Smartsheet Features & Specifications
Explore Smartsheet’s core features — from automation to dashboards — and why it's better than spreadsheets, Trello, or MS Project.
Smartsheet Features & Specifications
Explore Smartsheet’s core features — from automation to dashboards — and why it's better than spreadsheets, Trello, or MS Project.
Smartsheet Features & Specifications
Explore Smartsheet’s core features — from automation to dashboards — and why it's better than spreadsheets, Trello, or MS Project.
💡 “This Is Where the Magic Happens: The Features That Make Smartsheet Unbeatable”
No more jumping between tabs, tools, and spreadsheets. These features turn your chaos into clarity — all in one place.
Features
Specification/Capability
Why It Matters
Grid Interface
Excel-like functionality + collaboration + formulas
Familiar yet more powerful for structured work
Views
Grid, Card (Kanban), Gantt, Calendar - all connected
Teams work in the view they understand best
Dashboards
Real-time, interactive, role-based reporting panels
Instant visibility for leadership & cross-functional teams
Automation Rules
No-code alerts, reminders, approval workflows
Reduces manual follow-ups and delays
Forms
Intake forms feeding directly into sheets
Streamlines data capture and eliminates email requests
Document Generator
Auto-create PDFs from Smartsheet data (e.g., memos, invoices, requests)
Saves hours on documentation
Control Center
Project Portfolio standardization and scaling
Ideal for PMOs and high-volume project teams
Data Shuttle & DataMesh
Connects Excel, Google Sheets, ERPs, CRMs like Salesforce
Eliminates manual data re-entry
API & Integrations
RESTful, API, integrations with Jira, Salesforce, MS 365, Slack, Google Workspace
Seamless system connection and enterprise extensibility
💡 “This Is Where the Magic Happens: The Features That Make Smartsheet Unbeatable”
No more jumping between tabs, tools, and spreadsheets. These features turn your chaos into clarity — all in one place.
Features
Specification/Capability
Why It Matters
Grid Interface
Excel-like functionality + collaboration + formulas
Familiar yet more powerful for structured work
Views
Grid, Card (Kanban), Gantt, Calendar - all connected
Teams work in the view they understand best
Dashboards
Real-time, interactive, role-based reporting panels
Instant visibility for leadership & cross-functional teams
Automation Rules
No-code alerts, reminders, approval workflows
Reduces manual follow-ups and delays
Forms
Intake forms feeding directly into sheets
Streamlines data capture and eliminates email requests
Document Generator
Auto-create PDFs from Smartsheet data (e.g., memos, invoices, requests)
Saves hours on documentation
Control Center
Project Portfolio standardization and scaling
Ideal for PMOs and high-volume project teams
Data Shuttle & DataMesh
Connects Excel, Google Sheets, ERPs, CRMs like Salesforce
Eliminates manual data re-entry
API & Integrations
RESTful, API, integrations with Jira, Salesforce, MS 365, Slack, Google Workspace
Seamless system connection and enterprise extensibility
💡 “This Is Where the Magic Happens: The Features That Make Smartsheet Unbeatable”
No more jumping between tabs, tools, and spreadsheets. These features turn your chaos into clarity — all in one place.
Features
Specification/Capability
Why It Matters
Grid Interface
Excel-like functionality + collaboration + formulas
Familiar yet more powerful for structured work
Views
Grid, Card (Kanban), Gantt, Calendar - all connected
Teams work in the view they understand best
Dashboards
Real-time, interactive, role-based reporting panels
Instant visibility for leadership & cross-functional teams
Automation Rules
No-code alerts, reminders, approval workflows
Reduces manual follow-ups and delays
Forms
Intake forms feeding directly into sheets
Streamlines data capture and eliminates email requests
Document Generator
Auto-create PDFs from Smartsheet data (e.g., memos, invoices, requests)
Saves hours on documentation
Control Center
Project Portfolio standardization and scaling
Ideal for PMOs and high-volume project teams
Data Shuttle & DataMesh
Connects Excel, Google Sheets, ERPs, CRMs like Salesforce
Eliminates manual data re-entry
API & Integrations
RESTful, API, integrations with Jira, Salesforce, MS 365, Slack, Google Workspace
Seamless system connection and enterprise extensibility
One Platform. Limitless Potential. Smarter Work.
Transform how your teams work, wherever you are. Smartsheet unlocks end-to-end solutions for project management, task tracking, approvals, and reporting - all backed by Accienta's expert support.
Smartsheet Features That Power Transformations
Dynamic View
Dynamic View is a secure collaboration layer that lets you share just the right information with the right people—nothing more, nothing less. It’s ideal for vendor management, client-facing tasks, or internal department workflows where role-based access matters. It provides clear, row-level visibility for each user while preventing data clutter, accidental edits, or exposure of unrelated tasks. With Accienta, Dynamic View is implemented to simplify external coordination while maintaining full control.
