Let Smartsheet help your business do things better with these ideas
Smartsheet is a versatile work management and automation platform used by businesses across various industries to streamline operations, enhance collaboration, and drive productivity. Below are 50 different examples of how businesses leverage the powerful features of Smartsheet, including how they use these features, why they are beneficial, and what other tools they might integrate with for maximum efficiency.
1. Task Management
Feature: Task Lists
How It’s Used: Businesses create detailed task lists to track project activities.
Why Use It: Ensures all tasks are accounted for and progress is monitored.
Integrations: Often used with tools like Trello or Asana for more specialized task management views.
2. Project Scheduling
Feature: Gantt Charts
How It’s Used: Visualize project timelines and dependencies.
Why Use It: Provides a clear view of project progress and critical paths.
Integrations: Integrated with Microsoft Project for advanced scheduling features.
3. Resource Management
Feature: Resource Views
How It’s Used: Allocate resources to tasks and track their availability.
Why Use It: Ensures optimal use of resources and prevents overallocation.
Integrations: Syncs with HR software like Workday for real-time resource data.
4. Budget Tracking
Feature: Financial Sheets
How It’s Used: Monitor project budgets and expenditures.
Why Use It: Helps in keeping the project within financial constraints.
Integrations: Integrates with QuickBooks for comprehensive financial management.
5. Time Tracking
Feature: Time Logs
How It’s Used: Record the time spent on various tasks.
Why Use It: Provides insights into productivity and helps in billing clients.
Integrations: Often used with time tracking tools like Toggl or Harvest.
6. Collaboration
Feature: Comments and Attachments
How It’s Used: Team members can leave comments and attach files directly to tasks.
Why Use It: Centralizes communication and documentation.
Integrations: Works well with Slack for real-time communication.
7. Automation
Feature: Automated Workflows
How It’s Used: Automate repetitive tasks such as sending reminders.
Why Use It: Saves time and reduces manual effort.
Integrations: Can be paired with Zapier to automate across multiple apps.
8. Reporting
Feature: Custom Reports
How It’s Used: Generate reports to analyze project performance.
Why Use It: Provides actionable insights and keeps stakeholders informed.
Integrations: Often used with BI tools like Tableau for advanced analytics.
9. Dashboards
Feature: Interactive Dashboards
How It’s Used: Create visual representations of key metrics.
Why Use It: Offers a real-time overview of project status.
Integrations: Syncs with Google Data Studio for comprehensive data visualization.
10. Risk Management
Feature: Risk Logs
How It’s Used: Identify and track project risks.
Why Use It: Helps in proactive risk mitigation.
Integrations: Often used alongside risk management software like RiskWatch.
11. Issue Tracking
Feature: Issue Registers
How It’s Used: Record and manage project issues.
Why Use It: Ensures issues are addressed promptly.
Integrations: Can be integrated with JIRA for detailed issue tracking.
12. Customer Management
Feature: CRM Sheets
How It’s Used: Manage customer information and interactions.
Why Use It: Enhances customer relationship management.
Integrations: Syncs with Salesforce for advanced CRM capabilities.
13. Inventory Management
Feature: Inventory Sheets
How It’s Used: Track stock levels and reorder points.
Why Use It: Prevents stockouts and overstocking.
Integrations: Integrates with inventory management software like TradeGecko.
14. Marketing Campaigns
Feature: Campaign Trackers
How It’s Used: Plan and monitor marketing campaigns.
Why Use It: Ensures marketing activities are coordinated and tracked.
Integrations: Works well with HubSpot for marketing automation.
15. Event Planning
Feature: Event Sheets
How It’s Used: Organize and track event logistics.
Why Use It: Ensures all event details are managed effectively.
Integrations: Often paired with Eventbrite for event management.
16. Product Development
Feature: Development Roadmaps
How It’s Used: Plan and track product development cycles.
Why Use It: Aligns development efforts with business goals.
