--- title: Project management | SMARTSHEET PLATFORM | Performars description: Discover Smartsheet's versatile project management platform, featuring customizable views, automation, and robust security to enhance collaboration and streamline workflows for your team. image: https://www.performars.com/hubfs/smartsheet-logo-vertical-square.png --- [![Performars](https://www.performars.com/hs-fs/hubfs/Recurso%2082.png?width=150&height=51&name=Recurso%2082.png "Performars")](https://www.performars.com?hsLang=en) [![Performars](https://www.performars.com/hs-fs/hubfs/Recurso%2082.png?width=150&height=51&name=Recurso%2082.png "Performars")](https://www.performars.com?hsLang=en) - [Business SolutionRevOps](https://www.performars.com/persona-marketing) - [What is RevOps?](https://www.performars.com/revops/strategy) - [Persona CRM marketing](https://www.performars.com/persona-marketing) - [Digital Go-to-market Strategy](https://www.performars.com/persona-marketing/go-to-market-strategy) - [Customer Persona development](https://www.performars.com/persona-marketing/persona-development) - [Customer journey design](https://www.performars.com/persona-marketing/customer-journey-map) - [SEO](https://www.performars.com/persona-marketing/search-engine-optimization) - [PPC optimization](https://www.performars.com/persona-marketing/ppc-optimization) - Vertical Solution - [Marketers at Large enterprises](https://www.performars.com/solutions/enterprise-marketing) - [Marketers at Startups](https://www.performars.com/solutions/startup-marketing) - [Marketers at B2B companies](https://www.performars.com/solutions/b2b-marketing) - [Marketers in Healthcare](https://www.performars.com/solutions/pharma-marketing) - [Marketers in Tourism](https://www.performars.com/solutions/tourism-marketing) - [All-in-one marketing managed Recommend](https://www.performars.com/solutions/all-in-one-marketing-services) - [CRMHubSpot](https://www.performars.com/revops/hubspot) **[HubSpot](https://www.performars.com/revops/hubspot)** - Grow better   [![Get started free](https://no-cache.hubspot.com/cta/default/3384735/01c958a3-03e7-4b7f-b27a-d30fb35e3593.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/01c958a3-03e7-4b7f-b27a-d30fb35e3593) [![Request for quote](https://no-cache.hubspot.com/cta/default/3384735/e7531d82-b0d5-40b0-b469-ed6c9f107ecd.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/e7531d82-b0d5-40b0-b469-ed6c9f107ecd) - **Product** - [Marketing Hub](https://www.performars.com/revops/hubspot/marketinghub) - [Sales Hub](https://www.performars.com/revops/hubspot/saleshub) - [Service Hub](https://www.performars.com/revops/hubspot/servicehub) - [Content Hub](https://www.performars.com/revops/hubspot/contenthub) - [Data Hub](https://www.performars.com/revops/hubspot/operationshub) - [Breeze new](https://www.performars.com/revops/hubspot/breeze) - [HubSpot power tools](https://www.performars.com/revops/hubspot/tools) - [HubSpot Pricing Plan](https://www.performars.com/revops/hubspot/pricing) - **Resources** - [Why HubSpot](https://www.performars.com/revops/hubspot/why) - [What is HubSpot](https://www.performars.com/revops/hubspot/what-is-hubspot) - [CRM Checklist](https://www.performars.com/revops/hubspot/crm-checklist) - [HubSpot vs. Salesforce](https://www.performars.com/revops/hubspot/salesforce-marketing-cloud-comparison) - [H.U.G](https://hubspot-academy-community-programs.us.hivebrite.com/topics/47544/events) - **User Support** - [HubSpot Onboarding](https://www.performars.com/revops/hubspot/onboarding-service) - [HubSpot Premium Onboarding](https://www.performars.com/revops/hubspot/growth-program) - [Support request](https://www.performars.com/customer-support) - [CRM Integration](https://www.performars.com/revops/hubspot/integration) - [CRM Managed Service](https://www.performars.com/solutions/saas-managed-services) - [Kakaotalk/SMS integration](https://www.performars.com/revops/hubspot/integration/kakaotalk-sms) --- [![HubSpot for Startups - HSFS](https://no-cache.hubspot.com/cta/default/3384735/33ae2e87-33af-47ba-83c9-1cb3817baa3b.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/33ae2e87-33af-47ba-83c9-1cb3817baa3b) Startups associated with Performars and raising funding up to $2 million are eligible for 75% off their 1st-year subscription. ![2023\_SalesHub\_Quotes-1](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/2023_SalesHub_Quotes-1.png?width=250&height=269&name=2023_SalesHub_Quotes-1.png) - [CollaborationSmartsheetNew](https://www.performars.com/revops/smartsheet) **[Smartsheet](https://www.performars.com/revops/smartsheet)** - built to handle every case at any scale   [![Smartsheet Free Trial](https://no-cache.hubspot.com/cta/default/3384735/6429c5ea-ab76-4f09-9e31-66a14c013025.