Comparison · SmartsheetUpdated September 29, 2026

Capture vs Smartsheet: tracking the trial or capturing its data

Smartsheet is widely used to track study timelines, tasks and site status. It is not built to hold clinical data. Capture is, and its dashboard covers much of the tracking teams build by hand.

  • Free sandbox, no sales call
  • EDC, ePRO, eConsent, randomization
  • Part 11-aligned controls

Free sandbox · No credit card · 21 CFR Part 11 aligned

Evaluation · Smartsheet vs Capture

Tests

5

Hands-on

4

To confirm

1

  • List what the study must proveSame test, both systems
  • Check the audit trail for a changed answerSame test, both systems
  • Schedule a follow-up questionnaireSame test, both systems
  • Separate names from answersSame test, both systems
  • Check agreements for health dataAsk both vendors
Test both on your own protocol

Capture vs Smartsheet: the short version

  • Smartsheet is a work management platform built around spreadsheets, widely used for project tracking.
  • Study teams often use work management tools for timelines, tasks and site status.
  • Clinical data belongs in a system with audit trails, edit checks and access control.
  • Capture's dashboard, status overview and site risk monitor cover much of the study tracking teams maintain by hand.
  • Using both is common: operations in one, clinical data in the other.

0

sales calls needed to start building

1

audit trail across EDC, ePRO, eConsent and randomization

Free

sandbox with every feature, no time limit

EU + US

hosting in Frankfurt or N. Virginia

The comparison

Different jobs, sometimes confused

Trackers are great for project management: who does what by when, which sites are activated, which documents are pending. Problems start when clinical data creeps in: participant visit results, adverse events or eligibility decisions typed into a tracker, outside any audit trail or access control.

Capture keeps clinical data where it belongs and reduces manual tracking: enrolment, compliance, safety and site risk on a live dashboard, and a status overview of every subject and visit. See real-time clinical trial dashboards.

What to compare

What to test when comparing Capture and Smartsheet

CriterionWhy it mattersCapture
Study statusKnowing where things standLive dashboard; status overview by subject and visit
Site readinessActivation and delegationSite activation checklist; delegation log export
Audit trailWho changed what, when and whyField-level, append-only, with user, time, old and new value and reason
Data checksClean data at entryRange and custom-value edit checks raise auto-queries
Identity separationMinimum necessary accessNames at the site; coded IDs for researchers and sponsors
CostBudget for small studiesFree sandbox; no setup fee; pay only when you go live

This table shows Capture's answers only. Ask Smartsheet for theirs, and confirm current capabilities and terms directly with them.

Compliance controls

The controls inspectors look for, built in

Every change is written to an append-only, hash-chained audit trail with user, time, old and new value and reason. Electronic signatures require password re-authentication and carry a meaning statement. Roles separate sites, and identifying data is segregated from study data at the database layer.

  • Field-level audit trail, never hard deleted.
  • Re-authenticated e-signatures.
  • Role-based access with site separation.
21 CFR Part 11 compliant EDC

Weight changed 68.0 to 68.5 kg

Site coordinator · Reason: Transcription error

9f2c…a71e

Query Q-0014 answered on Weight

Site coordinator · Reason: Source checked

4b8d…c203

Vital signs form locked

Data manager · Reason: Visit cleaned

e61a…58f0
Verify chain Intact

Longitudinal studies

Visits, windows and reminders a form tool cannot do

Each visit is anchored to screening, a milestone, an earlier visit, a fixed study day or a date recorded on a form, with a window and an enforcement mode. Questionnaires follow the schedule, reminders go out by email or SMS, and the status overview shows every participant against every visit.

  • Visit anchors and windows.
  • Reminder ladder with quiet hours.
  • Status overview by subject and visit.
Patient diary software
Day 25Target: day 28Day 31

Window -3 / +3 days around the anchored target date

Soft window

Stays available with a protocol deviation flag

Hard window

Locks outside the window

Warning only

Stays available with a warning

Auto-close

Marked missed when the window closes

Rebuild your form in minutes

Describe it or upload it, and let the AI draft the questions in the free sandbox.

Compare it free in the sandbox

Fit

When Smartsheet fits, and when Capture does

Smartsheet is often a good fit for project management across a study or portfolio: timelines, tasks, budgets and document tracking.

Capture fits the clinical data and the study status that comes from it, with dashboards that replace much manual tracking.

Identity and access

Names at the site, coded IDs for everyone else

Site coordinators see participant names; researchers and sponsor-side users work with coded IDs. Identifying data is segregated at the database layer, sites see only their own participants, and data is encrypted with AES-256 at rest and TLS in transit, hosted in the EU or US.

  • PII segregated from study data.
  • Site-level separation.
  • EU (Frankfurt) or US (N. Virginia) hosting.
HIPAA-compliant survey tools for research

Site coordinator

Jane Peterson

DOB: 04-Mar-1978

Subject 01-004

Sees direct identifiers

Researcher

Subject 01-004

DOB: withheld

Coded ID only

Sees coded ID only

Same record, two roles. Row-level security enforces the split.

Switching

Moving from Smartsheet to Capture

Keep Smartsheet for project tasks if it works for you, and move any clinical data out of it into Capture forms with edit checks and audit trails.

Replace manual status sheets with Capture's dashboard and status overview, which update as data is entered.

Evaluation

When a general tool is no longer enough

Identifiable health data

Agreements, access control and hosting checked.

Repeat visits

Schedules, windows and reminders needed.

Changes to data

Audit trail with reasons required.

Signatures

Consent or investigator sign-off needed.

Several sites

Site separation and roles needed.

Regulatory use

Part 11 or GCP expectations apply.

All comparisons

Compare Capture with other platforms

Every comparison uses the same approach: what to test, where each option fits, and Capture's own answers. See all of them on the comparisons hub at /compare.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Can Smartsheet hold clinical trial data?

It is a work management tool. Clinical data needs audit trails, edit checks and access control that an EDC provides.

Does Capture replace study trackers?

Partly. The dashboard and status overview cover enrolment, compliance, safety and site risk; project tasks may still live elsewhere.

Can we use both?

Yes. Many teams track operations in one tool and capture clinical data in Capture.

Can I test Capture before deciding against Smartsheet?

Yes. The free sandbox includes every feature with sample data, no credit card and no time limit. You pay only when you go live.

How did you build this comparison?

From public positioning and the criteria teams tell us matter. We state only Capture's own capabilities as fact; confirm Smartsheet's current offering with them.

Keep the speed, add the controls

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