Project management

Create a branded, widget-based display that integrates live data from sources such as Google Docs, Tableau, and YouTube, allowing you to share real-time information with stakeholders while safeguarding your data's confidentiality.

Simplify decision-making processes, allow users to execute complex calculations, connect data across multiple sheets, and automate calculations with real-time updates.

Combine and filter sheet data to spotlight key details for clear insights and easy sharing, exporting, or dashboard integration to create comprehensive task lists.

Capture consistent, high-quality data for various needs, including requests, fieldwork, events, and feedback, by using branded, customizable forms with conditional logic that are easily embedded or shared, and accessible on mobile devices in areas with low connectivity.

Enhance decision-making with customizable, auto-generated data visualizations, including burndown and time series charts, to highlight clear key data trends.

Enhance team performance and improve project execution by monitoring workloads to identify availability, overseeing tasks, and addressing over-allocations.

Enhance the review cycle and centralize feedback. Request, gather, and manage input from stakeholders using an intuitive interface that allows reviewers to attach comments directly to specific areas of content, such as images or documents. Maintain version control while tracking changes and feedback history for auditing and transparency purposes.

Ensure that collaborators both within and outside your organization have access to the latest version of your work. Control access levels, ranging from viewing to full ownership, regardless of whether collaborators have a Smartsheet account. Even without signing in, anyone you share published items with can view them, streamlining collaboration and communication.

Upload various file types, including .jpg, .png, .gif, .pdf, .docx, .pptx, and .xlsx. Attach content from Brandfolder, Google Drive, Dropbox, OneDrive, and others. Add up to 100 files at once. Attach files to individual rows to maintain context or to the entire sheet.

Ensure all stakeholders are aligned, informed, and accountable to promote efficient workflows and decision-making. Coordinate project tasks, clarify details, provide updates, and maintain a record of communications related to specific items in a sheet, ensuring that discussions are centralized and accessible.

Visualize your projects with customizable task management options. Adjust your notification settings to prioritize essential tasks and stay informed with in-app alerts, enabling you to respond quickly to requests for updates or approvals. Improve your awareness with mobile push notifications and emails, allowing you to concentrate on what matters most.

Improve document security and simplify the approval process. Enable users to request and obtain legally-binding signatures directly within their workflows. This secure approach guarantees authenticity and consent on documents, while ensuring compliance and maintaining audit trails within the Smartsheet platform.

Make sure that only up-to-date and pertinent data is kept in your Smartsheet account. Offer strong security features that empower organizations to precisely manage their content's lifecycle. These features enable administrators to establish policies for data retention, archiving, and deletion in line with company security protocols and regulatory standards, ensuring that sensitive information is safeguarded and disposed of properly.

Prevent confidential data from leaving your Smartsheet account. System administrators have the authority to implement company egress policies to control how external collaborators manage data. They can limit actions such as creating new copies, saving as templates, sending attachments, publishing, printing, and exporting. If an external collaborator attempts any of these restricted actions, they will receive a notification indicating that the action is blocked in compliance with the company’s egress policies.

Select particular geographic areas for storing and managing your data. By choosing a data region, customers can ensure their information is located in their desired area, improving control over data sovereignty and fulfilling regional compliance and policy needs. This capability is especially crucial for organizations with compliance mandates to maintain data within specific national borders due to privacy laws and regulations.

Track who modified content, what alterations were made, and the timing of these changes.
The Activity Log offers a comprehensive audit trail, documenting modifications, access, and sharing actions associated with sheets, reports, or dashboards, promoting transparency and supporting compliance and monitoring initiatives.

Effortlessly configure and oversee your Smartsheet account from a single platform. Explore User and Group Management, Usage Reports, and Enterprise Configuration Options. Keep track of licensed users, group memberships, and available integrations. Improve the transparency of security and account settings, providing suggestions to enhance your account setup according to Smartsheet best practices for optimal configuration.

Oversee and manage various plans while preserving each team's detailed control over their plan and billing. Refine your organization's billing frameworks for adaptability and enable teams to incorporate vital premium applications for their projects. System Admins can verify all company domains, unify the visibility of all current plans under IT management, and implement a consistent SAML SSO login for all plans, ensuring that access can be universally revoked when an employee leaves, thereby simplifying administrative tasks and boosting security.

Utilize passive monitoring to gain comprehensive insights into Smartsheet users and their activities. Optimize your security oversight by exporting an extensive array of over 100 Smartsheet event types—such as object creation and deletion, group modifications, workspace creation, downloads, and attachments—directly into specialized CASB services. This process includes smooth integrations with top solutions like McAfee MVISION and Microsoft Cloud App Security (MCAS), improving your visibility and management of your Smartsheet environment. Full list here.

Discover essential information about the quantity and categories of users interacting with your Smartsheet plan. SysAdmins benefit from comprehensive oversight and account management, gaining a transparent, analytical perspective on your organization's use of Smartsheet. It offers data and patterns on user involvement and feature utilization, enabling you to make strategic decisions to enhance your plan's efficiency and boost your return on investment.