Smartsheet Release Notes

No more endless scrolling to track down your portfolios! Now you have a dedicated Portfolios section in Browse so your portfolios and their projects are always right where you need them, without the clutter. The new layout mirrors your Home experience, so your assets are always organized and easy to scan. You can also create a new portfolio directly from Browse using the + Add Portfolio button at the top right of the Portfolios section.

Project templates are accessible via the Workspaces tab in Home, global search, or from within your portfolio. You can also favorite templates for quick access using the Project Template filter.

Learn More

Environment Availability

Commercial US, EU and AU

Plan Availability

Enterprise

Subscription Model Availability

Legacy Model and User Model

No more endless scrolling to track down your portfolios! Now you have a dedicated Portfolios section in Browse so your portfolios and their projects are always right where you need them, without the clutter. The new layout mirrors your Home experience, so your assets are always organized and easy to scan. You can also create a new portfolio directly from Browse using the + Add Portfolio button at the top right of the Portfolios section.

Project templates are accessible via the Workspaces tab in Home, global search, or from within your portfolio. You can also favorite templates for quick access using the Project Template filter.

Environment Availability

Commercial US, EU and AU

Plan Availability

Enterprise

Subscription Model Availability

Legacy Model and User Model

We’re introducing a whole new way to work in Smartsheet with Smart Assist, your AI companion across Smartsheet.

Smart Assist understands your data and your context, so you can ask it anything — surface what's at risk, draft a stakeholder update, clean up your data, or make changes across your work — and get results in seconds.

How to get started with Smart Assist:

• Open a sheet in table, board, or timeline view
• In the top right corner, click the AI sparkle button to open the chat interface.
• Click one of the suggested prompts, or type in your own question.

What can you do with Smart Assist?

• Analyze & Understand Your Data
  • Summarize sheets — Get quick overviews, key metrics, and status breakdowns
  • Filter & find — Locate specific rows, search across your Smartsheet assets, or drill into details
  • Track changes — View cell history and understand how data has evolved
  • Executive analysis — Generate leadership-ready insights with actionable recommendations
• Take Action on Your Sheets
  • Add or update rows — Create new entries or modify existing data
  • Add or modify columns — Adjust your sheet structure as needs change
  • Create assets — Set up new workspaces, folders, and sheets with columns and rows; Add sample data
  • Manage comments & discussions — Start conversations, reply to threads, or clean up old discussions
  • Attach links — Add URLs or cloud file links to sheets, rows, or comments
• Organize & Navigate
  • Browse workspaces & folders — Explore your Smartsheet hierarchy
  • Search — Find sheets, reports, dashboards, and more by name or content
  • Manage favorites — Add or remove items from your favorites list
• Collaboration & Sharing
  • View sharing details — See who has access to your sheets, reports, or workspaces
• Reports & Dashboards
  • View reports — Pull data from cross-sheet reports
  • Explore dashboards — See widget details and layout information
  • To instantly generate dashboards and create and edit charts using AI, just ask for what you need within the new dashboard builder

Learn more.

Environments availability: Commercial US, Commercial EU, Commercial AU

Plan availability: Pro, Business, Enterprise, Advanced Work Management

Subscription Model Availability: Legacy Collaborator Model and User Model

You can now see who is using APIs in your organization and how — directly from a new view in the Admin Center. The API Users and Usage Data feature gives System Administrators visibility into all users, including service accounts, who have made API calls in the last 30 days, along with their last active date and aggregate call count. You can also view usage broken down by endpoint category and specific endpoint. All data is scoped to your organization and accessible only to System Administrators. This is the foundation for better API governance and auditability, helping you answer questions about API usage across your organization without contacting Support. Navigate to the Admin Center and select API Users and Usage Data to start exploring.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Business, Enterprise, Advanced Work Management

Subscription Model Availability

Legacy model and User model

We've removed all size-based limitations on webhooks. Previously, sheets with more than 20,000 rows, 500,000 cells, or 400 columns could not use webhooks, which meant that integrations and automations stopped working as sheets grew. That restriction is now gone. You can create, enable, disable, and update webhooks on sheets of any size, and callbacks are delivered reliably for all events regardless of scale. If you've built integrations using the Smartsheet API, your existing webhook configurations will continue to work — no code changes needed. As your sheets grow, your automations grow with them.

