# Smartsheet Software 2026: Features, Integrations, Pros & Cons | Capterra

> Capterra's in-depth exploration of Smartsheet Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Smartsheet Software pricing, features, integrations, and potential alternatives.

Source: https://www.capterra.com/compare/79104-198049/Smartsheet-vs-Microsoft-Project

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# 

 Smartsheet Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 10, 2025

Written byPreksha Buttan

Preksha Buttan

Preksha Buttan is a writer at Capterra. She provides insights to help small businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software ad...

[See bio & all articles](https://www.capterra.com/resources/author/pbuttan/)

Edited byCaroline Rousseau

Caroline Rousseau

Content Editor

After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers devel...

[See bio & all articles](https://www.capterra.com/resources/author/caroline-rousseau/)

Content Editor

Written by [Preksha Buttan](https://www.capterra.com/resources/author/pbuttan/)

Preksha Buttan is a writer at Capterra. She provides insights to help small businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers.

Edited by [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/)

Content Editor

After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers develop and produce compelling content about today’s business matters.

[Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Smartsheet

Smartsheet Overview:

### Key takeaways

Insights from verified Capterra reviews

Smartsheet helps small and midsize businesses manage projects, tasks, and workflows using a spreadsheet-style interface. It’s most used by administrative and IT teams for daily collaboration and task tracking. Reviewers highlight its form creation and real-time updates as standout features. Pricing complexity and formula setup are common drawbacks. Recent additions like AI formula builder and timeline view improve automation and visibility.

### Our verdict

Smartsheet is useful for teams that prefer structured, spreadsheet-style workflows and need daily coordination across tasks and projects. While formula setup and pricing tiers require upfront planning, the platform’s automation, visibility, and integration depth make it a strong contender for SMBs managing cross-functional work.

Overall rating

Based on 3,479 user reviews

Reviews sentiment

Positive

92%

Neutral

6%

Negative

1%

Pros & cons

Real-time collaborative project management

Comprehensive project tracking tools

High cost and licensing limitations

Performance and reliability concerns

Starting price

$12

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Smartsheet alternatives

Smartsheet may not suit teams seeking more visual task boards, simplified pricing structures, or deeper financial tracking features. Explore other project management tools that better align with your workflow preferences and operational priorities.

Highest Rated

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

[4.4 (15,308)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

[4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

[4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/79104/Smartsheet/alternatives/)

## Who uses Smartsheet?

Based on Capterra reviews from the past year

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Real-time collaborative project management

98% positive reviews out of 349

Most reviewers describe collaboration as seamless, enabling teams to edit, share, and communicate instantly across locations.

Saleem A

COE, 11 - 50 employees.

"The real-time collaboration feature allows multiple users to work on the same sheet simultaneously, promoting seamless teamwork and communication."

High cost and licensing limitations

46% negative reviews out of 321

Some users say pricing is expensive, with minimum license requirements and costly premium features impacting budget flexibility.

Ellie B

Business Operations and HR Support, 11 - 50 employees.

"Smartsheet has recently changed its licensing and is now really quite expensive for the amount of users required, who don't necessarily need the full subscription."

Comprehensive project tracking tools

96% positive reviews out of 279

Most reviewers indicate project tracking is efficient, supporting progress monitoring, task assignment, and real-time updates for teams.

Md O

Director, 11 - 50 employees.

"However, after switching to Smartsheet, version control issues have been eliminated and the project tracker is now a dynamic document with changes appearing instantly for all users."

Performance and reliability concerns

61% negative reviews out of 188

Most users comment bugs and issues cause slow loading, occasional crashes, and frustrating lag, especially with large sheets.

Via L

Civil Registry Associate, 51 - 200 employees.

"Sometimes the application is laggy and server error."

Versatile task and data tracking

95% positive reviews out of 203

Most users report tracking features help organize, monitor, and automate tasks, boosting productivity and team coordination.

Omar E

Services and consulting in the field of information technology, 501 - 1,000 employees.

"It's excellent for general roadmapping and tracking. When I can do all I need to do here, I wouldn't use anything else!"

Limited advanced formula capabilities

59% negative reviews out of 97

Most users report formula functionality is restrictive, with slow performance, compatibility issues, and confusing error messages.

Jagar D

Information technology analyst, 501 - 1,000 employees.

"Smartsheet can possibly lag in its performance while working with huge datasets or complex formulas."

## Smartsheet's interface

Smartsheet’s interface resembles a spreadsheet, which helps teams transition quickly from tools like Excel or Google Sheets. While many find it intuitive for task editing and real-time updates, others mention friction with managing sub-tasks, formula setup, and visual navigation.

2+

Preksha Buttan

Teams familiar with spreadsheet-style layouts often adapt quickly to Smartsheet’s interface, but reviews show that customizing formulas and navigating Gantt charts can slow down workflows. The lack of visual cues for sub-task hierarchy may require extra setup time.

