Removing/Adding people/resources in card view

Jen Niemann
Jen Niemann ✭✭
edited 12/09/19 in Smartsheet Basics

Hi there! I am seeking some advice on how to ensure that when you add someone in Grid view that they show up in card view as well. I am also needing some advice on how to remove someone who has nothing assigned to them from the "Assigned To" view in card view. Is this possible? Thanks in advance!

Comments

  • Alejandra
    Alejandra Employee

    Hi Jen,

    Because Card View is driven by the Dropdown list, Symbol, and Contact List column types, adding values to the Contact List column properties, will create a lane for each contact. If someone doesn’t have tasks assigned to them, you’ll want to remove them from the Contact List column properties β€”this will delete their lane.

    You could also consider collapsing the lane, if you will be assigning tasks to them in the future:

    Collapse a Lane arrow