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Smartsheet

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Project Management · www.smartsheet.com

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Overview

Smartsheet is a cloud-based work and project management platform built around a familiar spreadsheet-style grid that also renders the same data as Gantt, card (Kanban), calendar, and timeline views. It adds no-code workflow automation, roll-up reports and dashboards, document generation, and AI features such as Smart Assist and AI-built dashboards. Founded in 2005 and headquartered in Bellevue, Washington, it is used by teams from small businesses through large enterprises.

The problem Smartsheet solves

Teams that outgrow Excel usually face a bad trade: keep the spreadsheet everyone already knows and lose dependencies, approvals and portfolio roll-ups, or move to a real PM tool and spend months fighting adoption. Smartsheet solves that by keeping the grid as the native editing surface while layering Gantt, card, calendar and timeline views, automated approval workflows, and cross-project dashboards on top of the same data. It lands hardest with PMOs and operations teams in larger or regulated organizations, where the spreadsheets being replaced are already the system of record and the compliance bar rules out lighter-weight tools.

Decision context

Use these points to test whether the product fits your operation, not just whether it has a long feature list.

  • Published starting price: $9 per user/month. Confirm user, usage, and feature limits for the plan you would actually buy.
  • Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
  • Verified integrations include Jira Software, Salesforce, Microsoft Teams, Slack, Microsoft Power BI, Tableau. Validate sync direction and plan limits for the connections that matter.
  • This record was last checked on 7/31/2026; pricing and features can change.

How to evaluate Smartsheet

A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.

Workflow fit

The record describes it as a fit for Teams migrating off Excel or Google Sheets that need real project structure — dependencies, Gantt timelines, approvals — without retraining people on an unfamiliar UI., PMOs and portfolio managers who need roll-up reporting and executive dashboards across many projects rather than a single team board., Regulated and public-sector organizations (government, healthcare, financial services, construction) that require FedRAMP, HIPAA, ITAR or ISO 27001 coverage.. Check that this context matches the volume, roles, and processes your team needs it to support.

Pilot questions

  • Can Smartsheet complete the critical workflow without manual work outside the product?
  • Do the recorded connections (Jira Software, Salesforce, Microsoft Teams, Slack) support the sync direction, permissions, and volume we need?
  • What user, usage, storage, support, or security limits appear after the headline starting price?

Evidence and freshness

This record was checked on 7/31/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.

Best for

  • Teams migrating off Excel or Google Sheets that need real project structure — dependencies, Gantt timelines, approvals — without retraining people on an unfamiliar UI.
  • PMOs and portfolio managers who need roll-up reporting and executive dashboards across many projects rather than a single team board.
  • Regulated and public-sector organizations (government, healthcare, financial services, construction) that require FedRAMP, HIPAA, ITAR or ISO 27001 coverage.

Not a fit if

  • Small teams or nonprofits on a tight budget — there is no free plan, only a 30-day trial, and reviewers repeatedly cite licensing cost and seat minimums as the top complaint.
  • Software engineering teams wanting a lightweight, highly customizable issue tracker — TrustRadius reviewers specifically note limited customizability and gaps for advanced users.

Why it’s listed

  • One of the largest and most established work management platforms in the category, with 20+ years of operating history and a review base spanning tens of thousands of verified reviews across G2, Capterra and TrustRadius.
  • Distinctive spreadsheet-first model: the same underlying grid drives Gantt, Kanban, calendar and timeline views, which makes it the natural upgrade path for teams currently running projects out of Excel or Google Sheets.
  • Enterprise-grade compliance depth (SOC 2 Type II, ISO/IEC 27001/27017/27018/27701, HIPAA, FedRAMP, DoD SRG, ITAR) that most collaborative work management tools do not carry.

Pricing

Pro

$9 per user/month

Entry paid tier for small teams, billed annually ($12/user/month month-to-month), covering 1-10 members with unlimited free contributors.

  • Grid, Gantt, card and calendar views
  • Unlimited sheets, forms and reports
  • Unlimited free contributors
  • 250 automations per month
  • 20 GB attachment storage
  • AI Smart Assist, Smart Columns and AI dashboards

Business

$19 per user/month

Mainstream tier for growing teams, billed annually ($24/user/month month-to-month), with a 3-member minimum and unlimited free guests.