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/6429c5ea-ab76-4f09-9e31-66a14c013025) - **[Work Management Platform](https://www.performars.com/revops/smartsheet/platform)** - [Project Management](https://www.performars.com/revops/smartsheet/platform/project-management) - [Digital Asset Management](https://www.performars.com/revops/smartsheet/platform/brandfolder) - [Resource Management](https://www.performars.com/revops/smartsheet/platform/resource-management) - [Views](https://www.performars.com/revops/smartsheet/platform/views) - [Control Center](https://www.performars.com/revops/smartsheet/platform/control-center) - [WorkApps](https://www.performars.com/revops/smartsheet/platform/workapps) - **[Project Portfolio Management](https://www.performars.com/revops/smartsheet/ppm)** - [Business PMO](https://www.performars.com/revops/smartsheet/ppm/business-pmo) - [Enterprise PMO](https://www.performars.com/revops/smartsheet/ppm/enterprise-pmo) - [Service Delivery Management](https://www.performars.com/revops/smartsheet/ppm/services-delivery) - [IT Portfolio Management](https://www.performars.com/revops/smartsheet/ppm/it-portfolio-management) - [New Product Development](https://www.performars.com/revops/smartsheet/ppm/new-product-development) **[MCM](https://www.performars.com/revops/smartsheet/mcm)** - - [Marketing management](https://www.performars.com/revops/smartsheet/mcm/marketing-management) - [Creative Operations](https://www.performars.com/revops/smartsheet/mcm/creative-operations) - [Event Management](https://www.performars.com/revops/smartsheet/mcm/event-management) - [Agency Management](https://www.performars.com/revops/smartsheet/mcm/angency-management) ![brandfolder by smartsheet](https://www.performars.com/hs-fs/hubfs/brandfolder%20by%20smartsheet.webp?width=130&height=40&name=brandfolder%20by%20smartsheet.webp) - **[Customer Success](https://www.performars.com/customer-support)** - - [Onboarding Service](https://www.performars.com/revops/smartsheet) - [Managed Service](https://www.performars.com/solutions/saas-managed-services) - [Consulting Services](https://www.performars.com/revops/smartsheet) - [Integration Services](https://www.performars.com/revops/integration) - [Knowledge Base](https://help.smartsheet.com/help)   - **[Pricing](https://www.performars.com/revops/smartsheet/pricing)** --- [![Request a free Smartsheet consultation](https://no-cache.hubspot.com/cta/default/3384735/d613491e-a071-429a-912e-91ad08739f6e.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/d613491e-a071-429a-912e-91ad08739f6e) ![why-smar-platform@2x\_2-1](https://www.performars.com/hs-fs/hubfs/why-smar-platform@2x_2-1.webp?width=270&height=284&name=why-smar-platform@2x_2-1.webp) - [EngagementON24New](https://www.performars.com/revops/on24) **[ON24](https://www.performars.com/revops/on24)** - intelligent engagement platform   [![ON24 DEMO request](https://no-cache.hubspot.com/cta/default/3384735/560f1e02-21aa-4cfc-8c76-7422c4a76395.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/560f1e02-21aa-4cfc-8c76-7422c4a76395) - **[Platform](https://www.performars.com/revops/on24/platform)** - [Webinars](https://www.performars.com/revops/on24/platform/webinars) - [Performance Analytics](https://www.performars.com/revops/on24/platform/performance-analytics) - [Virtual Conference](https://www.performars.com/revops/on24/platform/virtual-conference) - [AI Engagement](https://www.performars.com/revops/on24/platform/ai-driven-engagement) - [Virtual Events](https://www.performars.com/revops/on24/platform/virtual-events) - [Integrations](https://www.performars.com/revops/on24/platform/integrations)   - **[Solutions](https://www.performars.com/revops/on24/solutions)** - - [Demand Generations](https://www.performars.com/revops/on24/solutions/demand-generation) - [Product Marketing](https://www.performars.com/revops/on24/solutions/product-marketing) - [Customer Engagement](https://www.performars.com/revops/on24/solutions/customer-engagement) - [Partner Enablement](https://www.performars.com/revops/on24/solutions/partner-enablement) - **[Industries](https://www.performars.com/revops/on24/industries)** - - [Life Science](https://www.performars.com/revops/on24/industries/life-science) - [Technology](https://www.performars.com/revops/on24/industries/technology) - [Manufacturing](https://www.performars.com/revops/on24/industries/manufacturing) - [Insurance](https://www.performars.com/revops/on24/industries/insurance) - **[Guides](https://www.performars.com/revops/on24/guides)** - - [Webinars](https://www.performars.com/revops/on24/guides/webinars) - [Virtual Events](https://www.performars.com/revops/on24/guides/virtual-events) - [Personalized Experience](https://www.performars.com/revops/on24/guides/personalized-digital-experiences) - [Digital Engagement](https://www.performars.com/revops/on24/guides/digital-engagement) - [Webinar Marketing](https://www.performars.com/revops/on24/guides/webinar-marketing-strategy) - **[Webinar Benchmarks](https://www.performars.com/revops/on24/webinar-benchmarks)** - [Digital Engagement](https://www.performars.com/revops/on24/webinar-benchmarks/digital-engagement) - [Life Sciences](https://www.performars.com/revops/on24/webinar-benchmarks/life-sciences) - [Technologies](https://www.performars.com/revops/on24/webinar-benchmarks/technology) - **[Software comparision](https://www.performars.com/revops/on24/webinar-software-compare)** ![Web\_04-02-1](https://www.performars.com/hs-fs/hubfs/Web_04-02-1.png?width=250&height=167&name=Web_04-02-1.png) - [e-CommerceBloomreach](https://www.performars.com/revops/bloomreach) **[Bloomreach](https://www.performars.com/ko/revops/bloomreach)** - Make Online Shopping Personal   [![Get a Demo](https://no-cache.hubspot.com/cta/default/3384735/4c6950d5-90eb-4c36-b92f-2647a691d421.