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?

If you are unsure of whether or you need a Smartsheet license, PATH IT encourages you to sign up for a free 30-day trial on www.smartsheet.com before requesting through IT Help Desk. If, after evaluating Smartsheet, you decide through your Department to purchase a license, your existing worksheets will transfer over. Please use your existing PATH email address to create your free Smartsheet account for the transfer to process.

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.

What happens after the 30-day trial expires?

You can either upgrade your account to a paid license or continue to use the trial license which become read only. Any sheets you own will also become read only and delete after 90 days.

If you have any questions, please refer to the Smartsheet Trial FAQ for more information.

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