Integrations: Syncs with product management tools like Aha!
17. Sales Tracking
Feature: Sales Pipelines
How It’s Used: Track sales opportunities and progress.
Why Use It: Improves visibility into the sales process.
Integrations: Works with CRM systems like Zoho CRM.
18. Budget Planning
Feature: Budget Sheets
How It’s Used: Plan and monitor budgets for different departments.
Why Use It: Ensures financial resources are allocated properly.
Integrations: Often integrated with financial planning tools like Adaptive Insights.
19. Employee Onboarding
Feature: Onboarding Checklists
How It’s Used: Manage the onboarding process for new employees.
Why Use It: Ensures a smooth onboarding experience.
Integrations: Syncs with HR systems like BambooHR.
20. Training Management
Feature: Training Trackers
How It’s Used: Plan and track employee training programs.
Why Use It: Enhances employee development and compliance.
Integrations: Works with learning management systems like Moodle.
21. Compliance Management
Feature: Compliance Logs
How It’s Used: Track compliance activities and audits.
Why Use It: Ensures regulatory requirements are met.
Integrations: Integrates with compliance tools like LogicGate.
22. Vendor Management
Feature: Vendor Sheets
How It’s Used: Manage vendor information and contracts.
Why Use It: Improves vendor relationships and performance.
Integrations: Syncs with procurement systems like Coupa.
23. Product Launches
Feature: Launch Plans
How It’s Used: Plan and track product launch activities.
Why Use It: Ensures a successful product launch.
Integrations: Often paired with marketing automation tools like Marketo.
24. Customer Support
Feature: Support Logs
How It’s Used: Track customer support tickets and resolutions.
Why Use It: Enhances customer satisfaction and retention.
Integrations: Integrates with support systems like Zendesk.
25. Quality Assurance
Feature: QA Sheets
How It’s Used: Track quality assurance activities and defects.
Why Use It: Ensures high-quality standards are met.
Integrations: Works with testing tools like TestRail.
26. Strategic Planning
Feature: Strategy Sheets
How It’s Used: Plan and track strategic initiatives.
Why Use It: Aligns projects with business goals.
Integrations: Often used with strategic planning tools like Cascade.
27. Performance Tracking
Feature: Performance Dashboards
How It’s Used: Monitor employee and team performance.
Why Use It: Provides insights for performance improvement.
Integrations: Syncs with performance management tools like 15Five.
28. Asset Management
Feature: Asset Registers
How It’s Used: Track company assets and their usage.
Why Use It: Ensures optimal use of assets and reduces loss.
Integrations: Integrates with asset management systems like Asset Panda.
29. Fundraising
Feature: Fundraising Sheets
How It’s Used: Plan and track fundraising activities.
Why Use It: Enhances the efficiency of fundraising efforts.
Integrations: Often used with CRM systems like Salesforce for Nonprofits.
30. Grant Management
Feature: Grant Trackers
How It’s Used: Manage grant applications and reporting.
Why Use It: Ensures compliance with grant requirements.
Integrations: Works with grant management systems like Fluxx.
31. Procurement
Feature: Procurement Sheets
How It’s Used: Track procurement processes and vendor bids.
Why Use It: Streamlines procurement and ensures best value.
Integrations: Integrates with procurement tools like Procurify.
32. Financial Forecasting
Feature: Forecast Sheets
How It’s Used: Plan and monitor financial forecasts.
Why Use It: Helps in making informed financial decisions.
Integrations: Often paired with financial planning tools like Adaptive Insights.
33. Legal Case Management
Feature: Case Logs
How It’s Used: Track legal cases and associated documents.
Why Use It: Ensures efficient management of legal matters.
Integrations: Works with legal case management systems like Clio.
34. Facility Management
Feature: Maintenance Logs
How It’s Used: Track facility maintenance and repairs.
Why Use It: Ensures facilities are well-maintained and operational.
