Smartsheet

Enterprise work management with spreadsheets, automation, dashboards, and AI

by smartsheet · Project Management

Executive Summary

Smartsheet is a cloud-based enterprise work management platform used to plan, track, and automate projects, programs, and operational processes in a spreadsheet-like interface. It’s used by PMOs, operations, IT, marketing, and business teams to standardize intake, coordinate execution, and report progress through real-time dashboards and portfolio-level visibility. Business value comes from faster execution through no-code automations, governed collaboration across internal/external stakeholders, and standardized templates/solutions at scale. Differentiation includes a highly familiar sheet paradigm plus enterprise governance, robust automation, portfolio tooling (via add-ons), and built-in generative AI features for formulas, text, and chart/metric creation.

Use Cases

  • PMO project and program tracking with standardized templates, schedules, dependencies, and executive dashboards
  • Enterprise intake and request management (IT, marketing, facilities, HR) using forms, approvals, and automated routing
  • Portfolio visibility and reporting across multiple teams using cross-sheet reports and rollup dashboards
  • Operational process automation (e.g., onboarding checklists, compliance workflows, status reporting) with no-code workflows and notifications
  • Resource/capacity planning and workload balancing using workload tracking and allocation views
  • Document-driven processes (e.g., generating PDFs from structured data and routing for e-signature)

Features

Visibility

  • Dashboards: Real-time KPI dashboards combining charts, metrics, and status across projects and portfolios for executive reporting.
  • Reports (cross-sheet): Filter, group, and summarize work from multiple sheets into role-based reports (e.g., program rollups, risk logs, open actions).
  • Gantt, timeline, calendar, board and table views: Multiple visualization modes for schedules and task tracking, including Gantt and timeline for planning and dependency tracking.
  • Work Insights: Auto-generated visualizations (e.g., trend/time-series style views) to highlight key data patterns and progress.
  • Workload tracking: Capacity and allocation visibility to identify over/under-allocation and improve execution predictability.

Intelligence

  • No-code automations (workflows): Rule-based workflows with triggers, conditions, and multiple actions (notifications, updates, approvals) to reduce manual coordination.
  • Smartsheet AI: Generate formulas: Converts plain-language requests into working formulas and explains the logic; outputs can be used like standard formulas.
  • Smartsheet AI: Text and summaries: Drafts and summarizes content from sheet context (e.g., status summaries, messaging), writes/rewrites text, and supports translation and sentiment-style analysis.
  • Smartsheet AI: Analyze data (charts & metrics): Generates charts and metrics from natural-language prompts and can add them to dashboards without manual configuration.
  • Document generation + e-signature integration: Automates generation of custom PDFs from sheet data and supports signing workflows via DocuSign integration (enterprise licensing requirements apply).

Support

  • Learning Center and help documentation: Vendor-maintained help articles, implementation guidance, and best practices across platform features and administration.
  • Community: User community for Q&A, patterns, and troubleshooting across use cases.
  • Premium Support (add-on): Enhanced support offerings available as part of advanced packages/add-ons for enterprises needing higher-touch support.

Technical Specifications

Architecture
Multi-tenant cloud-native SaaS
Deployment
Cloud/SaaS
Authentication
Forms-based auth, Google authentication; Enterprise supports SAML 2.0 SSO and Azure AD authentication
API Available
Yes
MCP Server
No

Infrastructure

  • AWS

AI/ML Stack

  • LLM
  • Machine Learning
  • NLP

Integrations

  • Microsoft 365
  • Salesforce
  • Jira
  • ServiceNow
  • Tableau

Security & Compliance

Certifications: SOC 2 Type II, SOC 3, ISO 27001, ISO 27017, ISO 27018, ISO 27701, GDPR, HIPAA

Encryption: AES-256 at rest, TLS in transit

Pricing

Model
Per member/month subscription (monthly or annual billing) plus add-ons; Enterprise/Advanced packages are custom
Starting Price
Pro: $12/member/month billed monthly (1–10 members); Business: $24/member/month billed monthly (3+ members); Enterprise: custom; Advanced Work Management: custom
Target Customer
SMB to Enterprise (Enterprise and Advanced tiers for large-scale governance and portfolio needs)
Contract Type
Monthly or annual for Pro/Business; Enterprise and Advanced typically sold via contract (annual/multi-year) with SLA available on Enterprise
Free Trial
Yes, Free trial (duration not consistently specified across all pages; commonly offered via 'Try for free') (credit card required)

About smartsheet

Smartsheet is a SaaS company that provides an Intelligent Work Management platform. This AI-powered, cloud-based platform enables organizations to plan, capture, automate, and report on work, empowering teams to innovate, collaborate, and drive business value at scale.

Founded: 2005 · Headquarters: Bellevue, Washington, United States · Employees: 1000+ · Public