Smartsheet

Provides a spreadsheet-like interface for entering, organizing, and viewing project data with rows, columns, and cells. Users can input tasks, assignments, dates, and custom fields in a familiar grid format without requiring database or coding knowledge.

Executes multi-step workflows triggered by specific conditions or events, such as automatically updating task status, assigning work, or sending notifications based on user-defined rules. Supports branching logic and complex automation without coding.

Granularly controls who can view, edit, or comment on sheets, rows, or specific columns. Supports role-based access, team-level permissions, and external user sharing with customizable restrictions.

Provides pre-built project templates for common workflows (marketing campaigns, product launches, IT requests) that can be customized and reused. Accelerates project setup by eliminating manual structure creation.

Stores files, documents, and attachments directly within sheet rows or as sheet-level assets. Supports version control, preview capabilities, and integration with cloud storage services like OneDrive and Google Drive.

Captures time spent on tasks through manual entry or time tracking integrations. Aggregates hours by task, project, or team member for billing, capacity analysis, and productivity metrics.

Sends customizable notifications to users based on specific triggers (task assignment, deadline approaching, status change, comment mentions). Supports multiple channels including email, in-app, and integrated messaging platforms.

Enables multiple team members to work simultaneously on the same project, with real-time updates, inline commenting, and activity tracking. Provides visibility into who changed what and when, supporting asynchronous and synchronous collaboration.

Automatically generates Gantt charts from task data with dependencies, milestones, and timelines. Allows drag-and-drop scheduling, critical path visualization, and timeline adjustments that cascade to dependent tasks.

Tracks resource availability, workload distribution, and capacity across projects and teams. Provides visibility into who is overallocated or underutilized, enabling better resource balancing and planning.

Connects Smartsheet to external systems like Salesforce, Jira, Microsoft Teams, and Slack through pre-built connectors. Enables data synchronization, two-way updates, and cross-platform workflows without custom coding.

Generates customizable reports and dashboards that aggregate data from multiple sheets, projects, or teams. Supports filtering, grouping, and visualization options to create executive summaries and performance metrics.

Creates customizable forms that collect data from external users or team members and automatically populate Smartsheet rows. Supports conditional fields, validation, and branded forms for public or internal use.

Routes tasks or requests through defined approval chains with conditional logic. Tracks approval status, sends notifications, and escalates overdue approvals automatically.

Identifies task dependencies and automatically calculates the critical path—the longest sequence of dependent tasks that determines project completion. Highlights which tasks impact overall timeline.