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

Gründe für den Wechsel zu Smartsheet

Vorteile

mir hat alles gefallen, besonders die Nutzung davon war richtig easy und flexibel

Nachteile

Es benötigt etwa Zeit für die Einarbeitung, damit man damit tief arbeiten kann

Vorteile

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

Nachteile

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

Vorteile

The best thing was the customisation of dashboards and defaults templates that saves lot of time

Nachteile

The sheet references where I need to change manually

Vorteile

I like the ease of collaboration for users and the automations that can be used. I find that I can do more with Smartsheet than with MS Excel.

Nachteile

The difficulty of some formula, but I can go to Help or the AI feature and easily explain what I need to be done and get the formula from it.

Vorteile

Had the same functionality of Monday.Com but I didn't like it as much.

Nachteile

Functionally it didn't work as well as Monday.com and it didn't have the connections from what i could tell.

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Vorteile

Smartsheet has proper project management solutions, and it saves on costs that businesses run.Further, Smartsheet helps organize costs and estimates, and this resolves the issue of overspending.

Nachteile

Smartsheet is collective in managing the issue of overspending, and no dislike encountered so far.

Vorteile

Modular, customisable, fairly rapidly evolving platform. Familiar UI with many common features to Excel / MS products, so very easy to pick up and eventually master. Smartsheet is a bit lego-ish in that you can build more or less anything you want with a mid-level subscription.

The user-populated forums are a really good resource, you'll find plenty of potential and actual answers by simply searching for what you're trying to achieve/fix.

Free users able to collaborate with sheets/reports/dashboards without an account (although not without headaches - see below), which allows for effective collaboration on projects.

Nachteile

Customer support is hit and (mainly) miss. Getting timely answers to account questions is not a reliable process and effective account management seems to be a service Smartsheet would rather upsell than provide as a standard offering.

Some basic functionality is missing, as verified by a few searches on user forums. That said, Smartsheet do roll out updates fairly regularly which can hit the spot, depending on what you're hoping for.

Being able to share with non-account holder colleagues as 'free users' has been great, albeit the onboarding process can be clunky and confusion prevails with Smartsheet encouraging all new users to request a paid account through the main admin, or creating a free trial account, which then needs downsizing to a 'free user'. This part could be much, much more transparent.

Data security. Smartsheet is particularly shifty about where it stores data, and we never managed to get assurances that all our data could or would be stored in the EU, which is a fundamental requirement.

Vorteile

I love how you are able to completely customize solutions for your process/problem. If you need an excel spreadsheet with cross functional tools embedded, Smartsheet can do it. If you are simply looking to send out a form and gather some info, Smartsheet can it AND help you visualize it. There are endless use cases where the flexibility of Smartsheet has played a vital role in our project success.

Nachteile

They are slower to roll out very impactful changes brough forward by the community and I feel they have not captialized on bringing some pivot table like features from Excel into the Sheet Summary area of Smartsheet Sheets.

Vorteile

My favorite feature of Smartsheet is the incredible ease in which to create dashboard reports and compile data. Creating metric sheets and producing visual graphs and charts within the system is easy and really satisfying.

Nachteile

I wish there was an ability to create tabs like you can in Excel. Would make certain types of schedules and data sheets easier to manage instead of needing to set up numerous filters and conditions.

Vorteile

It's SUPER easy to get rolling and understand, and works about as well as other spreadsheet software works.

Nachteile

Some of the calculation options and filters can be a little confusing to use, and search is sometimes a bit spotty

Vorteile

Templates were most helpful for creating instantly new workspace

Nachteile

References are the one where it refer old sheets

Vorteile

We can plan accordingly with other teams and see their scheduled content ahead of time.

Nachteile

Sometimes it is difficult to label projects and differentiate which ones need to be public to other teams versus just our team.

Vorteile

Smartsheet is much easier to use for Project Managemen than the classic Microsoft Project software I was originally trained on. It allows people to manage work with the intelligence of a project scheduling tool, but with an easy to understand and use spreadsheet interface. Since Smartsheet is a cloud product, each Smartsheet is available from any computer by just logging into the website, or even from their mobile app. Another great Project Management benefits is that the Project Manager can share a Smartsheet with their whole team to collaborate together.