Control Center
Control Center gives you centralized control to launch and govern projects at scale. Each new project or initiative can follow a pre-approved structure with built-in automations and visibility. It’s perfect for PMOs managing dozens or hundreds of parallel projects. With Control Center, executives gain cross-project visibility into timelines, risk status, and budget impact in real time—while ensuring consistency and reducing project setup time. Accienta configures Control Center to match your business rules, governance needs, and stakeholder visibility requirements.
Data Shuttle
Data Shuttle bridges your external systems with Smartsheet by enabling scheduled or on-demand data imports and exports. No more downloading, cleaning, or re-uploading Excel files. With this add-on, your team can connect live data from other tools (like CRMs, ERPs, or spreadsheets) directly into Smartsheet—ensuring dashboards, reports, and sheets are always up to date. Accienta builds your Data Shuttle workflows to automate what used to take hours into something that now takes seconds.
Document Builder
Document Builder transforms row data into professionally formatted, ready-to-send documents—like contracts, briefs, or reports. This isn’t just a mail merge; it’s your real-time sheet data turned into branded PDFs within a few clicks. It ensures consistency, accuracy, and traceability across document-heavy workflows such as marketing, sales, HR, or procurement. Accienta designs your document templates to dynamically populate and auto-generate the documents you need without delay or formatting hassles.
One Platform. Limitless Potential. Smarter Work.
Transform how your teams work, wherever you are. Smartsheet unlocks end-to-end solutions for project management, task tracking, approvals, and reporting - all backed by Accienta's expert support.
Smartsheet Features That Power Transformations
Dynamic View
Dynamic View is a secure collaboration layer that lets you share just the right information with the right people—nothing more, nothing less. It’s ideal for vendor management, client-facing tasks, or internal department workflows where role-based access matters. It provides clear, row-level visibility for each user while preventing data clutter, accidental edits, or exposure of unrelated tasks. With Accienta, Dynamic View is implemented to simplify external coordination while maintaining full control.
Control Center
Control Center gives you centralized control to launch and govern projects at scale. Each new project or initiative can follow a pre-approved structure with built-in automations and visibility. It’s perfect for PMOs managing dozens or hundreds of parallel projects. With Control Center, executives gain cross-project visibility into timelines, risk status, and budget impact in real time—while ensuring consistency and reducing project setup time. Accienta configures Control Center to match your business rules, governance needs, and stakeholder visibility requirements.
Data Shuttle
Data Shuttle bridges your external systems with Smartsheet by enabling scheduled or on-demand data imports and exports. No more downloading, cleaning, or re-uploading Excel files. With this add-on, your team can connect live data from other tools (like CRMs, ERPs, or spreadsheets) directly into Smartsheet—ensuring dashboards, reports, and sheets are always up to date. Accienta builds your Data Shuttle workflows to automate what used to take hours into something that now takes seconds.
Document Builder
Document Builder transforms row data into professionally formatted, ready-to-send documents—like contracts, briefs, or reports. This isn’t just a mail merge; it’s your real-time sheet data turned into branded PDFs within a few clicks. It ensures consistency, accuracy, and traceability across document-heavy workflows such as marketing, sales, HR, or procurement. Accienta designs your document templates to dynamically populate and auto-generate the documents you need without delay or formatting hassles.
One Platform. Limitless Potential. Smarter Work.
Transform how your teams work, wherever you are. Smartsheet unlocks end-to-end solutions for project management, task tracking, approvals, and reporting - all backed by Accienta's expert support.
Smartsheet Features That Power Transformations
Dynamic View
Dynamic View is a secure collaboration layer that lets you share just the right information with the right people—nothing more, nothing less. It’s ideal for vendor management, client-facing tasks, or internal department workflows where role-based access matters. It provides clear, row-level visibility for each user while preventing data clutter, accidental edits, or exposure of unrelated tasks. With Accienta, Dynamic View is implemented to simplify external coordination while maintaining full control.
Control Center
Control Center gives you centralized control to launch and govern projects at scale. Each new project or initiative can follow a pre-approved structure with built-in automations and visibility. It’s perfect for PMOs managing dozens or hundreds of parallel projects. With Control Center, executives gain cross-project visibility into timelines, risk status, and budget impact in real time—while ensuring consistency and reducing project setup time. Accienta configures Control Center to match your business rules, governance needs, and stakeholder visibility requirements.
Data Shuttle
Data Shuttle bridges your external systems with Smartsheet by enabling scheduled or on-demand data imports and exports. No more downloading, cleaning, or re-uploading Excel files. With this add-on, your team can connect live data from other tools (like CRMs, ERPs, or spreadsheets) directly into Smartsheet—ensuring dashboards, reports, and sheets are always up to date. Accienta builds your Data Shuttle workflows to automate what used to take hours into something that now takes seconds.
Document Builder
Document Builder transforms row data into professionally formatted, ready-to-send documents—like contracts, briefs, or reports. This isn’t just a mail merge; it’s your real-time sheet data turned into branded PDFs within a few clicks. It ensures consistency, accuracy, and traceability across document-heavy workflows such as marketing, sales, HR, or procurement. Accienta designs your document templates to dynamically populate and auto-generate the documents you need without delay or formatting hassles.
