Review sheets and keep projects moving
Smartsheet turns mobile project management into a practical daily workflow for everyday project work. Teams can open shared sheets, review tasks, update statuses, and keep work moving while away from a desk. Grid, card, Gantt, calendar, list, and mobile views let people choose a layout that matches the job, while assignees, due dates, checklists, files, and predecessors keep responsibilities visible.
The welcome flow puts “Manage Projects” first, giving new users a clear route into the platform’s core purpose. Once a workspace is available, recent items, favorites, search, and shared workspaces help people reach active work quickly instead of rebuilding context on every visit.
Capture field information with forms
Smartsheet forms are designed for turning observations from the field into organized sheet data. A team can share a form for inspections, requests, feedback, or intake, then map submitted fields back to the right columns. Mobile users can add photos, scan barcodes, and attach location details when those inputs are useful to a project.
The “Capture Information” entry on the welcome screen reflects this task-focused approach. Forms can be prepared for offline collection, which helps staff record information in places with weak service and submit it when a connection returns. That combination reduces repeated entry and gives office teams cleaner, more consistent updates to review.
Coordinate requests, approvals, and follow-up
Requests, approvals, and conversations give Smartsheet a coordination layer beyond rows and columns. Teams can follow an item, respond to update requests, review approval actions, and keep comments or attachments beside the work they explain. Notifications surface items that need attention, helping project owners react before a small delay becomes a wider handoff problem.
The “Track Requests” route on the entry screen makes this recurring task easy to understand for new users. In established workspaces, a request can stay connected to its sheet, file, or discussion, so people can act with the relevant context instead of copying details between separate chat threads.
See status through dashboards and reports
Dashboards and reports give busy teams a faster way to read work status than opening every task one by one. Mobile layouts can surface charts, key metrics, summary reports, and live project information, while shared views help stakeholders see the same priorities. Switching between sheet views also makes it easier to inspect a schedule, scan cards, or check a structured list.
The “Visualize Data” entry on the welcome screen points toward this overview role. Smartsheet fits managers checking KPIs between meetings, field leads reviewing progress on site, and collaborators who need a current snapshot before updating a request or approval.