• Environment Availability: Commercial US, Commercial EU, Commercial AU
• Plan Availability: Business, Enterprise, Advanced Work Management
• Subscription Model Availability: Legacy model and User model

Eliminate manual data processing and get instant insights into your data with Smart Columns.

Instead of spending hours manually categorizing feedback, translating individual cells, or summarizing updates, Smart Columns bring the power of AI directly into your sheets, so you can synthesize and transform data at scale. Whether you’re managing projects across global teams or analyzing hundreds of customer comments, you can now automate the heavy lifting of data analysis in seconds.

Choose from three new AI-powered column types:

• Translate: Bridge communication gaps and support global operations by automatically localizing sheet data into 14 supported languages.
• Summarize: Turn long updates or task descriptions into concise, actionable summaries for quicker executive reporting and scannability.
• Analyze sentiment: Instantly pulse-check the tone of customer feedback or status updates to prioritize where your attention is needed most.

How to add a Smart Column to your sheet:

• Open a sheet where you have admin permissions in table view.
• To add a new column, click on the + symbol between two column headers or select the column properties “kebab” menu from any column or right click on any column header and click on Insert column left/right.
• Choose from three new AI-powered column types at the top of the add column menu: Translation, Summary, or Sentiment.
• Select your source data column(s) and add any additional instructions, such as setting a word count or requesting a specific tone.
  • For translation, select the language you’d like to translate to.
  • For sentiment analysis, you can choose between pre-populated labels (positive, neutral, and negative), add your own labels, and/or modify label colors.
• Name your column with or without a description and click ‘Apply’ and, in seconds, your new column will populate with data. An AI sparkle icon will appear in the header to indicate the content is AI-generated.

Smart Columns stay up-to-date with your work. When any changes are made to the referenced data in a row in table view, your AI column will refresh automatically to ensure accuracy. Open ‘Column Properties’ to edit your AI column at any time. Learn more.

Environments availability:

Commercial US, Commercial EU, Commercial AU

Plan availability:

Pro, Business, Enterprise, Advanced Work Management

Subscription Model Availability:

Legacy Collaborator Model and User Model

You can now turn your data into dashboards instantly with the help of AI. Use natural language to describe what you’d like to create, select your sheets, and AI will handle the manual setup on your behalf. You’ll see charts with insights tailored to your request, giving you clarity without the time-consuming setup.

To get started, follow these steps:

• Create a new dashboard
• Describe the dashboard you’d like to create in the text box or choose one of the suggested prompts below
• Select up to 5 sheets as data sources
• Watch as AI generates a preview tailored to your request, with up to 10 widgets
• Click Confirm to build your dashboard and start editing, or click the retry button to refine your prompt and regenerate your dashboard

To enhance your dashboards further, you can now also add and edit AI-powered charts directly from the dashboard editor. When adding a new chart to a dashboard:

• Select the ‘AI chart’ widget type to start creating your visualization with AI
• Select a sheet as a data source
• Describe the chart you'd like to create, or choose from the suggested prompts
• Click on an existing AI-powered chart to edit it further

Together, these new features make dashboard and chart creation accessible to everyone, regardless of your experience level with Smartsheet.

Learn more.

Note: Existing charts on dashboards created with the analyze data AI tool aren’t currently editable but will be in the near future.

Environments availability

Commercial US, Commercial EU, Commercial AU

Plan availability

Pro, Business, Enterprise, Advanced Work Management

Subscription Model Availability

Legacy model and user model

Searching inside Smartsheet is now faster and more intuitive with AI-powered natural language filtering.

Just type what you’re looking for — such as an asset type (for example, “form” or “row”) or a time range (like “last year,” “last 180 days,” or “2024”) — and your query is automatically converted into a smart filter, helping you find your work in fewer clicks. No dropdowns or manual filtering required.

Learn More.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Business, Enterprise, Advanced Work Management

Subscription Model Availability

Legacy and User Model

We're excited to announce two new features that help team leads and project managers streamline, plan and execute their work: Portfolios and Scenario Planning.

Portfolios: Bring standardization and visibility across projects

Without a consistent starting point, every new project starts the same way: manually copy a sheet, rebuild reports, and clear out old data. As initiatives grow, that inconsistency makes it nearly impossible to manage related projects as a connected body of work. Lack of standardization doesn't just cost time upfront, it limits visibility and makes it harder to prioritize the right work and keep initiatives aligned.