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/4c6950d5-90eb-4c36-b92f-2647a691d421) - **Product** - [Engagement](https://www.performars.com/revops/bloomreach/engagement) - [Content](https://www.performars.com/revops/bloomreach/content) - [Discovery](https://www.performars.com/revops/bloomreach/discovery) - **Data** - [Customer data engine](https://www.performars.com/revops/bloomreach/data-engine) - [Real-time Journey](https://www.bloomreach.com/en/products/real-time-customer-journeys) - [Segment Builder](https://www.bloomreach.com/en/products/segments-and-audience-builder) **User Support** - - [Bloomreach Onboarding](https://www.performars.com/revops/bloomreach/onboarding-service) - [Support request](https://www.performars.com/customer-support) - [CRM Managed Service](https://www.performars.com/solutions/saas-managed-services)   **Resources** - - [Use case](https://www.bloomreach.com/en/products/engagement/plug-and-play) - [Case Studies](https://www.bloomreach.com/en/case-studies) - [Integrations](https://www.bloomreach.com/en/integrations) - [Developers](https://documentation.bloomreach.com/) --- [![Request a free Bloomreach consultation](https://no-cache.hubspot.com/cta/default/3384735/2a6c87c6-4927-4573-8a84-d52455abefe2.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/2a6c87c6-4927-4573-8a84-d52455abefe2) ![illu@4x](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/Bloomreach/illu@4x.jpg?width=250&height=211&name=illu@4x.jpg) En - English - [한국어](https://www.performars.com/ko/revops/smartsheet/platform/project-management) [Contact us](https://www.performars.com/contact?hsLang=en) [Contact us](https://www.performars.com/contact?hsLang=en) More results - [Business SolutionRevOps](https://www.performars.com/persona-marketing) - [What is RevOps?](https://www.performars.com/revops/strategy) - [Persona CRM marketing](https://www.performars.com/persona-marketing) - [Digital Go-to-market Strategy](https://www.performars.com/persona-marketing/go-to-market-strategy) - [Customer Persona development](https://www.performars.com/persona-marketing/persona-development) - [Customer journey design](https://www.performars.com/persona-marketing/customer-journey-map) - [SEO](https://www.performars.com/persona-marketing/search-engine-optimization) - [PPC optimization](https://www.performars.com/persona-marketing/ppc-optimization) - Vertical Solution - [Marketers at Large enterprises](https://www.performars.com/solutions/enterprise-marketing) - [Marketers at Startups](https://www.performars.com/solutions/startup-marketing) - [Marketers at B2B companies](https://www.performars.com/solutions/b2b-marketing) - [Marketers in Healthcare](https://www.performars.com/solutions/pharma-marketing) - [Marketers in Tourism](https://www.performars.com/solutions/tourism-marketing) - [All-in-one marketing managed Recommend](https://www.performars.com/solutions/all-in-one-marketing-services) - [CRMHubSpot](https://www.performars.com/revops/hubspot) - Software - [Marketing Hub](https://www.performars.com/revops/hubspot/marketinghub) - [Sales Hub](https://www.performars.com/revops/hubspot/saleshub) - [Service Hub](https://www.performars.com/revops/hubspot/servicehub) - [Content Hub](https://www.performars.com/revops/hubspot/contenthub) - [Operation Hub](https://www.performars.com/revops/hubspot/operationshub) - [Breeze AI](https://www.performars.com/revops/hubspot/breeze) - Resources - [Why HubSpot?](https://www.performars.com/revops/hubspot/why) - [What is HubSpot?](https://www.performars.com/revops/hubspot/what-is-hubspot) - [CRM adoption checklist](https://www.performars.com/revops/hubspot/crm-checklist) - [Salesforce vs. HubSpot](https://www.performars.com/revops/hubspot/salesforce-marketing-cloud-comparison) - User Support - [Premier Onboarding](https://www.performars.com/revops/hubspot/growth-program) - [Basic Onboarding](https://www.performars.com/revops/hubspot/onboarding-service) - [CRM integrations](https://www.performars.com/revops/hubspot/crm-checklist) - [Managed Services](https://www.performars.com/solutions/saas-managed-services) - [Kakao/SMS integrations](https://www.performars.com/revops/hubspot/integration/kakaotalk-sms) - [Support request](https://www.performars.com/customer-support) - [HubSpot for Startups](https://www.performars.com/revops/hubspot/startups) - [CollaborationSmartsheetNew](https://www.performars.com/revops/smartsheet) - [Work Management Platform](https://www.performars.com/revops/smartsheet/platform) - [Project Managment](https://www.performars.com/revops/smartsheet/platform/project-management) - [Digital