AI in Smartsheet: features in Table, Board and Timeline -

In summary: AI in Smartsheet now tracks Table, Board, and Timeline views, bringing data analysis, formula creation, text, and summaries together in the workflow.

Smartsheet is repositioning its artificial intelligence capabilities for the latest platform previews. As of this update, features such as Smart Assist, formula generation, data analysis and creation of texts and summaries are available in Table, Board and Timeline View.

What changed

The main change is the removal of the AI dashboard from the legacy Grid, Gantt, Card and Calendar views. The same features can now be accessed in Smartsheet’s most modern experiences, which were designed to bring together planning, execution and data reading in more flexible interfaces.

How it works in practice

In practice, the user can work with data from a spreadsheet and trigger AI in the context of the visualization they are in. This allows you to request support to structure formulas, interpret information, summarize content and produce texts without having to leave the work area. The change does not eliminate AI from the product: it directs use to Table, Board and Timeline View.

Impact for teams

For teams, the most important impact is the need to adopt the new visualizations on a daily basis. Organizations that still rely exclusively on legacy screens should review processes, training materials, and internal guidance. The transition can also be an opportunity to simplify the user experience and standardize more current ways of working.

How to prepare

We recommend mapping the flows that use AI capabilities, testing the three new visualizations, and guiding users on where each capability is now found. Controlled validation helps preserve productivity and identify governance adjustments before adopting at scale.

Availability

Availability may vary by plan, region, and organization settings. Administrators must confirm the release in the environment before updating internal procedures.

AI in Smartsheet FAQ

Where is Smartsheet AI available?

The resources are now used in the Table, Board and Timeline views, depending on the availability of the plan and environment.

Have AI features been removed from Smartsheet?

No. They were directed from legacy views to the platform’s latest experiences.

What should the team do before the change?

Map current flows, test new views and update training and internal procedures.

Keep learning about Smartsheet

Count on TaskIT

TaskIT supports companies in the implementation, evolution and governance of Smartsheet. Our team can help assess the impact of this update, structure a pilot and adapt processes, automations, reports and training to safely take advantage of the feature.

Talk to TaskIT to plan the next steps in your environment.

Source: Official Smartsheet Release Notes. Features and availability may be changed by the manufacturer.