[ SmartSuite Reviews ](https://www.g2.com/products/smartsuite-smartsuite/reviews) [ SmartSuite Reviews ](https://www.g2.com/products/smartsuite-smartsuite/reviews) # SmartSuite Features ##### ## Tasks (8) 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. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. 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 (4) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Risk Management (4) Risk Identification Identify various risk factors such as the inadequate use of technology, human factor, or external risks. Risk Classification Ability to classify risks based on risk type, severity, and custom criteria. Risk Methodology Support for various methodologies and frameworks for risk management. Goals Monitoring Monitor risk management performance against goals and objectives. Show More ##### ## Business Continuity Management (3) Recovery Plans Ability to create and compare recovery plans using standard out of the box templates. Procedure Templates Includes a library of procedures and standard plan templates. Crisis Management Procedures to implement crisis management plans and actions. 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 (9) 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. Integrated Risk Management Integrates with Integrated Risk Management software. Disaster Recovery Integrates with Disaster Recovery software. EMNS Integrates with Emergency Mass Notification Systems. Governance, Risk & Compliance Integrate with GRC software such as GRC Platforms, Audit management, and Policy management Finance Integrate with financial solutions such as accounting and ERP systems Environmental, Quality and Safety Management Integrate with EHS software such as Environmental Health and Safety and Quality Management Systems (QMS) Show More ##### ## Communication (5) 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 Announcements Manage news and announcements by company or department 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 (5) 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 Calendars Manage private and shared calendars and associated events 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 ##### ## Platform (4) Integration Delivers APIs and standard integrations with other software systems. Security & Privacy Complies with security and privacy regulations and standards. Mobile Access Allows users to access the software using mobile devices. Flexibility Facilitates software configuration without the need for technical experise. Show More ##### ## Services (4) Implementation Assists customes through all the phases of the implementation process. Training & Learning Provides software users with training courses and learning content. Customer Support Delivers customer and technical support, directly or trough partners. Professional Services The vendor provides consulting services such as business process reengineering. Show More ##### ## Planning (4) Program Management Allows users to create programs to deal with potential threats. Resource Modelling Dependency mapping of resources includes what-if scenarios. Recovery Plans Ability to create and compare recovery plans using standard out of the box templates. Templates Includes a library of procedures and standard plan templates. Show More ##### ## Execution (3) Crisis Management Procedures to implement crisis management plans and actions. Emergency Notifications Notifications can be sent to anyone, not only the users of the solution. Workflows Workflows to assign tasks to users based on their role and the severity of the issue. Show More ##### ## Analytics (3) Business Impact Analysis Identify the impact of threats on various departments or business entities. Plan Reporting Analyse plan characteristics such as completion time or performance. Recovery KPIs Provide information on recovery KPIs such as recovery time progress and recovery time actual. Show More ##### ## Data Collection (3) Data Types Manages quantitative and qualitative data for environmental, social, and governance activities Data Sources Combines data from multiple sources such as software solutions, public websites, and spreadsheets Third Party Uses data from third party sources such as Bloomberg and DowJones Show More ##### ## Reporting (6) Ratings Provides ratings to rank companies based on their ESG programs Investment Generates reports for existing investors or to attract financing Public Creates reports that can be shared with the public, employees, customers, and partners Templates Include reporting templates for activities such as audits and vendor evaluation. Centralized Data Consolidate data from multiple systems that manage supplier information. 360 View Provide a 360 view of suppliers which can be shared with internal or external users. Show More ##### ## Risk Assessment (2) Scoring Users can assign scores to suppliers based on the estimated risk of doing business with them. AI Utilize artificial intelligence to analyze third party risks. Show More ##### ## Risk Control (3) Reviews Review vendor contracts and profiles to ensure compliance with regulation and internal policies. Policies Manage and enforce internal policies related to vendor risk management and controls. Workflows Provide workflows to mitigate risk and escalate issues proactively. Show More ##### ## Monitoring (3) Vendor Performance Track vendor performance using supplier data such as a history of transactions and contracts. Notifications Send alerts and notifications when corrective actions are needed