviewers of Smartsheet have provided feedback on this feature.) Ability to compare marketing plans to historical activity. Project Tracking Monitor the progress of projects from start to finish Progress Tracking Reporting on how each user, task or process has advanced since its initiation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Status Tracking Track the status over time for a request, process, asset, or transaction Project Time Tracking Measure time to completion or hours worked for projects Task Progress Tracking Track the status and progress of tasks Show More ##### ## Generative AI (12) AI Text Generation (This feature was mentioned in 2282 Smartsheet reviews.) Allows users to generate text based on a text prompt. AI Text Summarization (2287 reviewers of Smartsheet have provided feedback on this feature.) Condenses long documents or text into a brief summary. AI Text Generation (Based on 3093 Smartsheet reviews.) Allows users to generate text based on a text prompt. AI Text Summarization (3065 reviewers of Smartsheet have provided feedback on this feature.) Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation (Based on 2418 Smartsheet reviews.) Allows users to generate text based on a text prompt. AI Text Summarization (2420 reviewers of Smartsheet have provided feedback on this feature.) Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation (As reported in 1659 Smartsheet reviews.) Allows users to generate text based on a text prompt. AI Text Summarization (1666 reviewers of Smartsheet have provided feedback on this feature.) Condenses long documents or text into a brief summary. AI Text Generation (1822 reviewers of Smartsheet have provided feedback on this feature.) Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Strategy - Project and Portfolio Management (25) Simulation (2052 reviewers of Smartsheet have provided feedback on this feature.) Simulate the outcomes of various business case scenarios and mix of projects Tracking (This feature was mentioned in 2086 Smartsheet reviews.) Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning (2070 reviewers of Smartsheet have provided feedback on this feature.) Create plans to implement activities to achieve strategic objectives Objectives (Based on 2060 Smartsheet reviews.) Define strategic objectives related to project and portfolio management Visiblity (As reported in 2056 Smartsheet reviews.) Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment (Based on 2056 Smartsheet reviews.) Align project and portfolios with the strategic objectives of the company Risk Management (Based on 2037 Smartsheet reviews.) Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation (This feature was mentioned in 2049 Smartsheet reviews.) Deploy strategic planning to project and portfolio management activities Optimization (2037 reviewers of Smartsheet have provided feedback on this feature.) Help with continuous improvement and to adapt to strategy updates and market changes Prioritization (As reported in 2045 Smartsheet reviews.) Assign priorities to projects and portfolios based on strategic objectives Timesheet Management Track the amount of time spent on a job or task Workflow Management Create, design and manage workflows for repetitive tasks Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Management Create, manage and track all task activities and progression Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Assignment Management Assign issues and tasks based on availability or required skills Document Management Store, manage, and track all electronic documents in a centralized location Project Time Tracking Measure time to completion or hours worked for projects Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Tracking Monitor the progress of projects from start to finish ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Show More ##### ## Agentic AI - Project Management (9) Autonomous Task Execution (Based on 944 Smartsheet reviews.) Capability to perform complex tasks without constant human input Multi-step Planning (As reported in 938 Smartsheet reviews.) Ability to break down and plan multi-step processes Cross-system Integration (As reported in 1023 Smartsheet reviews.) Works across multiple software systems or databases Adaptive Learning (This feature was mentioned in 924 Smartsheet reviews.) Improves performance based on feedback and experience Natural Language Interaction (This feature was mentioned in 926 Smartsheet reviews.) Engages in human-like conversation for task delegation Proactive Assistance (This feature was mentioned in 924 Smartsheet reviews.) Anticipates needs and offers suggestions without prompting Decision Making (This feature was mentioned in 924 Smartsheet reviews.) Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes File Transfer Move files across different systems or networks Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution (This feature was mentioned in 368 Smartsheet reviews.) Capability to perform complex tasks without constant human input Multi-step Planning (As reported in 371 Smartsheet reviews.) Ability to break down and plan multi-step processes Cross-system Integration (As reported in 367 Smartsheet reviews.) Works across multiple software systems or databases Natural Language Interaction (364 reviewers of Smartsheet have provided feedback on this feature.) Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning (This feature was mentioned in 435 Smartsheet reviews.) Ability to break down and plan multi-step processes Cross-system Integration (This feature was mentioned in 436 Smartsheet reviews.) Works across multiple software systems or databases Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution (As reported in 410 Smartsheet reviews.) Capability to perform complex tasks without constant human input Multi-step Planning (This feature was mentioned in 412 Smartsheet reviews.) Ability to break down and plan multi-step processes Cross-system Integration (407 reviewers of Smartsheet have provided feedback on this feature.) Works across multiple software systems or databases Adaptive Learning (Based on 403 Smartsheet reviews.) Improves performance based on feedback and experience Natural Language Interaction (Based on 402 Smartsheet reviews.) Engages in human-like conversation for task delegation Proactive Assistance (This feature was mentioned in 403 Smartsheet reviews.) Anticipates needs and offers suggestions without prompting Decision Making (As reported in 409 Smartsheet reviews.) Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Marketing Calendar (8) Autonomous Task Execution (As reported in 43 Smartsheet reviews.) Capability to perform complex tasks without constant human input Multi-step Planning (46 reviewers of Smartsheet have provided feedback on this feature.) Ability to break down and plan multi-step processes Cross-system Integration (This feature was mentioned in 46 Smartsheet reviews.) Works across multiple software systems or databases Proactive Assistance (As reported in 46 Smartsheet reviews.) Anticipates needs and offers suggestions without prompting Task Planning Project Planning Organize and schedule projects Media Planning Identify advertising and promotional sources to be used in marketing efforts Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Additional Functionality (200) Backlog Management The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. API Application programming interface that allows for integration with other systems/databases Retrospectives Management Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement Task Management Create, manage and track all task activities and progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Team Management Organizing a group of people to accomplish a task Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Request Management Evaluating and prioritizing change requests that are received while working on the project Commenting/Notes Leave comments and notes on documents for others to view Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. @mentions An @mention is a way to tag or notify a specific person about a message/post Planning Tools Projections Estimate or forecast of a future scenario based on the study of present trends Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Calendar Management Track and manage schedules and meetings via an integrated calendar Email Management Manage, store and organize emails within the system or via third-party apps Project Workflow Create, manage, or update project workflows. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics (This feature was mentioned in 11 Smartsheet reviews.) Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Negative Feedback Management Identify, track, and respond to negative feedback Data Import/Export Import and export data to and from software applications File Management Create, save, and store files Assignment Management Assign issues and tasks based on availability or required skills Progress Reports Document and report the progress of ongoing projects Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Real-Time Reporting Active reporting of data and metrics Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Document Management Store, manage, and track all electronic documents in a centralized location Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment For IT Project Management Supports project management for IT professionals & teams Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Change Management Track and monitor efficient handling of all changes/transitions Mobile App Access the system via a mobile application Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Testing/QA Management Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards Billing & Invoicing Create, manage, and send invoices or bills to customers Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Web-based Deployment SaaS, web-based, online deployment Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Client Portal Private online space that lets businesses securely share documents and provide information access to clients File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Forecasting Form predictions based on past and present data/trends Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Remote Support Provide support to your customers and employees remotely over a shared network Predictive Analytics Predict future data based on historical data sets Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Network Diagram Diagram that depicts connections among nodes in a network Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Storage Store and organize documents in a centralized system Visualization Graphical representation of data or processes Customizable Reports Alter the layout and content of reports Time Clock Reminders Timed notification for any upcoming task, deadline, appointment, or activity Daily Reports A document that lists daily activities or maintains a record of all events that happened in a day Configurable Workflow Configure existing workflows to meet your organization's needs Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Iteration Management Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle Timeline Management Manage a detailed schedule of a product plan KPI Monitoring Tracking the status of previously identified performance measurements For Small Businesses Designed for small businesses Chat/Messaging Communicate using direct chat or messages within the system Messaging Communicate using messages within the system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Tagging Add labels or tags to tasks Spreadsheet View UI looks like a spreadsheet Task Scheduling Track and manage the scheduling of tasks Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Email-to-Task Conversion Convert emails into tasks Project Tracking Monitor the progress of projects from start to finish Time Tracking Measure and track time including hours worked and paid time off (PTO) Sub-Task