A comprehensive suite of tools designed to help teams manage projects and build solutions of any size or complexity. Essential features Views Flexible and user-friendly interface for organizing and visualizing data. These views allow for efficient management and tracking of projects, enabling users to customize their data display and collaboration approach, facilitating collaboration and project tracking. Learn more Flexible and user-friendly interface for organizing and visualizing data. These views allow for efficient management and tracking of projects, enabling users to customize their data display and collaboration approach, facilitating collaboration and project tracking. Dashboards Surface key insights and share them with stakeholders to provide a clear view of performance, helping you make informed decisions. Track project progress, generate AI-powered visualizations, and analyze data through interactive conversations. Surface key insights and share them with stakeholders to provide a clear view of performance, helping you make informed decisions. Track project progress, generate AI-powered visualizations, and analyze data through interactive conversations. Formulas and functions Streamline decision-making processes, enable users to perform complex computations, link data across multiple sheets, and automate calculations with real-time updates. Formulas and functions Streamline decision-making processes, enable users to perform complex computations, link data across multiple sheets, and automate calculations with real-time updates. Reports Combine and filter sheet data to spotlight key details for clear insights and easy sharing, exporting, or dashboard integration to create comprehensive task lists. Combine and filter sheet data to spotlight key details for clear insights and easy sharing, exporting, or dashboard integration to create comprehensive task lists. Forms Capture consistent, high-quality data for various needs such as requests, fieldwork, events, and feedback using branded, customizable forms with conditional logic that are easily embedded or shared and accessible on mobile in areas with low connectivity. Capture consistent, high-quality data for various needs such as requests, fieldwork, events, and feedback using branded, customizable forms with conditional logic that are easily embedded or shared and accessible on mobile in areas with low connectivity. Work insights Enhance decision-making with customizable, auto-generated data visualizations, including burndown and time series charts, to reveal clear key data trends. Enhance decision-making with customizable, auto-generated data visualizations, including burndown and time series charts, to reveal clear key data trends. Workload tracking Strengthen team performance and enhance project execution by tracking workloads to identify availability, monitor tasks, and resolve over-allocations. Learn more Workload tracking Strengthen team performance and enhance project execution by tracking workloads to identify availability, monitor tasks, and resolve over-allocations. Portfolios Portfolios gives teams a standardized way to manage related projects in one central view, with the visibility to monitor project health and make prioritization decisions with certainty. Learn more Portfolios gives teams a standardized way to manage related projects in one central view, with the visibility to monitor project health and make prioritization decisions with certainty. Templates to jumpstart your projects Ready-made, customizable templates for effortless project setup and efficient task management. See all templates Project with work breakdown schedule (WBS) Simple project portfolio Smartsheet AI is built into the platform where your teams work, and connected to the AI tools they already use. Get instant answers, surface risks, build dashboards, and take action, all without switching context or starting from scratch. AI-powered features From surfacing project risks to enriching your data to building dashboards in seconds, Smartsheet AI is embedded directly in your workflows. Ask questions, get answers, and take action without ever leaving the platform. AI integrations Connect Smartsheet to the AI tools your teams already use, including Claude, Copilot, and other leading AI assistants, through our MCP Server integrations. Surface insights, update projects, and generate new content from your Smartsheet data, directly from your AI tool of choice. Leverage the power of AI to get personalized insights, intelligent analysis, and tailored solutions, so you can tackle any challenge without needing to be an expert. AI-powered tools Smartsheet AI helps teams move faster with tools that generate formulas, analyze data, summarize content, suggest clear descriptions, and more, so you can focus on impact, not busywork. AI integrations Connect your enterprise AI tools to Smartsheet so you can surface insights, automate actions, and keep work moving across your entire tech stack. Streamline tasks with no-code workflows, customizable for your needs. Set up versatile workflows with multiple actions and conditions across devices and communication platforms, or apps like Teams and Slack. Stay informed with workflow updates and run dates. Automated workflows Save time with our ready-to-use templates or design your own for tasks like reminders. Set recurring or one-off workflows, respond via apps, email, or platforms like Slack and Teams, and track workflow performance with ease. Document generation Create custom PDFs, automate form processes, prepare contracts, and sign documents within Smartsheet. Generate PDFs using sheet data, integrate with DocuSign*, monitor signing status, and store completed documents in your sheet rows. (*Requires Smartsheet enterprise license and DocuSign account.) Connectors and integrations Boost productivity by connecting Smartsheet to popular cloud tools such as Google G-Suite, Office 365, Slack, DocuSign, and more, without constant app-switching. Unlock data from any systems you already use with premium features such as Data Shuttle. Microsoft Teams integration Slack integration Adobe Creative Cloud integration Salesforce connector Power BI integration Find the right plan for your business Ready to find an ideal plan tailored for your business? Let's dive in! Team collaboration Empower your teams to execute with speed, efficiency, and accountability. Scenario Planning View project timelines alongside capacity, explore what-if scenarios without impacting live plans, compare options