How to set up a Card View of tasks for one team member at the portfolio level

Michael_T ✭✭
edited 12/21/23 in Smartsheet Basics

I'm trying to set up a kanban board for my team members so they know what work they have across multiple projects.

How do I do that?


  • Hi @Michael_T

    Create a report where all the projects are included.

    then give access to the report. If a team member is shared to the original sheet, they will see it in the report, that can be viewed in the board view.

    @Purnima Gore_PGPS

  • As Purnima said, create a Report.

    Here's what I did.

    I created a Report.

    On the Sheets filter, I selected all the projects I'm managing.

    On the Column filter I selected all the info I wanted to see on a Kanban Card:

    • Sheet Name (project name), Target Start Date, Est Hours, Start Date, Status, Assigned To, and % Complete.
    • Status is what created the swim lanes, Not Started, In Progress, Complete, etc.

    On the Filter filter I chose:

    • Assigned To
    • Milestone equal to task (this customer column allows me to control what tasks are shown)