How to change Owner in card view

We are working with a Smartsheet template that has generic owners (Company Position); I would like to change the owner to the actual contact for the action items en mass.

This may be possible in card view, viewed by owner. Then Edit the Lane details (I see the generic contact here); when I edit the contact info, it adds the new contact information to the pick list, but upon saving, creates an extra lane with no cards - the existing one disappears, and the cards move to uncategorized. Help, please

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    I would suggest switching over to sheet view to make the update. Then you can use CTRL+F to find and replace the generic entries with what you want them to be all at once. When you switch back over to Card View, you should be good to go.

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