Smartsheet Release Notes

You can now add users to your plan or remove them from your organization from the Non plan users tab on the Seat types and true-up page in Admin Center. The tab lists users who belong to your organization but aren't on your plan, and users deactivated on your plan more than 30 days ago, in one place.

For more information, see Add users, Remove users, and Manage seat types.

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Pro, Business, Enterprise

Subscription Model Availability: User model

Card view, our legacy kanban-style sheet visualization, has been retired for Business plan customers and replaced by board view. Card view no longer appears in the view switcher on standalone sheets, and board view is now the default view when a sheet is opened. No customer data is affected — the same information remains available through board, table, and timeline views.

Where card view still works

This retirement applies to standalone sheets only.

Card view continues to be supported in:

• Reports
• Published sheets, and dashboards built on a published sheet or report
• WorkApps
• The mobile app (board view is not available on mobile)

Learn more below:

• Community post — Important update: Card view deprecation for users on Pro, Business, & Enterprise plans

Regions Impacted

Commercial US, Commercial EU, Commercial AU

Plans Impacted

Business

Subscription Models Impacted

Legacy Collaborator and User Model (UM)

You can now see the Last Seat Change Date, Date Added to Plan, and Creation Control: Creator columns for each user in the downloaded seat type report from Admin Center. The report now includes each user’s most recent seat type change date, the date they joined the plan, and whether they’re on the approved creator list.

For more information, see Generate a seat type report, Seat type report details, and Creation control overview.

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Pro, Business, Enterprise

Subscription Model Availability: User model

In table view, you can now duplicate columns without copying their data, giving you a clean column that's already configured the way you want it. The column type, your dropdown and contact list options, color chips, formatting, validation, and description all come across, while the data does not. You can use this feature via the Duplicate column option on the column menu or by copying (Ctrl+C on Windows or Cmd+C on Mac) and pasting (Ctrl+V or Cmd+V) columns.

There are certain columns you can't duplicate. For more information, see Duplicate columns in table view.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

User model

You can now delegate multi-step tasks to Microsoft Copilot Cowork with the Smartsheet plugin. Cowork can read and update Smartsheet rows, sheets, and reports as part of a larger task, like preparing for a customer meeting or coordinating a launch, and it pauses for your approval before changing any record, so you get the speed of delegation without giving up control of your data.

For more information, see Access Smartsheet in Microsoft 365 Copilot.

Environment Availability

Commercial US (Commercial EU and AU to follow)

Plan Availability

Business, Enterprise, Advance, Advanced Work Management (AWM)

Subscription Model Availability

User model and Legacy Collaborator

You can now stream Event Reporting data to your organization's SIEM through a syslog server from the Audit page in Admin Center. You no longer need to build and maintain a custom integration against the Event Reporting API.

For more information, see Event Reporting overview and Set up SIEM integration.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Enterprise (included in Advance Platinum and Smartsheet Safeguard)

Subscription Model Availability

User model

You can now edit user details and permissions in the Edit user panel on the Seat types and true-up page in Admin Center. The panel's More actions menu puts actions such as transferring Owner permissions, sending password reset emails, and managing MFA in one place, so you no longer need to switch to User Roles and Reports.

For more information, see Edit users and Access additional user controls.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

User model

You can now archive projects directly from the Project List view and Table view in Portfolios. This gives Portfolio Owners and Admins a native way to move projects out of active view, complete with a dedicated collapsible Archived section, automatic removal from Browse and the Portfolios module in Home. You can also filter Portfolio Reports by Active or Archived status.

For more information, see Archive and unarchive projects in portfolios.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Enterprise

Subscription Model Availability

User model

Two changes to Integrations are landing together. First, Integrations are now included at no additional cost on Enterprise, Advance, and Advanced Work Management plans, for both User Subscription Model and Legacy Collaborator customers, with no cap on the number of integration workflows and no separate SKU to buy. Second, the lineup is growing: three new native integrations, ServiceNow, Microsoft Dynamics 365, and HubSpot, are live in the Data Integrations panel.

Each connector signs in with OAuth, maps the records you choose to columns in a Smartsheet sheet, and keeps them flowing in on a schedule you set. Once the data lands in Smartsheet, it's available to reports, dashboards, and automations like any other sheet data, so teams can standardize on Smartsheet for delivery without giving up their systems of record.

