Kanban style dashboard

rcabral

Hello,

I would like to build a kanban style dashboard from a project plan or any other sheet that contains an action/owner/status.

The second step, is I can create this Dashboard to bring together actions from multiple sheets. e.g. I can have action list 01 and action list 02. Bringing them together could show me the actions across multiple projects assigned to 1 individual.

Do you know how to achieve this? Is there a template?

Thanks

Alejandra

Hi @rcabral,

If you're looking to display a Kanban board on a Dashboard, I would recommend using the Web Content Widget to display a published sheet in Card View.

If needed, more information on this can be found in our help articles below: 

• Card View: https://help.smartsheet.com/articles/2302238-using-card-view-to-visualize-your-project
• Web Content Widget: https://help.smartsheet.com/articles/2477606-web-content-widget

Also, if you would like to compile rows from multiple sheets in which a specific user has been assigned, you could create a Report and use the Report Widget to display this information in a Dashboard.

More information on building Reports and on the Report Widget can be found here:

• Reports: https://help.smartsheet.com/articles/522214-creating-reports
• Report Widget: https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#report

Alejandra

Hi @rcabral,

If you're looking to display a Kanban board on a Dashboard, I would recommend using the Web Content Widget to display a published sheet in Card View.

If needed, more information on this can be found in our help articles below: 

• Card View: https://help.smartsheet.com/articles/2302238-using-card-view-to-visualize-your-project
• Web Content Widget: https://help.smartsheet.com/articles/2477606-web-content-widget

Also, if you would like to compile rows from multiple sheets in which a specific user has been assigned, you could create a Report and use the Report Widget to display this information in a Dashboard.

More information on building Reports and on the Report Widget can be found here:

• Reports: https://help.smartsheet.com/articles/522214-creating-reports
• Report Widget: https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#report

Dana Michael

The Web Content Widget only seems to allow smartsheet forms. Is there a way to specify kanban board?

Andrée Starå

Hi @Dana Michael

You should be able to add a published sheet as well. Then in the Publish Settings, you can select the Default View to be the Card View.

Did that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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