to address supplier risk. Oversight Perform ongoing due diligence activities to auto calculate overall risk for each vendor. Show More ##### ## Generative AI (16) 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 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 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 Tasks Automates basic tasks and workflows utilizing AI. Show More ##### ## Risk Management - Environmental, Social, and Governance (ESG) Reporting (4) Communications Facilitate communications with various stakeholders on ESG initiatives Risk Identification Help users identify ESG related risks to proactively address them Risk Assessment Evaluate the impact of ESG related risks on the company and its ecosystem Strategic Planning Define and implement strategies to improve ESG initiatives Show More ##### ## Reporting - Environmental, Social, and Governance (ESG) Reporting (5) Benchmarking & Competitive Analysis Provide ESG benchmarking data and competitive analysis functionality Actionable Insights Deliver action items to improve ESG initiatives based on historical data AI-Enabled ESG Reporting Use AI or GAI technology to optimize ESG management and reporting Performance Tracking Monitor the performance of Environmental, Social and Governance (ESG) initiatives over time Compliance Reporting Build reports around specific compliance requirements and directives such as CSR and CS3D. 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 ##### ## Workflows - Audit Management (5) Audit Trail Displays all the changes made during audits, including details such as username, timestamp, or type of change in a centralized repository. Recommendations Coordinate and track recommended remediation actions. Collaboration Tools Facilitates collaboration between teams and stakeholders through shared workspaces. Integrations Integrates with risk management platforms, GRC tools, and other systems. Planning & Scheduling Facilitates the creation of audit plans, schedules, and reminders. Show More ##### ## Documentation - Audit Management (2) Templates & Forms Provide out of the box audit templates and forms for various processes and industries. Checklists Provides checklists Show More ##### ## Reporting & Analytics - Audit Management (3) Dashboard Dashboard provides real time or near real time updates and notifications in a centralized location. Audit Performance Provide information on the performance of the audit activities and processes. Industry Compliance Ensures audits are compliant with industry-specific regulations and standards. Show More ##### ## Platform AI Features - Policy Management (2) Reports Can generate reports on policy compliance trends using AI. Workflow Management Uses AI to automate common workflow tasks such as policy creation, distribution, and updates. Show More ##### ## Operational Risk Management (3) Operational Risk Methodology Support various methodologies and frameworks for operational risk management such as ISO 31000 and COSO. Operational Risk Classification Ability to classify risks based on risk type, severity, and custom criteria. Operational Risk Identification Identify various risk factors such as the inadequate use of technology, human factor, or external risks. Show More ##### ## Business Resilience (2) Business Continuity Support business continuity plans through integrations with business continuity software, incident response, or controls planning Compliance Management Reduce risk of legal liability through regulations and standards compliance. Show More ##### ## Agentic AI - Third Party & Supplier Risk Management (2) Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Business Continuity Management (2) Multi-step Planning Ability to break down and plan multi-step processes Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Operational Risk Management (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Environmental, Social, and Governance (ESG) Reporting (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Project Management (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes 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 ##### ## Generative AI- Business Continuity Management (2) Automated Plan Generation Creates or updates business continuity plans by transforming organizational inputs and templates into detailed, customized documents that align with industry standards and regulatory requirements. AI-Generated Post-Incident Reports and Summaries Compiles available data into clear summaries and analytical reports that outline what happened, the impact, response actions, and lessons learned after an incident or test. Show More ##### ## Agentic AI - Work Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Project Collaboration (1) Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Workflow Management (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes 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 ## Top-Rated Alternatives [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5(13,546) ](https://www.g2.com/products/clickup/reviews) [ ![Smartsheet](https://images.g2crowd.com/uploads/product/hd_favicon/1545251244/smartsheet.svg "Smartsheet") Smartsheet 4.4/5(22,654) ](https://www.g2.com/products/smartsheet/reviews) [ ![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(17,028) ](https://www.g2.com/products/monday-com/reviews) [ View All Alternatives ](https://www.g2.com/products/smartsuite-smartsuite/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. 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