Ease of Use

4.3 (3,433)

4.3

Based on 3,433 reviews

## Key features

View by:

These features have been rated as most important by users based on their reviews.

View by:

Get Advice

We can help you find the software with the features you need.

Preksha Buttan

Smartsheet’s top-rated features support fast-paced collaboration and structured task execution. Real-time updates, editable sheets, and form-based inputs help teams stay aligned, reduce delays, and manage work with greater control.

Features

4.3 (3,422)

4.3

Based on 3,422 reviews

The Smartsheet features below were rated the highest by reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years.

Forms creation and design

4.5 (58)

58 reviewers rated this feature

Enables teams to build and share custom forms using drag-and-drop tools, required fields, and conditional logic. It simplifies client feedback collection and data entry into sheets. Templates and color themes streamline setup.

Project planning and scheduling

4.4 (553)

553 reviewers rated this feature

Helps teams assign tasks, set dependencies, and adapt schedules with real-time updates. Reviewers value the flexibility, visibility, and automation that support efficient planning across multiple projects.

Task editing

4.4 (281)

281 reviewers rated this feature

Allows quick updates to due dates, assignees, and statuses in a spreadsheet-style interface. Reviewers highlight the ease of attaching files, adding comments, and automating notifications to keep work organized and collaborative.

Real-time updates

4.3 (113)

113 reviewers rated this feature

Ensures instant visibility of changes across collaborators, improving coordination and reducing delays. Synchronization and automated alerts help teams stay aligned and responsive.

AI formulas, texts, and charts

0 reviewers rated this feature

Uses generative AI to create formulas, summarize sheet content, and generate charts from structured data. This helps reduce manual setup time, surface insights faster, and improve reporting clarity across complex projects.

Work insights

0 reviewers rated this feature

Provides visual dashboards that track usage patterns, collaboration trends, and workflow bottlenecks. Managers can use these insights to optimize team performance and identify areas for process improvement.

Dynamic view

0 reviewers rated this feature

Allows secure, filtered access to specific sheet data without exposing the full sheet. This feature supports role-based visibility, enabling external collaborators to update or view only what’s relevant to them.

Data shuttle

0 reviewers rated this feature

Automates data movement between Smartsheet and external systems like Excel or Google Sheets. Teams can schedule imports and exports, map fields, and maintain clean data flows without manual intervention.

AI formula builder

0 reviewers rated this feature

Generates complex formulas using natural language prompts, helping teams automate workflows and reduce setup time. This tool simplifies logic creation and speeds up troubleshooting for advanced users. (Released May 2024)

Timeline view

0 reviewers rated this feature

Displays date-based work in a visual layout grouped by assignee or status. Teams can surface milestones and track progress at a glance, improving planning and coordination. (Released May 2024)

Workspace collections

0 reviewers rated this feature

Allows teams to organize sheets, reports, dashboards, and third-party files into curated collections. This helps streamline collaboration and control visibility across stakeholders. (Released October 2024)

File library

0 reviewers rated this feature

Enables direct annotation and commenting on files within workspaces. This reduces the need for meetings and accelerates feedback cycles by centralizing content reviews. (Released October 2024)

All key features (225)

Define levels of authorization for access to specific files or systems

60.62% of 193 reviewers that rated this feature as important or highly important

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

100.00% of 1 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

66.07% of 112 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

63.86% of 83 reviewers that rated this feature as important or highly important

Generate one-off reports that meet information requirements

0% of 0 reviewers...

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

52.63% of 38 reviewers that rated this feature as important or highly important

Generates complex formulas using natural language prompts, helping teams automate workflows and reduce setup time. This tool simplifies logic creation and speeds up troubleshooting for advanced users. (Released May 2024)

0 reviewers rated this feature

Uses generative AI to create formulas, summarize sheet content, and generate charts from structured data. This helps reduce manual setup time, surface insights faster, and improve reporting clarity across complex projects.

0 reviewers rated this feature

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

41.44% of 111 reviewers that rated this feature as important or highly important

Tools for the systematic analysis of various types of data or statistics

0.00% of 1 reviewers that rated this feature as important or highly important

Application programming interface that allows for integration with other systems/databases

13.64% of 22 reviewers that rated this feature as important or highly important

Manage the process of evaluating documents or requests submitted for approval

38.10% of 21 reviewers that rated this feature as important or highly important

Route documents and other data through one or more stakeholders for review and approval

57.14% of 14 reviewers that rated this feature as important or highly important

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

30.00% of 10 reviewers that rated this feature as important or highly important

Assign issues and tasks based on availability or required skills

70.00% of 20 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

33.33% of 6 reviewers that rated this feature as important or highly important

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

51.72% of 29 reviewers that rated this feature as important or highly important

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

44.44% of 9 reviewers that rated this feature as important or highly important

A way to visually represent data via blocks the length of which correlates with the values they represent

50.00% of 2 reviewers that rated this feature as important or highly important

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

36.67% of 30 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

47.57% of 103 reviewers that rated this feature as important or highly important

Group collaboration to solve ideas in a productive and concentrated manner.

