Grid to Card View

stephen.albright78756
stephen.albright78756 ✭✭
edited 12/09/19 in Smartsheet Basics

Is it possible to create a project plan in Grid View and have it seamlessly transfer to the Kanban board on Card View?

The hierarchy on the Grid View impacts the display of cards on card view. Β See attached screenshots.

Ideally, I want to enter the project plan in Grid view and then have all the tasks show as cards in Card View.

Thanks,

Steve

Β 

Screen Shot 2019-02-15 at 9.08.06 AM.png

Screen Shot 2019-02-15 at 9.08.22 AM.png

Comments

  • AndrΓ©e StarΓ₯
    AndrΓ©e StarΓ₯ Community Champion
    edited 02/15/19

    Hi Steve,

    If I understandΒ you correctly, it's not possibleΒ because the card view can only be selected to view by drop downΒ columns.

    Hope that helps!

    Have a fantastic weekend!

    Best,

    AndrΓ©e StarΓ₯

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Jason
    Jason Employee
    edited 02/19/19

    Card View by default will show you level 1 Tasks only. You can specify what level of Task you want to view with the level drop down at the top of the sheet. If you want to view All Levels you can do that too with the same drop down, which will show you all Tasks on the sheet regardless of hierarchy level. The levels that are available are dependent on the hierarchy levels that the sheet contains.Β 

    Β 

    Hope this helps!

    Level Drop Down.PNG