Portfolios is designed for team managers and project leads who need a structured, repeatable way to manage related projects. Standardized templates and automated project creation reduce manual setup, while a central project list and project rollup give teams the visibility to track progress, prioritize effectively, and keep leadership informed.

Spin Up Projects Faster: Turn requests into actionable project plans in minutes, skipping the repetitive setup that slows teams down.
Build in Consistency: Start projects the same way, with a consistent structure and set of deliverables so work is aligned from day one.
Surface What Matters: Roll up key metrics across connected projects so you can track progress, spot risks, and keep stakeholders in the loop.

“This portfolio has been a game changer so far for us. I just put in the request, and it auto-creates the different workspaces for us. No one has to worry about going in and adding anything. They just click on their project, and they can get to work." - EAP Customer

With our MCP Server and direct integrations with leading AI assistants like Claude, you can query your project list or portfolio reports to surface instant insights. Ask about overdue tasks, risks, or health across projects and get the answers you need to make more informed decisions.

Whether you're running a small or informal PMO, tracking departmental projects, or managing recurring workflows like new product launches, employee onboarding, or IT ticketing, Portfolios delivers the structure and visibility your teams need, right out of the box.

You can learn more about portfolios in this help article.

Scenario Planning: Make the right call before you commit

When priorities shift, a new urgent project drops in, or a resource becomes unavailable, you have to quickly figure out how to keep work on track.

Because making adjustments directly in live plans is risky, teams are forced into an endless cycle of manual rework. Without a dedicated space to explore your options, you are left copying sheets and testing changes. Once you finally discover the best path forward, you must manually apply those updates to the original plan just to move forward.

Now, there is a better way.

Scenario Planning enables teams to view project timelines alongside capacity and explore what-if scenarios without impacting live plans. You can easily shift resources, change timelines, and adjust allocations to compare your options side-by-side. Once stakeholders are aligned, simply apply the winning scenario to instantly update your sheets.

De-risk planning: Test different paths forward in a dedicated space to eliminate the risk of making changes in live plans.
Make better decisions: Ditch the gut-feel decisions. Compare scenarios side-by-side with the same data to make the right call with certainty.
Increase productivity: Eliminate manual rework and stop the endless back-and-forth by easily sharing scenarios to drive alignment and accelerate decisions.

"The new Scenario Planning enhancement makes it much easier for us to compare milestones and understand project impacts at a glance. It's a meaningful improvement to how we plan to communicate across different teams." - EAP Customer

When it’s time to align stakeholders, you can stop going back and forth across emails, meetings, and spreadsheets. Walk into leadership meetings with confidence, share scenarios directly with decision-makers so everyone is grounded in the same data, and move forward as a team with certainty.

And this is just the beginning. AI-powered enhancements to Scenario Planning are in development. Stay tuned for what’s next.

You can learn more about Scenario Planning in this help track.

Both features are available on the Smartsheet Enterprise Plan.

Admins on assets are now able to streamline collaboration by sharing open links with anyone or specific domain users, making it faster than ever to provide access with just a simple URL.

Open Link Sharing

• Use Open Link Sharing, OLS, to give authenticated Smartsheet users, even those outside your organization, the visibility they need in a single click. It’s the faster, more secure way to publish, removing the need for individual email invites.
• Assets remain "Restricted" by default, maintaining the “least-privilege access model” but default, until an admin intentionally changes the access on that item. Assets shared via link are not searchable; recipients must use the direct URL for initial access.
• This was enabled by default on May 7. You can manage this at any time in Admin Center > Security & Controls > General Access.

Domain Sharing

• When enabled, admins can grant access to any authenticated Smartsheet user on your organization’s approved domains (e.g., @yourcompany.com).
• This is deactivated by default. It only activates once you approve specific domains within the feature settings.

A Note on Security & Enterprise Controls

• Please note that if your organization has implemented Smartsheet’s Safe Sharing capabilities, link and domain sharing respect those policies.
• If you have configured Safe Sharing to allow only trusted domains or specific email addresses, those restrictions will continue to be enforced. This ensures that even with the new link-sharing framework, you maintain total control and reduce the risk of unauthorized external access.

Environment Availability

All

Plan Availability

All

Subscription Model Availability

Legacy and User Model

Portfolios

Portfolios is a new project and portfolio management capability that gives teams an intuitive, out-of-the-box way to manage related projects from intake to reporting. It is designed for team leads and project managers running team or department-level initiatives like product launches, employee onboarding, IT ticketing or standing up a new PMO.

