Smartsheet review

Smartsheet is an enterprise work platform for managing projects, portfolios, resources, and workflows. Instead of treating each project as a standalone plan, it is designed to connect work across teams and give managers a shared view of plans, capacity, and progress. The product’s listed capabilities include project and portfolio dashboards, milestone and dependency tracking, intake and approval workflows, and cross-team resource planning.

Smartsheet also positions AI as part of the platform: its work intelligence is intended to provide project and portfolio insight and answer questions in AI tools teams already use. For client delivery, it lists collaboration portals, resource forecasting, and AI-powered customer reporting. Those are product claims, not a reason on their own to switch. The practical case is stronger for organizations that need structured intake, roll-up reporting, and resource visibility than for teams that just want a simple task list.

The interface and sheet-based approach are part of the trade-off. One Reddit commenter says the ability to aggregate data across sheets gives their team a broader view of projects; others describe the product as awkward or dated.

Smartsheet’s clearest fit is a PMO or operations team that needs to standardize project plans and report across them. The product lists portfolio dashboards, connected workflows, milestone and dependency tracking, and resource planning. A Reddit commenter describes using fields in project plans to feed status and roll-up reports, while another values querying and aggregating information across sheets. Those accounts support the same point: Smartsheet can be useful when teams build plans around shared data and reporting needs.

• Intake and approval workflows can centralize requests instead of leaving them scattered across teams.
• Resource planning is aimed at workload balancing and capacity planning across teams.
• Client delivery features include collaboration portals, resource forecasting, and customer reporting.
• The pricing page lists unlimited automations on Business, compared with 250 per month on Pro.

There is a pricing case for smaller teams, too, if the limits fit. Pro costs $9 per member per month with annual billing, or $12 with monthly billing, and includes 1–10 members, unlimited contributors, and 20 GB of attachment storage. Business costs $19 annually or $24 monthly per member and adds unlimited automations and 1 TB of storage. One Reddit commenter says the tool works well when configured around a clear architecture; that setup work is part of the proposition, not a free benefit.

Smartsheet is less compelling if the goal is simple, low-cost project tracking. The pricing page lists no free plan, and the published entry plan is Pro at $9 per member per month with annual billing ($12 monthly). Pro is capped at 10 members, 250 automations per month, 20 GB of attachment storage, and a 30 MB maximum attachment size. Business removes the automation cap and raises storage to 1 TB, but costs $19 per member per month annually ($24 monthly). Its 250 MB attachment limit still applies.

Larger organizations should expect a sales-led quote: Enterprise and Advanced Work Management have custom pricing, with no public per-member price listed. Dynamic View is a separate add-on starting at $125 per month for Business and Enterprise. The pricing page also lists Data Shuttle from $100 per month for those plans. Check the add-on requirements before comparing headline plan prices.

Usability is another risk. Reddit commenters describe weak rich-text support, clunky folder management, workarounds, and a UI that keeps changing. Others say it works well once configured. A Reddit thread also complains that guests cannot properly edit a sheet without a paid plan; we would confirm the exact access rules for your intended collaborators before rollout.

Smartsheet’s listed entry price is $9 per member/month, billed annually. Pro costs $12 per member/month with monthly billing or $9 with annual billing. It covers 1–10 Members, 250 automations per month and 20 GB of attachment storage. Business costs $24 monthly or $19 annually per member, and starts at 3 Members. That is a sizeable jump: $12 more per member monthly, or $10 more on the annual equivalent. Business adds unlimited automations and 1 TB of storage. Enterprise and Advanced Work Management have custom pricing, so their costs are not published here. There is no free plan; trial terms are not published. Annual prices are monthly equivalents billed yearly, while monthly billing is available. Watch the add-ons: Dynamic View starts at $125/month and Data Shuttle at $100/month for Business and Enterprise. Other listed add-ons have no prices in the published pricing details, so budget for them separately rather than assuming they are included.

The migration work depends on how much of your current setup relies on dependencies, intake approvals, resource plans and portfolio dashboards. Those are all parts of Smartsheet’s feature set, so map the workflows you need to keep before choosing a plan. The published product information does not specify import or export formats, migration tools, or whether attachments and history transfer. Treat those as questions for Smartsheet, not settled facts. It also does not describe a specific lock-in policy; practical switching risk will depend on how much of your work is built around connected workflows and portfolio reporting. The stated fit is weaker for teams that want simple, low-cost tracking, and paid add-ons may add to the cost of leaving or staying—but the sources provide no user-reported reasons for departing. No Reddit posts or comments were supplied, so we can’t attribute switching complaints to Reddit users.