Smartsheet Erfahrungen

Vorteile

Projektmanagement, Möglichkeit der Organisation im Team

Nachteile

Kundenservice reagiert nicht mehr. Wir haben bezahlt und Smartsheet hat einen falschen Account freigeschaltet. Wir haben darum gebeten, unseren alten Teamaccount wieder freizuschalten. Dafür haben wir auch die Account ID an Smartsheet übermittelt. Leider reagiert Smartsheet darauf nicht. Also bezahlen wir derzeit für einen Account, den wir weder benötigen noch nutzen.

In Betracht gezogene Alternativen

Google Workspace

Gründe für den Wechsel zu Smartsheet

Smartsheet wurde uns von einem Kooperationspartner empfohlen.

Vorteile

Ja war sie mir hat die Software gar nicht gefallen...

Nachteile

Bedienung gefällt mir gar nicht für ältere Menschen nicht geeignet...

Vorteile

I find their template gallery to be very attractive. They have templates for many business industries.

Nachteile

They should add more formulas so that it would be easier to manage data in the sheets.

Vorteile

Smartsheet offers powerful features that streamline work processes and increase efficiency. The ability to automate workflows and track progress in real-time is one of its key benefits.

Nachteile

The interface can sometimes be difficult to navigate, making it time-consuming to find what you need.

Vorteile

Smartsheet is a very advanced spreadsheet tool

Nachteile

All is good. Its easy for work. Its smart.

Vorteile

Smartsheet is an incredibly easy-to-use project management tool that allows for quick customization of projects. It's easy to create and manage sheets, assign tasks, and collaborate with team members. The user-friendly interface makes it easy to get started, and the drag-and-drop feature makes it simple to customize projects.

Nachteile

The free version of Smartsheet has limited features, and some of the features are only available in the paid version. The customization options are also limited, and the user must use the pre-defined templates.

Vorteile

Smart features and great ability to automate tasks, projects and team collaborations. Ability to monitor and manage projects against a projected timeline.

Nachteile

Auto-saving doesn't always capture changes made, particularly if multiple people are editing the document at once and with poor connection.

Vorteile

it is part of Microsoft it is a trusted one , i can use it as a free users i can collaborate (view, edit where applicable, comment) it is good for me as a small company ,

Nachteile

i have to make a small training on it first

Vorteile

I liked how this software is very intuitive and user-friendly. It allows users to quickly create tasks, assign them to team members, set due dates, add notes and comments, attach files and documents, prioritize tasks according to urgency or importance levels, track progress on each task with real-time updates from team members, view reports of task performance metrics such as overdue tasks or completed ones. Furthermore, it also offers a calendar overview for easy planning of events related to the project. All these features make it an ideal tool for managing projects efficiently and effectively.

Nachteile

I did not like the fact that this software does not offer a mobile app to access and manage tasks on-the-go. This could be an important feature for users who need to stay connected with their projects even when away from their workstations. Additionally, the software also lacks integrations with other popular task management tools such as Asana or Trello which could further enhance its usability.

Vorteile

Smartsheet offers a range of features that can drastically improve communication, project management, and overall productivity. Automated notifications for completed tasks, form development that automatically updates spreadsheets, automation tools, and editable templates are all incredibly useful tools. Out of all these features, my favourite is how it can bring clarity to the workflow process.

Nachteile

I don't have any issues with this - it's simple to utilize and performs admirably.

Vorteile

I liked the following most about Smartsheet:Intuitive project management tool with flexible grid structure.Real-time collaboration and communication features.Integration with other tools and apps.Robust reporting and tracking capabilities.Customizable templates and forms.Mobile app availability.Advanced security and permissions options.

Nachteile

Following I liked least about the smartsheet:Steep learning curve for some users.Limited visualization options compared to other project management tools.No built-in time tracking features.Limited customization options for the user interface.Price can be a barrier for small businesses.Limited integration options with certain apps and tools.

Vorteile

One of the things I love about Smartsheet is its flexibility. The software offers a wide range of templates that can be customized to fit any project or team, from marketing campaigns to product launches.

Nachteile

One of the biggest issues with Smartsheet is its complexity. While the software offers a wide range of features, it can take time to learn how to use them effectively.