Integrations: Integrates with facility management systems like FMX.
35. Policy Management
Feature: Policy Sheets
How It’s Used: Track policy creation, approval, and updates.
Why Use It: Ensures policies are up-to-date and compliant.
Integrations: Works with document management systems like M-Files.
36. IT Service Management
Feature: Service Logs
How It’s Used: Track IT service requests and resolutions.
Why Use It: Improves IT service delivery and support.
Integrations: Often used with ITSM tools like ServiceNow.
37. Incident Management
Feature: Incident Sheets
How It’s Used: Track incidents and their resolutions.
Why Use It: Ensures incidents are resolved efficiently.
Integrations: Integrates with incident management tools like PagerDuty.
38. Environmental Tracking
Feature: Environmental Logs
How It’s Used: Track environmental data and compliance.
Why Use It: Ensures environmental regulations are met.
Integrations: Often used with environmental management systems like Enablon.
39. Sustainability Reporting
Feature: Sustainability Sheets
How It’s Used: Track sustainability initiatives and performance.
Why Use It: Enhances corporate social responsibility reporting.
Integrations: Works with sustainability reporting tools like EcoTrack.
40. Product Roadmapping
Feature: Roadmap Sheets
How It’s Used: Plan and track product development roadmaps.
Why Use It: Aligns product development with business goals.
Integrations: Syncs with product management tools like ProductPlan.
41. Social Media Management
Feature: Social Media Calendars
How It’s Used: Plan and schedule social media posts.
Why Use It: Ensures consistent and strategic social media activity.
Integrations: Often used with social media management tools like Hootsuite.
42. Content Creation
Feature: Content Calendars
How It’s Used: Plan and track content creation activities.
Why Use It: Streamlines the content creation process.
Integrations: Works with content management systems like WordPress.
43. PR Management
Feature: PR Sheets
How It’s Used: Track PR campaigns and media outreach.
Why Use It: Ensures effective public relations efforts.
Integrations: Often used with PR tools like Cision.
44. Vendor Performance
Feature: Performance Logs
How It’s Used: Track vendor performance and compliance.
Why Use It: Ensures vendors meet performance standards.
Integrations: Integrates with vendor management systems like Ariba.
45. Volunteer Management
Feature: Volunteer Sheets
How It’s Used: Track volunteer activities and schedules.
Why Use It: Enhances volunteer coordination and engagement.
Integrations: Often used with volunteer management tools like VolunteerHub.
46. Research Tracking
Feature: Research Logs
How It’s Used: Track research projects and findings.
Why Use It: Ensures research is well-organized and documented.
Integrations: Works with research management tools like LabArchives.
47. Workflow Management
Feature: Workflow Sheets
How It’s Used: Plan and track business workflows.
Why Use It: Streamlines business processes.
Integrations: Often integrated with workflow automation tools like Nintex.
48. Knowledge Management
Feature: Knowledge Bases
How It’s Used: Manage and share knowledge across the organization.
Why Use It: Enhances information accessibility and sharing.
Integrations: Works with knowledge management systems like Confluence.
49. Corporate Governance
Feature: Governance Logs
How It’s Used: Track corporate governance activities.
Why Use It: Ensures compliance with corporate governance standards.
Integrations: Often used with governance tools like Diligent.
50. Customer Feedback
Feature: Feedback Sheets
How It’s Used: Collect and analyze customer feedback.
Why Use It: Enhances customer satisfaction and product improvement.
Integrations: Works with feedback tools like SurveyMonkey.
Conclusion
Smartsheet offers a wide array of features that can be tailored to meet the diverse needs of businesses. Whether it’s project management, daily operations, or strategic initiatives, Smartsheet provides the tools necessary to enhance productivity, collaboration, and efficiency. By integrating with other powerful tools, businesses can further amplify the capabilities of Smartsheet, creating a comprehensive solution that drives success across all facets of the organization.