Smartsheet Features

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.

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).

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.

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.

Based on 9269 Smartsheet reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.

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.

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.

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.

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.

Based on 8743 Smartsheet reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.

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.

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).

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.

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.

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.

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.

Based on 7444 Smartsheet reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.

Based on 7263 Smartsheet reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.

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.

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.

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.

Identify human and material resources and assign them to projects and portfolios. This feature was mentioned in 4754 Smartsheet reviews.

Resources can be allocated and reallocated across multiple projects and portfolios. This feature was mentioned in 4823 Smartsheet reviews.

Based on 4773 Smartsheet reviews. Improve resource utilization across various projects and portfolios.

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.

Based on 7560 Smartsheet reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.

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.

Based on 4813 Smartsheet reviews. Define multiple types of portfolios for projects, programs, and services.

As reported in 5518 Smartsheet reviews. Plan activities and tasks across various portfolios or programs.

Based on 4999 Smartsheet reviews. Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals. 4603 reviewers of Smartsheet have provided feedback on this feature.

As reported in 5419 Smartsheet reviews. Manage dependencies between projects from one or multiple portfolios.

As reported in 5496 Smartsheet reviews. Assign priorities for projects that are part of portfolios.

Based on 4623 Smartsheet reviews. Include lean project management features and best practices.

Include features to create, assign, and manage tasks. This feature was mentioned in 7422 Smartsheet reviews.

Deliver project plans that can be customized by users. This feature was mentioned in 7295 Smartsheet reviews.

As reported in 7160 Smartsheet reviews. Provide visibility into collaborative processes accross the company

Based on 6147 Smartsheet reviews. Provide integration with task management and project management software.

Consolidate project and portfolio data from separate sources. 4984 reviewers of Smartsheet have provided feedback on this feature.

As reported in 5162 Smartsheet reviews. Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios. This feature was mentioned in 5076 Smartsheet reviews.

Based on 4446 Smartsheet reviews. Perform risk analysis at the portfolio or project level.

Based on 5156 Smartsheet reviews. Provide standard activities and tasks that can be customized by users

As reported in 5021 Smartsheet reviews. Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows This feature was mentioned in 5392 Smartsheet reviews.

Maintain a history of all workflow changes 4652 reviewers of Smartsheet have provided feedback on this feature.

Integrate with ERP or project management software 4367 reviewers of Smartsheet have provided feedback on this feature.

Ability to drag and drop projects and tasks within a marketing calendar. 1037 reviewers of Smartsheet have provided feedback on this feature.

As reported in 1226 Smartsheet reviews. 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. 1167 reviewers of Smartsheet have provided feedback on this feature.

Based on 1005 Smartsheet reviews. Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.

As reported in 1166 Smartsheet reviews. 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. This feature was mentioned in 1192 Smartsheet reviews.

Ability to organize content and manage approvals during the content creation process. 1185 reviewers of Smartsheet have provided feedback on this feature.

Ability to assign content tasks to writers, designers, and editors. This feature was mentioned in 1236 Smartsheet reviews.

Based on 1117 Smartsheet reviews. Ability to schedule content distribution across multiple channels (i.e. social media, email, digital ads, etc.)

Based on 987 Smartsheet reviews. 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. This feature was mentioned in 1015 Smartsheet reviews.

As reported in 7310 Smartsheet reviews. Create and assign tasks for individual users with details and due dates.

As reported in 7391 Smartsheet reviews. Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop. This feature was mentioned in 6923 Smartsheet reviews.

Based on 6114 Smartsheet reviews. Allows users to update multiple tasks at the same time, accross multiple projects.

As reported in 7068 Smartsheet reviews. 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. 6977 reviewers of Smartsheet have provided feedback on this feature.

Based on 6637 Smartsheet reviews. Define dependencies between tasks and the rules to manage them.

Based on 6463 Smartsheet reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Based on 4249 Smartsheet reviews. Provide standard workflows that can be used accross the company.

Allow administrators to configure workflows and processes. This feature was mentioned in 4202 Smartsheet reviews.

Deliver a single data repository for all project information. This feature was mentioned in 3935 Smartsheet reviews.

Based on 4102 Smartsheet reviews. Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance. This feature was mentioned in 3884 Smartsheet reviews.

Allow users to use the system online and on mobile devices. This feature was mentioned in 4100 Smartsheet reviews.

Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 4167 Smartsheet reviews.

Define dependencies between tasks and the rules to manage them. This feature was mentioned in 3895 Smartsheet reviews.

Plan and create work breakdown structure (WBS) based on the scope of the project. This feature was mentioned in 4177 Smartsheet reviews.

Create customized project views for internal and external purposes (eg: for customers). This feature was mentioned in 4026 Smartsheet reviews.

Based on 3946 Smartsheet reviews. Allocate resources by matching capacity and demand, by project, team, or department.

Based on 3623 Smartsheet reviews. Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time. This feature was mentioned in 4064 Smartsheet reviews.

As reported in 3695 Smartsheet reviews. Monitor resource allocation to identify shortages and adjust accordingly.

Based on 3937 Smartsheet reviews. Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces. 3739 reviewers of Smartsheet have provided feedback on this feature.

Monitor work accross the company and analyze performance. This feature was mentioned in 3553 Smartsheet reviews.

Support multiple channels for internal and external communications. This feature was mentioned in 3723 Smartsheet reviews.

As reported in 3918 Smartsheet reviews. Allow users to share and collaborate on documents and files.