Vorteile

Many are using MS Excel to track projects and orders... If this is your world, then you have to try out Smartsheet! Excel like User Interface that does a whole lot more. Schedule reminders, automate tasks, work flow, and the list goes on... and yet, the with the straightforward simplicity of a familiar EXCEL like environment. Other Project Management tools are great, but for those of us that like the EXCEL look and feel, you will find Smartsheet super easy to adopt and you will love the awesome features it provides. Smartsheet also regularly sends out tips on how to improve your processes and ideas on how to use it in many other ways.

Nachteile

When compared to some of the other solutions like Trello, BaseCamp or Asana, Smartsheet may not be as 'flexible' since it adheres to an Excel like user interface. Maybe this is because of my lack of knowledge in all aspects of Smartsheet's features? Overall, there's not much I don't like about Smartsheet for the way me and my team has to use it.

In Betracht gezogene Alternativen

Trello, Basecamp und Asana

Warum Smartsheet gewählt wurde

Most of our team members were using Excel and the familar user interface ensured a high adoption rate versus the other PM tools.

Gründe für den Wechsel zu Smartsheet

We love the user interface that is similar to Excel and knew more of our team members would embrace Smartsheet because of this.

Vorteile

The thing I like the most is the transparency or the collaboration. To be able to easily see what others are doing and manage them together, set reminders and send update requests is what makes our company run well.

Nachteile

I think there have been a few times that we have maxed out on number of lines. I don't know why that there is a throttle there, but that's probably my only complaint is that some of our sheets get large and max out!

Vorteile

I use Smartsheet daily to track personnel processes, such as recruitment efforts, termination procedures, and the completion of development reviews. I have used other software before, but Smartsheet affords me with the opportunity to freely share the data with other coworkers and management easily and immediately. I also really appreciate the automatic save feature, and the prompt to update with other's changes. I tend to stay in my Smartsheets all day long so this is particularly helpful for updates. I like the ability to attach documents.

Nachteile

I found the Filter feature to be a bit clunky; That design needs some work. I'd like to be able to change fonts within fields, such as making individual words bold. Manipulating rows within the sheets could be streamlined. It's challenging when you want to move a series of rows to another location on the same sheet. It becomes a two-step process: Creating the space for the rows in the new location, and then cutting or copying and inserting them in the new space.

Vorteile

This is the tool we use every day, every hour, to track all of our enrollments and clients. Our team monitors enrollments and other CRM tools don't give us the flexibility to track multiple events and data points. It's Excel but on steroids with multiple functions and features. We're using it more and more every day for reporting up to our management team on progress for our client events.

Nachteile

I'm not so good at the formulaic side of things and making sheets talk to each other, or building a dashboard, is not an intuitive process. There are not step by step instructions or visuals which is something I need personally. It's a lot of trial and error in getting things set up. When I first started, it was very expensive to work with someone who helped build the infrastructure base and looking back there are many things I'd have done differently if I'd understood it a little better. A lot of the consultation time was wasted in trying to get the person to understand what we were trying to achieve.

Vorteile

Very easy to learn and get users onboard quickly. Works much like Excel yet with much more document sharing functionality and the notifications service is most beneficial to us. Very cost efficient in that our clients don't need to purchase a license so we use this to collaborate with them for our project work.

Nachteile

Very little not to like. Advanced functionality we need to not alwasys there, however, Smartsheet comes out with new features a few times a year and they always very helpful. Biggest complaint is that we have not yet figured out how to provide users edit access to a group and yet limit certain sheets within that group to viewer only. Would also like to see more options for backups and restores.

Vorteile

I love how easy it is to collaborate and share information with Smartsheet. With the different permission levels and how easy it was to get our whole company set up with Smartsheet, it has made so much of our project work so much easier and has enabled us to keep all relevant teams, and even just interested parties, up to speed on all that we have going on.

Nachteile

The one feature that I do wish would be added would be a visual timeline feature like MSP has. A lot of times our executive management team would like to see a simplified timeline with key milestones, but in order to do that with Smartsheet, we have to transfer things into PPT Timeline, which isn't impossible, it's just an added step that is a little inconvenient.

