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Smartsheet Trial Version: Converting to the $19/User Business Plan (Feature Checklist)

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February 4, 2026
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Access the Smartsheet trial plan | Smartsheet Learning Center
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Beginning with Smartsheet Trial Version: Converting to the $19/User Business Plan (Feature Checklist), the narrative unfolds in a compelling and distinctive manner, drawing readers into a story that promises to be both engaging and uniquely memorable.

In the following paragraphs, we will delve into the features of the Trial Version, the process of upgrading to the $19/User Business Plan, and the unique aspects that set it apart.

Table of Contents

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  • Understanding Smartsheet Trial Version
    • Features of Smartsheet Trial Version
    • Limitations of the Trial Version
    • Accessibility and Sign-Up Process
  • Converting to the $19/User Business Plan
    • Benefits of the $19/User Business Plan
    • Companies or Use Cases Benefiting from the $19/User Business Plan
  • Feature Checklist for the $19/User Business Plan
    • Collaboration Tools
    • Project Management Capabilities
    • Automation and Integration
    • Reporting and Analytics
    • Security and Compliance
  • Utilizing Advanced Features in the Business Plan
    • Automation
    • Collaboration Tools
    • Reporting Features
  • Concluding Remarks
  • Quick FAQs

Understanding Smartsheet Trial Version

When it comes to the Smartsheet Trial Version, it offers a glimpse into the powerful features and capabilities of the platform before committing to a paid plan. Let's dive into the specifics.

Features of Smartsheet Trial Version

  • Access to basic project management tools
  • Collaboration features for team communication
  • Template library for easy project setup
  • Integration with popular third-party applications

Limitations of the Trial Version

  • Limited storage capacity compared to paid plans
  • Restricted access to advanced features like automation
  • No option for premium support services
  • Trial period duration is typically limited

Accessibility and Sign-Up Process

To access the Smartsheet Trial Version, individuals or organizations can typically sign up through the official website by providing basic information. The trial period allows users to explore the platform and its capabilities firsthand before deciding to upgrade to a paid plan.

Converting to the $19/User Business Plan

When upgrading from the Smartsheet Trial Version to the $19/User Business Plan, users can follow these simple steps to unlock enhanced features and capabilities:

Benefits of the $19/User Business Plan

The $19/User Business Plan offers several advantages over the Trial Version, including:

  • Increased collaboration options with unlimited collaborators
  • Advanced reporting and dashboards for better data visualization
  • Enhanced security features to protect sensitive information
  • Premium support for quicker issue resolution

Companies or Use Cases Benefiting from the $19/User Business Plan

Companies in various industries can benefit from the $19/User Business Plan, including:

  • Marketing agencies managing multiple client projects
  • Engineering firms tracking complex project timelines
  • Sales teams coordinating leads and opportunities
  • HR departments streamlining employee onboarding processes

Feature Checklist for the $19/User Business Plan

When considering the $19/User Business Plan offered by Smartsheet, it's important to understand the key features that come with this pricing tier. Below is a detailed feature checklist to help you compare and evaluate the value of this plan.

Collaboration Tools

  • Real-time collaboration on sheets, reports, and dashboards
  • Comments and mentions for team communication
  • Sharing and permission settings for file access

Project Management Capabilities

  • Gantt charts for visual project timelines
  • Task dependencies and critical path tracking
  • Resource management tools for workload allocation

Automation and Integration

  • Automated workflows for task assignments and notifications
  • Integration with third-party apps like Google Drive and Slack
  • API access for custom integrations

Reporting and Analytics

  • Customizable reports and dashboards for data visualization
  • Automated data updates and alerts
  • Advanced analytics for performance tracking

Security and Compliance

  • Granular control over user access and permissions
  • Secure data encryption and data backup
  • Compliance with industry standards and regulations

Utilizing Advanced Features in the Business Plan

FAQ: Smartsheet free trial | Smartsheet Learning Center

When upgrading to the $19/User Business Plan in Smartsheet, users gain access to a variety of advanced features that can greatly enhance productivity and efficiency. By taking full advantage of these tools, businesses can streamline their processes and improve collaboration among team members.

Automation

Automation is a key feature in the $19/User Business Plan that allows users to set up workflows, alerts, and notifications to reduce manual tasks and increase efficiency. By creating automated actions based on specific triggers, businesses can save time and ensure tasks are completed on time.

Collaboration Tools

  • Utilize shared workspaces to centralize project information and allow team members to collaborate in real-time.
  • Assign tasks, set deadlines, and track progress using the built-in collaboration tools to keep everyone on the same page.
  • Use commenting and @mentions to facilitate communication and provide feedback on specific tasks or projects.

Reporting Features

  • Generate custom reports to track project status, resource allocation, and overall performance.
  • Utilize dashboards to visualize key metrics and KPIs, providing a snapshot of your project's health at a glance.
  • Set up automated report scheduling to ensure stakeholders receive timely updates on project progress.

Businesses have benefited greatly from these advanced features in the $19/User Business Plan. For example, a marketing team used automation to streamline their campaign approval process, resulting in faster turnaround times and increased campaign effectiveness. Collaboration tools have allowed remote teams to work together seamlessly, improving communication and project outcomes.

Reporting features have enabled project managers to make data-driven decisions and track project performance more effectively.

Concluding Remarks

Access the Smartsheet trial plan | Smartsheet Learning Center

In conclusion, the $19/User Business Plan offers a range of features that can enhance productivity and streamline workflows for businesses. Converting from the Trial Version to this plan opens up new possibilities and benefits for users.

Quick FAQs

What features are available in the Smartsheet Trial Version?

The Trial Version offers limited access to Smartsheet features, such as basic project management tools and collaboration functionalities.

How can one upgrade to the $19/User Business Plan from the Trial Version?

To upgrade, users can simply follow the steps provided by Smartsheet for transitioning from the Trial Version to the $19/User Business Plan.

Are there any unique features in the $19/User Business Plan that set it apart from other pricing plans?

Yes, the $19/User Business Plan offers advanced automation, reporting, and collaboration tools that are not available in lower-tier plans.

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