Asset Management](https://www.performars.com/revops/smartsheet/platform/brandfolder) - [Resource Management](https://www.performars.com/revops/smartsheet/platform/resource-management) - [View](https://www.performars.com/revops/smartsheet/platform/views) - [Control Center](https://www.performars.com/revops/smartsheet/platform/control-center) - [WorkApps](https://www.performars.com/revops/smartsheet/platform/workapps) - [Project Portfolio Management](https://www.performars.com/revops/smartsheet/ppm) - [Business PMO](https://www.performars.com/revops/smartsheet/ppm/business-pmo) - [Enterprise PMO](https://www.performars.com/revops/smartsheet/ppm/enterprise-pmo) - [IT Portfolio Management](https://www.performars.com/revops/smartsheet/ppm/it-portfolio-management) - [Service Delivery Management](https://www.performars.com/revops/smartsheet/ppm/services-delivery) - [New Product Development](https://www.performars.com/revops/smartsheet/ppm/new-product-development) - [Marketing and Creative Management](https://www.performars.com/revops/smartsheet/mcm) - [Marketing Management](https://www.performars.com/revops/smartsheet/ppm/business-pmo) - [Creative Operations](https://www.performars.com/revops/smartsheet/ppm/enterprise-pmo) - [Event Management](https://www.performars.com/revops/smartsheet/ppm/it-portfolio-management) - [Agency Management](https://www.performars.com/revops/smartsheet/ppm/services-delivery) - [Smartsheet Pricing](https://www.performars.com/revops/smartsheet/pricing) - [EngagementON24New](https://www.performars.com/revops/on24) - [Platform](https://www.performars.com/revops/on24/platform) - [Webinars](https://www.performars.com/revops/on24/platform/webinars) - [Performance Analytics](https://www.performars.com/revops/on24/platform/performance-analytics) - [Resource Management](https://www.performars.com/revops/smartsheet/platform/resource-management) - [Virtual Conference](https://www.performars.com/revops/on24/platform/virtual-conference) - [AI engagement](https://www.performars.com/ko/revops/on24/platform/ai-driven-engagement) - [Virtual Events](https://www.performars.com/revops/on24/platform/virtual-events) - [Integrations](https://www.performars.com/revops/on24/platform/integrations) - [Solutions](https://www.performars.com/revops/on24/solutions) - [Demand Generation](https://www.performars.com/revops/on24/solutions/demand-generation) - [Product Marketing](https://www.performars.com/revops/on24/solutions/product-marketing) - [Customer Engagement](https://www.performars.com/revops/on24/solutions/customer-engagement) - [Partner Enablement](https://www.performars.com/revops/on24/solutions/partner-enablement) - [Industries](https://www.performars.com/revops/on24/industries) - [Life Science](https://www.performars.com/revops/on24/industries/life-science) - [Technology](https://www.performars.com/revops/on24/industries/technology) - [Insurance](https://www.performars.com/revops/on24/industries/insurance) - [Manufacturing](https://www.performars.com/ko/revops/on24/industries/manufacturing) - [Guides](https://www.performars.com/revops/on24/guides) - [Benchmarks](https://www.performars.com/revops/on24/webinar-benchmarks) - [e-CommerceBloomreach](https://www.performars.com/revops/bloomreach) - [Engagement](https://www.performars.com/revops/bloomreach/engagement) - [Content](https://www.performars.com/revops/bloomreach/content) - [Discovery](https://www.performars.com/ko/revops/bloomreach/discovery) - [Bloomreach Onboarding Service](https://www.performars.com/revops/bloomreach/onboarding-service) [Contact us](https://www.performars.com/about/contact?hsLang=en) THE SMARTSHEET PLATFORM # Project management Smartsheet views provide flexible options for interacting with your data. Select a grid for detailed entries, a Gantt chart for clear project timelines, a card for agile workflow management, or a calendar to track deadlines. Seamlessly switch between these views to gain actionable insights tailored to your needs. ![smartsheet](https://www.performars.com/hs-fs/hubfs/Smartsheet/smartsheet.png?width=250&height=114&name=smartsheet.png) [Get a free consultation](https://www.performars.com/revops/smartsheet/platform/project-management#contact) [Get started free](https://www.performars.com/revops/smartsheet/free-trial?hsLang=en) [scroll](https://www.performars.com/revops/smartsheet/platform/project-management#scroll) ## Essential features - View - Dashboard - Formulas and functions - Reports - Forms - Work insights - Workload tracking View A flexible and user-friendly interface for organizing and visualizing data. These views facilitate efficient management and tracking of projects, allowing users to customize their data display and collaboration methods, enhancing collaboration and project tracking.   Dashboard Create a branded, widget-based display that integrates live data from sources such as Google Docs, Tableau, and YouTube, allowing you to share real-time information with stakeholders while safeguarding your data's confidentiality.   