Project Management

  • Smartsheet’s online project management templates allow you to seamlessly manage your team, time, and tasks. From a project management chart to project tracker, a project management spreadsheet improves visibility and keeps your project on track.

    Project with Schedule & Budget Variance

    Gantt Project Budgets

     

    Gantt Chart

    How to work with Alerts and Notifications plus automatic updates

    Basic Project with Gantt & Dependencies

    This sheet helps you manage your project, and provides an easy-to-grasp visual timeline for your team and clients. Update tasks, manage dependencies, track progress, and store project files — all in one shared sheet.

    Change dates & set dependencies
    Click and drag the edge of a Gantt bar to instantly change dates. Drag one bar onto another to set a dependency.
     
    Set milestones
    Enter zero in the Duration column to set a milestone. To work tasks back from a milestone, set Start-to-Finish (SF) dependencies on preceding tasks.
     
    Zoom
    Use the Zoom buttons to shift between Weekly, Monthly, and Quarterly views.
     
    Gantt settings
    Click the Gantt chart's gear icon to change settings like dependencies and workdays.

     

    Sharing with different access levels

    Share your project with your team
    Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.
    • Viewer: can view and export the sheet, but can't make changes
    • Editor: can edit information in cells, add attachments, set alerts, & create comments
    • Admin: can add collaborators, edit columns, & change dependency settings
     
    Share multiple sheets in a Workspace
    Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.
     
    Prevent edits with locked rows & columns
    Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.
     

    Customizable Columns 

     

    Collaborative Features

    File Attachments - Store documents & links on any row
     
    Alerts & Reminders - Set alerts for due dates & sheet changes
     
    Comments - Log conversations, emails, & notes
     
    Gantt Chart - See task dates & dependencies
     
    Calendar View - View & edit tasks in a calendar
     
    Row Hierarchy - Organize tasks into collapsible sections
     
    Sharing - Collaborate in real-time with your team
     
    Update Requests - Request updates on task status
     
    Web Forms - Collect new rows & take action
     
    Mobile App - View & update your project on the go