Management Split and manage tasks into individual components Task Progress Tracking Track the status and progress of tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Task Editing Edit task information and all related elements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Deadline Management Specify or track the date/time a project, task, etc., is due for completion API Application programming interface that allows for integration with other systems/databases Dependency Tracking Track and manage task relationships and dependencies Document Management Store, manage, and track all electronic documents in a centralized location Assignment Management Assign issues and tasks based on availability or required skills Project Planning Organize and schedule projects Task Board View UI looks like task board Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Commenting/Notes Leave comments and notes on documents for others to view Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Import Import tasks from external sources Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Budgeting/Forecasting Create budgets based on historical data and future projections Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Projections Estimate or forecast of a future scenario based on the study of present trends Demand Forecasting Forecast customer demand using historical insights and simulations Multiple Projects Ability to handle several projects simultaneously Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Project Templates Pre-designed project plans that can be customized Commenting/Notes Leave comments and notes on documents for others to view Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Planning Tools Real-Time Updates Receive system updates as soon as any changes are made Project Workflow Create, manage, or update project workflows. Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Template Management Create, save, and re-purpose templates for emails, forms, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Dashboard Alter the layout and content of dashboards Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Document Management Store, manage, and track all electronic documents in a centralized location Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Progress Tracking Reporting on how each user, task or process has advanced since its initiation Workflow Configuration Alter the default workflow to meet your organization's needs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Commenting/Notes Leave comments and notes on documents for others to view Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Customizable Reports Alter the layout and content of reports Access Controls/Permissions Define levels of authorization for access to specific files or systems Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile Access Access software remotely via mobile devices Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Project Workflow Create, manage, or update project workflows. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities File Management Create, save, and store files Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Updates Receive system updates as soon as any changes are made Deadline Management Specify or track the date/time a project, task, etc., is due for completion Project Workflow Create, manage, or update project workflows. Prioritization Arrange tasks based on the level of priority or urgency Configurable Workflow Configure existing workflows to meet your organization's needs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Management Manage, store and organize emails within the system or via third-party apps Reminders Timed notification for any upcoming task, deadline, appointment, or activity Workflow Management Create, design and manage workflows for repetitive tasks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Reports Alter the layout and content of reports Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Predictive Analytics Predict future data based on historical data sets Marketing Calendar See past and upcoming campaigns and communications in a calendar view Planning Tools Spend Management Track the amount of money spent on a certain product or with a certain supplier Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Commenting/Notes Leave comments and notes on documents for others to view Presentation Tools Share and present designs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Projections Estimate or forecast of a future scenario based on the study of present trends Budgeting/Forecasting Create budgets based on historical data and future projections Task Management Create, manage and track all task activities and progression Assignment Management Assign issues and tasks based on availability or required skills Access Controls/Permissions Define levels of authorization for access to specific files or systems Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Show More ## Top-Rated Alternatives [ ![monday AI Work Platform](https://images.g2crowd.com/uploads/product/hd_favicon/0ecee4762e51bfed79001cde447b63a5/monday-com.svg "monday AI Work Platform") monday AI Work Platform 4.7/5(17,187) ](https://www.g2.com/products/monday-com/reviews) [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5(14,090) ](https://www.g2.com/products/clickup/reviews) [ ![Wrike](https://images.g2crowd.com/uploads/product/hd_favicon/e7b3c8ae7b46d6fdecc3c383064c2ca8/wrike.svg "Wrike") Wrike 4.2/5(4,540) ](https://www.g2.com/products/wrike/reviews) [ View All Alternatives ](https://www.g2.com/products/smartsheet/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Document Management](/glossary/document-management-definition) Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits. [File Sharing](/glossary/file-sharing-definition) Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files. [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. 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