53.57% of 28 reviewers that rated this feature as important or highly important

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

0% of 0 reviewers...

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

41.67% of 36 reviewers that rated this feature as important or highly important

Track actual spending to ensure it's in line with the planned budget

0% of 0 reviewers...

Create budgets based on historical data and future projections

33.33% of 12 reviewers that rated this feature as important or highly important

Monitor and track bugs and issues in the system.

0% of 0 reviewers...

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

62.34% of 77 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

58.58% of 239 reviewers that rated this feature as important or highly important

Schedule the calibration of instrumentation and maintenance requirements

0% of 0 reviewers...

Track and interpret campaign performance metrics

0% of 0 reviewers...

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

100.00% of 1 reviewers that rated this feature as important or highly important

Plan and strategize marketing campaigns

100.00% of 1 reviewers that rated this feature as important or highly important

Monitor service demand and performance to plan for adequate resources that meet business needs

66.67% of 3 reviewers that rated this feature as important or highly important

Track and monitor efficient handling of all changes/transitions

0.00% of 2 reviewers that rated this feature as important or highly important

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

100.00% of 2 reviewers that rated this feature as important or highly important

Manage various distribution channels, build relations with channel partners, and track their performance

0% of 0 reviewers...

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

100.00% of 1 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

51.56% of 64 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

41.18% of 34 reviewers that rated this feature as important or highly important

Smartsheet enables real-time collaboration, permission controls, and integrates with Power BI, Teams, Slack, and Google Workspace. Reviewers appreciate simultaneous editing, sharing with external users, and workflow automation, but some note messaging works best when integrated with MS Teams.

62.27% of 379 reviewers that rated this feature as important or highly important

A way to visually represent data where different categories of items are marked with different colors

66.67% of 6 reviewers that rated this feature as important or highly important

Leave comments and notes on documents for others to view

75.84% of 149 reviewers that rated this feature as important or highly important

Specialized for organizations who focus on commercial projects and processes

0.00% of 2 reviewers that rated this feature as important or highly important

Manage and track all internal and external communication conducted via calls, email, text, or chat

57.14% of 49 reviewers that rated this feature as important or highly important

Track and report regulatory data to either internal management or external stakeholders

47.83% of 23 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

55.17% of 29 reviewers that rated this feature as important or highly important

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

65.22% of 23 reviewers that rated this feature as important or highly important

Track, store, and access client contracts or licenses

56.25% of 16 reviewers that rated this feature as important or highly important

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

0.00% of 1 reviewers that rated this feature as important or highly important

Forecast the cost and resources required to complete a project

100.00% of 2 reviewers that rated this feature as important or highly important

Forecast of the expenses necessary for project completion

41.18% of 34 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

40.00% of 25 reviewers that rated this feature as important or highly important

Alter the layout and content of dashboards

58.33% of 36 reviewers that rated this feature as important or highly important

Customize data fields to support various needs and use cases

70.73% of 164 reviewers that rated this feature as important or highly important

Alter the layout and content of reports

70.37% of 27 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

56.72% of 67 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

90.00% of 10 reviewers that rated this feature as important or highly important

Creation and customization of dashboards

66.67% of 3 reviewers that rated this feature as important or highly important

Connect to big data sources

46.00% of 50 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

68.97% of 58 reviewers that rated this feature as important or highly important

Automates data movement between Smartsheet and external systems like Excel or Google Sheets. Teams can schedule imports and exports, map fields, and maintain clean data flows without manual intervention.

0 reviewers rated this feature

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

0% of 0 reviewers...

A systematic and logical representation of numeric data in rows and columns

42.86% of 7 reviewers that rated this feature as important or highly important

Graphical representation of data

57.69% of 130 reviewers that rated this feature as important or highly important

Specify or track the date/time a project, task, etc., is due for completion

84.44% of 45 reviewers that rated this feature as important or highly important

Track and manage task relationships and dependencies

57.14% of 7 reviewers that rated this feature as important or highly important

Manage digital assets

0.00% of 1 reviewers that rated this feature as important or highly important

Online forums/groups where users can ask questions, share ideas, best practices, etc.

9.09% of 11 reviewers that rated this feature as important or highly important

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

0% of 0 reviewers...

Store, manage, and track all electronic documents in a centralized location

53.96% of 278 reviewers that rated this feature as important or highly important

Review and analyze existing information across documents

50.00% of 2 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

69.57% of 46 reviewers that rated this feature as important or highly important

Assemble applications and processes by dragging over and arranging pre-built components

61.68% of 107 reviewers that rated this feature as important or highly important

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

73.68% of 19 reviewers that rated this feature as important or highly important

Allows secure, filtered access to specific sheet data without exposing the full sheet. This feature supports role-based visibility, enabling external collaborators to update or view only what’s relevant to them.

0 reviewers rated this feature

Import, collect, and capture data from multiple sources

0% of 0 reviewers...