The three new integrations

• ServiceNow: supports the Incident, Project Task, and Demand tables. Built for enterprise PMO and IT teams running demand and projects in ServiceNow.
• Microsoft Dynamics 365: supports Opportunity, Case, Project, Work Order, Account, and Task from the CRM module. Finance & Operations and Business Central are excluded. Replaces the legacy Dynamics connector, which is being deprecated; customers on the legacy connector are already being migrated.
• HubSpot: syncs standard HubSpot objects into a Smartsheet sheet on a schedule you set. Built for RevOps and PMO teams running sales in HubSpot and delivery in Smartsheet. Replaces partner marketplace apps, iPaaS recipes, and Data Shuttle workarounds.

Setup for all three is the same flow: sign in with OAuth, pick your source object, map fields to sheet columns, filter down to the records you care about, and choose how often the sync runs. Before a customer can set one up, they'll need an eligible plan, a Smartsheet admin to configure the workflow, a target sheet that already exists, and an admin on the source system who can complete OAuth. Field mapping is manual.

A few things to know

• Business plans aren't eligible for included Integrations. Business-tier customers who want to use them will need to upgrade to Enterprise.
• The Jira and Salesforce connectors are not part of this change and continue to be sold separately under their existing SKUs.
• Data flows one direction, into Smartsheet, on a schedule, with a 15-minute minimum interval. Real-time (webhook) sync, custom objects, and bi-directional sync are out of scope for this phase.
• ServiceNow customers aren't being forced to migrate; they can stay on the legacy Rego connector or move to the new Smartsheet integration.
• More integrations are on the way. These three are the start of an expanding lineup, not the full set.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Enterprise, Advance, Advanced Work Management (AWM)

Subscription Model Availability

User Subscription Model (USM) and Legacy Collaborator

Project archiving moves completed work into a dedicated Archived section, giving you a reliable historical reference for reporting and future planning while keeping your active project list uncluttered and accurate. You can archive and unarchive directly from the Project list, archived projects move to the Archived section in Browse, and Portfolio reports can filter them out.

Learn more below:

• Archive and unarchive projects in Portfolios
• Portfolio reports

Environment Availability:

Commercial US, Commercial EU, Commercial AU

Plan Availability:

Enterprise

Subscription Model Availability:

Legacy Collaborator and User Model (UM)

Smart Columns bring AI directly into your sheets — summarizing, translating, or analyzing sentiment on every row automatically as your data changes.

Now you can add Smart Columns just by asking. Describe what you need in Smart Assist within Smartsheet, or from your connected AI tools like Claude, Microsoft 365 Copilot, and ChatGPT, through the Smartsheet MCP Server, and the AI column is created for you.

Sheet admins can create, update, and delete AI columns conversationally, with changes previewed before they're applied and your existing permissions respected. Learn more.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Business, Enterprise

Subscription Model Availability

Legacy Collaborator and User Model (UM)

Saving a cell used to block further edits until it completed, sometimes for several seconds, and could make you lose your place. With Continuous Save, your edit sends in the background and you keep working while other users' changes appear live. Available in the Smartsheet mobile apps for iOS and Android.

Learn more

Understand your Home experience

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

Legacy Collaborator and User Model (UM)

Rollout

Home is rolling out on a planned percentage ramp rather than by account or segment. It reaches 10% of customers this morning and 25% this afternoon, then 50% on September 24, 75% on September 28, and 100% on September 29. Customers who don't see the new Home yet are simply not in the current percentage.

Smartsheet Home has been rebuilt as a modular surface, replacing the single list of recently opened items. Customers now land on:

• Smart Assist — an AI chat box at the top of Home (more below)
• Quick links — most-used items in one place; customers can pin up to 12, and the remaining slots fill automatically with recently accessed and suggested items
• Mentions — comments and updates where someone @mentioned them, opened in place or through the notifications panel
• Top workspace — a workspace they've been working in, with its items inline
• Portfolios — every portfolio they have access to, with a prompt to create one if they don't have any yet

Smart Assist is now built into Home as part of this release:

• Smart Assist on Home — a new inline entry point with an ask box on the Home page, acting as the front door to global Smart Assist.
• Full-screen Smart Assist — a dedicated full-screen view, opened from Home or by expanding the right panel, with a toggle between right-panel and full-screen modes.
• Cross-asset answers — from Home, Smart Assist can answer user-level and cross-asset questions even when no single asset is in view.

Reminder

Smart Assist is also already available in the right panel of Reports and Dashboards — for Reports, on the new views (Table and Timeline) only; for Dashboards, on Ursafied dashboards only.

Learn more

Understand your Home experience

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

Legacy Collaborator and User Model (UM)