Calendar/Card View To Manage Shifting Priority Dates

Liz_Snavely

Hi -

I'm managing an effort where new projects come in every day and each project has to be evaluated and prioritized with existing projects. I was hoping to create a combination of a card and calendar view, where we could easily see projects with overlapping due dates and then prioritize them. It is similar to resource leveling only from a project perspective.

The calendar view only shows the project number and we would need to see the date the request was received, internal response date and final deliverable date, stacked up against other projects that are running in parellel. In short, we can't easily see enough information for quick decision making.

I really like the card view, but I want the card view columns to equate to calendar dates and show the work stacked up by the various dates we have.

This isn't a project where we have tickets to respond to, but it's similar from a management perspective because we need to constantly assess and adjust priorities and understand the impact to existing projects as new projects come in.

I've started looking at Gantt view too, as it is helpful, but it can be hard to see how work is really staking up against each other.

Any suggestions are greatly appreciated.

Liz

Genevieve P.

Hi @Liz_Snavely

If your account has access to it, this sounds like a great opportunity for the Calendar App add-on, see:

https://www.smartsheet.com/marketplace/premium-apps/calendar-app

If your plan does not include Calendar App, then using a Gantt view is what I would suggest.

The Gantt view will show you a timeline on the right, while you can still display other row data (such as request date, deliverable date, etc). If you Sort your sheet by Due Dates, you can use the Gantt view to quickly identify overlapping tasks.

Here are other Community threads where we discussed similar topics:

• How do you track parallel projects and show overlapping resources?
• Creating training Calendar
• How can I get a handle on Asset/Room availability with SmartSheet?

Cheers,

Genevieve

Liz_Snavely

I'm told that we have the calendar app. Is there a way for me to use it to solve the issue described above?

Genevieve P.

Hi @Liz_Snavely

That's great! The Calendar App will allow you to display your tasks as "cards" in a calendar, which sounds like what you were wanting.

Here are some resources to help you get started:

• Help Article: Keep your teams organized with the Smartsheet Calendar App
• eLearning course: Calendar App

Cheers,

Genevieve