Formulas and functions Simplify decision-making processes, allow users to execute complex calculations, connect data across multiple sheets, and automate calculations with real-time updates.   Reports Combine and filter sheet data to spotlight key details for clear insights and easy sharing, exporting, or dashboard integration to create comprehensive task lists.   Forms Capture consistent, high-quality data for various needs, including requests, fieldwork, events, and feedback, by using branded, customizable forms with conditional logic that are easily embedded or shared, and accessible on mobile devices in areas with low connectivity.   Work insights Enhance decision-making with customizable, auto-generated data visualizations, including burndown and time series charts, to highlight clear key data trends.   Workload tracking Enhance team performance and improve project execution by monitoring workloads to identify availability, overseeing tasks, and addressing over-allocations.   ## Team collaboration - File library - Proofing - Sharing - Attachments - Conversations - Notifications File library Streamline your work by centralizing critical project content on a single platform, allowing for easy asynchronous collaboration with stakeholders, quick access to necessary resources, and faster delivery of impactful results. ![ursa-product-screen-file-library-file-view](https://www.performars.com/hs-fs/hubfs/Smartsheet/ursa-product-screen-file-library-file-view.webp?width=1300&height=857&name=ursa-product-screen-file-library-file-view.webp)   Proofing Enhance the review cycle and centralize feedback. Request, gather, and manage input from stakeholders using an intuitive interface that allows reviewers to attach comments directly to specific areas of content, such as images or documents. Maintain version control while tracking changes and feedback history for auditing and transparency purposes.   Sharing Ensure that collaborators both within and outside your organization have access to the latest version of your work. Control access levels, ranging from viewing to full ownership, regardless of whether collaborators have a Smartsheet account. Even without signing in, anyone you share published items with can view them, streamlining collaboration and communication.   Attachments Upload various file types, including .jpg, .png, .gif, .pdf, .docx, .pptx, and .xlsx. Attach content from Brandfolder, Google Drive, Dropbox, OneDrive, and others. Add up to 100 files at once. Attach files to individual rows to maintain context or to the entire sheet.   Conversations Ensure all stakeholders are aligned, informed, and accountable to promote efficient workflows and decision-making. Coordinate project tasks, clarify details, provide updates, and maintain a record of communications related to specific items in a sheet, ensuring that discussions are centralized and accessible.   Notifications Visualize your projects with customizable task management options. Adjust your notification settings to prioritize essential tasks and stay informed with in-app alerts, enabling you to respond quickly to requests for updates or approvals. Improve your awareness with mobile push notifications and emails, allowing you to concentrate on what matters most.   ## Automation & Integrations - Automation - Integrations Automation Simplify tasks using no-code workflows designed for your needs. Create flexible workflows that include multiple actions and conditions across devices and communication platforms, such as Teams and Slack. Stay updated with workflow notifications and execution dates. - Automate processes - Reminder about tasks - Request approvals - Request updates - Customize alerts - Condition blocks - Action blocks - Trigger blocks - Automate notifications - Work with moving rows - Send automated emails - Generate documents - Clear or change a cell value action - Assign people Integrations Enhance productivity by integrating Smartsheet with popular cloud tools like Google G-Suite, Office 365, Slack, DocuSign, and others, eliminating the need for constant app-switching. Access data from any systems you currently use with premium features such as Data Shuttle. | [![Microsoft Teams logo](https://www.smartsheet.com/sites/default/files/Microsoft-Office-Teams-Logo.svg)](https://www.smartsheet.com/marketplace/apps/microsoft-teams) | [Microsoft Teams integration](https://www.smartsheet.com/marketplace/apps/microsoft-teams) | [![](https://www.smartsheet.com/sites/default/files/2022-04/slack-icon-24px.svg)](https://www.smartsheet.com/marketplace/apps/slack) | [Slack integration](https://www.smartsheet.com/marketplace/apps/slack) | | --- | --- | --- | --- | | ![Adobe\_Creative\_Cloud\_rainbow\_icon.svg](https://www.performars.com/hs-fs/hubfs/Smartsheet/Adobe_Creative_Cloud_rainbow_icon.svg.png?width=60&height=59&name=Adobe_Creative_Cloud_rainbow_icon.svg.png) | [Adobe Creative Cloud integration](https://www.smartsheet.com/marketplace/apps/adobe-creative-cloud) | [![Salesforce