What is the difference between the Card View and the Board View?

Jef Forward
Jef Forward ✭✭✭✭✭
edited 07/24/24 in Smartsheet Basics

I have yet to discern the benefits of using one over the other. Any help would be appreciated. Thanks

Answers

  • Bryan P
    Bryan P ✭✭

    I don't see the benefits of Board View either.

  • Alicia H.
    Alicia H. ✭✭

    I did notice with Board view, you can add a child card to a card/task. This could be helpful if an entry has multiple steps to check off before a full task is complete. Otherwise, how you update/edit the card in Board view pops up on the right of the screen while Card view has a actual pop up on the board.

  • JVolkmann
    JVolkmann ✭✭

    I haven't found benefits to board view that are unique from card view. Looking for tips/tricks for the value of using board view.

  • CWibben
    CWibben ✭✭✭
    edited 08/02/24

    Card & Board view seem to offer the same features. Though card view seems to use the screen real estate better for both columns & # of cards on the screen. I prefer the Card view & would like to offer some enhancements (1) ability to create a card w/out scrolling to the bottom of the column to click "+" ; 2) I'd like to add a subtask to a card that does not already have subtasks. You can add subtasks to a parent card which already has subtasks, but not a card that does not. 3) add swim lanes to card view to further separate various tasks, and 4) ability to eliminate columns in the card view from the dropdown that are not wanted. Thanks.

  • elektra_h
    elektra_h Employee

    Hi all,

    Thank you so much for this valuable feedback. In addition to a modernized UI, board view provides functional differences that enhance efficiency, flexibility, and collaboration like the ability to:

    • Real-time Collaboration and Automatic Saving: Board view automatically saves your work in real-time, eliminating the need to manually save and ensuring you never lose your progress. Multiple users can collaborate on the same sheet simultaneously, with changes being instantly reflected to all collaborators.
    • Provide Clarity and Visualize Task Relationships: Board View offers hierarchical options for task organization. You can choose nested child cards to maintain visual hierarchy or view separate child cards independently from their parent card. This flexibility helps in visualizing and managing complex task relationships effectively.
    • Lane-specific Navigation: Scrolling in board view is lane-specific, allowing you to scroll through lanes independently. This makes it easier to compare tasks across different lanes with varying priorities at a glance, improving navigation and task management.
    • Expanded Card Fields: Board view allows you to display up to 14 fields on your cards, compared to up to 9 in card view in addition to the card title, providing more comprehensive information at a glance.

    Board view is still under active development and more exciting functionality is on the way.Β  Please continue to share feedback and any ideas you have on how board view can best meet your needs via our Product Feedback Form.

    Thanks again,

    Elektra Helde | Product Marketing | She/Her

  • Jef Forward
    Jef Forward ✭✭✭✭✭

    Thank you for clarifying Elektra. I will check it out in more detail.

  • Kenyon Bajus
    Kenyon Bajus ✭✭✭✭✭

    Board View doesn't show attachments in comments added in Card View. Created and/or modified date & time stamps are also incorrect and showing for some other time zone than my own. How did obvious things like this slip through the cracks?

  • Aarcher
    Aarcher ✭✭

    Coming from JIRA which is designed for Kanban boards, the board view still lacks a number of features that make it clunky to use:

    1. When you create a new tasks it doesn't auto assign attributes of the board, so if you save it becomes hidden. Cards need to inherit the attributes of the current filter and for the column they are in. so if your columns are based on Status, and you create a new card in the "In Progress" column, that new task should be "In progress". It shoudl also be assigned to me by default if the filter is by "assigned to me" and so on. This is what JIRA would do. So basically when I add a bunch of tasks I have to remember to add those attributes or the cards go missing. When you have a team of people, having to train them to do this is a blocker to adoption.
    2. Some board related metadata is desirable, for example is I move something from in progress to done, I need a time stamp of when it became done. Otherwise it is hard to filter and see items that were done recently, or in the last 2 weeks etc. When supervising a team, I need to see output this week, or last 2 weeks, or last month (say a sprint) and they would have to manually put in the completion date for this, again a blocker to adoption.
    3. Other things (please copy JIRA!) like ability to see if cards are becoming stale would be super helpful, for example, an indicator that shows the time a card was in the

    To me the board needs to be easy and intuitive for the Kanban workflow as my guess is that is the purpose of the feature. I really like the feature overall because grid and gantt views are overwhelming to staff that just need to focus on a small set of tasks. My concern with adopting it is that these improvements may not be coming soon or ever (which leads to looking at leaving the product entirely)

  • Aarcher
    Aarcher ✭✭

    I put my feedback into the form.

    There also needs to be a quick search to easily search the board…

    It's easy to refer to many products on the market to understand the key features for a Board (Kanban) view, this new feature falls short, is it really being developed?

  • bwaliczek
    bwaliczek ✭✭

    I may be missing it, but is there any way to create an automation in Board View?

    My team uses automations for basically ALL of our Smartsheet items.