Manage, store and organize emails within the system or via third-party apps

37.50% of 24 reviewers that rated this feature as important or highly important

Reminders sent via email

0% of 0 reviewers...

Track employee schedules, availability, and performance across projects and tasks

20.00% of 5 reviewers that rated this feature as important or highly important

Create and securely store digital patient records

14.29% of 7 reviewers that rated this feature as important or highly important

Track the location of specific equipment at all times

16.67% of 6 reviewers that rated this feature as important or highly important

A list of events with their respective dates

0% of 0 reviewers...

Schedule and manage the logistics of activities and other gatherings

0% of 0 reviewers...

Plan, pay and track business related expenses.

0% of 0 reviewers...

Monitor and record expenses such as purchases or charges incurred

0% of 0 reviewers...

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

44.44% of 9 reviewers that rated this feature as important or highly important

Enables direct annotation and commenting on files within workspaces. This reduces the need for meetings and accelerates feedback cycles by centralizing content reviews. (Released October 2024)

0 reviewers rated this feature

Create, save, and store files

56.25% of 16 reviewers that rated this feature as important or highly important

Public or private sharing of digital files such as documents, audio/video, images, and more

51.82% of 110 reviewers that rated this feature as important or highly important

Move files across different systems or networks

60.00% of 25 reviewers that rated this feature as important or highly important

Plan, manage, and track the financial activities of an individual or organization

0.00% of 2 reviewers that rated this feature as important or highly important

Generate reports to assess the financial performance of an organization

0% of 0 reviewers...

Primarily serving architecture, engineering, and construction industry professionals

0% of 0 reviewers...

Supports project management for IT professionals & teams

66.67% of 3 reviewers that rated this feature as important or highly important

Specialized for organizations who focus on residential projects

0% of 0 reviewers...

Automate repetitive tasks such as filling out information or creating certain types of forms

0% of 0 reviewers...

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

74.58% of 59 reviewers that rated this feature as important or highly important

Enables teams to build and share custom forms using drag-and-drop tools, required fields, and conditional logic. It simplifies client feedback collection and data entry into sheets. Templates and color themes streamline setup.

58 reviewers rated this feature

Store, manage and track all forms in a centralized location

40.00% of 25 reviewers that rated this feature as important or highly important

Perform various mathematical calculations using the data

50.00% of 46 reviewers that rated this feature as important or highly important

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

72.53% of 91 reviewers that rated this feature as important or highly important

Establish measurable goals and objectives and track their progress over a specific period of time

62.50% of 8 reviewers that rated this feature as important or highly important

Compliant with HIPAA, which sets standards for sensitive patient data protection

46.67% of 15 reviewers that rated this feature as important or highly important

Automates core HR functions such as talent management, employee evaluation and learning management

0% of 0 reviewers...

Process of gathering idea submissions from users, employees, or customers using internal, external, or crowdsourcing channels

0% of 0 reviewers...

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

40.54% of 37 reviewers that rated this feature as important or highly important

The creation, development, and sharing of potentially innovative new ideas

0% of 0 reviewers...

Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site

0.00% of 3 reviewers that rated this feature as important or highly important

Track and manage inventory levels to maintain proper supply

10.00% of 10 reviewers that rated this feature as important or highly important

Identify and respond to unexpected problems or failures (ie. "negative events")

60.00% of 30 reviewers that rated this feature as important or highly important

Record and follow the progress of every issue

100.00% of 11 reviewers that rated this feature as important or highly important

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

42.86% of 7 reviewers that rated this feature as important or highly important

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

35.29% of 34 reviewers that rated this feature as important or highly important

Establish procedures for monitoring locations of keys

0% of 0 reviewers...

Tracking the status of previously identified performance measurements

61.36% of 44 reviewers that rated this feature as important or highly important

See past and upcoming campaigns and communications in a calendar view

0% of 0 reviewers...

Reports specific to marketing and associated campaigns

0% of 0 reviewers...

Identify advertising and promotional sources to be used in marketing efforts

0% of 0 reviewers...

Monitor task progress and planned accomplishments to better manage project status

66.67% of 54 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

53.64% of 220 reviewers that rated this feature as important or highly important

Access the system via a mobile application

50.00% of 8 reviewers that rated this feature as important or highly important

View and present dashboard on mobile devices

33.33% of 9 reviewers that rated this feature as important or highly important

Observe and track the demand, usage, progress or quality of a system, product, or user

60.00% of 5 reviewers that rated this feature as important or highly important

Supports simultaneous creation and work on multiple Kanban boards

100.00% of 2 reviewers that rated this feature as important or highly important

Manage multiple campaigns in one system

100.00% of 1 reviewers that rated this feature as important or highly important

Ability to handle several projects simultaneously

59.34% of 391 reviewers that rated this feature as important or highly important

Identify, track, and respond to negative feedback

40.00% of 10 reviewers that rated this feature as important or highly important

Managing and tracking patient health, progress, communication, and treatment plans

0% of 0 reviewers...

