Smartsheet is a powerhouse work execution platform, but many teams only scratch the surface of what it can do. Between views, dashboards, automation, and integrations, there are high-impact features that often go unused — and that’s a missed opportunity. Here are five powerful Smartsheet features you might not be using yet — but should be:
1. Dynamic Views for Granular Access Control
Most users are familiar with sharing full sheets, but Dynamic Views lets you take sharing to the next level.
🔹 What it does:
Dynamic Views gives stakeholders access to exactly the information they need — and only that. You can control what rows or columns they see and whether they can edit them.
🔹 Why it matters:
This is huge for cross-functional processes where different contributors need to interact with the same dataset but shouldn’t have access to everything. Use this feature to maintain data security while still unlocking collaboration.
2. Automated Workflows Beyond Notifications
Smartsheet automation is powerful, but many teams only use it for simple alerts. The platform supports multi-step logic and meaningful operations triggered by workflows.
🔹 Under-used capabilities include:
- Triggering actions like updating other sheets
- Creating conditional approval flows (useful for reviews or financial sign-offs)
- Syncing data between forms and projects
🔹 Business impact:
These workflows can replace repetitive manual work, reduce errors, and accelerate cycle times across teams.
3. Advanced Form Features with Conditional Logic
Smartsheet forms are often used just to collect information. But beyond basic data collection, you can build smart, dynamic forms with conditional logic and visibility rules.
🔹 Examples of what you can do:
- Show or hide fields based on prior responses
- Direct users through tailored data-entry experiences
- Use automation to trigger follow-up actions
🔹 Why it’s a game-changer:
Forms can act as the entry point to sophisticated automated processes instead of just a data intake tool.
4. Calendar, Card & Gantt Views — Not Just Grid Mode
Smartsheet’s true power lies in its multiple visualization modes — and many teams still use only the default grid.
📅 Calendar View
Visualizes dates and deadlines in a familiar calendar layout.
📊 Gantt Chart
Shows task timelines with dependencies and critical path, easing project planning and adjustments.
📌 Board View (Kanban-style)
Groups work by status, owner, or priority — ideal for agile teams.
🔹 Bonus: Combine views with automation (e.g., move a task card when status changes) to create dynamic boards without separate tools.
5. Integrations & Data Management Tools
Smartsheet doesn’t live in a vacuum. It connects across your stack — and some of the most impactful features live here:
🔌 Pre-built integrations with Slack, Microsoft Teams, Salesforce, Jira, and more.
🔄 Data Shuttle & DataMesh — Automate data movement between sheets and external systems.
🔹 Why this matters:
Connecting Smartsheet to other systems turns it into a central operational engine, not just a siloed tool. Data imports, exports, and syncs happen without manual copying — saving time and eliminating errors.
In Summary
Smartsheet is much more than just rows and columns — it’s a full work execution platform. But many teams miss out on advanced views, dynamic controls, smart forms, automation, and integrations — features that can transform how work actually gets done.
Unlock these five features, and you might find Smartsheet becoming not just a tool your team tolerates — but one they rely on. 🚀