Smartsheet Release Notes

The new charting experience supports 3 ways to build charts:

• Build with AI - Create a chart using a prompt from a sheet
• Build manually - Create a chart from a sheet or report by leveraging our new in-built aggregation functions
• Build legacy charts - If you still prefer to create your own metrics sheet or prepare data ahead

The primary goal with the new charting experience is to empower users to source their data directly from a primary sheet or report without building an intermediate helper/metric sheet. Select a data source, see a default chart appear, then refine it from there — previewing your changes as you go. The most time-consuming step, manually preparing your data, is gone.

Aggregate directly in the chart with Count, Sum, Average, Min, Max, or Median
Choose bar, column, line, pie, donut, or stacked and grouped output
Preview your chart live as you adjust the configuration. Existing charts remain in Legacy mode and continue to work as they do today.

Learn more here:
Use Chart Widgets

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

Legacy Collaborator Model and User Subscription Model (USM)

Scenario planning is now reachable from Claude and Copilot through the Smartsheet MCP server and Smart Assist.

From your AI assistant, you can:

• Create scenario plans and scenarios
• Query high-level scenario data and comparison metrics
• Check allocation and availability for the active plan
• Reassign tasks between resources in bulk
• Apply the revised scenario back to the original sheet

Coming later: targeted scenario edits and detail that requires access to the underlying sheets aren't included in this release and will follow later.

Learn more below:

• Smartsheet MCP Prompt Cookbook
• Developer Changelog

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Business, Enterprise

Subscription Model Availability: Legacy Collaborator and User Subscription Model (USM)

System Administrators can now independently enable or deactivate each MCP connector (Claude, ChatGPT, Copilot, Gemini, Amazon Q), SmartAssist, and public MCP server access — right from Admin Center. A deactivated connector won't authenticate for that platform, regardless of what a user has configured in their own AI assistant, and every change is audit-logged.

This gives IT and security teams a concrete, auditable control point for AI connector policy: allow the AI ecosystems you trust and block the ones you don't, instead of an all-or-nothing switch. The controls enforce the Smartsheet side of the connection and take effect at next authentication — they don't reveal or override settings inside third-party AI tools.

Learn more

• Environment Availability: Commercial US, Commercial EU, Commercial AU
• Plan Availability: Business, Enterprise
• Subscription Model Availability: Legacy Collaborator Model and User Subscription Model (USM)

Administrators can now configure a custom privacy notice in the Admin Center that automatically appears next to Smartsheet's privacy notice on every form across the organization — new and existing. Configure it once and it applies org-wide, with the two notices clearly separated so respondents can see who is collecting their data. This gives enterprises a scalable, consistent way to meet data-collection and compliance obligations and build trust with the people filling out their forms.

Learn more.

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Pro, Business, and Enterprise

Subscription Model Availability: Legacy Collaborator and User Subscription Model (USM)

Creation control is a new opt-in Admin Center setting that lets System Administrators govern who can create items on their plan. When enabled, only users on an approved creator list can create, move, and duplicate sheets, reports, dashboards, and workspaces — all other Members keep their existing access to view, comment on, and edit items. Designating someone as a creator is a permission change only; it doesn't change their seat type or add to billing. Creation control is off by default and reversible, and it doesn't affect existing items or workflows — only the creation of new ones. It's a fit for regulated industries and large enterprises that need to govern who can build.

Learn more below:

• Creation Control Overview
• Manage Creation Control

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

User Subscription Model (USM)

When an owner is deactivated or downgraded, their sheets, reports, and dashboards can become abandoned — unmanaged, with access requests going unanswered. System Administrators can already generate an Admin Center report of these ownerless items and reassign them without contacting Support. Now they can do it in bulk: export the report to CSV, set new owners in Excel or Google Sheets, and upload it back to Admin Center to apply ownership changes across many items at once, with plan-membership validation enforced server-side.

Learn more here.

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

Legacy Collaborator and User Subscription Model (USM)

System Administrators can now consolidate two user accounts into one directly from the Seat Type & True Up page. Admins explicitly choose which account is primary, and all sheets, reports, dashboards, and workspace permissions transfer from the secondary account (the merged user keeps the higher permission level of the two). The update also fixes bugs that previously caused assets to disappear or the wrong account to be set as primary, targeting a 95% asset-transfer success rate. Bulk merges and cross-org/cross-plan merges are out of scope.

Learn more here.

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Enterprise

Subscription Model Availability: User Subscription Model (USM)

Agentic Services Delivery is a managed, AI-powered solution that transforms engagement delivery for professional services organizations. It deploys in 3–4 weeks with a standardized operating model and automatically evolves with Smartsheet's latest capabilities. From pipeline management through portfolio reporting, teams get to standardize & accelerate delivery, maximize margins & resource efficiency, and gain real-time engagement visibility—all without building or maintaining the solution themselves. This launch also includes a context-aware Data Quality skill that keeps engagement data clean, so your portfolio data is healthy and reliable.

