Smartsheet Features
Tasks (7)
Creation & Assignment
Based on 10055 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 10059 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 9784 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 9462 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 9269 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 9335 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 8798 Smartsheet reviews and verified by the G2 Product R&D team. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Based on 9282 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 8629 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 8743 Smartsheet reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.
Calendar View
Based on 8659 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 8828 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 7599 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 8299 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 8859 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 7840 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 7444 Smartsheet reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies
Based on 7263 Smartsheet reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.
Resource Management (6)
Resource Definiton
Based on 7739 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 7807 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 8438 Smartsheet reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 4754 Smartsheet reviews.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios. This feature was mentioned in 4823 Smartsheet reviews.
Optimization
Based on 4773 Smartsheet reviews. Improve resource utilization across various projects and portfolios.
Project Monitoring (3)
Baselining / KPIs
Based on 7450 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 7560 Smartsheet reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 8607 Smartsheet reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.
Portfolio Management (4)
Portfolio Types
Based on 4813 Smartsheet reviews. Define multiple types of portfolios for projects, programs, and services.
Planning
As reported in 5518 Smartsheet reviews. Plan activities and tasks across various portfolios or programs.
Alignment
Based on 4999 Smartsheet reviews. Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals. 4603 reviewers of Smartsheet have provided feedback on this feature.
Project Management (7)
Dependencies
As reported in 5419 Smartsheet reviews. Manage dependencies between projects from one or multiple portfolios.
Priorities
As reported in 5496 Smartsheet reviews. Assign priorities for projects that are part of portfolios.
Lean Management
Based on 4623 Smartsheet reviews. Include lean project management features and best practices.
Task Management
Include features to create, assign, and manage tasks. This feature was mentioned in 7422 Smartsheet reviews.
Planning
Deliver project plans that can be customized by users. This feature was mentioned in 7295 Smartsheet reviews.
Visibility
As reported in 7160 Smartsheet reviews. Provide visibility into collaborative processes accross the company
Integration
Based on 6147 Smartsheet reviews. Provide integration with task management and project management software.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources. 4984 reviewers of Smartsheet have provided feedback on this feature.
Visualizations
As reported in 5162 Smartsheet reviews. Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios. This feature was mentioned in 5076 Smartsheet reviews.
Risk Analysis
Based on 4446 Smartsheet reviews. Perform risk analysis at the portfolio or project level.
Setup (3)
Activities
Based on 5156 Smartsheet reviews. Provide standard activities and tasks that can be customized by users
Dependencies
As reported in 5021 Smartsheet reviews. Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows This feature was mentioned in 5392 Smartsheet reviews.
Management (2)
Audit Trail
Maintain a history of all workflow changes 4652 reviewers of Smartsheet have provided feedback on this feature.
Integration
Integrate with ERP or project management software 4367 reviewers of Smartsheet have provided feedback on this feature.
Platform Basics (6)
Drag & Drop Scheduling
Ability to drag and drop projects and tasks within a marketing calendar. 1037 reviewers of Smartsheet have provided feedback on this feature.
Project and Task Lists Organization
As reported in 1226 Smartsheet reviews. 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. 1167 reviewers of Smartsheet have provided feedback on this feature.
Budgeting and Cost Estimation
Based on 1005 Smartsheet reviews. Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.
Team Member Roles
As reported in 1166 Smartsheet reviews. 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. This feature was mentioned in 1192 Smartsheet reviews.
Content Planning (3)
Content Organization
Ability to organize content and manage approvals during the content creation process. 1185 reviewers of Smartsheet have provided feedback on this feature.
Task Assignment
Ability to assign content tasks to writers, designers, and editors. This feature was mentioned in 1236 Smartsheet reviews.
Content Scheduling
Based on 1117 Smartsheet reviews. Ability to schedule content distribution across multiple channels (i.e. social media, email, digital ads, etc.)
Other Features (2)
Integrations
Based on 987 Smartsheet reviews. 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. This feature was mentioned in 1015 Smartsheet reviews.
Task Creation (4)
Creation & Assignment
As reported in 7310 Smartsheet reviews. Create and assign tasks for individual users with details and due dates.
Due Dates
As reported in 7391 Smartsheet reviews. 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. This feature was mentioned in 6923 Smartsheet reviews.
Mass Updates
Based on 6114 Smartsheet reviews. Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
As reported in 7068 Smartsheet reviews. 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. 6977 reviewers of Smartsheet have provided feedback on this feature.
Dependencies
Based on 6637 Smartsheet reviews. Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Based on 6463 Smartsheet reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Automation (3)
Workflows
Based on 4249 Smartsheet reviews. Provide standard workflows that can be used accross the company.
Customization
Allow administrators to configure workflows and processes. This feature was mentioned in 4202 Smartsheet reviews.
Data repository
Deliver a single data repository for all project information. This feature was mentioned in 3935 Smartsheet reviews.
Administration (3)
Permissions
Based on 4102 Smartsheet reviews. Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance. This feature was mentioned in 3884 Smartsheet reviews.
Remote Work
Allow users to use the system online and on mobile devices. This feature was mentioned in 4100 Smartsheet reviews.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 4167 Smartsheet reviews.
Dependencies
Define dependencies between tasks and the rules to manage them. This feature was mentioned in 3895 Smartsheet reviews.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. This feature was mentioned in 4177 Smartsheet reviews.
Views
Create customized project views for internal and external purposes (eg: for customers). This feature was mentioned in 4026 Smartsheet reviews.
Scheduling
Based on 3946 Smartsheet reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
Based on 3623 Smartsheet reviews. 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. This feature was mentioned in 4064 Smartsheet reviews.
Workload (4)
Resource Allocation
As reported in 3695 Smartsheet reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Based on 3937 Smartsheet reviews. Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces. 3739 reviewers of Smartsheet have provided feedback on this feature.