We also use the Smartsheet for Jira Connector which allows us to sync information back and forth between the two systems. Jira can be complicated to navigate, and the dashboarding can be really frustrating. This connector allows us to keep track of individual tickets associated with a project, and even lets us import massive data sets for analysis.

Finally, we have ended up using Smartsheet as a dashboarding tool. It's actually surprisingly good as a Business Intelligence visualization tool for keeping track of our projects, and for displaying Jira dashboarding.

Nachteile

Like any software there are small quirks I'd like to see changed, or hotkeys added, but overall I'm impressed with the constant cadence of feature updates and enhancements.

In Betracht gezogene Alternativen

Warum Smartsheet gewählt wurde

Gründe für den Wechsel zu Smartsheet

Vorteile

-easy to use and costumize
-more than one user can modify simultaneously
-you can add your company's logo
-you can set group and individual reminders
- Cell history, which can tell who and when it was modified.
-different views: calendar, grid, card, and Gantt

Nachteile

- not all reminders can be set with time to remind
- can't add a conditional formatting based on time
- if your Smartsheet is big, formulas added can take forever to update the information, so you need to refresh it all times, even if you change settings to save automatically.

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Warum Smartsheet gewählt wurde

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Vorteile

My favorite thing about this software is the simplicity of creating a very complex set of sheets, automation and forms. I work as a business person within the IT department and it is a tough limbo to exist in. You aren't really IT's customer, but you are not as skilled as an IT professional. I am often left to my own devices and de-prioritized so they can concentrate on our true customers. Smartsheet provided me a system that I did not need my IT department help. I was able to create a set of products (on a very base level, my own small Enterprise Resource Program) entirely alone that has improved my efficiency, quality of work and accuracy! I needed nothing more than my own skills and occasionally Smartsheet's Solution Center.

Nachteile

I am unfond of a few of the tiny limitations. I wish that reports weren't limited to 500 rows per page, and if that limit must exist, I wish there was a function to skip to a specific page. I reference a report that has 400+ lines of data multiple times throughout the day and it's mildly annoying to have to skip through 9 pages on the report to get to what I'm looking for.

I have also had very lukewarm success with Data Uploader. It does not work as expected about 50% of the time. I would honestly give up on it entirely if it wasn't SO useful the other 50% of the time. I waste a lot of time saving and resaving documents and deleting and recreating configurations just to get data to upload.

Vorteile

SmartSheet is a tool setup in such a way the it can be tailored to your organisation and used for multiple functions, by multiple divisions. The speed at which they are improving the platform with new functions and features is beyond amazing. Any small to medium size business trying to improve in project management, ICT management, customer service, task management, resource management, team management (the list goes on) would largely benefit from investing in SmartSheet. The ROI is incredible and the ease of rolling it out through an organisation is simple due to the intuitive UI.

Nachteile

The only downside I see with SmartSheet is the permission levels. These could be improved with the ability to share sheets in bulk rather than just at a workspace or individual sheet level.

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Vorteile

I love the ability to create tasks and basically create as many filters as I want/need. The new dashboard feature is really nice.

I use it for our design requests, precon schedule and we are currently working on using it in our construction schedule. Some slight bugs and limitations but overall working well.

Nachteile

The calendar apps is just awful. Don't recommend using it. Very limited ability.

I wish they would just make tweak the calendar view slightly. Need the ability to show multi columns on calendar date. Also would be nice to display calendar view on a dashboard without publishing it. That on works horribly on the mobile version. We have a lot of field guys and the mobile version is not the best for viewing stuff.

