Smartsheet Features

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Receive system updates as soon as any changes are made

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Measure time to completion or hours worked for projects

Monitor and track bugs and issues in the system.

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Identifying the tasks to be completed and the people to complete them during a set period of time

Organize and schedule projects

A timeline for taking a project live that outlines what features should be operational at the go-live date

Ability to handle several projects simultaneously

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Level of completion within a task

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Establish measurable goals and objectives and track their progress over a specific period of time

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Track and manage the scheduling of tasks

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Identify human and material resources and assign them to projects and portfolios.

Resources can be allocated and reallocated across multiple projects and portfolios.

Improve resource utilization across various projects and portfolios.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Define multiple types of portfolios for projects, programs, and services.

Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals.

Assign available resources (human and/or non-human) to various projects and tasks

Manage dependencies between projects from one or multiple portfolios.

Assign priorities for projects that are part of portfolios.

Include lean project management features and best practices.

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Track and monitor efficient handling of all changes/transitions

Include features to create, assign, and manage tasks.

Deliver project plans that can be customized by users.

Provide visibility into collaborative processes accross the company

Provide integration with task management and project management software.

Consolidate project and portfolio data from separate sources.

Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level.

Provide standard activities and tasks that can be customized by users

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Maintain a history of all workflow changes

Integrate with ERP or project management software

Ability to drag and drop projects and tasks within a marketing calendar.

Ability to organize recurring projects and tasks into standardized workflows.

Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.

Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.

Ability to assign team members specific roles on specific projects.

Ability to send automated alerts and notifications when projects have been updated and/or compelted.

A digital list of items that need to be completed

Ability to organize content and manage approvals during the content creation process.

Ability to assign content tasks to writers, designers, and editors.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Track and manage the scheduling of tasks

Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.

Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Pre-designed project plans that can be customized

Provide standard workflows that can be used accross the company.

Allow administrators to configure workflows and processes.

Deliver a single data repository for all project information.

Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices.

Set priority levels on tasks so individuals can organize their work.

Define dependencies between tasks and the rules to manage them.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Create customized project views for internal and external purposes (eg: for customers).

Allocate resources by matching capacity and demand, by project, team, or department.

Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly.

Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces.

Monitor work accross the company and analyze performance.

Support multiple channels for internal and external communications.

Allow users to share and collaborate on documents and files.

Help users meet, share workspaces, and collaborate on tasks.

Associate a budget with a project and allocate it accordingly by task or resource.

Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department.

Integrate with CRM, marketing, or customer service software.

Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software.

Provide live chat tools for instant messaging

Ability to involve multiple users in public or private discussions

Allow external users to use chat and discussions

Provide functionality to create and manage polls and surveys

Documents can be shared between users and teams

User can share notes with colleagues or external users

Help users find documents and other types of content

Keep track of document versions and related changes

Create personalized project views for collaboration

Allow users to follow tasks which are not assigned to them

Define and manage users access to documents and collaboration features

Make project views available for the public.

Align remote employees with their colleagues and external users

Define and track responsabilities for remote users

Allow users to connect to tools that they use remotely

Ability to track marketing campaign performance and return on investment (ROI).

Ability to compare marketing plans to historical activity.

Monitor the progress of projects from start to finish

Reporting on how each user, task or process has advanced since its initiation

Establish measurable goals and objectives and track their progress over a specific period of time

Track the status over time for a request, process, asset, or transaction

Measure time to completion or hours worked for projects

Track the status and progress of tasks

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Simulate the outcomes of various business case scenarios and mix of projects

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Create plans to implement activities to achieve strategic objectives

Define strategic objectives related to project and portfolio management

Provide a 360 view of all projects and portfolios and their corresponding strategies

Align project and portfolios with the strategic objectives of the company

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Help with continuous improvement and to adapt to strategy updates and market changes

Assign priorities to projects and portfolios based on strategic objectives

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, manage and track all task activities and progression

Enables creation, management, and tracking of product requirements & features during product production/development

Assign issues and tasks based on availability or required skills

Store, manage, and track all electronic documents in a centralized location

Measure time to completion or hours worked for projects

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Log and record hours worked and costs spent to assist in billing and invoicing

Monitor the progress of projects from start to finish

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Track and document all activities across devices, networks, and other systems

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Move files across different systems or networks

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Organize and schedule projects

Identify advertising and promotional sources to be used in marketing efforts

Plan and strategize marketing campaigns

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Application programming interface that allows for integration with other systems/databases

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Organizing a group of people to accomplish a task

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Evaluating and prioritizing change requests that are received while working on the project

Leave comments and notes on documents for others to view

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

An @mention is a way to tag or notify a specific person about a message/post

Estimate or forecast of a future scenario based on the study of present trends

Provides a channel for team members to share media files, communicate, and work together

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Create, manage, or update project workflows.