Every new Portfolio comes ready to go with an intake form, project list, standard template and portfolio dashboard so you can start managing work from day one.

Portfolios includes:

• Project list: manage your projects from one centralized place
• Project templates: projects starts with a standardized structure and set of deliverables
• Automated provisioning: set requests to active to quickly launch new project plans
• Project rollup: track health and progress across projects to prioritize the right work and keep stakeholders informed

We are also introducing list view! Built specifically for Portfolios, list view gives you more control over how you organize, find, and act on your projects.

To learn more, visit this blog post or go deeper in this learning track.

Environment Availability: Commercial US, Commercial EU

Plan Availability: Smartsheet Enterprise

Subscription Model Availability: Legacy model, User model

Scenario Planning enables project managers, resource managers, and team leads to view project timelines alongside capacity and explore what-if scenarios without impacting live plans. Easily shift resources, change timelines, and adjust allocations to compare options side-by-side. Once stakeholders are aligned, simply apply the winning scenario to instantly update your sheets.

To learn more, visit this blog post or go deeper in this learning track.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Smartsheet Enterprise

Subscription Model Availability

Legacy model, User model

The CLI Power Tools library just got bigger. Three new Claude Code agents — risk-scanner, standup-prep, and status-comms-writer — are now available as the Daily Cadence Pack, bringing the total library to six open-source agents built against the Smartsheet MCP server.

The Daily Cadence Pack is designed for one of the most repetitive parts of project work: the manual effort of scanning project data, building a meeting brief, and drafting a status update before standup. The three agents handle that entire sequence from a single terminal session, with nothing publishing automatically until you approve.

• risk-scanner scans your active projects for schedule delays, blockers, and owner gaps, and returns a ranked list of what needs attention.
• standup-prep turns that into a structured pre-meeting brief — organized into RISK / BLOCKERS / WATCH — so you walk into your standup already knowing the top three things worth raising.
• status-comms-writer drafts the Slack update, status email, or escalation based on that brief, in your preferred format, ready to review before anything gets sent.

Each agent also works independently, so you can use just the piece you need. And because the full library is open-source and free, there's no additional cost — just pull the latest from the repo and start using them alongside your existing Smartsheet workflows.

More value and collaboration. No additional cost.

We're excited to announce the availability of the Contributor seat, a new seat type for how customers access Smartsheet. This new seat type provides customers with more options in how they purchase and who has access and can interact with various types of content, delivering even more value to existing and future customers.

Alongside this news, we are also sharing a preview of two new additions to the many capabilities already released to provide IT and operations leaders the control, security, and scalability that enterprise-grade work management demands.

The new Contributor seat allows customers to respond to update requests, fill out forms, and interact with shared views, and now also includes commenting and attachments on all user model plans at no additional cost. Commenting and attachments keep projects moving through status updates, file sharing, feedback loops and they're now available to every user with a free Contributor seat.

The Contributor seat replaces the previous Viewer seat type. Smartsheet users will transition over to this new seat type automatically and at no additional cost starting this week. This update will not cause any disruption to user workflows and does not require System Admin action.

One of the top requests from customers on the user model was that they wanted to expand collaboration access to project stakeholders, reviewers, or cross-functional contributors but unpredictable costs were a concern. We believe the Contributor seat directly addresses that by including meaningful collaboration actions on the free license tier. Companies can now extend access to more users with confidence, while only paying for elevated access when needed.

We believe the Contributor seat is the market's best free user licensing value. Most collaborative work management platforms limit free users to passive viewing or restrict basic collaboration behind a paywall (for example, users that need to leave feedback require a paid license), the new Smartsheet Contributor seat is different and allows genuine participation on critical workflows. That gives customers a clearer framework for seat allocation and in turn organizations get more value from their existing Smartsheet investment.

“Smartsheet has knocked it out of the park in making recent changes to their licensing model, listening to feedback and successfully pivoting to resolve previous tensions.”
– IT Leader in the consumer goods industry

The Contributor seat is about expanding access for everyone in the organization. The next two capabilities, the new Enterprise Plan Manager and Creator Controls, are built for the IT and governance leaders responsible for managing that access at scale. Here's what's coming.