Manage employee salary processes, data, taxes, and records administration efficiently

100.00% of 2 reviewers that rated this feature as important or highly important

Level of completion within a task

57.69% of 52 reviewers that rated this feature as important or highly important

Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries

25.00% of 4 reviewers that rated this feature as important or highly important

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

65.71% of 35 reviewers that rated this feature as important or highly important

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

41.67% of 12 reviewers that rated this feature as important or highly important

Arrange tasks based on the level of priority or urgency

58.33% of 144 reviewers that rated this feature as important or highly important

Share dashboard screen within private user groups

0% of 0 reviewers...

Document any changes or proposed changes made to business processes or workflows

100.00% of 2 reviewers that rated this feature as important or highly important

Visually identify, define, and map all details and relationships surrounding business process models and elements

0% of 0 reviewers...

Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment

0% of 0 reviewers...

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

50.00% of 8 reviewers that rated this feature as important or highly important

Reporting on how each user, task or process has advanced since its initiation

64.63% of 164 reviewers that rated this feature as important or highly important

Plan and coordinate all the resources, costs and time needed to execute assignments

63.45% of 145 reviewers that rated this feature as important or highly important

Organize and schedule projects

61.54% of 195 reviewers that rated this feature as important or highly important

Helps teams assign tasks, set dependencies, and adapt schedules with real-time updates. Reviewers value the flexibility, visibility, and automation that support efficient planning across multiple projects.

553 reviewers rated this feature

Smartsheet gives you customizable templates, Gantt charts, and timeline views for project planning. Users think it streamlines planning, allows resource forecasting, and supports collaboration, but some find it less effective for complex scheduling compared to specialized tools.

64.52% of 558 reviewers that rated this feature as important or highly important

Identifying critical tasks that make up a project and assigning start and end dates for each

100.00% of 8 reviewers that rated this feature as important or highly important

Measure time to completion or hours worked for projects

72.73% of 33 reviewers that rated this feature as important or highly important

Monitor the progress of projects from start to finish

66.10% of 177 reviewers that rated this feature as important or highly important

Estimate or forecast of a future scenario based on the study of present trends

23.08% of 13 reviewers that rated this feature as important or highly important

Publish dashboard publicly on various platforms

0% of 0 reviewers...

Generate quotes or estimates for customers

0% of 0 reviewers...

Engage in direct, instant messaging with customers, users, etc.

70.00% of 30 reviewers that rated this feature as important or highly important

Receive data and information in real time

71.62% of 74 reviewers that rated this feature as important or highly important

Notifications that are delivered to users as soon as an event occurs

53.95% of 76 reviewers that rated this feature as important or highly important

Receive system updates as soon as any changes are made

65.00% of 120 reviewers that rated this feature as important or highly important

Ensures instant visibility of changes across collaborators, improving coordination and reducing delays. Synchronization and automated alerts help teams stay aligned and responsive.

113 reviewers rated this feature

Set the frequency of a task's occurrence

45.00% of 20 reviewers that rated this feature as important or highly important

Timed notification for any upcoming task, deadline, appointment, or activity

68.57% of 35 reviewers that rated this feature as important or highly important

Access work applications remotely, for when working away from the office and/or traveling

66.67% of 6 reviewers that rated this feature as important or highly important

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

76.74% of 43 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

58.89% of 90 reviewers that rated this feature as important or highly important

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

67.46% of 338 reviewers that rated this feature as important or highly important

Evaluating and prioritizing change requests that are received while working on the project

25.00% of 4 reviewers that rated this feature as important or highly important

Enables creation, management, and tracking of product requirements & features during product production/development

100.00% of 8 reviewers that rated this feature as important or highly important

Manage the rescheduling of appointments

42.11% of 19 reviewers that rated this feature as important or highly important

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

55.32% of 47 reviewers that rated this feature as important or highly important

Allocate and manage resources, such as employees, equipment, facilities, and other assets

100.00% of 2 reviewers that rated this feature as important or highly important

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

0.00% of 4 reviewers that rated this feature as important or highly important

Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received

75.00% of 4 reviewers that rated this feature as important or highly important

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

58.82% of 17 reviewers that rated this feature as important or highly important

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

50.00% of 2 reviewers that rated this feature as important or highly important

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

0% of 0 reviewers...

Set & manage permission levels based on user roles and restrict access to only authorized individuals

64.29% of 28 reviewers that rated this feature as important or highly important

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

50.00% of 2 reviewers that rated this feature as important or highly important

Reports specific to sales analysis for trends and strategies

0% of 0 reviewers...

Set a time to generate routine reports automatically

60.00% of 5 reviewers that rated this feature as important or highly important

Plan availability and assign specific time slots for tasks and resources

45.92% of 98 reviewers that rated this feature as important or highly important

Search and filter data across systems to locate required information by entering keywords or certain criteria

50.75% of 67 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

77.78% of 18 reviewers that rated this feature as important or highly important

Track work performed and resources used for past customers, sites, or assets

0% of 0 reviewers...

