ENGAGE Product Releases and Announcements

ENGAGE Product Releases and Announcements

Virtual event | June 8, 2021 | 9:00am - 10:30am PST
 

ENGAGE Product Releases and Announcements

A dramatic increase in productivity can happen when no-code software unlocks capabilities for everyone and becomes a fundamental part of your entire business. And no platform is better positioned than Smartsheet to help usher in the new era of business we’re calling the no-code enterprise.

To help our customers thrive in this new era, we’ve identified four key areas that have emerged from conversations with thousands of customers about what’s critical for a successful enterprise — which also align to the following product releases we’re excited to announce today.

Deliver modern and engaging experiences

No business process - no matter how well designed - will be successful without active engagement from everyone involved. Smartsheet is investing heavily to modernize the experience and make it more engaging than ever.

Execute at scale

Ensure the tools and platforms you deploy support where your business is today, and where you need to be to build a “no-code enterprise”.

Enterprise-class management and security

Enterprise-class management, security, compliance, and governance capabilities that are required to protect your company’s information.

A broad ecosystem

A platform that provides a broad ecosystem of enterprise workflows and deep integrations needed to build solutions across your entire stack.

PRODUCT ANNOUNCEMENTS

Available now

Explore the latest product releases and announcements shared at ENGAGE: ALL IN

Deliver modern and engaging experiences

New Experience

The New Smartsheet Experience

This new experience delivers a more refined, elegant, and intuitive feel to the core elements of Smartsheet. This includes everything from how you're welcomed into our software, to how menus move in and out of view, to how data and reports are visualized.

Launched: April 2021
Plan Type: all

New Experience

The new personalized Home experience

Home dynamically surfaces your most relevant and time-sensitive work in a single location. In Home, you’ll find a section for all of the outstanding requests you’ve sent or received, along with machine learning powered suggestions for sheets, reports, and dashboards to make it even easier to jump back into your most important work.

Launched: April 2021
Plan Type: all*

*Coming to Smartsheet Gov later this year

New Dashboard UI

New Dashboard UI enhancements

Major enhancements to dashboards, including improvements to managing and updating widgets, and custom colors to help align dashboards with your brand.

Launched: March 2021
Plan Type: all
Advance Tier: n/a

WorkApps

Solution builders have told us they need an easy way to package solutions to get stakeholders to engage.

WorkApps empowers anyone to build easy-to-navigate web and mobile apps in a few minutes using sheets, forms, reports, dashboards, and external content like Tableau dashboards, Google Docs, or Microsoft 365 assets.

Over 1,900 organizations have built more than 30,000 WorkApps to streamline their businesses and simplify collaboration.

All without writing a single line of code.

Recent enhancements to WorkApps:

  • Proofing
  • Preview in desktop
  • Transfer ownership

Launched: January 2021
Plan Type: Enterprise
Advance Tier: Silver, Gold, Platinum

Execute at scale

Dynamic View

Enable secure request management at scale with an easy way to control what information gets shared without hindering the collaboration required to quickly execute work.

Launched: 2018
Plan Type: Business, Enterprise
Advance Tier: Silver, Gold, Platinum

Control Center

Automatically set up new projects and processes using standard components, easily automate workflows and reporting, and make changes across your entire portfolio with Global Updates.

Launched: 2016
Plan Type: Business, Enterprise
Advance Tier: Silver, Gold, Platinum

10,000ft Resource Management

With the dramatic shift to remote workforces, resource management has quickly moved from critical business function to competitive advantage.

And our 10,000ft resource management capability gives customers real-time visibility and insights into their people to help them transform how they manage talent across teams and projects.

Launched: 2019
Plan Type: 10,000ft plan*

*10,000ft may be purchased standalone without a Smartsheet plan
**10,000ft integration panel use is eligible for Smartsheet Business, or Enterprise Plan subscribers. 

Brandfolder digital asset management Product Image

Brandfolder integration with Smartsheet

Brandfolder, the #1 rated digital asset management app, uses machine learning to automatically tag and organize content making it easy to find, shares insights into how your content is performing, and provides recommendations on how to improve your content to make it perform even better.

And with Brandfolder integrated directly into Smartsheet, it’s never been easier to store, share, and track all of your digital content.