side-by-side, and execute the best path forward with certainty. Learn more Scenario Planning View project timelines alongside capacity, explore what-if scenarios without impacting live plans, compare options side-by-side, and execute the best path forward with certainty. File library Streamline your work by managing project critical content on one platform, enabling easy asynchronous collaboration with stakeholders, quick access to necessary resources, and faster delivery of impactful results. Streamline your work by managing project critical content on one platform, enabling easy asynchronous collaboration with stakeholders, quick access to necessary resources, and faster delivery of impactful results. Proofing Optimize the review cycle and centralize feedback. Request, gather, and manage input from stakeholders through an intuitive interface, enabling reviewers to pin comments directly onto specific areas of content, such as images or documents. Maintain version control, and track changes and feedback history for audit purposes and transparency. Optimize the review cycle and centralize feedback. Request, gather, and manage input from stakeholders through an intuitive interface, enabling reviewers to pin comments directly onto specific areas of content, such as images or documents. Maintain version control, and track changes and feedback history for audit purposes and transparency. Sharing Ensure collaborators both within and outside your organization have access to the most current version of your work. Control access levels, from viewing to full ownership, regardless of whether collaborators have a Smartsheet account. Even without signing in, published items can be viewed by anyone you share them with, streamlining collaboration and communication. Ensure collaborators both within and outside your organization have access to the most current version of your work. Control access levels, from viewing to full ownership, regardless of whether collaborators have a Smartsheet account. Even without signing in, published items can be viewed by anyone you share them with, streamlining collaboration and communication. Attachments Upload a variety of file types, such as .jpg, .png, .gif, .pdf, .docx, .pptx, .xlsx. Attach content from Brandfolder, Google Drive, Dropbox, OneDrive, and more. Add up to 100 files simultaneously. Attach files to individual rows to keep information in context, or attach them to the entire sheet. Upload a variety of file types, such as .jpg, .png, .gif, .pdf, .docx, .pptx, .xlsx. Attach content from Brandfolder, Google Drive, Dropbox, OneDrive, and more. Add up to 100 files simultaneously. Attach files to individual rows to keep information in context, or attach them to the entire sheet. Conversations Keep all stakeholders aligned, informed, and accountable, promoting efficient workflow and decision-making. Coordinate project tasks, clarify details, provide updates, and maintain a record of communications related to specific items in a sheet ensuring discussions are centralized and accessible. Keep all stakeholders aligned, informed, and accountable, promoting efficient workflow and decision-making. Coordinate project tasks, clarify details, provide updates, and maintain a record of communications related to specific items in a sheet ensuring discussions are centralized and accessible. Notifications Visualize your projects with customizable task management capabilities. Tailor your notification settings to prioritize key tasks and stay updated with in-app alerts so you can provide prompt responses to requests for updates or approvals. Enhance your awareness with mobile push notifications and emails, helping you focus on what's most important. Visualize your projects with customizable task management capabilities. Tailor your notification settings to prioritize key tasks and stay updated with in-app alerts so you can provide prompt responses to requests for updates or approvals. Enhance your awareness with mobile push notifications and emails, helping you focus on what's most important. Security and enterprise controls Streamlined management of user access, security settings, and billing details for efficient collaboration and project control. Automate administrative tasks, apply security controls, and ensure company data is protected. Visit our Trust Center Customer Managed Encryption Keys (CMEK) Ensure administrators have the necessary tools to protect sensitive information. Gain full control of access to your data with customer-managed encryption keys, stored and handled through Amazon Web Services Key Management System (AWS KMS). As a customer, you own and govern your encryption keys, giving you the power to configure, rotate, and completely revoke access to your company's data. Enhance document security and streamline the approval process. Allow users to request and receive legally-binding signatures directly within their workflows. This secure method ensures authenticity and consent on documents, all while maintaining compliance and audit trails within the Smartsheet platform. Data retention controls Ensure only current, relevant data is stored in your Smartsheet account. Provide robust security options, enabling organizations to manage the lifecycle of their content with precision. These controls allow administrators to set policies for retaining, archiving, and deleting data according to company security guidelines and regulatory requirements, ensuring sensitive information is protected and disposed of responsibly. Prevent confidential data from leaving your Smartsheet account. System administrators can enforce company egress policies to regulate how external collaborators handle data, with the ability to restrict actions such as saving new copies, saving as templates, sending attachments, publishing, printing, and exporting. Should an external collaborator try to perform any of these restricted actions, they will be notified that the action is blocked in adherence to the company’s egress policies. Smartsheet Regions Choose specific geographic locations where your data is stored and managed. By selecting a data region, customers can ensure information resides in their preferred location, enhancing control over data sovereignty, and meeting regional compliance and policy requirements. This feature is particularly important for organizations with compliance requirements to keep data within certain national boundaries due to privacy laws and regulations. See who made changes, what they changed, and when. Activity Log provides a detailed