logo](https://www.smartsheet.com/sites/default/files/2023-10/salesforce-logo.svg)](https://www.smartsheet.com/marketplace/apps/salesforce) | [Salesforce connector](https://www.smartsheet.com/marketplace/apps/salesforce) | | [![PowerBi logo](https://www.smartsheet.com/sites/default/files/powerbi.svg)](https://www.smartsheet.com/marketplace/apps/microsoft-power-bi) | [Power BI integration](https://www.smartsheet.com/marketplace/apps/microsoft-power-bi) | [![JIRA Atlassian logo](https://www.smartsheet.com/sites/default/files/2023-06/jirasoftware-logomark.svg)](https://www.smartsheet.com/marketplace/apps/jira-connector) | [JIRA connector](https://www.smartsheet.com/marketplace/apps/jira-connector) | ## Security - Customer Managed Encryption Keys (CMEK) - E-signatures - Data retention controls - Data egress - Smartsheet regions - Activity log Customer Managed Encryption Keys (CMEK)   Make sure administrators possess the essential tools to safeguard sensitive information. Obtain complete control over your data access with customer-managed encryption keys, maintained and operated via Amazon Web Services Key Management System (AWS KMS). As a customer, you have ownership and control over your encryption keys, enabling you to configure, rotate, and fully revoke access to your company's data.       E-signatures   Improve document security and simplify the approval process. Enable users to request and obtain legally-binding signatures directly within their workflows. This secure approach guarantees authenticity and consent on documents, while ensuring compliance and maintaining audit trails within the Smartsheet platform.   Data retention controls Make sure that only up-to-date and pertinent data is kept in your Smartsheet account. Offer strong security features that empower organizations to precisely manage their content's lifecycle. These features enable administrators to establish policies for data retention, archiving, and deletion in line with company security protocols and regulatory standards, ensuring that sensitive information is safeguarded and disposed of properly.     Data egress Prevent confidential data from leaving your Smartsheet account. System administrators have the authority to implement company egress policies to control how external collaborators manage data. They can limit actions such as creating new copies, saving as templates, sending attachments, publishing, printing, and exporting. If an external collaborator attempts any of these restricted actions, they will receive a notification indicating that the action is blocked in compliance with the company’s egress policies.     Smartsheet regions Select particular geographic areas for storing and managing your data. By choosing a data region, customers can ensure their information is located in their desired area, improving control over data sovereignty and fulfilling regional compliance and policy needs. This capability is especially crucial for organizations with compliance mandates to maintain data within specific national borders due to privacy laws and regulations.     Activity log   Track who modified content, what alterations were made, and the timing of these changes. The Activity Log offers a comprehensive audit trail, documenting modifications, access, and sharing actions associated with sheets, reports, or dashboards, promoting transparency and supporting compliance and monitoring initiatives.     ## Enterprise controls - Admin tools - Admin center - Enterprise plan manager - Event reporting - Plan insights Admin tools   Oversee and review user access, ownership, and activities. Set up comprehensive security configurations, including account discovery, resource management, and tailored welcome screens. Establish user roles with defined permissions, streamline user setup for seamless enterprise integration, and adjust account settings to align features and work schedules with your organization’s requirements.   Admin center   Effortlessly configure and oversee your Smartsheet account from a single platform. Explore User and Group Management, Usage Reports, and Enterprise Configuration Options. Keep track of licensed users, group memberships, and available integrations. Improve the transparency of security and account settings, providing suggestions to enhance your account setup according to Smartsheet best practices for optimal configuration.   Enterprise plan manager   Oversee and manage various plans while preserving each team's detailed control over their plan and billing. Refine your organization's billing frameworks for adaptability and enable teams to incorporate vital premium applications for their projects. System Admins can verify all company domains, unify the visibility of all current plans under IT management, and implement a consistent SAML SSO login for all plans, ensuring that access can be universally revoked when an employee leaves, thereby simplifying administrative tasks and boosting security.   