Vorteile

I like in Smartsheet the ease that it gives us when setting work schedules, and also the automatic update of the start and end dates of activities, and it is equipped with several views, enabling you to get a distinct view of the work programs. Through the project dashboard, Smartsheet enables you to know all the information you need and also enables each member of the team to know the tasks to be followed up and when they will be closed. Smartsheet provides many collaborative features that enable all team members to share updates, and also send notifications to team members that show what tasks have been modified and who is responsible for them. One of the features of Smartsheet is also to prepare forms and send them easily to a specific team member or from outside the team, requesting specific data and information, and the ease of receiving a response to them and including them within the project updates. I value the means of communication that keeps all team members in constant contact, saves them a lot of time, and ensures that all tasks are kept under constant supervision. With Smartsheet, we ensure that all project events are archived, in addition to the attachments that were included by team members during updates, and it is also distinguished that we can return to them at any time to make sure of any information we need.

Nachteile

Smartsheet is a very intuitive tool and all the tools are clear and easy to use, and I didn't find any dislikes with it. As for the mobile application, it needs more improvements to be able to perform more functions with it.

Vorteile

I use Smartsheet for a wide variety of projects that are so different in nature it's stunning it can all be done on one platform. I have one sheet for a list of plants I want to buy for my garden, complete with growing conditions and pictures. It does miracles as I stand in a gardening store wondering about the right varieties. I have another for managing my freelance work, budgets, timelines, tasks. Another sheet is a massive collection of ideas for my video channel and blog posts. Then there is the sheet with information about art prints and products I sell - sizes, prices, thumnails. I also organized my husband's secret Birthday party using a contact-based Smartsheet shared with accomplices. We went to our favorite town for "a trip" just to keep meeting over twenty friends from 4 countries who secretly arrived as well. Oh, and did I say that I'm writing a book using a Smartsheet? An unlikely use, given that it's not a text editor, but my chapter segments are short and the key is in organizing them into the right sequence, so, they ended up as cells in a spreadsheet too. The way Smartsheet allows me to attach files, images, notes and comments but still keep it all on the same line is fantastic. It helps me think. The was a mind map opens our brain to possibilities and ideas, Smartsheet nails them down. I use it every time I need to get a sense of structure and organization. It's become my go-to tool for making stuff happen.

Nachteile

I don't like the fact that I can't easily copy and paste cells from Excel. I don't like to import entire files. Sometimes I just need a section of a sheet to be added. Even if the paste wouldn't be perfect, it should be possible to paste from an Excel sheet or a simple text document where each line would appear in the next row.

Vorteile

This product has revolutionized the way I manage my team. I am able to use Smartsheet to track many different projects and annual work goals for my team. My staff appreciate the increased autonomy Smartsheet has brought to us. Their goals and metrics are clear and they feel more ownership over their work. Other teams have started to use Smartsheet for their own business purposes and this is making its way through the organization.

Nachteile

Some of the drawbacks about Smartsheet that makes it hard for our Data and Development Analysts to implement include the inability to paste a large number of rows into a grid. Our IT requirements also include having a test and development environment for the analysts to use and Smartsheet doesn't seem to have this. As a supervisor I would also appreciate it if the dashboard charts could be a little more Smart and pull data more dynamically from the source grids without me having to make manual adjustments. My colleagues would also like to see more ability to schedule blocks of time with the calendar integration like we do with Google Calendar. There is a workaround for this, but it isn't palatable for everyone.

Vorteile

SmartSheet provides an easy and efficient means of sharing information in a spreadsheet style format with web-forms that are readily accessible and editable from portable devices. The information from these web-forms can be set to auto-populate on the parent-sheet where the information becomes accessible to all authorized users at the click of the "update" button. For example, during the COVID-19 pandemic, a employee health status sign in sheet was created on short notice and sent out to all relevant parties via email as well as by posting a QR code at the job sites which all workers can scan with their mobile devices and fill in the form on line. The relevant information gets forwarded to main sheet accessible at the main office (nearly) instantaneously. The display options of the sheets are numerous and varied, very useful for different circumstances and audiences.

