Smartsheet recognized as a Customers' Choice in the Gartner® Peer Insights™ + Giveaway

Community, who doesn’t love to start the week with good news? We certainly do!

Smartsheet was just recognized as a Customers' Choice in the Gartner® Peer Insights™ Voice of the Customer for Collaborative Work Management. Not only that, but this is the third time in a row — how awesome is that!? 🎉

We’re excited to celebrate with you with the chance to win a Smartsheet-McLaren branded backpack!

We're especially grateful for this recognition because it comes directly from customers' feedback! Every day, Smartsheet users like you, across different industries, teams, and regions, are collaborating, pushing what's possible, and creating amazing solutions.

"I've tried a lot of PM tools over the last 15 years and this one is just hands down the best. It is easiest to train users to use and builders to build. It’s low / no code approach is super powerful and the features it offers allows for unmatched collaboration and work management. From small projects to large enterprise operations, I have used this tool to blow the minds of executives over and over again."
Principal Program Manager, IT Function, Services Industry

With such great news, of course we want to celebrate together with you. Participating is super simple, just answer the prompt below and you’ll be automatically entered to win Smartsheet swag.

Tell us: What's one clever or unique way you've used Smartsheet that you're proud of?

You use Smartsheet in such a vast variety of ways, to make things flow at work, at home or in your community. We can't wait to hear about the ingenious ways you're putting it to use and the outstanding solutions you’re developing!

You've got time to participate until Monday, August 11 at 5pm PST.

Full giveaway rules:

Smartsheet Community Celebration Contest Rules.pdf

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Comments

Monique Odom Stearn

I use Smartsheet at work all the time, and there are a ton of projects that I could mention. Instead of work, though, I'm gonna highlight a personal use.

Almost a year ago, my partner and I bought a house! As everyone knows, with a new house comes new challenges. We planned everything out, did a LOT of research with our finances, and after a few months, something was just off. So, to Smartsheet I went! Using Smartsheet, I redid all things budgeting and expenses, breaking everything out both individually and through shared expenses. Thanks to this, we were able to confidently adjust, and everything has been smooth sailing since. It seems simple, but it's lifted a HUGE stress from our lives.

SherryFox

Okay, in my previous company, I used Smartsheet Commercial, and now I use Smartsheet Gov. We create major dashboards with all types of data, and then create another dashboard for the previous fiscal year. The "current" dashboard" (each of 12 sections) has a "button" shortcut at the top to access the previous fical year dashboard. And then we put it on SharePoint, along with additional data on the SPO site for our internal customers.

Paul Newcome

@Monique Odom-Stearn I use it for work all day everyday but wanted to highlight something personal as well. Haha. I also have been using Smartsheet to track and predict personal and family financials with the intent of buying a house. Having it organized has been such a huge help especially for me with my wonky memory.

But the personal solution I wanted to share is a private library solution. Users are able to use a form to put in various search parameters such as title, author, media type, genre, etc.. Submitting the form re-routes them to a dashboard that allows them to refine their search, peruse the list of books meeting their requirements, and even check out / in books.

It also allows us to track which books have been borrowed by which people, how long they have been out, and a few other things to help us manage it all.

The next step is a barcode or QR code solution so that the books can just be scanned in or out, but the system is already user friendly enough that this has been bumped to a lower priority.

The [Check In/Out Link] field is a formula generating a pre-filled form link. Checking a book out only requires users to enter their name and then submit. Checking it back in is just the submit button.

Alison C.

https://community.smartsheet.com/discussion/comment/489662#Comment_489662

I love the Newcome Family Library so much!

Paul Newcome

https://community.smartsheet.com/discussion/comment/489725#Comment_489725

Thanks! It was a lot of fun to build and came with some interesting challenges. Being able to offer filtering by a specific list of genre's such as Children's AND Classic to show only books that are tagged exactly that or being able to search for both Children's OR Classic to show any book that has at least one of those tags. Then mix in book/magazine, fiction/non-fiction, title, author, and any words found within the notes and a mix and match of OR vs AND, and things had to get pretty creative. Haha.

We are currently over 100 books, but we both still have a bunch in storage. What we have "in the system" currently is just what we started putting together this year (we both love wandering used book stores for hours).

I even built in a "private collection" piece so we can tag a book as "Private Collection" and it will only be visible on the Admin dashboard. Some of the books that we have from childhood that we want to be able to pass down and may not necessarily want to loan out. We wanted to be able to still keep track of them and list them out in searches, so there went a whole new level of complexity.

I should be at ENGAGE this year, so (if one or both of us remembers) I can show you how it looks "in action" then. It was such a fun build and very satisfying as well!

Isis Taylor

That's so cool!

Eric B.

The live-saver process I've installed into Smartsheet at work is the dynamic drop down updater leveraging DataShuttle to pull an Excel list from a source sheet and then upload that list into a drop down column in another sheet. This keeps the drop down extremely current allowing my requesters to use submit a form with all available options in the drop down. Saved my department a TON of non valued added clicks!!