Help users meet, share workspaces, and collaborate on tasks. 4115 reviewers of Smartsheet have provided feedback on this feature.

Based on 3428 Smartsheet reviews. Associate a budget with a project and allocate it accordingly by task or resource.

Based on 3422 Smartsheet reviews. Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department. This feature was mentioned in 3233 Smartsheet reviews.

Integrate with CRM, marketing, or customer service software. This feature was mentioned in 3275 Smartsheet reviews.

Provide integration with accounting software and ERP systems. 3325 reviewers of Smartsheet have provided feedback on this feature.

Connect to external data sources such as databases or BI software. This feature was mentioned in 3356 Smartsheet reviews.

Provide live chat tools for instant messaging 5663 reviewers of Smartsheet have provided feedback on this feature.

As reported in 6045 Smartsheet reviews. Ability to involve multiple users in public or private discussions

Allow external users to use chat and discussions This feature was mentioned in 5801 Smartsheet reviews.

As reported in 5827 Smartsheet reviews. Provide functionality to create and manage polls and surveys

Based on 7183 Smartsheet reviews. Documents can be shared between users and teams

User can share notes with colleagues or external users 7124 reviewers of Smartsheet have provided feedback on this feature.

As reported in 6870 Smartsheet reviews. Help users find documents and other types of content

As reported in 6095 Smartsheet reviews. Keep track of document versions and related changes

As reported in 6468 Smartsheet reviews. Create personalized project views for collaboration

Based on 5486 Smartsheet reviews. Allow users to follow tasks which are not assigned to them

Define and manage users access to documents and collaboration features 6799 reviewers of Smartsheet have provided feedback on this feature.

As reported in 6082 Smartsheet reviews. Make project views available for the public.

Align remote employees with their colleagues and external users This feature was mentioned in 6557 Smartsheet reviews.

Define and track responsabilities for remote users This feature was mentioned in 6737 Smartsheet reviews.

Based on 6629 Smartsheet reviews. Allow users to connect to tools that they use remotely

Ability to track marketing campaign performance and return on investment (ROI). This feature was mentioned in 882 Smartsheet reviews.

Ability to compare marketing plans to historical activity. 1033 reviewers of Smartsheet have provided feedback on this feature.

As reported in 2272 Smartsheet reviews. Allows users to generate text based on a text prompt.

As reported in 2276 Smartsheet reviews. Condenses long documents or text into a brief summary.

Based on 3060 Smartsheet reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 3045 Smartsheet reviews.

Based on 2413 Smartsheet reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. 2415 reviewers of Smartsheet have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 1654 Smartsheet reviews.

Based on 1660 Smartsheet reviews. Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. This feature was mentioned in 1818 Smartsheet reviews.

Based on 2051 Smartsheet reviews. 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 This feature was mentioned in 2082 Smartsheet reviews.

Create plans to implement activities to achieve strategic objectives This feature was mentioned in 2060 Smartsheet reviews.

Define strategic objectives related to project and portfolio management This feature was mentioned in 2058 Smartsheet reviews.

Provide a 360 view of all projects and portfolios and their corresponding strategies This feature was mentioned in 2052 Smartsheet reviews.

As reported in 2052 Smartsheet reviews. Align project and portfolios with the strategic objectives of the company

Mitigate risks related to projects and portfolios that may impact strategic objectives 2033 reviewers of Smartsheet have provided feedback on this feature.

Deploy strategic planning to project and portfolio management activities 2047 reviewers of Smartsheet have provided feedback on this feature.

Help with continuous improvement and to adapt to strategy updates and market changes This feature was mentioned in 2035 Smartsheet reviews.

Based on 2040 Smartsheet reviews. Assign priorities to projects and portfolios based on strategic objectives

Capability to perform complex tasks without constant human input 923 reviewers of Smartsheet have provided feedback on this feature.

Ability to break down and plan multi-step processes This feature was mentioned in 923 Smartsheet reviews.

Based on 916 Smartsheet reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 914 reviewers of Smartsheet have provided feedback on this feature.

As reported in 914 Smartsheet reviews. Engages in human-like conversation for task delegation

Based on 911 Smartsheet reviews. Anticipates needs and offers suggestions without prompting

Based on 913 Smartsheet reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 362 Smartsheet reviews.

Based on 361 Smartsheet reviews. Ability to break down and plan multi-step processes

As reported in 361 Smartsheet reviews. Works across multiple software systems or databases

Engages in human-like conversation for task delegation 359 reviewers of Smartsheet have provided feedback on this feature.

Based on 427 Smartsheet reviews. Ability to break down and plan multi-step processes

As reported in 427 Smartsheet reviews. Works across multiple software systems or databases

Capability to perform complex tasks without constant human input 406 reviewers of Smartsheet have provided feedback on this feature.

Ability to break down and plan multi-step processes This feature was mentioned in 409 Smartsheet reviews.

Works across multiple software systems or databases This feature was mentioned in 404 Smartsheet reviews.

Improves performance based on feedback and experience This feature was mentioned in 400 Smartsheet reviews.

As reported in 399 Smartsheet reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 401 reviewers of Smartsheet have provided feedback on this feature.

Based on 402 Smartsheet reviews. Makes informed choices based on available data and objectives

As reported in 43 Smartsheet reviews. Capability to perform complex tasks without constant human input

As reported in 45 Smartsheet reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 45 reviewers of Smartsheet have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 45 Smartsheet reviews.