Card View - Lanes by Parent Task?

chlod24

My sheet is setup with the following levels with how tasks are nested - see screenshot.

In the card view, I want the lanes to be the Project Setup level tasks. I have a column formula where I am extracting the parent name and then viewing the lanes with that, but that is pulling everything at the Task 3 level too. How can I get it to just be the highest parent task that is NOT project name?

Jake Kenyon

If you add a hierarchy column using the formula =COUNT(ANCESTORS()) + 1 (don't need to do plus one, I just like to start at level one) this will allow you to write a formula based on what "level" of hierarchy each task is at. You can then use =IF(Hierarchy@row = 2, [Task Name]@row, IF(Hierarchy@row > 2, INDEX(ANCESTORS([Task Name]@row), 2))) which should always pull the Project Setup level of tasks. Let me know if that works!

chlod24

https://community.smartsheet.com/discussion/comment/428284#Comment_428284

thanks! I actually already have a Hierarchy Level column so that's a fantastic work around.

When I use your formula, it only returns a result for the rows at that Project Setup hierarchy level. But I would need it to pull that value for all of the subtasks too, in order for them to display correctly in the card view.

example of what I am trying to get the formula to return -

Jake Kenyon

Sorry to hear that. You applied the formula as a column formula, right? I have it setup on a sheet exactly the same and it does work in the manner you described even with multiple subtask layers. A lot of people don't add +1 to the end of their hierarchy formula, so you may need to change the 2s in that formula to 1s potentially? Let me know if that gives you any luck.