Event reporting   Utilize passive monitoring to gain comprehensive insights into Smartsheet users and their activities. Optimize your security oversight by exporting an extensive array of over 100 Smartsheet event types—such as object creation and deletion, group modifications, workspace creation, downloads, and attachments—directly into specialized CASB services. This process includes smooth integrations with top solutions like McAfee MVISION and Microsoft Cloud App Security (MCAS), improving your visibility and management of your Smartsheet environment. [Full list here](https://smartsheet-platform.github.io/event-reporting-docs/).   Plan insights   Discover essential information about the quantity and categories of users interacting with your Smartsheet plan. SysAdmins benefit from comprehensive oversight and account management, gaining a transparent, analytical perspective on your organization's use of Smartsheet. It offers data and patterns on user involvement and feature utilization, enabling you to make strategic decisions to enhance your plan's efficiency and boost your return on investment.   ## Premium features These sophisticated tools feature robust integrations, enhanced automation, comprehensive analytics, and improved security measures, designed to address the unique requirements of businesses aiming to enhance their project management and operational effectiveness. Use Case Use Case Portfolio Management Resource management Digital Asset Management Request management Workflows No-code apps Data management Time management Apps Apps Control Center Resource Management Brandfolder Dynamic view Bridge Workapps Data Shuttle Pivot App Calendar App Available Plan Available Plan Pro Business Enterprise Advanced ## Work anywhere without distractions ![windows-button](https://www.performars.com/hs-fs/hubfs/Smartsheet/windows-button.png?width=194&height=65&name=windows-button.png) #### Smartsheet desktop app Dynamically plan, execute, and report on work in Smartsheet without bouncing between browser tabs. ![mac-button-small-apple-mac](https://www.performars.com/hs-fs/hubfs/mac-button-small-apple-mac.png?width=183&height=65&name=mac-button-small-apple-mac.png) #### Smartsheet desktop app Dynamically plan, execute, and report on work in Smartsheet without bouncing between browser tabs. ![android-download](https://www.performars.com/hs-fs/hubfs/Smartsheet/android-download.png?width=204&height=60&name=android-download.png) #### Smartsheet mobile app Plan, execute, and track work, anywhere. Wherever you work. ![Download\_on\_the\_App\_Store\_RGB\_blk.svg](https://www.performars.com/hs-fs/hubfs/Smartsheet/Download_on_the_App_Store_RGB_blk.svg.png?width=195&height=65&name=Download_on_the_App_Store_RGB_blk.svg.png) #### Smartsheet mobile app Plan, execute, and track work, anywhere. Wherever you work. ## Trusted by 85% of the Fortune 100 From the distant home office to the expansive corporate complex, Smartsheet is revolutionizing how the world operates. ![walmart](https://www.performars.com/hs-fs/hubfs/walmart.png?width=150&height=36&name=walmart.png) ![carrefour](https://www.performars.com/hs-fs/hubfs/carrefour.png?width=100&height=56&name=carrefour.png) ![marriot](https://www.performars.com/hs-fs/hubfs/marriot.png?width=100&height=58&name=marriot.png) ![bnp](https://www.performars.com/hs-fs/hubfs/bnp.png?width=150&height=84&name=bnp.png) ![nbc](https://www.performars.com/hs-fs/hubfs/nbc.png?width=130&height=58&name=nbc.png) ![uber](https://www.performars.com/hs-fs/hubfs/uber.png?width=90&height=31&name=uber.png) ![sanofi](https://www.performars.com/hs-fs/hubfs/sanofi.png?width=150&height=69&name=sanofi.png) ![bayer](https://www.performars.com/hs-fs/hubfs/bayer.png?width=60&height=60&name=bayer.png) ![BD](https://www.performars.com/hs-fs/hubfs/BD.png?width=110&height=61&name=BD.png) ![LG전자-1](https://www.performars.com/hs-fs/hubfs/LG%EC%A0%84%EC%9E%90-1.png?width=150&height=40&name=LG%EC%A0%84%EC%9E%90-1.png) ![paypal](https://www.performars.com/hs-fs/hubfs/paypal.png?width=120&height=32&name=paypal.png) ![universal-1](https://www.performars.com/hs-fs/hubfs/universal-1.png?width=150&height=56&name=universal-1.png) ![여기어때-1](https://www.performars.com/hs-fs/hubfs/%EC%97%AC%EA%B8%B0%EC%96%B4%EB%95%8C-1.png?width=150&height=27&name=%EC%97%AC%EA%B8%B0%EC%96%B4%EB%95%8C-1.png) ![와디즈-1](https://www.performars.com/hs-fs/hubfs/%EC%99%80%EB%94%94%EC%A6%88-1.png?width=150&height=53&name=%EC%99%80%EB%94%94%EC%A6%88-1.png) ![LGu-1](https://www.performars.com/hs-fs/hubfs/LGu-1.png?width=150&height=42&name=LGu-1.png) [Browse Customer Stories](https://www.performars.com/revops/smartsheet/platform/project-management#contact) Flexible Work Management ## Work with us to increase Smartsheet ROI Performars is here to support you. ![2023\_SUI](https://www.performars.com/hubfs/2023%20RevOps%20website/hubspot/Illustratives/2023_SUI.svg) #### Smartsheet Onboarding Onboarding & Support Workflow guide User training [Smartsheet Onboarding](https://www.performars.com/en/revops/smartsheet/onboarding-service?hsLang=en) ![2023\_Integration3](https://www.performars.com/hubfs/2023%20RevOps%20website/hubspot/Illustratives/2023_Integration3.svg) #### Smartsheet