Loann McGee

One of the simplest, yet most appreciated, helps I've done with our Smartsheet is to take advantage of the "Send as Attachment" option for several of our reports. Many other areas want to know our upcoming radio broadcast schedule, or what guests are coming to be interviewed.
I can share the sheets and/or reports directly to them, but if I can save them the trouble and DELIVER the information directly to them on a consistent basis, why not offer that type of "World Class Hospitality" that we strive for with our constituents and give it to my fellow coworkers?
For those who want this option, I simply give them the option to receive the full sheet with ALL the data, or they can get the report which is the high-level simplified version, but contains the needed information.
I then set it to automatically send at the interval they prefer - most have chosen to get it each Friday morning so they have the current information for the following week and beyond.
So many have commented how helpful it is - and they appreciate it can be sent in an Excel format as some of our contractors need to then upload that data into FCC reporting data they are required to submit each month.

mcullen

One fun and unique way I’ve used Smartsheet was to build an employee recognition program. When someone gets recognized as a “Rock Star,” they automatically receive a personalized certificate. I also created visual dashboards as landing pages to make it easier (and more fun) for the team to navigate Smartsheet. It’s been a great way to celebrate wins and keep things user-friendly at the same time.

Naeem Ejaz

One unique way I’ve used Smartsheet that I’m proud of is building a fully automated project tracking and invoicing system for a consulting client. I used control center blueprints, automated document generation, and data mesh to connect project timelines with billing milestones. This allowed the client to automatically generate invoices as soon as deliverables were completed—without needing to track manually or send reminders. It saved hours of administrative work each week and improved cash flow significantly. Seeing Smartsheet function as both a PM and financial operations tool was incredibly rewarding.

AngB789

One clever way I’ve used Smartsheet that I’m proud of:

I created a Smartsheet-based backup check-in, check-out, and scheduling system for our clinics to use during Epic (EHR) outages. Knowing how critical it is to maintain clinic operations during system downtimes, I designed a streamlined, user-friendly solution that allows staff to continue managing patient flow and appointments with minimal disruption.

The registration process is enhanced with several automations—including logic that auto-fills procedure durations based on the type selected and flags overlapping appointments, helping to ensure accuracy and efficiency. We're also leveraging Smartsheet Data Shuttle to automatically import patient data for a given time period, so clinic staff have a preloaded schedule to work from even if Epic is unavailable. This proactive setup has become a key part of our downtime readiness plan. Along with that also using conditions to indicate no shows patients, checked in and checked out patients in color codes.

In addition, I developed a centralized Training Homepage in Smartsheet for our employees. It features quick tips, how-to guides, embedded training videos, and best practices to support ongoing learning. It’s been a valuable resource for onboarding and empowering team members across the organization.

Paul.Woodward

Hello everyone!

I do quite a bit of freelancing, and Smartsheet is a big part of my work. Recently, I helped a very distraught doctor who worked at a business with limited funds. He was trying to figure out how to test his students on their practicals in real time using technology. After the exams, he also wanted the ability to send results both to the students and to the facilitators.

I built a solution in Smartsheet that allowed him to grade his students on over 400 questions, using more than 400 columns! I set up custom automations, workflows, and email notifications so results could be distributed quickly and efficiently. He was thrilled with the outcome and was able to increase his efficiency by over 50% as he transitioned from paper-based exams to a fully digital process.

This was one of my proudest projects since it made such an impact on his work.

Webb_E

Smartsheet has become my automation sidekick :)

While I rely on Smartsheet for the usual project and resource tracking, plus reporting dashboards for director-level updates, I’ve also found a few creative ways to let Smartsheet do the heavy lifting.

My latest favorite is using Smartsheet forms to gather direct feedback from my platform users and…here’s the gamechanger… automating a previously manual provisioning process for one of our key service platforms. I built a custom form that asks just the right questions, and depending on the responses, Smartsheet automation either escalates requests to me for “human in the loop” review or sends an instant email to our provisioning team.

Now, 95%+ of all new user requests are processed automatically. I get a clear record of every request submitted, the turnaround time for new users has been slashed, and I’ve got bandwidth back in my day, all thanks to a bit of creative Smartsheet magic.

Can’t wait to see how others are using Smartsheet to work smarter, not harder!

meagans

One unique (personal) use of Smartsheet I'm proud of is organizing my nail polish collection! I have over 350 bottles and realized many years ago that I tend to reach for the same colors while some have never been used. I started tracking what colors I'd use to determine usage as well as what season they belong to and other pertinent information.

Smartsheet unlocked so many opportunities for this spreadsheet! I created a dashboard outlining my most-used shades, colors I have not used, and ones that haven't been reached for in many years. It's been really nice to get visuals and see how my tastes have changed over time :)

Jake Gustafson

One of my favorites that has recently made me super proud is for a solution that I built for a colleague's process at my current job. I received feedback that it's been so easy to use and so great to have all the information/data in one spot, that it's helped a ton.

High-level, we've got a user entry form for the manager to kick things off. That notifies a vendor, who manages the overall job status via Dynamic View. Then once they complete the work required (in the real world with hand tools), then the original sheet will spit out an automated email with a link to a second prepopulated user entry form for the vendor to indicate all the services they provided to complete the job at hand. That rolls up into a grand total, that an administrator will acknowledge, which then kicks off the Document Builder to populate an invoice template to send off to A/P.

Lots of great visibility into the process across all the concurrent jobs and a streamlined flow to allow team members to focus on other activities while Smartsheet does the dirty work. It was a fun and challenging solution to create, but most rewarding has been the feedback received.

🎒

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