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Smartsheet

By Smartsheet Inc.

IntermediatePlatform3.8K learners

Smartsheet is a work management and collaboration platform built around a spreadsheet-like interface, used by teams to plan projects, track work, automate processes, and build dashboards and reports at enterprise scale.

Definition

Smartsheet is a work management and collaboration platform built around a spreadsheet-like interface, used by teams to plan projects, track work, automate processes, and build dashboards and reports at enterprise scale.

Overview

Smartsheet's interface will feel familiar to anyone who has used a spreadsheet, but it layers on project-management features spreadsheets lack natively: Gantt charts, dependency tracking, resource management, approval workflows, and automation rules that trigger notifications or updates based on cell changes. It is widely used in enterprise settings for program and portfolio management, where its combination of familiar spreadsheet mechanics with structured workflow and reporting features appeals to teams that need more rigor than a simple spreadsheet but don't want the complexity of dedicated project-management software. It competes with platforms like monday.com (including its AI layer, monday.com AI) and Airtable, and integrates with tools such as Slack and Microsoft/Google productivity suites.

Key Features

  • Spreadsheet-style grid interface with Gantt and calendar views
  • Dependency tracking and resource management for project plans
  • Automated workflows and approval processes triggered by cell changes
  • Dashboards and reports for portfolio and program visibility
  • Forms for structured data collection feeding into sheets
  • Enterprise-grade permissions, audit trails, and governance controls

Use Cases

Enterprise project and program management
Portfolio-level reporting across many concurrent projects
Automating approval workflows for budgets or content review
Resource planning and capacity tracking across teams
Structured data collection via forms feeding project sheets

Frequently Asked Questions