Launched: September 2020
Plan Type: Business, Enterprise*

*A paid Brandfolder plan is required to use this integration

Baselines

With Baselines, project owners can easily map planned against actual dates and quickly identify deviations across an entire portfolio of projects.

Launched: May 2021
Plan Type: Business, Enterprise

Data Shuttle (formerly Data Uploader)

Allows you to automatically upload data from any enterprise system that can export to CSV, Microsoft Excel, or Google Sheets, directly into Smartsheet.

It can then be exported the data back into those platforms so you can create a centralized source of truth and make confident, real-time decisions.

Launched: May 2021
Plan Type: Business, Enterprise
Advance Tier: Silver, Gold, Platinum

Enterprise-class management, security, governance

Customer Managed Encryption Key (CMEK)

Give customers with sensitive or regulated data complete control over encrypting and accessing data within their Smartsheet environment.

With customer managed encryption keys you can monitor, grant, and revoke access to your organization’s data using keys you own and manage, that are stored outside of Smartsheet in Amazon Web Services’s Key Management Service.

Launched: May 2021
Plan Type: Enterprise
Advance Tier: Platinum

Data Retention Policy

Data Retention Controls

Data Retention Controls allow Smartsheet admins to set up policies that automatically remove sheets after either a certain amount of time or period of inactivity.

Admins have the ability to select from time periods to define outdated or unused sheets.

Admins can also set up policies to either include or exclude certain users for things like legal holds.

And admins can even notify impacted users before any action takes place, so they know which asset is scheduled for deletion and how long they have to take action.

Launched: June 2021
Plan Type: Enterprise
Advance Tier: Platinum

McAfee MVISON integration with Smartsheet event reporting

This integration allows you to add controls created by McAfee to help protect your investment and use of the Smartsheet platform. 

This includes threat and anomaly detection along with data loss prevention (DLP) policies to help find and remediate sensitive data violations such as sharing a healthcare record, social security number, or credit card information.

Having a tool like McAfee enables IT to audit how their teams are using Smartsheet to ensure compliance with data security policies.

Launched: June 2021
Plan type: Enterprise* 
Advance Tier: Platinum

*Event Reporting is required for this integration. It must be purchased separately by Enterprise plan customers, or through the purchase of Advance Platinum.

Broad ecosystem

DocuSign integration

The Smartsheet Docusign integration, available today in our document builder, allows you to seamlessly create documents, send them for signatures, and track signing status all from within Smartsheet.

Using our document builder’s step-by-step wizard and drag-and-drop interface, you simply select a template and map it to the fields in your sheet to determine signing roles and customize the content. That’s it.

Document builder automatically creates a custom envelope for each row and hands it off to DocuSign to send out for signatures.

Launched: April 2021
Plan type: Enterprise

UiPath integration

UiPath is the leader in robotic process automation also known as RPA.

Using UiPath, Smartsheet customers will be able to automate things like updating sheets and rows, accessing attachments, and updating comments.

Or automatically gather updates and data from productivity systems such as email, Jira, and SharePoint and use that data to update deadline, task, or project status in Smartsheet, and even send updates and reminders via tools such as Slack. Learn more

Launched: December 2020
Plan Type: all

Lucidspark integration

Lucidspark is a cloud-based virtual whiteboard that lets teams work together creatively in real time.

This integration will enable users to collaborate visually in brainstorming and ideation sessions and then make those ideas actionable by automatically turning them tasks, deliverables, and project plans in Smartsheet.

Bi-directional syncing between Lucidspark and Smartsheet also allows users to avoid project discrepancies, keeping teams aligned and moving forward.

Launched: June 2021
Plan Type: all

Bridge integrations

Bridge makes it easy to build intelligent workflows that automate business processes across platforms without requiring code.

Recently released integrations built with Bridge:

  • Accuweather allows you to get weather forecasts and alerts automatically. populated in their planning systems. 
  • FedEx enables automated shipment status updates.
  • Google Translate allows you to build workflows that translate text from other systems.* 

Launched: February - May 2021*
Plan type: Enterprise
Advance Tier: Gold, Platinum

*Google Translate integration coming Summer 2021

PRODUCT ANNOUNCEMENTS

Coming this year

Look forward to features releasing later this year shared at ENGAGE: ALL IN.

Deliver modern and engaging experiences

WorkApps collaborator visibility

Many customers have asked for more granular visibility into WorkApps usage. We will be adding WorkApps collaborator visibility to the Admin Center in the coming months. 

