WiseGrid

Grid / data

- Spreadsheet interface: YES (1,000,000 cells per sheet)

- Formulas / calculated fields: YES (118 functions, [Column]@row syntax)

- Cross-sheet references: YES (plan-tiered: 20 / 200 / 500 per sheet)

- Column types: YES (text, number, date, dropdown, multi-select, contact,

checkbox, symbol, and more)

- Row hierarchy / subtasks: YES (indent, outdent, per-user collapse)

- Conditional formatting: YES (rule-based, cell or row scope)

- Per-cell formatting: YES (font, size, color, background, alignment,

number/date formats)

- Find and replace: YES (regex supported)

- Import from Excel: YES

- Import from Smartsheet: YES (self-serve, API token, formulas translated)

- Export: YES (Excel, CSV, and a ZIP bundle including all attachments)

Views / visualization

- Gantt charts: YES (dependencies with lead/lag, drag to resize, zoom,

working-day and holiday calendars; critical path on Business plan)

- Kanban board: YES

- Calendar view: YES

- Dashboards: YES (metric, bar, line, area, donut, gauge, funnel widgets,

drag-and-resize layout, global filter bar)

- Reports / rollups: YES (multi-sheet, group/summarize, pivot tables)

- Per-recipient filtered views: YES (share a slice of a sheet by email,

group, or domain, no seat required)

Collaboration

- Comments: YES (cell and row, one-level threads)

- File attachments: YES

- Concurrent-edit conflict detection: YES (row-level, no silent overwrite)

- Activity log / audit trail: YES (every plan)

- Share links: YES (sheets, dashboards, forms, single rows)

- Guest / external collaborators: YES (included, not billed as seats)

Forms

- Form builder: YES (multi-page, conditional logic and branching,

save-and-resume, require-login option)

- Custom form branding: YES (your logo and theme; Wisegrid branding is

never forced onto your form on any plan)

Automation

- Workflow automation: YES (row, date, and new-row triggers; notify,

set values, assign, move/copy rows)

- Approvals: YES (multi-step, suspend-and-resume)

- Automation run history: YES (full, per rule)

- Monthly automation run caps: NO CAP (do not tick any "limited runs" box)

Templates / scale

- Project templates: YES (Blueprints: save any project as a named,

versioned blueprint; provision copies with typed profile fields;

export/import as JSON)

- Project intake / request management: YES (a form or intake sheet feeds

requests that provision blueprint projects; owner approval queue by

default, opt-in auto mode; Pro plan and up)

- Portfolio management / portfolio rollups: YES with a note (portfolio

reports and dashboards across up to 200 projects per blueprint, plus a

one-click portfolio home; authoring requires the Business plan, so

qualify the tick if the directory allows a note)

AI

- AI features: YES (CLASSIFY, EXTRACT, SUMMARIZE, AI functions inside

formulas; metered monthly allowance with a hard ceiling, top-ups

available; never describe as unlimited)

Developer / integrations

- REST API: YES (public, versioned, scoped API keys, documented at

wisegrid.co/docs/api)

- Webhooks: YES (outbound, HMAC-signed, per-webhook delivery log)

- Zapier / Make / n8n: reachable today via generic webhook triggers

(do NOT tick a "native Zapier integration" box)

Security / account

- Google sign-in: YES

- Microsoft sign-in: YES

- Encryption in transit (TLS): YES

- Nightly offsite backups: YES