Migrating from Smartsheet to Figma
Figma fits freelancer and startup teams best and has a moderate learning curve. If you're moving from Smartsheet, the first week is the hardest — new UI, different terminology, rebuilt automations. This guide compresses that learning curve with a step-by-step migration plan.
At a Glance
- Spreadsheet-familiar interface makes adoption easy for teams transitioning from Excel — minimal training needed for basic use
- Extremely powerful Gantt chart and dependency tracking capabilities, ideal for traditional project management and waterfall methodologies
- Robust automation engine with conditional logic, approval workflows, and automated notifications that scale across the organization
- Browser-based with no installation required — runs on any OS and enables instant sharing via URL, removing friction for cross-functional collaboration with PMs, engineers, and stakeholders
- Best-in-class real-time multiplayer collaboration that allows entire design teams to work simultaneously in the same file with live cursors and commenting
- Powerful design system support with shared component libraries, variables, and design tokens that enforce consistency across products and teams at scale
You leave behind
- −Kanban boards
- −Gantt charts
- −workflow automations
Migration Steps
Audit and export your current workspace
Before touching Figma, document what lives in Smartsheet: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any custom fields and workflow automations that your team relies on daily.
Set up your Figma workspace
Create your Figma workspace and replicate your project structure using tasks and projects. Figma starts at $15/user/mo/user/mo with a free tier available — budget $6/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Figma equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to tasks and projects in Figma. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Figma supports CSV import for tasks and projects and has 20+ native integrations. For automations that don't have a native equivalent in Figma, Zapier or Make can bridge the gap. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the project hierarchy.
Run Smartsheet in parallel for two weeks
Keep Smartsheet read-only while your team works primarily in Figma. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Smartsheet, archive the workspace and make Figma the official home.
Ready to switch?
Read the full Figma review for pricing, integrations, and team fit details.