Smartsheet Features by Plan

 = included in plan

 = available for purchase

  = not included in plan

Features

Capability

Individual
Business
Enterprise
Premier

Free Collaborators 
Free Collaborators can view or edit sheets; they can view reports; and, they can view dashboards shared to them by licensed users.

Free collaborators do not have the ability to create sheets, reports, or dashboards.

10/Item Unlimited Unlimited Unlimited

Sheets
The number of sheets that can be created and maintained for each user varies by plan type. 

10 100/User Unlimited Unlimited

Reports
Consolidate key information in a report so multiple sheets can be updated and managed in one place, or organize data using specific criteria to create the view you want.

5

Dashboards
Display charts, images and key metrics that update in real-time with Dashboards, or centralize resources and updates in easy-to-create information hubs.

1

Attachments
Attach files from your hard drive or cloud storage services to a row, conversation, or sheet.

Alerts and reminders
Automatically send alerts about changes in your sheet and reminders about upcoming deadlines.

Notifications
Stay informed and take action on alerts, requests, conversations, and more. View notifications in the in-app Notification Center, via email, and on mobile devices.

Automation
Build simple, automated solutions to save time and effort on repetitive, manual tasks. Automatically request updates, manage multi-step approval processes, archive rows, and more.

Conversations
Create conversations that are specific to a row, card, or sheet.

Grid view
Easily customize this standard sheet view with different column types, conditional formatting, formulas, and hierarchy.

Gantt view
Show tasks in a timeline view that gives visibility to cross-project dependencies, hierarchy, milestones, percentage complete, custom fields, and critical paths.

Card view
Display tasks as movable cards, organize your work more visually with card lanes, and drag and drop cards into different lanes to move work through a process.

Calendar view
Display dates contained in a sheet or report in a calendar format.

Column Types
Specific column types ensure consistent data entry. Column types include text/number, contact list, date, dropdown, multi-select dropdown checkbox, symbols, and auto-number/system.

Templates
Pre-built sheets allow you to address specific business needs and get started quickly.

Template Sets
Save time with solutions that include with pre-built sheets, reports, dashboards, and automations designed to address a wide range of business needs.

Forms
Collect and act on error-free, consistent data with custom forms that are easy to build, include conditional logic, and are accessible on all devices.

Custom Color and Logos
Brand your Smartsheet account and forms with custom colors and logos.

x

Proofing
Streamline your review and approval process with proofing to save time and finalize content faster. Upload images and PDFs, collect annotated feedback and approval decisions, and control versions with ease.

x

Resource Management
The ability to track and review how team members are allocated across projects.

x

Mobile Apps for iOS and Android
Get real-time access to Smartsheet anywhere with your mobile device or tablet. Get real-time notifications, view dashboards, capture images and barcodes, and make quick updates to sheets and reports on the go.

System and User Administration

Capability

Individual
Business
Enterprise
Premier

User Management
System Administrators can add, edit, and remove Smartsheet account users, and manage sheet ownership.

x

Group Management
Assigned Group Administrators can create groups of multiple users for sharing, sending, and collaborating on sheets.
 

x

Activity Log
Track and view all of the activities and changes made to a sheet, dashboard or report.

x

Single Sign On (SSO)
Convenient setting that allows employees to securely sign into Smartsheet with their corporate log-in credentials.

x x

Enterprise Access Controls
Allows System Admins on Enterprise plans to control what domains users can share to, sheet publication features, types of files users can attach, customize welcome screens for users, and automatically add Licensed Users within designated email domains.

x x

Directory Integration
Synchronize existing enterprise directory services with Smartsheet to provision and deprovision users, and share user metadata.

x x

Chargeback Report
Build an internal Chargeback Report by division, department, and cost center based on data synchronized with Directory Integration.

x x

Event Reporting
Log and monitor user behavior. View activity and actions taken within the Smartsheet platform.

x x $ $

Add-ons

Capability

Individual
Business
Enterprise
Premier

Calendar App
Integration feature that combines multiple sheets into a single master calendar for real-time insights and centralized efficiency.

x $ $

DataMesh
Smartsheet app that provides lookup functionality between sheets and reports.

x $ $

Data Uploader
Automatically import data from enterprise or proprietary software systems (that can download to a CSV, Excel or Google sheet) into Smartsheet at a configured schedule.

x $ $

Dynamic View
Dynamic View enables business owners to share only what is needed to the right people at the right time for viewing or editing.

x $ $

Pivot App
Smartsheet app that generates roll-up summary sheets, and enables users to create charts in dashboards using report data.

x $ $

Connectors and Other Integrations

Capability

Individual
Business
Enterprise
Premier

Live Data Connector
Industry-standard ODBC connector that enables connectivity between live Smartsheet data to analytics tools such as Tableau, Microsoft Excel, Qlik, and Spotfire.

x

Salesforce Connector
Integration that automatically syncs data between Smartsheet and Salesforce to provide up-to-date info. for all stakeholders.

x $ $

Salesforce Service Cloud Connector
Integration that automatically syncs data between Smartsheet and Salesforce Service Cloud for enhanced visibility.

x $ $

Jira Connector
App integration that automatically syncs data between Smartsheet and Jira to deliver up-to-date info.

x $ $

Microsoft Dynamics 365 Connector
Integration that automatically syncs data between Smartsheet and Microsoft Dynamics 365 to provide up-to-date info for all stakeholders.

x $ $

ServiceNow Connector
App integration that automatically syncs data across Smartsheet and ServiceNow PPM to deliver up-to-date information to all stakeholders.

x $ $ $

Smartsheet Control Center
Control Center builds on the core functionality of Smartsheet to deliver consistency and visibility at scale by automating project creation, aggregating portfolio reporting, and managing change.

x $ $ $

Accelerators
Smartsheet Accelerators quickly build on the core value of Smartsheet with advanced functionality by programmatically bringing consistency and visibility to work.

x $ $ $

10,000ft by Smartsheet
Understand and manage resource allocation to build the best team for the job, keep project schedules and budgets on track, and confidently forecast business needs to move projects towards completion.

$ $ $ $

Google

Microsoft Office 365

Slack
App integration that allows users to send Smartsheet notifications to Slack channels or as direct messages to a Smartsheet bot to individual users and to take action on Smartsheet requests from within Slack.

Skype for Business

x

Microsoft Teams
Export a Smartsheet sheet, report, or dashboard to Microsoft Teams.

Quip
Export a Smartsheet sheet, report, or dashboard to Quip.

x

Microsoft Power BI
Export and visualize Smartsheet data in Microsoft Power BI.

x

Smartsheet for Tableau
Import Smartsheet data into Tableau and combine data from other business-critical systems to help your whole team gain valuable analytics insights.

x

Smartsheet for Adobe Creative Cloud
Review assignment details, create proofs, and request feedback without leaving your Adobe Creative Cloud tool of choice.

x

Services

Service

Individual
Business
Enterprise
Premier

Help and learning Center

Smartsheet Community

Support by Email
Support by Phone x $

Professional Support

x $ $

On-demand training

$ $

Instructor-led training

$ $ $ $