What is Smartsheet?

Smartsheet is a cloud-based collaboration and project management software. Smartsheet uses an easy-to-understand spreadsheet interface supporting a wide range of functionality that includes:

• Manage Projects: You can create projects and tasks which can then be shared with team members and colleagues.
• Collaborate: You can invite other project team members to collaborate on a sheet, which means they can either view or edit the sheet.
• Set up alerts: You can set up notifications and reminders for tasks within the sheet.
• Attach files: You can attach files to the overall sheet or to a row (or task) in the sheet. The files are stored in the cloud and are accessible when you or collaborators log in to Smartsheet and view the sheet.
• Have discussions: You can set up discussions for the project as a whole or for certain tasks. These discussions are stored within the sheet.
• Request updates: You can request updates from collaborators on the progress of their assigned tasks from within the sheet.
• Set up web forms: This enables you to set up feedback or survey forms and have the responses users give to automatically populate into a sheet.
• Publish the sheet: You can make the sheet available via an external URL so that anyone can see it.
• Create Dashboards and Reports: You can create dashboards and reports based upon existing sheets, and share those reports with colleagues.

Do I need a license to evaluate Smartsheet?

You only need a license if you are going to be creating, administering , modifying sheet structures (add/move/delete/re-format columns), managing resources, and/or creating/modify webforms.

If you are working with a user that will only need to view and/or update content on existing sheets, they are not required to purchase a license.

An example of this would be a licensed user creating a sheet and then sharing the it with other users - the free account will allow team members to view and edit the Sheet without a license. 

Licensing Costs and Features

The current cost for a Smartsheet license for PATH employees is $332 (pro-rated based on automatic renewal of all licenses on November 1) billed annually to each department.  With a license, users will have access to:

• Prioritized end user support from Smartsheet (via smartsheet.com/gethelp)
• Enjoy unlimited sheets, reports, dashboards, forms, and file storage.
• Access to Smartsheet Dashboards
• Ability to track solution adoption, updates to content, sharing, and more via Activity Log
• Access to the Smartsheet Center of Excellence training portal
• Access to future premium features on Smartsheet’s current roadmap
• Ability to create automated actions such as approval workflows, update requests, and more

Smartsheet Training

• Smartsheet Webinars
• Individual Training
• Group Training
• Self-Paced Training & Certification

Smartsheet Fundamentals

• Getting Started with Smartsheet
• Smartsheet Basics
• Personal Account Management
• Formulas and Functions
• Sharing and Collaboration
• Formatting
• Project Management and Gantt Charts
• Center of Excellence
• Alerts: Notifications and Reminders
• Reports and Dashboards
• Apps and Integration
• Tips and Troubleshooting
• Smartsheet for Android
• Smartsheet for iOS

Smartsheet FAQs