Migrating from Smartsheet to Productboard
Smartsheet supports 150+ integrations — 50 more than Productboard. If integration breadth is a factor in your switch from Smartsheet to Productboard, this guide covers how to reconnect your stack after migrating.
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
- Best-in-class customer feedback aggregation — centralizes insights from Intercom, Zendesk, Slack, Salesforce, and email into a single repository linked to features
- Powerful prioritization frameworks including weighted scoring, RICE, and custom formulas that tie features directly to objectives and user evidence
- Beautiful, shareable roadmaps with multiple views (timeline, column, release) designed for stakeholder communication without exposing internal backlog complexity
You gain with Productboard
- +roadmapping
- +backlog management
You leave behind
- −Gantt charts
- −mobile app
Migration Steps
Audit and export your current workspace
Before touching Productboard, 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 Productboard workspace
Create your Productboard workspace and replicate your project structure using tasks and projects. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Productboard equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to tasks and projects in Productboard. Productboard supports custom fields — recreate your Smartsheet field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Productboard supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Productboard's automation engine can replicate most rules you had in Smartsheet. 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 Productboard. 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 Productboard the official home.
Ready to switch?
Read the full Productboard review for pricing, integrations, and team fit details.