Card View Functionality on Sights View

When working within a Dashboard, if I drag a card from one lane to another (Uncategorized to In Progress for example) does that information populate and work on the underlying sheet?

Right now on the dashboard when I drag the card from one lane to another it updates the status (by adding "In Progress" text etc) and when I close and reload the dashboard the card is displayed in the correct lane with the correct status. However, when I go to the sheet itself the "In Progress" text is in the status column in grid view, but the card is in the Uncategorized lane in the Card View.

I'm hoping to allow the team to work off the Dashboard without having to change status in the underlying sheet manually.


Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/12/20 Answer ✓

    Hi,

    Yes, as long as you save what you do in the Dashboard, it will show in the sheet.

    The sheet in the Dashboard is the actual sheet, so everything you do will show in the sheet as well.

    Make sense?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer! 

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/12/20 Answer ✓

    Hi,

    Yes, as long as you save what you do in the Dashboard, it will show in the sheet.

    The sheet in the Dashboard is the actual sheet, so everything you do will show in the sheet as well.

    Make sense?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer! 

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks for the response It does make sense. For some reason yesterday it appeared like it was delaying between making the changes from the Dashboard to the sheet itself.

    One other quick question. Do you know if you can force a default filter when displaying a sheet on a dashboard? Also can that default filter be different for different Dashboards?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Excellent!

    Happy to help!

    Unfortunately, it's not possible at the moment to have a default filter in the dashboard, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment to have your vote added

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.