Project management software
Smartsheet
Smartsheet is listed here as a project management tool.
Smartsheet is work management software in which plans are kept as sheets: grids of rows and columns where formulas calculate and link data across sheets, and the same rows can be shown in Grid, Gantt, Card, Calendar or Timeline view. Reports pull and filter rows from many sheets, dashboards summarise projects and portfolios, and files and generated PDFs are attached to individual rows. It is aimed at enterprise work that crosses teams, such as portfolios and request intake, and items can be published to people who have no Smartsheet account. The same maker offers Brandfolder by Smartsheet for storing and distributing finished brand and campaign files.
What these workflow templates do
Every workflow template below works from an export from a project management tool and changes nothing in it.
Workflows for project management tools
No workflow template names Smartsheet yet. The templates below are not written for Smartsheet by name; each is written for a project management tool.
Project lessons review Workflow template
Works from an export from a project management tool.
Can see: the deliverables list: original scope and what happened to each. Can change: nothing.
Roadmap tradeoff review Workflow template
Works from an export from a project management tool.
Can see: roadmap items with team, status, window, effort and dependencies. Can change: nothing.
Scope change impact review Workflow template
Works from an export from a project management tool.
Can see: working list of deliverables with status. Can change: nothing.
Three-week look-ahead constraint review Workflow template
Works from an export from a project management tool.
Can see: schedule export with activities, trades and dates. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of Smartsheet
A connector an AI assistant can use.
Published by Smartsheet, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of Smartsheet
A programming interface for software developers.
Published by Smartsheet, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Smartsheet is agreed when the work is scoped: a person who looks after Smartsheet at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Smartsheet MCP server · MCP serverFound in the maker's own documentationSmartsheet's developer site describes an MCP server that connects its sheets to AI clients such as Claude and ChatGPT, for reading and managing Smartsheet data.The maker’s page
- Smartsheet API · Public APIFound in the maker's own documentation
https://api.smartsheet.com/2.0Smartsheet's developer site documents a Smartsheet API for programmatically accessing and managing an organisation's sheets, folders, users and other resources, with a base address listed.The maker’s page