Combine Kanban flow and Gannt

Mattias

This might be a post in the category feature/best practice.

 

I do find myself working quite often in a combination of Kanban and Gannt. 

The feature/best practice I would like to find is a way of handling some tasks as pure Kanban items in card view without soiling my beautiful Gannt view.

As an example, if I do need to add a task "Verify delivery of schematics" I would like to add that as a task in card view.

I could of course do some fancy dancing and create these tasks as milestones and then place/filter them to not end up in the Gannt view.

So I turn to the black belts of Smartsheet with this, how do you make your socks rock?

Shaine Greenwood

Hi Mattias,

The best way to see only the tasks that you want depending on the view is to create filters. More information on filters is available in our help center: https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data

You can create a filter for Gantt View and one for Card View, only showing the tasks that you want. An easy way to filter is to create a checkbox column and check the box when you want something to appear in Card View. You can then create a filter that you'd apply while in Card View which only displays the checked boxes (not displaying any unchecked box).

Mattias

So if I understand your instructions correctly, I can add a checkbox in Gannt view and then filter on it?

I did a test and it kind of works. One problem is that I do lock up my filter possibility with a default filter.

It also seems that when I add a card with the filter applied in Gannt view, it doesnt auto update the filtration, I have to deactivate/reactivate the filter to get the filtration to react to added card.

My wish was more the other way around, to be able to add a task in card view without it showing up in Gannt unless I want to show them.

A checkbox in in card view "Hide from Gannt", and then an option in Gannt view, "Show all cards".

I guess this is a feature request rather than a quickfix with the current filter possibilities then...