Specify or track the date/time a project, task, etc., is due for completion

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Identify, track, and respond to negative feedback

Import and export data to and from software applications

Create, save, and store files

Assign issues and tasks based on availability or required skills

Document and report the progress of ongoing projects

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Active reporting of data and metrics

Notifications that are delivered to users as soon as an event occurs

Enables creation, management, and tracking of product requirements & features during product production/development

Search and filter data across systems to locate required information by entering keywords or certain criteria

Identify and respond to unexpected problems or failures (ie. "negative events")

Store, manage, and track all electronic documents in a centralized location

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Supports project management for IT professionals & teams

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Track and monitor efficient handling of all changes/transitions

Access the system via a mobile application

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Create, manage, and send invoices or bills to customers

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

SaaS, web-based, online deployment

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Private online space that lets businesses securely share documents and provide information access to clients

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Form predictions based on past and present data/trends

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Provide support to your customers and employees remotely over a shared network

Predict future data based on historical data sets

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Diagram that depicts connections among nodes in a network

Plan and coordinate all the resources, costs and time needed to execute assignments

Store and organize documents in a centralized system

Graphical representation of data or processes

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

A document that lists daily activities or maintains a record of all events that happened in a day

Configure existing workflows to meet your organization's needs

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Manage a detailed schedule of a product plan

Tracking the status of previously identified performance measurements

Designed for small businesses

Communicate using direct chat or messages within the system

Communicate using messages within the system

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add labels or tags to tasks

UI looks like a spreadsheet

Track and manage the scheduling of tasks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Convert emails into tasks

Monitor the progress of projects from start to finish

Measure and track time including hours worked and paid time off (PTO)

Split and manage tasks into individual components

Track the status and progress of tasks

Set up connections to third-party platforms to improve business processes

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Edit task information and all related elements

View and track pertinent metrics to find patterns and gain insights from data

Specify or track the date/time a project, task, etc., is due for completion

Application programming interface that allows for integration with other systems/databases

Track and manage task relationships and dependencies

Store, manage, and track all electronic documents in a centralized location

Assign issues and tasks based on availability or required skills

Organize and schedule projects

UI looks like task board

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

Leave comments and notes on documents for others to view

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Import tasks from external sources

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

Provides a channel for team members to share media files, communicate, and work together

Create budgets based on historical data and future projections

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Estimate or forecast of a future scenario based on the study of present trends

Forecast customer demand using historical insights and simulations

Ability to handle several projects simultaneously

Set up connections to third-party platforms to improve business processes

Customize data fields to support various needs and use cases

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Pre-designed project plans that can be customized

Leave comments and notes on documents for others to view

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Receive system updates as soon as any changes are made

Create, manage, or update project workflows.

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Assemble applications and processes by dragging over and arranging pre-built components

Create, save, and re-purpose templates for emails, forms, etc.

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Store, manage, and track all electronic documents in a centralized location

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Track and report regulatory data to either internal management or external stakeholders

Set & manage permission levels based on user roles and restrict access to only authorized individuals

View and track pertinent metrics to find patterns and gain insights from data

Create, manage, or update project workflows.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, save, and store files

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive system updates as soon as any changes are made

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, or update project workflows.

Arrange tasks based on the level of priority or urgency

Configure existing workflows to meet your organization's needs

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage, store and organize emails within the system or via third-party apps

Timed notification for any upcoming task, deadline, appointment, or activity

Create, design and manage workflows for repetitive tasks

Assemble applications and processes by dragging over and arranging pre-built components

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of reports

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Predict future data based on historical data sets

See past and upcoming campaigns and communications in a calendar view

Track the amount of money spent on a certain product or with a certain supplier

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track and manage schedules and meetings via an integrated calendar

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Leave comments and notes on documents for others to view

Share and present designs

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Estimate or forecast of a future scenario based on the study of present trends

Create budgets based on historical data and future projections

Create, manage and track all task activities and progression

Assign issues and tasks based on availability or required skills

Define levels of authorization for access to specific files or systems

Attach digital tags to documents and assets for identification, search, or monitoring purposes