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What is Smartsheet? Complete Guide for Companies [2026]

What is Smartsheet? The Definitive Guide to Work Management

Smartsheet is a collaborative work management platform that combines the familiarity of spreadsheets with advanced project management, automation, and real-time collaboration features. Founded in 2005 and headquartered in Bellevue, Washington, the company serves more than 80% of Fortune 500 companies.

If you arrived here searching for “what is Smartsheet” or “what is Smartsheet”, this complete guide will answer all your questions about the tool.

What is Smartsheet in Simple Terms?

Imagine an Excel spreadsheet that has been transformed into a complete management tool. Smartsheet lets you:

  • Manage projects with timelines, Gantt, calendars and Kanban boards
  • Automate processes without needing to program
  • Collaborate in real time with your team, customers and suppliers
  • Create dashboards to view metrics and KPIs
  • Integrate with other tools such as Microsoft 365, Google Workspace, Salesforce and Jira

What is Smartsheet for?

Smartsheet is used by different departments and industries for different purposes:

Project Management

Plan, execute and monitor projects of any size. Use Gantt, Kanban or calendar views as needed by your team.

PMO (Project Office)

Centralize the project portfolio, standardize methodologies and have real-time visibility of the status of all initiatives.

Marketing and Creation

Manage campaigns, editorial calendars, content approvals and creative workflows.

Operations and IT

Control support tickets, asset management, system implementations and change processes.

Human Resources

Automate onboarding, performance assessments, recruitment and training processes.

Smartsheet vs Excel: What’s the Difference?

Although Smartsheet has a similar interface to Excel, there are key differences:

Feature Smartsheet Excel
Real-time collaboration ✅ Native ⚠️ Limited
Codeless automations ✅ Complete ❌ Requires VBA
Gantt view ✅ Integrated ❌ Manual
Web forms ✅ Integrated ❌ Does not have
Dashboards ✅ Integrated ⚠️ Basic
Native integrations ✅ +100 apps ⚠️ Limited
Version control ✅ Automatic ⚠️ Manual
Approvals and proofing ✅ Integrated ❌ Does not have

See our full Smartsheet vs Excel comparison →

How Much Does Smartsheet Cost?

Smartsheet offers different plans to suit everyone from small teams to large corporations:

  • Free: 1 user, 2 spreadsheets, basic functionalities
  • Pro: $9/user/month – Ideal for small teams
  • Business: $32/user/month – For growing businesses
  • Enterprise: On request – For large organizations

Check out our full pricing and plans page →

Who Uses Smartsheet?

More than 90,000 brands trust Smartsheet, including:

  • NASA
  • Netflix
  • Cisco
  • Pfizer
  • HP
  • Siemens
  • Ogilvy
  • hilton

How to Start Using Smartsheet?

There are two ways to get started:

1. On your own

Visit smartsheet.com, create a free account, and explore the platform. We recommend our complete Smartsheet tutorial for beginners.

2. With Specialized Consulting

For enterprise implementations, TaskIT offers:

  • Free initial diagnosis
  • Custom implementation
  • Certified trainings
  • Ongoing support in Portuguese

Discover our consultancy services →

Smartsheet FAQ

Is Smartsheet free?

There is a free version limited to 1 user and 2 spreadsheets. For professional use, paid plans start at $9/month per user.

Does Smartsheet work in Portuguese?

Yes! The Smartsheet interface is available in Brazilian Portuguese. TaskIT offers support and training entirely in Portuguese.

Is Smartsheet safe?

Yes. Smartsheet has SOC 2 Type II, ISO 27001, GDPR compliance certifications and advanced enterprise governance features.

Can I integrate Smartsheet with other tools?

Yes! Smartsheet natively integrates with Microsoft 365, Google Workspace, Salesforce, Jira, Slack, Teams, Tableau and more than 100 other applications.

Next Steps

Now that you know what Smartsheet is, explore more:

Need help implementing Smartsheet in your company? TaskIT is the leading Smartsheet consultancy in Brazil, with more than 3,200 trained professionals. Get in touch for a free diagnosis.


About TaskIT

TaskIT is the leading Smartsheet consultancy in Brazil, with more than 8 years of experience in implementation and training. Our team of certified consultants has trained more than 3,200 professionals and served more than 150 companies throughout Latin America.

Credentials:

  • ✅ Official Smartsheet Partner
  • ✅ +3,200 trained professionals
  • ✅ +150 companies served
  • ✅ Certified team in agile methodologies (PMI, Scrum, SAFe)
  • ✅ Presence in Brazil, Mexico, Argentina, Chile and Colombia

This article was reviewed by certified Smartsheet and project management experts.

Also read: Control Center Smartsheet: Complete Guide for PMOs

Summary for decision

What is Smartsheet and why companies use it

Smartsheet is a work management platform that combines spreadsheets, automations, forms, reports, dashboards and collaboration. Companies use Smartsheet to organize projects, operations, approvals, demands and indicators without relying on isolated files or manual consolidations.

Choice criteria

  1. There is a recurring process with status, responsible parties and deadlines.
  2. Leadership needs a consolidated vision without asking for manual updates.
  3. The areas work with attachments, comments, forms or approval.
  4. The company wants to standardize execution without losing flexibility.
  5. Usage can grow to new departments or portfolios.

Practical comparison

Use case How Smartsheet helps Expected result
PMO Schedules, reports and dashboards. Executive view of projects and risks.
Operations Forms, automations and demand control. Less rework and more traceability.
Financial Approvals, status and documents. More predictable flows.
IT Requests, backlog and governance. Centralized prioritization and tracking.

FAQ

Is Smartsheet an online spreadsheet?
It uses a familiar spreadsheet experience, but includes collaboration, automations, dashboards, reports, and permissions for managing work.
Who uses Smartsheet in companies?
PMO, operations, IT, finance, HR, marketing, engineering and areas that need to coordinate work between people.
How to get started with Smartsheet?
Start with a priority use case, define those responsible and create a first measurable deliverable.

Last updated: May 2026.

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ISO/IEC 27001:2022 Sistema de Gestão da Segurança da Informação certificado pela BSI · Certificado IS 817792 · válido até 2028