Smartsheet

Opmerkingen: I solve the problem of tracking how my employees profit on many small profit/small margin projects. This allows me to see who is struggling the most and who is not. My team specifically focuses on education, hospitals, and non-profits. So maintaining margins to not lose any money is important. I wrote up a story about it here: https://community.smartsheet.com/discussion/example-advanced-smartsheet-reporting-interconnectivity I've pulled off absolutely amazing things. I'm willing to go into detail and share more of what we were able to accomplish. Many of Smartsheet's examples do not solve business problems, but they do help us learn how to solve our own!

Pluspunten: I absolutely love how quick and easy it is to use Smartsheet. The formulas have great documentation and it helps tremendously when trying to learn and accomplish new tasks. You can pull off amazing things if you sit down and build it. I was able to build a completely automated revenue and labor estimator that shows me how profitable each member of my team is. Many of the applications we built, the community was clueless how to build it. We were able to accomplish some very unique dashboards & spreadsheets that make our lives easier. I can now make business decisions on a whim, without having to spend hours of research about the effect of one decision on our numbers.

Minpunten: I dislike how many features such as the dynamic view or the workspace deployment feature is locked behind an expensive addon. And when inquiring about customer service we were told it "isn't" a fit for us. But yet, Smartsheet cannot give us a demo to experiment or test them out? Smartsheet is nickle and diming things a lot. Smartsheet is >not< small business friendly. It is really a shame because these tools are absolutely 100% amazing. It also surprises me how little the community interactions are. There are many great suggestions for features that are standard in Excel and Google Sheets, that Smartsheet blandly ignored for years, and sometimes says "coming soon" and years later we still don't have it.

Opmerkingen: I love the webinars on new services and the ability to become certified to use this tool- its such a time saver and I love that if I think of something I need to do on my commute home- I can just pull it up on my phone. Overall I would recommend it to my text company too- I would rather use Smart sheet as a project management tool than any tool designed for math brains that isn't as freestyle.

Pluspunten: I love this software. I love the pick up and go aspect where I can access it on all my devices. I love the automatic saves- because I am terrible at remembering to save, and I love the ability to attach files and tag people for projects. I used the software at my previous company for creative project management and now I'm using it like agile for product development builds. Its great for tracking and overall roadmapping. I wouldn't use anything else when I can do everything I want right here!

Minpunten: All the issues I've had have been solved in new releases but it would be wonderful if I could build graphic pages in the software- I'm hoping that comes soon. Like a mobile photoshop or powerpoint or image tool.

Opmerkingen: We use it for all project implementations to manage collaboration with our clients - project plans, decision logs, issue logs, contact lists, action item lists, document sharing, etc. We also use it internally for similar activities. I even use it on my team for very efficient weekly status reporting. We even link it to JIRA for automatically syncing sheets and reports to that system for managing product releases and product support. We love it!!!

Pluspunten: Very easy to learn and get users onboard quickly. Works much like Excel yet with much more document sharing functionality and the notifications service is most beneficial to us. Very cost efficient in that our clients don't need to purchase a license so we use this to collaborate with them for our project work.

Minpunten: Very little not to like. Advanced functionality we need to not alwasys there, however, Smartsheet comes out with new features a few times a year and they always very helpful. Biggest complaint is that we have not yet figured out how to provide users edit access to a group and yet limit certain sheets within that group to viewer only. Would also like to see more options for backups and restores.

Opmerkingen: We use the software to track daily, weekly, and monthly tasks. We work with hundreds of clients who send in requests each week, and the software allows us to track the requests, and progress of the tasks.

Pluspunten: Simplicity of use. Minimal downtime. Customer support has been great, and very responsive. Communication when downtime will occur, or when issues are taking place.

Minpunten: I do not have any issues or complaints regarding the software.

Pluspunten: ·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.

Minpunten: ·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.).