Display aggregated data points on one page for a bird's eye view assessment

43.75% of 16 reviewers that rated this feature as important or highly important

Allow users to access multiple services after entering their login credentials once

80.00% of 10 reviewers that rated this feature as important or highly important

Track employee skills, competencies, training & qualifications

0% of 0 reviewers...

Track the amount of money spent on a certain product or with a certain supplier

0% of 0 reviewers...

UI looks like a spreadsheet

0% of 0 reviewers...

Identifying the tasks to be completed and the people to complete them during a set period of time

0% of 0 reviewers...

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

80.00% of 5 reviewers that rated this feature as important or highly important

Track staff hours through a calendar view

0% of 0 reviewers...

Track the status over time for a request, process, asset, or transaction

62.32% of 69 reviewers that rated this feature as important or highly important

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

90.91% of 11 reviewers that rated this feature as important or highly important

Split and manage tasks into individual components

50.00% of 10 reviewers that rated this feature as important or highly important

Track information, qualifications, and contact details of subcontractors

40.00% of 5 reviewers that rated this feature as important or highly important

Ensure subcontractors are working safely on client sites and document audits/inspections for reference.

0% of 0 reviewers...

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

0% of 0 reviewers...

Gauge satisfaction and receive information for improvement and success

12.50% of 8 reviewers that rated this feature as important or highly important

Attach digital tags to documents and assets for identification, search, or monitoring purposes

0% of 0 reviewers...

UI looks like task board

0% of 0 reviewers...

Edit task information and all related elements

58.54% of 287 reviewers that rated this feature as important or highly important

Allows quick updates to due dates, assignees, and statuses in a spreadsheet-style interface. Reviewers highlight the ease of attaching files, adding comments, and automating notifications to keep work organized and collaborative.

281 reviewers rated this feature

It helps you break down projects, assign tasks, automate reminders, and track progress. Reviewers indicate task creation, assignment, and tracking are efficient, but some find resource assignment clunky and wish for better integration with tools like Trello and Microsoft applications.

61.01% of 849 reviewers that rated this feature as important or highly important

With this capability, you track task status in real time, use Gantt charts, and consolidate updates. Reviewers appreciate the clear visualizations, instant updates, and accountability, though some mention the platform could be more visually appealing for tracking progress.

58.35% of 473 reviewers that rated this feature as important or highly important

Smartsheet offers flexible scheduling so you can set deadlines, assign tasks, and automate reminders. Reviewers appreciate the intuitive interface, easy task assignment, and real-time notifications, but some mention occasional confusion among team members and basic scheduling capabilities.

57.69% of 494 reviewers that rated this feature as important or highly important

Add labels or tags to tasks

66.67% of 3 reviewers that rated this feature as important or highly important

Organizing a group of people to accomplish a task

72.73% of 11 reviewers that rated this feature as important or highly important

Oversee technicians and track their assigned work orders

0% of 0 reviewers...

Create, save, and re-purpose templates for emails, forms, etc.

28.57% of 14 reviewers that rated this feature as important or highly important

Sample files or documents that could be customized as needed or used as is

100.00% of 4 reviewers that rated this feature as important or highly important

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

36.84% of 19 reviewers that rated this feature as important or highly important

Addition of necessary external data, applications, tools, or features

0.00% of 1 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

35.48% of 31 reviewers that rated this feature as important or highly important

Log and record hours worked and costs spent to assist in billing and invoicing

40.00% of 50 reviewers that rated this feature as important or highly important

Measure and track time including hours worked and paid time off (PTO)

42.11% of 19 reviewers that rated this feature as important or highly important

Displays date-based work in a visual layout grouped by assignee or status. Teams can surface milestones and track progress at a glance, improving planning and coordination. (Released May 2024)

0 reviewers rated this feature

A digital list of items that need to be completed

0% of 0 reviewers...

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

0.00% of 1 reviewers that rated this feature as important or highly important

Track revisions and updates made to files and navigate between different versions

58.70% of 46 reviewers that rated this feature as important or highly important

Create, design, and visually represent processes within the software

80.00% of 5 reviewers that rated this feature as important or highly important

Graphical representation of data or processes

71.43% of 7 reviewers that rated this feature as important or highly important

Web form that allows users to enter data that is sent and processed for different reasons

0% of 0 reviewers...

An extended application or connector that enables users to perform additional services with their current set of tools

57.14% of 7 reviewers that rated this feature as important or highly important

Provides visual dashboards that track usage patterns, collaboration trends, and workflow bottlenecks. Managers can use these insights to optimize team performance and identify areas for process improvement.

0 reviewers rated this feature

Creating, assign, and track jobs and/or tasks for work orders

57.14% of 14 reviewers that rated this feature as important or highly important

Alter the default workflow to meet your organization's needs

59.84% of 122 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

58.45% of 284 reviewers that rated this feature as important or highly important

Allows teams to organize sheets, reports, dashboards, and third-party files into curated collections. This helps streamline collaboration and control visibility across stakeholders. (Released October 2024)

0 reviewers rated this feature

Get Advice

We can help you find the software with the features you need.