Vorteile

Smart sheet is so far one of the best spreadsheet software that I have came across for project management. The best thing about Smartsheet is it's data View structure and ease of use. It's easy to create tasks in your project ;you can definitely edit, delete or update your main Tasks and subtasks without any inconvenience and to track the whole status of the project you can just have a view of the dashboard . You can also combine any number of spreadsheet so, that when you share your work with your team decisions making for that project becomes easy. Adding Automations to any sheet in Smartsheet is very easy and definitely time saving, there are some common suggestions in the automation menu but you can definitely create your own workflow with ease.

Nachteile

With Smartsheet my overall experience was really good I was able to deliver my projects on time and maintained to have a good growth but everything is not so great about it and the first thing is the cost that I had to bear for using some of the important tools present within Smartsheet Like if you are working on multiple projects it's expensive.As well as there are numerous tools which are quite complicated to learn so, for a beginner it's quite time taking.

Vorteile

Every aspect of our sales activities is immediately managed through Smartsheet. Smartsheet serves as a central hub for all customer data entry for both our in-house and external marketing teams.

Nachteile

The customer service has a lot to be desired, with slow response times and ineffectiveness even when dealing with simple issues. There are a variety of aspects that might affect the overall usability, including visibility and user experience.

Vorteile

Smartsheet has so much going for it. It truly fits the new technological world that we live in by providing more than just the basics. Being a cloud-based application (SaaS), and compatible with mobile devices, makes it more functional across the board. It mostly touts itself as a project management tool, which is very true. Most project managers utilize certain applications that require the project to be saved down to a file, which is not easily shareable. Smartsheet can handle the same project management tools and live in cyberspace that can be utilized by numerous people, which different levels of access (viewing, editing, administering) and different views (tasks, gantt, kanban, etc.), and allow people to make comments, add attachments, and more. The most use I have made of Smartsheet within my organization is using it like a spreadsheet. I'm able to have numerous sheets for different departments where they have access to only their own sheets and update only what they need to update. Then I can create a new sheet that combines information from all of the sheets that will auto-update from the original sheets. I can also create reports and dashboards (with charts, metrics, etc.) based on information from all the different sheets. It's quite functional and utilizes much of the same fundamental logic that Excel provides. The Smartsheet website has an extremely detailed (and searchable) Help section and very active Community. Even includes videos to help guide!

Nachteile

Smartsheet does have some limitations. Most specifically, it isn't Excel and it isn't Project, so users shouldn't expect it to do everything those applications can do. However, there are times when it seems obvious that a particular functionality should be included that isn't. With that said, Smartsheet does a great job of listening to the Community and is constantly improving the application with enhancements to help the Community with its most voted on requests. Another thing that is frustrating is when an error pops up. More often than not, the error is written in a way that doesn't tell the user how to fix the error. Again, when this happens, I just reach out to the Community and get the answers I need.

Vorteile

Smartsheet has been a lifesaver for group collaboration. My team runs multiple projects simultaneously, and the scopes of these projects are constantly changing. Smartsheet allows for the team to update their pieces of the puzzle and send alerts about changes in one environment. We've actually replaced endless back and forth emails with the comments function in the comment section so that all pertinent information about an issue exists in the platform itself for easy reference.

We can track our gantt chart, program data, and group communications in one place. I=

We're also utilizing Smartsheet for people outside of our organization. Smartsheet allows us to select the type of visibility that clients have to data (through settings or via dashboards) so we can control the story that we're sharing with our clients. This has been a big time saver as it eliminates the need for extra reporting on data that is already avilailable online. Our clients have shared positive feedback about Smartsheet forms which we've been using to collect survey data and for event registration. The forms have allowed us to cancel our account for SurveyMonkey (which we used for several years previous to Smartsheet).

Nachteile

The main pain point I have with Smartsheet is the fact that not all of my favorite Excel formulas work in Smartsheet. The formulas also don't always work the same way as they do in Excel so there's a bit of a learning curve.

Smartsheet needs to allow a Time function. We use Smartsheet to register individuals for events, and right now we're having to program Time as a text. This means we can't use formulas to change times based on Timezones.

I also still miss when the recent sheets appeared as tabs at the top of the webpage. The new recent tabs menu works well, but I found the tab view easier to navigate.

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.).

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

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.