Insights
Monitor work accross the company and analyze performance. This feature was mentioned in 3553 Smartsheet reviews.
Communication & Collaboration (3)
Communication Channels
Support multiple channels for internal and external communications. This feature was mentioned in 3723 Smartsheet reviews.
Document Management
As reported in 3918 Smartsheet reviews. Allow users to share and collaborate on documents and files.
Collaboration
Help users meet, share workspaces, and collaborate on tasks. 4115 reviewers of Smartsheet have provided feedback on this feature.
Cost Management (3)
Project Budgeting
Based on 3428 Smartsheet reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Based on 3422 Smartsheet reviews. Track time and expenses associated with projects or tasks.
Profitability
Monitor project proftability by team or department. This feature was mentioned in 3233 Smartsheet reviews.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software. This feature was mentioned in 3275 Smartsheet reviews.
Back Office
Provide integration with accounting software and ERP systems. 3325 reviewers of Smartsheet have provided feedback on this feature.
External data
Connect to external data sources such as databases or BI software. This feature was mentioned in 3356 Smartsheet reviews.
Communication (4)
Chat
Provide live chat tools for instant messaging 5663 reviewers of Smartsheet have provided feedback on this feature.
Discussions
As reported in 6045 Smartsheet reviews. Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions This feature was mentioned in 5801 Smartsheet reviews.
Feedback
As reported in 5827 Smartsheet reviews. Provide functionality to create and manage polls and surveys
Content & Documents (4)
File Sharing
Based on 7183 Smartsheet reviews. Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users 7124 reviewers of Smartsheet have provided feedback on this feature.
Search
As reported in 6870 Smartsheet reviews. Help users find documents and other types of content
Versioning
As reported in 6095 Smartsheet reviews. Keep track of document versions and related changes
Controls (4)
Custom Views
As reported in 6468 Smartsheet reviews. Create personalized project views for collaboration
Followers
Based on 5486 Smartsheet reviews. Allow users to follow tasks which are not assigned to them
User Management
Define and manage users access to documents and collaboration features 6799 reviewers of Smartsheet have provided feedback on this feature.
Public Sharing
As reported in 6082 Smartsheet reviews. Make project views available for the public.
Remote Collaboration (3)
Alignment
Align remote employees with their colleagues and external users This feature was mentioned in 6557 Smartsheet reviews.
Accountability
Define and track responsabilities for remote users This feature was mentioned in 6737 Smartsheet reviews.
Connectivity
Based on 6629 Smartsheet reviews. Allow users to connect to tools that they use remotely
Marketing Campaign Performance (2)
Performance and ROI Tracking
Ability to track marketing campaign performance and return on investment (ROI). This feature was mentioned in 882 Smartsheet reviews.
Activity Tracking
Ability to compare marketing plans to historical activity. 1033 reviewers of Smartsheet have provided feedback on this feature.
Generative AI (9)
AI Text Generation
As reported in 2272 Smartsheet reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 2276 Smartsheet reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Based on 3060 Smartsheet reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 3045 Smartsheet reviews.
AI Text Generation
Based on 2413 Smartsheet reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 2415 reviewers of Smartsheet have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 1654 Smartsheet reviews.
AI Text Summarization
Based on 1660 Smartsheet reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 1818 Smartsheet reviews.
Strategy - Project and Portfolio Management (10)
Simulation
Based on 2051 Smartsheet reviews. 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 This feature was mentioned in 2082 Smartsheet reviews.
Planning
Create plans to implement activities to achieve strategic objectives This feature was mentioned in 2060 Smartsheet reviews.
Objectives
Define strategic objectives related to project and portfolio management This feature was mentioned in 2058 Smartsheet reviews.
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies This feature was mentioned in 2052 Smartsheet reviews.
Alignment
As reported in 2052 Smartsheet reviews. 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 2033 reviewers of Smartsheet have provided feedback on this feature.
Implementation
Deploy strategic planning to project and portfolio management activities 2047 reviewers of Smartsheet have provided feedback on this feature.
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes This feature was mentioned in 2035 Smartsheet reviews.
Prioritization
Based on 2040 Smartsheet reviews. Assign priorities to projects and portfolios based on strategic objectives
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 923 reviewers of Smartsheet have provided feedback on this feature.
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 923 Smartsheet reviews.
Cross-system Integration
Based on 916 Smartsheet reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 914 reviewers of Smartsheet have provided feedback on this feature.
Natural Language Interaction
As reported in 914 Smartsheet reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Based on 911 Smartsheet reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Based on 913 Smartsheet reviews. Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 362 Smartsheet reviews.
Multi-step Planning
Based on 361 Smartsheet reviews. Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 361 Smartsheet reviews. Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation 359 reviewers of Smartsheet have provided feedback on this feature.
Agentic AI - Project Collaboration (2)
Multi-step Planning
Based on 427 Smartsheet reviews. Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 427 Smartsheet reviews. Works across multiple software systems or databases
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 406 reviewers of Smartsheet have provided feedback on this feature.
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 409 Smartsheet reviews.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 404 Smartsheet reviews.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 400 Smartsheet reviews.
Natural Language Interaction
As reported in 399 Smartsheet reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 401 reviewers of Smartsheet have provided feedback on this feature.
Decision Making
Based on 402 Smartsheet reviews. Makes informed choices based on available data and objectives
Agentic AI - Marketing Calendar (4)
Autonomous Task Execution
As reported in 43 Smartsheet reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
As reported in 45 Smartsheet reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases 45 reviewers of Smartsheet have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 45 Smartsheet reviews.
Technology Glossary Features
View definitions of the features and discover new technology terms.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.
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.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.