Preksha Buttan

Smartsheet’s top-rated features support fast-paced collaboration and structured task execution. Real-time updates, editable sheets, and form-based inputs help teams stay aligned, reduce delays, and manage work with greater control.

Features

4.3 (3,422)

4.3

Based on 3,422 reviews

## Pricing

Value for money

4.4 (2431)

Smartsheet’s Pro plan starts at $9 per user, per month, billed annually, with a 10-user cap. The Business plan begins at $19 per user, per month, also billed annually, and requires a minimum of 3 users. Compared to the average SMB budget of $50 per user, per month, Smartsheet’s entry pricing is significantly lower, though costs scale with team size and feature needs.

Free Trial

[View pricing plan details](https://www.capterra.com/p/79104/Smartsheet/pricing/)

Pro

$12.00

Per User,Per Month

It includes:

-   Unlimited Free Viewers
-   Gantt, Grid, Board, and Calendar View
-   Rich Formulas
-   Unlimited Sheets, Forms, and Reports
-   250 Automations Per Month
-   File Library
-   20 GB File Storage
-   User Management

Business

$24.00

Per User,Per Month

It includes:

-   Unlimited Free Guests
-   Timeline View
-   Team Workload Tracking
-   Admin Capabilities
-   Unlimited Automations
-   1 TB Attachment Storage
-   Unlimited Reports
-   Mobile app (Android and iOS)

Value for money

4.4 (2,431)

4.4

Based on 2,431 reviews

## Integrations

Smartsheet connects with a wide range of productivity, collaboration, and analytics tools. These integrations, offered through a mix of native and third-party links, support data syncing, reporting, and communication across business systems.

Popular integrations

[

Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Slack](https://www.capterra.com/p/135003/Slack/)[

Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[

Jira](https://www.capterra.com/p/19319/JIRA/)

Preksha Buttan

Senior Content Analyst

Connecting Smartsheet with spreadsheet, messaging, and analytics tools helps your operations lead reduce manual updates, your finance team unify reporting, and your project manager keep timelines aligned across platforms.

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.3 (2340)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (2,340)

4.3

Based on 2,340 reviews

## User reviews

Overall rating

4.5

Based on 3,479 reviews

Filter by rating

5(2037)

4(1167)

3(228)

2(33)

1(14)

Mentioned topic

Sorted by most recent

LK

Lexi K.

HR Generalist

Human Resources

### "Easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

March 30, 2026

I really like it. This is my first time using it and I cant complain too much about it. Easy to use.

Pros

I like how easy it was to create forms. We use these for our exit interviews and have never had an issue.

Cons

Sometimes it doesnt load and I have to switch browser or clear cookies. Not sure if that is a smart sheet issue or an organization issue.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

OF

Osman F.

Marketing Support Manager

E-Learning

### "Smartsheet becoming smarter!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

March 27, 2026

Very convenient tool that allows you to work on your data and also to present information to your partners.

Pros

How easy it is to integrate and how our partners have been using it have liked as a solution instead of using the conventional tools

Cons

Before it had its limitation but now it offers many different features that you don't find in Excel or google sheets

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Jack S.

Finance Director

Financial Services

### "Smartsheet Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 26, 2026

Smartsheet is a good tool for organising projects and tracking the progress of different initiatives.

Pros

Project tracking and team collaboration run smoothly, which helps maintain clear visibility over priorities.

Cons

On more complex projects, some limitations appear in terms of customisation. The tool can also become visually heavy when there is a lot of data.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Dhruv S.

Lead advance field service technician

Mechanical or Industrial Engineering

### "Smart sheets are the best."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 23, 2026

Value for money rather than paying for drive. Great customer support. Must use in day to day workplace for better efficiency.

Pros

Great for online sheets and team work. Easy and makes task management easy. Increase your productivity level.

Cons

Sometime it takes a little bit of time when multiple people are working on the same sheet to reflect but it is instant so I am fine with it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AC

Andrea C.

Controller

Construction

### "Smartsheet review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 19, 2026

My overall experience has been good. It has been able to keep my organized especially with my job title and the work that I do.

Pros

My views on Smartsheet have gotten better. U feel that is helpful with the work that I have going on and helps keep me organized.

Cons

I do not like that it sometimes is glitchy or lags but that is most likely because I do run a lot of different softwares at once.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NM

nestor m.

Proposal

Warehousing

### "the best platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

March 19, 2026

good experience and quick learning. Highly customizable for everything from simple task lists. very highly recommended

Pros

Connects natively with tools like Slack, MS Teams, Salesforce, and Power BI. Features like cell-level commenting and file attachments directly to rows keep data in context

Cons

Large sheets (e.g., 20,000+ rows) or those with many linked cells can experience lag or slow loading times.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ZA

Zafar A.

