[ Smartsheet Reviews ](https://www.g2.com/products/smartsheet/reviews) [ Smartsheet Reviews ](https://www.g2.com/products/smartsheet/reviews) # Smartsheet Features ##### ## Tasks (7) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Projects (11) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (6) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Definition Identify human and material resources and assign them to projects and portfolios. Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Optimization Improve resource utilization across various projects and portfolios. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Portfolio Management (4) Portfolio Types Define multiple types of portfolios for projects, programs, and services. Planning Plan activities and tasks across various portfolios or programs. Alignment Align different kinds of portfolios with business and financial goals. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Project Management (7) Dependencies Manage dependencies between projects from one or multiple portfolios. Priorities Assign priorities for projects that are part of portfolios. Lean Management Include lean project management features and best practices. Task Management Include features to create, assign, and manage tasks. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Data & Analytics (4) Data Consolidation Consolidate project and portfolio data from separate sources. Visualizations Provide custom project and portfolio monitoring visualizations. Performance Monitor the performance of different types of portfolios. Risk Analysis Perform risk analysis at the portfolio or project level. Show More ##### ## Setup (3) Activities Provide standard activities and tasks that can be customized by users Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Show More ##### ## Management (2) Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Platform Basics (6) Drag & Drop Scheduling Ability to drag and drop projects and tasks within a marketing calendar. Project and Task Lists Organization Ability to organize recurring projects and tasks into standardized workflows. Project Templates Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc. Budgeting and Cost Estimation Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets. Team Member Roles Ability to assign team members specific roles on specific projects. Automated Alerts and Notficiations Ability to send automated alerts and notifications when projects have been updated and/or compelted. Show More ##### ## Content Planning (3) Content Organization Ability to organize content and manage approvals during the content creation process. Task Assignment Ability to assign content tasks to writers, designers, and editors. Content Scheduling Ability to schedule content distribution across multiple channels (i.e. social media, email, digital ads, etc.) Show More ##### ## Other Features (2) Integrations Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc. Reporting Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders. Show More ##### ## Task Creation (4) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop Users can move tasks and change dependencies using drag and drop. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (4) Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (3) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Show More ##### ## Communication (4) Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Feedback Provide functionality to create and manage polls and surveys Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (4) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Public Sharing Make project views available for the public. Show More ##### ## Remote Collaboration (3) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Connectivity Allow users to connect to tools that they use remotely Show More ##### ## Marketing Campaign Performance (2) Performance and ROI Tracking Ability to track marketing campaign performance and return on investment (ROI). Activity Tracking Ability to compare marketing plans to historical activity. Show More ##### ## Generative AI (9) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Strategy - Project and Portfolio Management (10) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Show More ##### ## Agentic AI - Project Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Marketing Calendar (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting 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(16,940) ](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(13,143) ](https://www.g2.com/products/clickup/reviews) [ ![Wrike](https://images.g2crowd.com/uploads/product/hd_favicon/e7b3c8ae7b46d6fdecc3c383064c2ca8/wrike.svg "Wrike") Wrike 4.2/5(4,536) ](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) [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. [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. Smartsheet Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4307b4807f27474de93a9fed1ab011a3/wrike.png "Product Avatar Image") Wrike 4.2/5(4,536) [ Compare Now ](https://www.g2.com/compare/smartsheet-vs-wrike) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5(13,791) [ Compare Now ](https://www.g2.com/compare/asana-vs-smartsheet) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ae6f6333a603f01784274fb154d92dfb/monday-com.png "Product Avatar Image") monday AI Work Platform 4.7/5(16,940) [ Compare Now ](https://www.g2.com/compare/smartsheet-vs-monday-com) ##### Categories on G2 [ Workflow Management ](https://www.g2.com/categories/workflow-management)[ Work Management ](https://www.g2.com/categories/work-management)[ Project Collaboration ](https://www.g2.com/categories/project-collaboration) [ Project Management ](https://www.g2.com/categories/project-management)[ Task Management ](https://www.g2.com/categories/task-management-software)[ Marketing Calendar ](https://www.g2.com/categories/marketing-calendar)[ Project and Portfolio Management ](https://www.g2.com/categories/project-and-portfolio-management)[ Privacy Impact Assessment (PIA) ](https://www.g2.com/categories/privacy-impact-assessment-pia) Show More ##### Explore More [ Best fleet management solutions for reducing fuel costs ](https://www.g2.com/discussions/best-fleet-management-solutions-for-reducing-fuel-costs)[ Best platform for account-based strategies in service sector ](https://www.g2.com/discussions/best-platforms-for-account-based-strategies-in-the-service-sector)[ What are the best practices for using a data room in corporate legal teams? ](https://www.g2.com/discussions/what-are-the-best-practices-for-using-a-data-room-in-corporate-legal-teams) [ what is core hr software ](https://www.g2.com/discussions/what-is-core-hr-software-any-experience-choosing-a-software-for-your-business)[ Which tool supports video communications for regulated industries? ](https://www.g2.com/discussions/which-tool-supports-video-communications-for-regulated-industries)[ Pros and Cons Details ](https://www.g2.com/products/smartsheet/reviews?qs=pros-and-cons) Show More [ Best fleet management solutions for reducing fuel costs ](https://www.g2.com/discussions/best-fleet-management-solutions-for-reducing-fuel-costs)[ Best platform for account-based strategies in service sector ](https://www.g2.com/discussions/best-platforms-for-account-based-strategies-in-the-service-sector)[ What are the best practices for using a data room in corporate legal teams? ](https://www.g2.com/discussions/what-are-the-best-practices-for-using-a-data-room-in-corporate-legal-teams) [ what is core hr software ](https://www.g2.com/discussions/what-is-core-hr-software-any-experience-choosing-a-software-for-your-business)[ Which tool supports video communications for regulated industries? ](https://www.g2.com/discussions/which-tool-supports-video-communications-for-regulated-industries)[ Pros and Cons Details ](https://www.g2.com/products/smartsheet/reviews?qs=pros-and-cons)