audit trail, capturing changes, access, and sharing activities related to sheets, reports, or dashboards, ensuring transparency and aiding in compliance and monitoring efforts. Enable centralized control over users, access privileges, and settings, simplifying the management of your organization's account. Manage and audit user access, ownership, and activity. Configure global security settings, such as account discovery, resource management, and personalized welcome screens. Define user roles with specific permissions, automate user setup for smooth enterprise integration, and customize account settings to match features and workdays to your organization’s needs. Configure and manage your Smartsheet account with ease from one location. Navigate through User and Group Management, Usage Reports, and Enterprise Configuration Options. Monitor licensed users, group memberships, and accessible integrations. Enhance the visibility of security and account settings, offering recommendations to refine your account setup in alignment with Smartsheet best practices for optimized configuration. Enterprise plan manager Manage and govern multiple plans while maintaining individual teams’ granular control over their plan and billing. Optimize your organization's billing structures for flexibility and allow teams to integrate essential premium applications for their tasks. System Admins can authenticate all company domains, consolidate visibility of all existing plans under IT control, and establish a uniform SAML SSO login for all plans, ensuring that access can be globally revoked when an employee departs, streamlining administrative functions and enhancing security. Event reporting Leverage passive monitoring for deep insights into Smartsheet users and usage. Streamline your security monitoring by exporting a comprehensive feed of over 100 Smartsheet event types — including object creation and deletion, group edits, workspace creation, downloads, and attachments — directly into dedicated CASB services. This includes seamless integrations with leading solutions such as McAfee MVISION and Microsoft Cloud App Security (MCAS), enhancing your visibility and control over your Smartsheet environment. Full list here . Gain valuable insights into the number and types of users engaged with your Smartsheet plan. SysAdmins have effective oversight and account management with a clear, analytical view of how your organization utilizes Smartsheet. It provides metrics and trends on user engagement and feature adoption, helping you make informed decisions to optimize your plan's performance and maximize your return on investment. Plan, execute, and track work anywhere

Work without distractions with the Smartsheet desktop app, available for download on Windows and Mac. Navigate your work easily on your phone or tablet to check real-time updates in sheets, reports, and dashboards on the go. Premium features These advanced tools include powerful integrations, increased automation, in-depth analytics, and heightened security options, tailored to meet the specialized needs of businesses seeking to elevate their project management and operational efficiency. Portfolio management Establish best practices to deliver consistency and visibility at scale for work execution and reporting. Monitor the status of your portfolio to make decisions about budgets, resources, and risk management. Resource Planning Resource management Match people to the right work, balance workloads, and forecast demand to improve project delivery. Brandfolder by Smartsheet Digital asset management Unlock the full potential of your teams to manage, distribute, and measure creative asset performance with Smartsheet and Brandfolder. Secure request management Manage multi-step processes by sharing only what is needed to the right people at the right time. Maintain control over who can read and edit rows or cells so you can collaborate without sharing your underlying sheet. Bridge by Smartsheet Intelligent workflows Take Smartsheet automations to the next level with powerful, flexible workflows to fit your business processes. No-code work apps Build intuitive web and mobile apps with no coding skills required. Data management Automate the import and export of data between external databases and Smartsheet to unlock data where you need it. Data management Eliminate manual work to keep your sheets and reports in sync — without manual copying and pasting or complex formulas. Data management Maintaining and controlling access to your enterprise system data has never been easier with Smartsheet DataTable. Create a source of truth to power your processes and portfolios — so your teams can create views into the data they need. Data management Summarize and analyze large data stored in sheets or reports and create meaningful comparisons, patterns, and trends. Time management Build shareable calendars with custom details using the interactive and flexible tool. Explore more, do more. Dive into our complete features list. Essential features Workload tracking Custom branding Automation and integrations Automated workflows Document generation Team collaboration Scenario Planning Security and enterprise controls Enterprise plan manager Custom email domains External collaborator multi-factor authentication Data retention controls Customer managed encryption keys (CMEK) Event reporting Smartsheet Regions Premium features Portfolio management Resource management Digital asset management Secure request management Intelligent workflows No-code work apps Time management AI dashboard builder AI integrations AI-powered project setup Generate formulas Text and summaries Intelligent form fill Suggested descriptions Claude Connector Smartsheet MCP Server Smartsheet across devices Essential features Workload tracking Custom branding Automation and integrations Automated workflows Document generation AI dashboard builder AI integrations AI-powered project setup Generate formulas Text and summaries Intelligent form fill Suggested descriptions Claude Connector Smartsheet MCP Server Team collaboration Scenario Planning Security and enterprise controls Enterprise plan manager Custom email domains External collaborator multi-factor authentication Data retention controls Customer managed encryption keys (CMEK) Event reporting Smartsheet regions Smartsheet across devices Premium features Portfolio management Resource management Digital asset management Secure request management Intelligent workflows No-code work apps Time management Ready to get started?