Nachteile

The functionality is quite similar to that of an Excel spreadsheet, but my recurring stumbling block is that there ARE some differences. That being said, SmartSheet does a wonderful job of expanding the function library constantly, which makes it an ongoing task to stay up-to-date with what is new and possible (this is both a Pro and a Con since the library is so very dynamic)

Vorteile

Projects are easy to set up with the built in functionality. There are lots of built in templates that you can use. But we have found it most helpful to build our own templates. We really appreciate being able to add dependencies, working and non working days, and duration. Then the start and end dates fill in automatically. We have found that the learning curve is not nearly as steep for Smartsheet as it was for Microsoft Project.

Another really helpful feature is being able to use formulas in the Project Plan. Our team schedules our work using a points system. I was able to create formulas that take the number of points for that task and who is assigned to that task to create a point breakdown for each person or team assigned. We then use the linking feature to link the total points for the project, the points accomplished, and the status of the project to a master "Queue" sheet.

Smartsheet has special formula values available for children and ancestors of a task. So, we use a simple =Sum(Children()) formula to add up the points. Actually, the formulas end up being more complicated because we can test whether the row has children or not and do different things depending on the test. For instance, when summing the work completed if the task has no children, then the product of the percent complete and points gives us the number of points completed. If the row is a parent, then the formula sums the children.

Nachteile

For project planning the resources feature is not as helpful as it could be. The main reason is that if a staff is assigned to a row during a particular time, the resource function assumes that they are 100% allocated for that time. So, if you have three tasks that overlap, the resource allocations shows 300%. We have mitigated that by routinely filling in 30% allocation for each resource. This helps to take into account the fact that a task although it lasts a full week won't take up all the staff's time. One idea I have had recently--but haven't tried yet--is to make a formula that takes the number of points for the task and assigns an appropriate allocation number based on points per week.

The other feature that we haven't found useful is the "Critical Path." How the software determines what is on the critical path is a mystery. I'm not sure why it chooses some tasks that have dependencies filled in, but not others that seem to be just as important.

Vorteile

Smartsheet provides a very robust collaboration tool among teams and teams from other companies. The ability to show timelines, comments, attachments, and dates - all in one place - make it very easy to stay on track with projects. This tool also provides a very nice mobile and app platform to work off of while out on the go. We utilize the professional (paid) version to encompass all of the features that we need and are no longer offered in the free version, such as the ability to email directly from the sheet, send for updates, and utilize the reminder functions. Emailing directly from the sheet is a great feature since it allows you to send the comments, attachments, and info from the line all in one easy-to-read email. You can also cc yourself on the email so that you know that it was sent.

Nachteile

One of the things about Smartsheet that could be updated is the ability to copy info from one sheet and create a new sheet. For example, my team utilizes this tool for registration for certain programs at our university. The ability to copy the entire sheet (with all of the info and attachments) onto a new sheet and update the dates, or minimal information, would be a great function to have. The other option would be to allow more functionality in the free version (which was previously there). The update to only allowing email sends from a single line in the professional (paid) version now is a bit challenging when we only budgeted for a certain amount of licenses for the academic year (and we all know how stingy higher ed budgets are right now)

Vorteile

·Being able to share a spreadsheet with other users in real-time.
· Like that users can complete a form to populate a spreadsheet to include uploading documents and that update requests could be sent to that user if a correction needs to be made or additional info is needed. The user then make the change(s) to the cell requested.

Nachteile

·Recently a change was made whereas a non-licensed user can no longer send update requests. We use Smartsheet to have student teachers complete some info pursuant to state law. When the student makes an error, we used to send an update request to have them correct a cell. Now only a licensed user can send those notifications, so we most likely will utilize regular emails for these changes or not use Smartsheet for this work.
·As of Monday (9.30.19), how the system used "comments" changed from a pop-up box that let you enter into a field, save that info and now click anywhere and that pop-up box disappeared. Now it opens "Conversations" which now blocks the right side of the spreadsheet and you must now click on the X to close it out. It also holds all of the comments made to the entire sheet which is more info that I need. Typically if a comment is added to a row, I just click on the comment bubble to that row instead of viewing all of the comments to the sheet.
·When an update request is sent and the person makes the correction, this information is not clearly discernible when viewing the sheet. Turning on notifications turns on too many notifications so this was not an option. The workaround is, I add a "note sent"column that I check when an update request is sent. I then review the sheet and look for rows that have "note sent" checked and now no longer have the pending update icon to look for corrections.
·Need better form controls (field limits, date fields, etc.).