  • Everything in Pro
  • Timeline view and workload tracking
  • Unlimited automations
  • 1 TB attachment storage
  • Advanced integrations including Power BI and Tableau
  • Proofing and admin capabilities

Enterprise

Custom pricing

Custom-priced tier for organizations of 10+ members that need directory-backed identity and advanced governance.

  • Everything in Business
  • SAML-based single sign-on and directory integration
  • Scenario planning and portfolios
  • Unlimited attachment storage
  • Advanced security and admin controls

Advanced Work Management

Custom pricing

Custom-priced add-on package layering advanced governance, data movement and premium support onto Enterprise.

  • Everything in Enterprise
  • Control Center and Dynamic View
  • Data Shuttle, DataMesh and connectors
  • Calendar App and Pivot App
  • Premium Support with 2-hour response time

Features

Kanban boardsCard view renders any sheet as a Kanban board; available from the Pro tier.
Gantt / timeline chartsGantt is a core native view with dependencies and critical path; timeline view adds on Business.
Task managementCore capability — rows act as tasks with assignees, dates, dependencies and attachments.
Time trackingNot in the standard plans; timesheets require the paid Resource Management by Smartsheet add-on for Business/Enterprise.
Resource & capacity managementWorkload tracking is included in Business and Enterprise; capacity planning, forecasting and skill-based assignment need the Resource Management add-on.
Goal tracking & OKRsNo dedicated OKR object; teams build OKR tracking from sheets, templates, formula roll-ups and dashboards.
Workflow automationNo-code automated workflows for alerts, approvals and updates — 250/month on Pro, unlimited on Business and above.
Reporting & dashboardsCross-sheet reports plus shareable dashboards, including an AI dashboard builder; Power BI and Tableau connectors on Business+.
Public APIPublic REST API with official SDKs for Java, C#, Python and Node.js.
Mobile appNative mobile apps for phone and tablet, plus a desktop app.
AI featuresSmart Assist, Smart Columns and AI-generated dashboards ship from Pro; assistant integrations with ChatGPT, Claude, Gemini and Copilot on Business+.

Integrations

Jira SoftwareSalesforceMicrosoft TeamsSlackMicrosoft Power BITableauServiceNowWorkdaySAP ERPGoogle DriveMicrosoft OutlookMicrosoft OneDriveDocusignZapierMicrosoft Power AutomateAdobe Creative CloudMiroWorkato

Security & compliance

SOC 2 Type IIISO/IEC 27001ISO/IEC 27017ISO/IEC 27018ISO/IEC 27701HIPAAFedRAMPDoD SRGFERPAGLBAITARSection 508 / VPAT

Pros & cons

Pros

  • Spreadsheet-like grid makes adoption fast for anyone already comfortable in Excel, which reviewers cite as the main reason rollouts stick.
  • Same dataset renders as grid, Gantt, card, calendar and timeline views, so different stakeholders can work in the format they prefer without duplicating data.
  • Strong no-code automation for alerts, approvals and status updates that removes a meaningful amount of manual chase-up work.
  • Ready-made reports and dashboards are widely praised for rolling project data up into something executives will actually read.

Cons

  • Cost is the single most common complaint — expensive per-seat licensing plus seat minimums, and reviewers report sharp bill increases after plan changes.
  • Performance degrades on large sheets and big datasets, with reports of slow loads and occasional instability.
  • Formula and calculation capability lags Excel, which frustrates users who came expecting spreadsheet parity.
  • Steep learning curve for advanced features (Control Center, complex automations, cross-sheet references); permission management also gets unwieldy at scale.

What we found

4.5/5
3.5k reviews aggregatedLast checked 2026-07-31

Reviewers across Capterra (4.5/5 from 3,531 reviews), G2 (4.4/5 from roughly 21,000 reviews) and TrustRadius (8.3/10 from roughly 950 reviews) rate Smartsheet highly for its spreadsheet-familiar interface, multi-view project tracking and automation, while consistently flagging licensing cost at scale, slowdowns on very large sheets, and a steep learning curve for advanced capabilities.

Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.

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