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Smartsheet Essentials

Master Smartsheet for Work Management & Automation

Enterprise-grade platform for managing projects, automating workflows, and aligning teams — built on a familiar spreadsheet interface.

Smartsheet Logo
Models Deployed
12,430+
Active Developers
58,900+

Key Features

Grid, Gantt & Card Views

Switch between spreadsheet, timeline, and kanban views to manage tasks your way.

Workflow Automation

Automate approvals, alerts, and updates with no-code logic and triggers.

Dashboards & Reporting

Create real-time dashboards and roll-up reports for visibility across teams.

Enterprise Integrations

Connect with Microsoft 365, Google Workspace, Salesforce, Jira, and more.

How It Works

1

Create a Sheet or Template

Start from scratch or use a pre-built template for project plans, budgets, or campaigns.

2

Add Columns & Tasks

Define task names, owners, dates, dependencies, and custom fields.

3

Automate Workflows

Set up rules to trigger alerts, update fields, or request approvals.

4

Visualize Progress

Use Gantt charts, dashboards, and reports to track status and KPIs.

5

Collaborate & Share

Invite teammates, share sheets, and control permissions for secure access.

Code Example

// Smartsheet Model Training
// Smartsheet API example to list sheets:
fetch("https://api.smartsheet.com/2.0/sheets", {
  method: "GET",
  headers: {
    Authorization: "Bearer YOUR_ACCESS_TOKEN",
  },
})
  .then((res) => res.json())
  .then((data) => console.log(data));

Use Cases

Project Portfolio Management

Track multiple projects, timelines, and resources across teams.

Marketing Campaigns

Plan, execute, and report on campaigns with automated workflows.

IT Operations

Manage service requests, asset tracking, and change management.

Budget & Finance Tracking

Monitor budgets, expenses, and approvals with real-time reporting.

Integrations & Resources

Explore Smartsheet’s ecosystem and find the tools, platforms, and docs to accelerate your workflow.

Popular Integrations

  • Microsoft 365, Google Workspace
  • Salesforce, Jira, Slack
  • Tableau, Power BI, DocuSign
  • Zapier, Webhooks, REST API
  • Excel, CSV, PDF import/export

Helpful Resources

FAQ

Common questions about Smartsheet’s capabilities, usage, and ecosystem.