Smartsheet admins will be able to easily track everyone collaborating on WorkApps.

Estimated availability: Summer 2021
Plan type: Enterprise
Advance Tier: Silver, Gold, Platinum

Action View

Action View will offer a new, intuitive interface in WorkApps that presents all relevant information and actions related to a task as a clean, well-organized list. 

So things like adding an attachment, commenting, or changing the status of a task become  as simple as clicking a button.

And best of all, Action View allows background actions to occur (for example, updating cell values or triggering emails or workflows) without users doing anything more than clicking a button. Action View is coming later this year. 

Estimated availability: Summer 2021
Plan type: Enterprise
Advance Tier: Silver, Gold, Platinum

Execute at scale

Work Insights

Available later this year, Work Insights will automatically analyze business data and provide a curated set of metrics that allow process and project owners to quickly and easily get a deep understanding of how long things are taking, which groups are doing better than others, and time-series, which shows how key metrics are changing over time.

With Work Insights, you will spend less time trying to find data and more time analyzing data to gain deeper insights and ultimately make faster, data-driven decisions.

  • Column snapshots
  • Trends
  • Time series

Estimated availability: Fall 2021
Plan type: Enterprise
Advance Tier: n/a

Modern workflow manager

A completely reimagined experience for creating and managing automated workflows coming later this year. 

This more modern workflow manager makes it easy for anyone to create automated workflows by providing dozens of new workflow examples that are purpose-built for common work patterns.

Estimated availability: Summer 2021
Plan type: Business, Enterprise
Advance Tier: n/a

Enterprise-class management, security, governance

Enterprise Plan Manager

Enterprise Plan Manager will give you the flexibility to manage Smartsheet the way you’re organized by letting IT centrally manage security controls while giving teams and business units the flexibility to manage separate plans.

  • Admins can validate all of their domains, discover all the plans that exist across the company and add them as a managed plan.
  • Centralized settings provides the ability to create a main plan configuration that propagates to all managed plans (like common login).
  • Automated user management makes it easy to provision users and move them from the main plan to the managed plans.

Estimated availability: Summer 2021
Plan type: Enterprise
Advance Tier: n/a

Smartsheet Regions

Smartsheet Regions are new instances of Smartsheet located in geographic regions around the world to enable our customers to comply with their requirements.  Smartsheet Regions will give organizations the flexibility to pick which Smartsheet Region they want their content to reside in.  At launch, Smartsheet Regions will support new subscriptions and work assets created in that region. Existing Smartsheet subscription and assets will continue to reside in the U.S.

Users accessing their data can be anywhere in the world and all updates including file attachments will reside in the specified Smartsheet Region.

Estimated availability: Fall 2021

Broad ecosystem

ServiceNow integration with Bridge

The ServiceNow integration will allow you to build workflows that trigger when ServiceNow incidents are created, updated or deleted. 

Estimated availability: Summer 2021
Plan type: Enterprise*
Advance Tier: Gold, Platinum

*A paid ServiceNow plan is required to use this integration

Introducing Smartsheet Advance

Smartsheet Advance completely reinvents how Smartsheet premium capabilities are packaged to make it easier to create a no-code enterprise. When you’re ready to expand solutions with premium capabilities, that’s where Smartsheet Advance greatly simplifies things.

Smartsheet Advance offers three levels of capabilities bundles, Silver, Gold, and Platinum, designed to meet our customer’s needs at each stage of the journey to creating a no-code enterprise.

To learn more about how Smartsheet and Smartsheet Advance can help you scale the empowerment of your organization and transform your company into a No Code Enterprise, please contact your Smartsheet sales rep or visit our Smartsheet Advance page.

Advance Silver

Advance Silver includes a majority of our premium products allowing customers to unlock additional use cases including process and program management at scale, automating data import, request management, and targeted data access.

Advance Gold

Advance Gold includes everything in Silver and adds intelligent workflows and connectors allowing customers to connect Smartsheet to other systems of record.

Advance Platinum

Advance Platinum includes everything in Silver and Gold and adds advanced compliance, security, and governance controls for Enterprises that need additional levels of control and protection while running their business on Smartsheet.

Want to learn more?

View the ENGAGE: ALL IN keynote and explore other curated content.