VIDEO: Smartsheet Key Features, Pros, And Cons

look managing your projects and spreadsheets works for a little while but it can get old pretty quick that is where project management software comes in and thankfully some systems like smartsheet make the switch from spreadsheets just painless hey there project managers i'm meredith and in this video we're sharing our review of the project management application smartsheet but if you want to learn more about your software options check out our website at project-management.com for more in-depth articles helpful tips and info about project management software click the link in the description below to learn more smartsheet is a fully fledged project management solution that works much like a spreadsheet program but unlike a spreadsheet smartsheet comes packed with project management features like multiple different task views workflow automation work request forms and a whole lot more smartsheet works for organizations of all sizes and it comes in several different plans grouped into standard and enterprise at the time of recording this video the system does not offer a free plan but you can try it out through a free trial now let's look at some of the key features of smartsheet one of the most fundamental features of smartsheet is the ability to create projects or workflows and break them down into tasks you have a lot of freedom with what information you can add to your tasks depending on the project or workflow you're building you might want to associate a task with a department give it a specific assignee assign it to a category set a due date list your subtasks or display completion status smartsheet also works for real time collaboration so you can comment on tasks and attach your files like many project management tools smartsheet lets you visualize your tasks in multiple different ways or views standard view is grid view which basically just works like a spreadsheet other project management tools have a grid view feature as well but the grid view in smartsheet is so much more robust than what you're going to find in your other systems you don't get the full functionality that you would get from a spreadsheet but you do get capabilities like text alignment font conditional formatting font size text color cell colors and more smartsheet also comes with views for a cant chart kanban board and your calendar the workflow automation feature is a nice addition for saving you time on repetitive tasks and reducing human error smartsheet lets you create event-based triggers to perform specified actions for example you could create an automation to mark a task as completed when a manager approves a file now depending on the trigger you choose an automation can perform different tasks for multiple different scenarios so if a manager rejects a file you can add that as a scenario that would cause a different action like sending a notification to the person who uploaded the file smartsheet is a top rated tool but there are still some pros and cons of using it first let's talk about the pros the most obvious pro of smartsheet right off the bat might be its ease of use the system takes all the best features from spreadsheet software and improves upon them to better suit project management so the learning curve is pretty small and while other project management systems also come with workflow automation features smartsheet includes this feature in all of its paid plans and then finally smartsheet also lets you connect to multiple third-party data sources to easily import that data from other applications however there are some disadvantages of using smartsheet this system is easy to use but the user interface does look dated which can have a negative impact on user experience some users have noted issues with the conditional formatting capability in the grid view and others find the pricing to be a bit high compared to comparable software systems hopefully you now have a better idea of whether or not smartsheet is the right project management tool for you but if you're still not sure click the link in the description below for more tips on project management software tools be sure to subscribe and turn on notifications for even more project management software videos and we'll see you next time bye

This transcript was generated automatically from the video's captions and may contain errors.