How do I copy a card in card view or a board in Board view without switch to grid view
I want to work entirly within Card or Board view and want to copy the properities of a card (or Board) so i can then create a new task with the same prior properties - I can see how you can do this with the grid view - but this defeats the purpose or working in the card view or board view if I need to keep switching views - Can someone help answer this question without suggest switching to another view?
Answers
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I too like to work in card and board view in Smartsheet. To my knowledge, Smartsheet currently does not support copying properties of a care directly within Care or Moard view without switching to Grid view.
However, you can streamline your workflow by using templates or predefined cards. Here are a few tips:
Templates: Create a template card with the desired properties. When you need a new task, duplicate this template card.
Drag and Drop: Use the drag-and-drop feature in Board view to quickly move cards across lanes and update their details.
Expanded Card Details: Click on a card to view and update its details, attachments, and conversations directly in Board view.I hope this help!
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Intesting - this seems like a complete miss by the smartsheet tool