data integration Integration design Interface design & build Build Workflow automation [Smartsheet data integration](https://www.performars.com/revops/smartsheet/platform/project-management#contact) ![2023\_Symmetry](https://www.performars.com/hubfs/2023%20RevOps%20website/hubspot/Illustratives/2023_Symmetry.svg) #### Process design consulting Discovery workshop Workflow analysis & design Best practices on intelligent cross-platform workflows [Process design consulting](https://www.performars.com/revops/smartsheet/platform/project-management#contact) ![erp](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/erp.png?width=512&height=512&name=erp.png) SaaS integration service Support integration among CRM, ERP, and WorkOS in legacy or cloud environments. [Learn more](https://www.performars.com/revops/integration?hsLang=en) ![crm](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/crm.png?width=512&height=512&name=crm.png) SaaS managed service Manage and optimize RevOps solutions including HubSpot, Smartsheet, Bloomreach. [Learn more](https://www.performars.com/solutions/saas-managed-services?hsLang=en) Flexible Work Management ## Get a free consultation Transform your work style with Smartsheet. ![smartsheet white](https://www.performars.com/hs-fs/hubfs/Smartsheet/smartsheet%20white.png?width=262&height=43&name=smartsheet%20white.png)     Performars Customer ## Dear, Get on the growth ship. Grow by partnering with Performars ![samsung-2](https://www.performars.com/hs-fs/hubfs/1.%20client%20logos/samsung-2.png?width=152&height=50&name=samsung-2.png) ![LG](https://www.performars.com/hs-fs/hubfs/1.%20client%20logos/LG.png?width=82&height=50&name=LG.png) ![SK](https://www.performars.com/hs-fs/hubfs/1.%20client%20logos/SK.png?width=64&height=50&name=SK.png) ![CJ](https://www.performars.com/hubfs/1.%20client%20logos/CJ.svg) ![panasonic-1](https://www.performars.com/hs-fs/hubfs/1.%20client%20logos/panasonic-1.png?width=157&height=25&name=panasonic-1.png) ![toyota](https://www.performars.com/hubfs/1.%20client%20logos/toyota.svg) ![hilti](https://www.performars.com/hs-fs/hubfs/1.%20client%20logos/hilti.png?width=134&height=20&name=hilti.png) ![novartis](https://www.performars.com/hubfs/1.%20client%20logos/novartis.svg) ![cartier](https://www.performars.com/hs-fs/hubfs/1.%20client%20logos/cartier.png?width=143&height=40&name=cartier.png) ![thermos](https://www.performars.com/hubfs/1.%20client%20logos/thermos.svg) ![dassault](https://www.performars.com/hubfs/1.%20client%20logos/dassault.svg) ![lx](https://www.performars.com/hubfs/1.%20client%20logos/lx.svg) ![naver-2](https://www.performars.com/hs-fs/hubfs/1.%20client%20logos/naver-2.png?width=139&height=25&name=naver-2.png) #### About the company Performars is a company that provides global sales growth and RevOps solutions. We use a unique CRM-based persona marketing methodology along with related RevOps technology to help our clients grow in new markets. We directly support our clients' global business success by expanding into countries such as Korea, Singapore, Taiwan, and the United States.   [RevOps Solutions](https://www.performars.com/revops?hsLang=en) - [HubSpot](https://www.performars.com/revops/hubspot?hsLang=en) - [Smartsheet](https://www.performars.com/revops/smartsheet?hsLang=en) - [ON24](https://www.performars.com/revops/on24?hsLang=en) - [Bloomreach](https://www.performars.com/revops/bloomreach?hsLang=en) - [Semrush](https://www.performars.com/revops/semrush?hsLang=en) - [Find My Market new](https://findmymarket.com?hsLang=en) - [RevOps integration](https://www.performars.com/revops/integration?hsLang=en) - [RevOps managed](https://www.performars.com/solutions/saas-managed-services?hsLang=en) - [Request consultation](https://www.performars.com/revops/consultation?hsLang=en) Customer Success - [Support request](https://www.performars.com/customer-support?hsLang=en) - [HubSpot Onboard](https://www.performars.com/revops/hubspot/onboarding-service?hsLang=en) - [Smartsheet Onboard](https://www.performars.com/en/revops/smartsheet/onboarding-service?hsLang=en) - [Bloomreach Onboard](https://www.performars.com/revops/bloomreach/onboarding-service?hsLang=en) - [Growth Consultation](https://www.performars.com/persona-marketing/consultation?hsLang=en) - [Request for quote](https://www.performars.com/quote?hsLang=en) Resources & Tools - [Website grader](https://www.performars.com/website-grader?hsLang=en) - [Budget planner](https://www.performars.com/marketing_budget_planner?hsLang=en) - [Marketing guide](https://www.performars.com/growth-marketing-guideline?hsLang=en) - [Case Study](https://www.performars.com?hsLang=en) About us - [Team](https://www.performars.com/company?hsLang=en) - [Client](https://www.performars.com/client?hsLang=en) - [Partner](https://www.performars.com/partners?hsLang=en) - [Contact us](https://www.performars.com/contact?hsLang=en) Copyright © 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