Smartsheet in Action
Dashboards - Real-Time Visibility That Drives Confidence
With customizable dashboards, you can bring together live data from multiple sheets into a single visual workspace. Monitor KPIs, project health, task status, financials, and team performance in real time. Executives gain quick insight without digging through spreadsheets, while teams stay aligned on what's happening and what's next. Accienta designs dashboards tailored to your roles—so leaders, managers, and teams each get the visibility they need.
Automation - Smarter, Faster Workflows
From task reminders and update requests to automatic status changes and approval routing, Smartsheet’s automation engine simplifies manual processes and accelerates output. It reduces dependency on email follow-ups and improves accountability. Accienta helps you build automated flows that match your internal SOPs, eliminating bottlenecks and making your workflows smoother and smarter.
Data Integrations - Seamless System Connectivity
Smartsheet integrates with Excel, Jira, SAP, Google Workspace, and more—making it easy to centralize updates from all your business systems. Whether you're syncing timelines from Jira, importing budgets from Excel, or mapping task updates from another tool, these integrations ensure everything stays connected and up to date. Accienta ensures your integration workflows are reliable, secure, and aligned with your business structure.
Add-Ons - Specialized Capabilities That Drive Precision
- Dynamic View for secure, role - specific access
- Control Center for scalable, standardized project rollout
- Data Shuttle for automated syncing of external data
- Document Builder for instant, error-free document creation
Each add-on enhances a different part of the project lifecycle—from intake to reporting to delivery—while giving stakeholders exactly the visibility, control, or output they need. Accienta not only implements these tools but also aligns them with your workflow goals so you get value from day one.
Whether you’re running one project or scaling an entire portfolio, SmartsheetPro equips your teams to execute better.
Smartsheet in Action
Dashboards - Real-Time Visibility That Drives Confidence
With customizable dashboards, you can bring together live data from multiple sheets into a single visual workspace. Monitor KPIs, project health, task status, financials, and team performance in real time. Executives gain quick insight without digging through spreadsheets, while teams stay aligned on what's happening and what's next. Accienta designs dashboards tailored to your roles—so leaders, managers, and teams each get the visibility they need.
Automation - Smarter, Faster Workflows
From task reminders and update requests to automatic status changes and approval routing, Smartsheet’s automation engine simplifies manual processes and accelerates output. It reduces dependency on email follow-ups and improves accountability. Accienta helps you build automated flows that match your internal SOPs, eliminating bottlenecks and making your workflows smoother and smarter.
Data Integrations - Seamless System Connectivity
Smartsheet integrates with Excel, Jira, SAP, Google Workspace, and more—making it easy to centralize updates from all your business systems. Whether you're syncing timelines from Jira, importing budgets from Excel, or mapping task updates from another tool, these integrations ensure everything stays connected and up to date. Accienta ensures your integration workflows are reliable, secure, and aligned with your business structure.
Add-Ons - Specialized Capabilities That Drive Precision
- Dynamic View for secure, role - specific access
- Control Center for scalable, standardized project rollout
- Data Shuttle for automated syncing of external data
- Document Builder for instant, error-free document creation
Each add-on enhances a different part of the project lifecycle—from intake to reporting to delivery—while giving stakeholders exactly the visibility, control, or output they need. Accienta not only implements these tools but also aligns them with your workflow goals so you get value from day one.
Whether you’re running one project or scaling an entire portfolio, SmartsheetPro equips your teams to execute better.
Smartsheet in Action
Dashboards - Real-Time Visibility That Drives Confidence
With customizable dashboards, you can bring together live data from multiple sheets into a single visual workspace. Monitor KPIs, project health, task status, financials, and team performance in real time. Executives gain quick insight without digging through spreadsheets, while teams stay aligned on what's happening and what's next. Accienta designs dashboards tailored to your roles—so leaders, managers, and teams each get the visibility they need.
Automation - Smarter, Faster Workflows
From task reminders and update requests to automatic status changes and approval routing, Smartsheet’s automation engine simplifies manual processes and accelerates output. It reduces dependency on email follow-ups and improves accountability. Accienta helps you build automated flows that match your internal SOPs, eliminating bottlenecks and making your workflows smoother and smarter.
Data Integrations - Seamless System Connectivity
Smartsheet integrates with Excel, Jira, SAP, Google Workspace, and more—making it easy to centralize updates from all your business systems. Whether you're syncing timelines from Jira, importing budgets from Excel, or mapping task updates from another tool, these integrations ensure everything stays connected and up to date. Accienta ensures your integration workflows are reliable, secure, and aligned with your business structure.
Add-Ons - Specialized Capabilities That Drive Precision
- Dynamic View for secure, role - specific access
- Control Center for scalable, standardized project rollout
- Data Shuttle for automated syncing of external data
- Document Builder for instant, error-free document creation
Each add-on enhances a different part of the project lifecycle—from intake to reporting to delivery—while giving stakeholders exactly the visibility, control, or output they need. Accienta not only implements these tools but also aligns them with your workflow goals so you get value from day one.
Whether you’re running one project or scaling an entire portfolio, SmartsheetPro equips your teams to execute better.