Enterprise-scale governance with the New Enterprise Plan Manager

For organizations running multiple Smartsheet plans — across business units, subsidiaries, regions, or acquired entities — governance complexity multiplies quickly. Managing access policies, security configurations and license costs across separate plans has historically meant duplicated effort and complexity.

The New Enterprise Plan Manager (EPM) takes the headache out of managing enterprise governance. It enables IT and operations admins to govern access and security policies across multiple Smartsheet plans from a single management layer, without requiring labor intensive plan consolidation. For large enterprises with distinct organizational units that each need some flexibility in their own Smartsheet environment, or the ability to retain separate billing, this is a game changer.

The governance value is clear: consistent policy enforcement across plans, reduced administrative overhead, and unified management of the Smartsheet footprint. Additionally, EPM allows organizations that have a user in multiple plans to manage work on each of those plans while paying just once for their Member seat.

Enterprise Plan Manager is currently in limited release and will be broadly available in May 2026. Combined with the Contributor seat's free collaboration tier and the Admin approval controls for paid seat upgrades released last year, the new Enterprise Plan Manager extends a governance stack built for the scale and complexity inherent in many enterprise IT organizations.

Creator Controls for better security and governance

For CIOs and IT leaders in regulated industries controlling who can create and manage sheets, reports and dashboards on a Smartsheet plan is equally critical.

To address this, we are building Creator Controls: a new governance capability that lets Admins decide who can create new assets within Smartsheet. Admins determine which users are authorized to create sheets, reports, dashboards, and other assets while everyone else in the plan operates within the boundaries of their seat level permissions.

When paired with the Contributor seat, this creates a governance structure that maps directly to enterprise security requirements. Free Contributor seats cover the broad collaboration base — commenting, attaching, responding — while Creator Controls ensure that new solution creation and asset proliferation remain tightly governed. For organizations managing compliance obligations, audit readiness, or data residency requirements, this combination puts IT teams in full control of their Smartsheet environment and reduces potential attack vectors. Creator Controls will be available over the next few months.

Our ongoing commitment to customer value

The Contributor seat is one part of a broader set of improvements we have made in direct response to our customer's feedback over the past several months. These include new Admin approval controls for greater cost predictability, a redesigned Seat Management page in Admin Center, an ITSM API solution for organizations managing licenses at scale, and Seat request for streamlined user seat management.

Each of these updates reflects the same approach: we are listening, and we are building a platform that delivers ever increasing value to our customers. For more information on the Contributor seat and updates on upcoming governance features, visit the product release news page.

Today we're releasing CLI Power Tools — a free, open-source pack of three Claude Code agents purpose-built against the Smartsheet MCP Server. They install in 60 seconds, run in the terminal or from the Code Tab in Claude Desktop, and turn three of the most time-consuming project management tasks into conversational prompts.

Get started with these three agents in Claude Code:

• bottleneck-scanner : Replaces 45+ minutes of manually opening sheets and counting by owner with a single prompt. Identifies overloaded resources across your portfolio and reads discussion threads for context — so if someone flagged capacity issues in a comment last week, the agent already knows before suggesting changes.
• reassignment-helper: Turns 30+ minutes of filtering and clicking through individual rows into a 15-second preview-and-confirm workflow. Scans every sheet a person owns, checks for blockers and access gaps, and shows exactly what will change before anything is written.
• engagement-cloner: Cuts roughly 60 minutes of find-copy-clear-rename-reshare work down to a single prompt. Replicates project structure without carrying over previous client data, and flags anything that shouldn't transfer.

The three tools follow a deliberate trust model — Read, Write, Create — so you can build with confidence with AI on your live work. When multiple agents analyze the same data and reach different conclusions, the system surfaces the disagreement instead of hiding it: AI analyzes and recommends, humans decide. That's not a limitation — it's the design.

Every action respects existing Smartsheet permissions, every write requires explicit approval, and every change leaves a paper trail — aligned with Smartsheet's Responsible AI principles.

These three are just the start. We're treating Power Tools as a growing library — daily cadence, governance, workspace setup, and packs we haven't named yet. MIT-licensed. PRs welcome. The catalog grows from here. Learn more and get detailed instructions on how to get started in our new blog from Drew Gartner, SVP of AI & Platform Strategy at Smartsheet.

Access the agents in GitHub

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Business, Enterprise, AWM

Model Availability: Legacy model and user model