Country HSE manager

Renewables & Environment

### "What we use to do, but in more expanded way"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

March 14, 2026

Using it as tracking tool for actions makes it very easy to use and in a recognizable platform that you won’t find it hard to learn

Pros

A very recognizable tool for action tracking and very easy to use, as you used to it. Very great to track actions of the team or project life cycle. Mostly very precise workflow and great productivity in the entries.

Cons

When using tool in different geographies entries could come within some time, it is important to save your entries in first place, or it is better to use it in timely manner.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JB

Jennifer B.

Operations Coordinator

Consumer Goods

### "Country-wide ease of use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 6, 2026

Has made collaboration easy over our country-wide sites. Our 28 locations are able to see live data and adapt quickly

Pros

Very easy to keep information from a wide group together and organized. We use over 28 locations in the country

Cons

Can take a minute for everyone to see updates. Sometimes updates come in an untimely manner; especially not useful when working with live inventory

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AZ

Andrew Z.

Operations Manager

Logistics and Supply Chain

### "One of the best collaboration tools"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

2.0

2.0

Likelihood to Recommend

8/10

March 4, 2026

Managing larger scale tasks with the low subscription cost make this a great product for a huge variety projects in nearly every industry. This is a great competitor to anything Microsoft charges double to provide.

Pros

Great for collaboration and large scale team deployment. The spreadsheet is easy to use and easy to train. Because it is just like using any other spreadsheet the focus is making a team more productive and efficient with multiple sources of contribution.

Cons

The mobile/tablet app has some restrictions that don't make a lot of sense. There are features hidden away for those not on the web app that seem completely arbitrary. The android app in particular has bugs that still need attention. Customer support is lacking in response. I'm hoping that these will be worked out in future updates.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

This is quite the upgrade. Anything else with Microsoft that better competes requires very costly subscriptions.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KS

Keith S.

Co-Founder and Chief Executive Officer

Computer Software

### "What Smartsheet Does for Me on a Daily Basis"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 23, 2026

Before using Smartsheet, my work was all over the map (in terms of organization) in various spreadsheets and lengthy email chains, I was always chasing after updates. Since using Smartsheet, I can now quickly identify who is responsible for what, who is behind on their due date and what needs to be completed in the near future, all within seconds.

Pros

I use smartsheet every day to keep track of our progress on my project, assign tasks and put my finger on what’s going right and where we’ve got some drag, more than I have to sort through a big pile of email. Every morning, I lift my sheets and check in on the status of each project deadline, update the status myself and fire off a comment right there from the row.

Cons

When I’m working on a bunch of stuff at once and they’re all quite busy, if I don’t tidy up after myself my sheets start to feel cluttered.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/79104/Smartsheet/reviews/)

## FAQs

Yes. Smartsheet offers a 30-day free trial with access to Business plan features. This includes dashboards, forms, reports, and automation tools for testing project workflows.

Yes. Smartsheet includes Gantt chart functionality across all paid plans. Users can visualize timelines, set dependencies, and track milestones directly from grid data.

Yes. Smartsheet supports remote teams with real-time dashboards, automated alerts, and collaboration tools. It helps maintain visibility and accountability across distributed teams.

Yes. Smartsheet offers customizable controls and encryption to help healthcare teams meet HIPAA obligations. PHI remains encrypted during transit and at rest.

Smartsheet integrates with over 175 tools, including messaging, analytics, CRM, and file storage systems. These include both native and third-party connectors.

Yes. Smartsheet allows users to automate repetitive tasks using rule-based triggers. This includes update requests, approvals, and notifications across sheets and dashboards.

Smartsheet isn’t a traditional CRM, but it offers templates and workflows for tracking leads, managing contacts, and organizing customer data.

No. Smartsheet uses a spreadsheet-style interface that’s familiar to most users. It also includes free training resources and templates to help teams get started quickly.

Smartsheet is used by teams across industries, from healthcare to construction. It supports scalable project and work management for both SMBs and large enterprises.

### Have more questions?

Connect with one of our advisors for a free consultation and save time in your software search.

## Sources

-   **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/).
    
-   **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology).
    
-   This product information came from Smartsheet’s own online content in August 2025, including the product's website and its social media channels.
    

## Related reading

### [Project Management: Your Go-To Guide From Basics to Mastery](https://www.capterra.com/resources/project-management/)

Published September 5, 2023 by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/)

### [What Is a Project Timeline and How To Make One?](https://www.capterra.com/resources/project-timeline/)

Published March 19, 2024 by [Michelle Harris](https://www.capterra.com/resources/author/mharris/) and [Lindsay Page](https://www.capterra.com/resources/author/lindsay-page/)

### [The Definitive Checklist for Selecting the Right Project Management Software](https://www.capterra.com/resources/project-management-software-requirements-checklist/)

Published September 2, 2024 by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/) and [Peter Taylor](https://www.capterra.com/resources/author/peter-taylor-guest-contributor/)

### [Types of Project Management Software, and How To Pick What Works for You](https://www.capterra.com/resources/types-of-project-management-software/)

Published January 13, 2026 by

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