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Smartsheet: work management features and setup
Smartsheet manages work in a spreadsheet-like format with automations and alerts. It suits processes where teams already think in rows, dates, and approvals.
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Overview
Using a spreadsheet does not mean every change must be made by hand: processes can be set up around records and deadlines. One advantage is that project managers can scan the controls easily. To maintain reliability, separate fields that notify people from fields populated by an external system. Keep a separate field for the approval outcome so it can be distinguished from free-form notes in the sheet.
Features
- Automated workflows
- Alerts and approval requests based on spreadsheet data
- Work tracking and reporting
Business uses
- Requesting budget approval after required fields are completed
- Reminding people about items that have not yet been handled
Getting started
- Set up a pilot sheet with an owner, due date, and status
- Choose an automation template suited to an approval request
- Try an approved and a rejected request, then check that the row reflects the decision
What to check
- Check the permissions of alert recipients and the spreadsheet sharing requirements
- Distinguish built-in capabilities from paid add-ons and integrations
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.