Smartsheet

Key company services/products:

Key Features:

• Core functions provide a user-friendly interface for organizing and visualizing data.
• Grid view
• Gantt chart (Gantt view)
• Card view
• Calendar view
• Cell linking: streamlines decision making, enables complex calculations, links data between multiple tables, and automates calculations with real-time updates.
• Formulas.
• Filters.
• Baselines
• Dependencies
• Critical path
• Dashboards: Create a custom, widget-based dashboard that combines real-time data from sources like Google Docs, Tableau, and YouTube to efficiently share information.
• Reports.
• Forms: Collect consistent, quality data for a variety of needs (queries, fieldwork, feedback) through branded, customizable forms with conditional logic, also accessible via mobile devices with low connectivity.
• Work insights: Improve decision-making through customizable, automatically generated data visualizations, including burndown charts and time series that reveal key trends.
• Workload tracking.
• Templates: Ready-made, customizable templates for easy project start-up and efficient task management. Examples: Hierarchical Project Structure (WBS), Campaign Plan and Simple Project Portfolio.
• Custom branding
• Publish

AI integrations:Connect enterprise AI tools with Smartsheet to gain insights, automate actions, and sustain performance across your technology environment.

Automation and integrations:

These features streamline tasks through code-free workflows and boost productivity by connecting Smartsheet with popular cloud tools.

• Automated Workflows.
• Document creation.
• API
• Connectors

Team collaboration:

These tools empower teams to work quickly, efficiently, and responsibly by managing project-critical content on a single platform.

• Review: Optimize the review cycle by centralizing feedback; allowing reviewers to pin comments directly on specific areas of content (images, documents), supports version control, and tracks history for audit purposes.
• Sharing: provides internal and external contributors access to the current version; controls access levels (from review to full ownership); published items can be viewed without logging in.
• Attachments: Allows uploading of various file types (e.g. .jpg, .pdf) from sources such as Brandfolder, Google Drive, and Dropbox; allows adding up to 100 files at a time to individual rows or to the entire sheet.
• Conversations: Keeps stakeholders in sync, informed, and accountable by centralizing coordination, clarification, and updates related to specific items in a sheet.
• Notifications: Custom task management capabilities; provides in-app notifications, mobile notifications, and emails to prioritize key tasks.

Security and Corporate Controls:

This package provides easy management of user access, security settings and billing details.

• Customer Managed Encryption Keys (CMEK). Customers own and administer their keys, allowing them to revoke access to company data at any time.
• Electronic Signatures (E-signatures): Allow users to request and obtain legally binding signatures directly in workflows, increasing document security and compliance.
• Data retention controls: Enable organisations to manage the content lifecycle by setting policies for data retention, archiving and deletion in line with security requirements and regulations.
• Data egress controls: Prevents confidential information from leaving a Smartsheet account by restricting external contributors from performing actions such as saving copies, sending attachments, publishing, printing, or exporting.
• Smartsheet Regional Centers (Smartsheet Regions): Allow customers to select specific geographic locations for data storage and management, providing control over data sovereignty and compliance with regional requirements.
• Activity Log: Provides a detailed trail of actions (audit), recording changes, access and sharing associated with tables, reports or dashboards.
• Admin Center: Allows configuration and management of a Smartsheet account from a single location, including user and group management, usage reports, and corporate configurations.
• Admin tools: Manage and track user access, ownership and activity; set global security rules, define user roles and automate their creation.
• Plan insights: Provides system administrators with an analytical perspective on Smartsheet usage, including metrics and trends in user engagement and feature adoption.
• SAML-based Single Sign-On (SAML-based SSO): Unified sign-on, defined by the enterprise plan manager, that enables global access revocation when an employee leaves.
• Enterprise plan manager: Manages and controls multiple plans, unifies visibility of all existing plans under IT department control, and establishes unified SAML SSO access.
• Custom email domains
• Safe sharing
• External collaborator multi-factor authentication
• Event reporting: exports a comprehensive stream of over 100 Smartsheet event types (such as create/delete, downloads, attachments) directly into CASB services such as McAfee MVISION and Microsoft Cloud App Security (MCAS).

Premium features:

Premium features are advanced tools designed to meet specific business needs.

• Control Center ( Portfolio Management).
• Resource Management by Smartsheet : Allows you to mobilize the most appropriate team, maintain project schedules and budgets, and accurately forecast new staffing needs.
• Brandfolder by Smartsheet ( Digital Asset Management).
• Dynamic View ( Secure Query Management): Enables multi-step process management by sharing only the information needed; provides control over who can read and edit rows or cells without sharing the entire table.
• Bridge by Smartsheet ( Intelligent Workflows): Creates advanced workflows between different data processing and task automation systems.
• WorkApps ( Codeless Apps): Enables the creation of intuitive web and mobile applications without the need for programming.
• Data Shuttle ( Data Management).
• DataMesh ( Data Management): Eliminates the need for manual work by synchronizing tables and reports without complex formulas.
• DataTable ( Data Management): Enables visualization and collaboration on large volumes of data by bringing together isolated sources from ERP, CRM and other databases.
• Pivot App ( Data Management): Summarizes and analyzes large volumes of data from tables or reports to create meaningful comparisons, patterns, and trends.
• Calendar App ( Time Management).

Smartsheet across devices:

These features ensure that users can access their work across platforms.

• Desktop App.
• Mobile app: Easily navigate work on phones or tablets to check real-time updates in tables, reports and dashboards while on the go.

What we believe in:

Our values guide everything we do at Smartsheet, from the way we work together to the way we serve our customers.

• Imagine Winning - Imagine success and boldly pursue it.
• Make it a reality - Remove the obstacles and kick start the momentum.
• Push the limits - Overcome obstacles and embrace every challenge.
• Take responsibility for the outcome - Believe in yourself and others.
• Celebrate every success - Celebrate victories and learn from the experience.

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