Additionally, we recently rebranded this family of offerings (formerly known as packaged solutions/velocity bundles/Ready Suite) to "Agentic Solutions". Our confirmed offering names are Agentic PMO (formerly PMO Ready, available now), Agentic Services Delivery (available now), and Agentic AI Transformation (coming in Q4).

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Enterprise

Subscription Model Availability

User Subscription Model (USM)

What's changing

Work Insights — the Enterprise reporting feature in the sheet right rail (column snapshots, cross tabs, time series, and burndown charts) — has been deprecated. Analyze Data, our AI-powered analytics experience, is the direct replacement: generate charts and metrics from natural-language prompts and add them to dashboards in one click.

Why

~90% of Work Insights use cases are already covered by Analyze Data, where our analytics investment is going — Work Insights carried a high dedicated-infrastructure cost against low usage.

What customers should know

• Data is safe — only the Work Insights tool is affected. Sheets, dashboards, and reports are untouched; nothing is deleted.
• One known gap — historical / past-date analysis isn't yet supported in Analyze Data; it's on the roadmap.
• AI-disabled orgs — Analyze Data requires AI enabled at the org level; account teams can help customers explore turning it on.

Affected customers

Enterprise plans using Work Insights.

Learn more here.

System administrators can now deactivate, reactivate, remove, and revoke access to users directly from the Seat Types page — no more switching to a separate User Roles page. Each row's action menu shows only the actions valid for that user (including users added by sharing), and a new Status column shows Active, Deactivated, Pending, or Declined, with a countdown of days left in the 30-day reactivation window. All existing rules (the 30-day reactivation window and primary-contact protection) are unchanged.

Learn more below:

• Admin Centers: Deactivate or Reactivate users
• Remove someone from an account
• Overview: User deactivation and reactivation

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability: Pro, Business, Enterprise

Subscription Model Availability: User Subscription Model (USM) only

Our MCP tools that help power responses to data health questions in Smart Assist have now been updated to provide even better quality answers. Ask Smart Assist questions like "Does this sheet look healthy?" "Can you flag anything that looks off in this sheet?" or "What should I fix in this sheet before I share this?" and Smart Assist will analyze the sheet data to make sure it's accurate, complete, and logically sound, surfacing issues like missing data, inconsistencies, duplicates, and stale rows.

What's changed:

Previously, customers could ask these questions in Smart Assist and get accurate responses but it is now even better!

This enhancement automates the sheet maintenance and data-hygiene work customers tell us takes hours, starting at the sheet level (with project, portfolio, and process scopes to come). This update also applies to our MCP server, so customers using Claude or other MCP connectors will see the same improvement.

This tool enhancement will also be added to Agentic PMO (and the upcoming Agentic Services Delivery offering), enabling the agentic experience and developing into the future Execution Steward Agent, curated specifically for PMO workflows.

What's coming next:

In H2 2026, we're planning to develop AI agents that users will be able to schedule to run autonomously or include in automations so they run on a set schedule or trigger, including data quality analysis, which would allow users to schedule and run data health checks autonomously.

Open a sheet in any of the new views (Table, Board, or Timeline), click the AI sparkle button to open Smart Assist, and prompt it for a data health check.

Learn more.

Environment Availability: Commercial US, EU, and AU
Plan Availability: Paid and provisional members on all plans
Subscription Model Availability: Both legacy and user models

You can now create update and approval requests for a specific row without leaving your view. A plain-language Sentence Builder walks you through choosing a person, picking the row, and selecting the fields (plus attachments and comments) to include. Requests work in both the new Table View and classic Grid, and stay in sync across views, so you have one consistent record of collaboration. Assigned recipients fulfill them through the existing request form. (Multi-row requests are not included.)

Learn more here.

Environment Availability

Commercial US, Commercial EU, Commercial AU (Smartsheet Gov excluded)

Plan Availability

Pro, Business, Enterprise

Subscription Model Availability

Legacy Collaborator and User Subscription Model (USM)

Portfolio Owners and Admins can now create, read, and delete portfolios and templates — and read projects — directly from AI assistants like Claude, Copilot, and Smart Assist, through the Smartsheet MCP server. Connect Smartsheet to your assistant once, then create and manage portfolios in the same conversation where you do the rest of your work. All actions are scoped to each user's existing permissions and plan entitlements.

Learn more here.

Environment Availability:

Commercial US, Commercial EU, Commercial AU (Smartsheet Gov excluded)

Plan Availability:

Enterprise only (includes Advance / Advance Work Management (AWM) / Premier)

Subscription Model Availability:

Legacy Collaborator and User Subscription Model (USM)