View each assigned person's queue in the Card View

AHT

Hi everyone,

I am new to Smartsheet so I could really use your help. I have created a request/intake form for our team. As requests come in, multiple people are assigned to each. I want to be able to view each assigned person's queue in the Card view. However, I am only able to see View by Status of the request (in progress or closed). How can I also View by Assigned? I am struggling to add different viewing options in the Cards.

Thank you!

Andrée Starå

Hi,

@AHT

Are you adding the contacts to a multiple-contacts column? That currently doesn’t work in card view.

Please submit an Enhancement Request when you have a moment

Was that the issue?

I hope that helps!

Have a fantastic weekend!

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!

Tyler12345

Fairly sure you just have to select the right view. Can you verify that you have selected "View by Assigned to" drop down? Example in my first screenshot.

My second screenshot shows what card view looks like if I select "View by Status" drop down option.

You can select any column to sort card view by using that button.

You can also edit lanes on card view by clicking the "Edit Lanes..." option in the same menu.

Hope this helps, if not feel free to post more information to clarify what I got wrong.

AHT

Thank you so much. The problem is that I am not able to get anything else but "View by Status". There is no other dropdown available for other views. I am not sure how to set it up so that I can get other views.

This is all I see below (attachment). How do I add other "View by" options? Also, requests can be assigned to more than one person on my team. The screenshot above and any other examples I have seen on Smartsheet correspond to one assigned person per request. I don't know if that is messing things up.

Andrée Starå

Hi,

@AHT

Are you adding the contacts to a multiple-contacts column? That currently doesn’t work in card view.

Please submit an Enhancement Request when you have a moment

Was that the issue?

I hope that helps!

Have a fantastic weekend!

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!

AHT

Hi @Andrée Starå - Yes, that is exactly the issue. I was thinking along those lines and you have confirmed it. Thank you so much! I will submit an enhancement request.

Andrée Starå

Excellent!

Happy to help!

Depending on your specifics, it could be possible to make it work by using a couple of helper columns. How many different people can there be?

AHT

Thank you so much! Any given request is assigned from 1-4 people usually (all handling different tasks). Could you please give me more information on helper columns? Thank you!

Danny Haskell

I ran into the same issue where I could only view by status. If you un-check the "Allow multiple contacts per cell" for the "Assigned To" column properties, then "Assigned To" now shows up as an option to view by.

Mehran Bagherian

@AHT

Hi there,

When you are assigning multiple people to a task, you will not be able to see "Assigned to" in Card view section. You need to un-check "Allow multiple contact per cell" on the "assigned to" column, and assign single resource (not multiple) to tasks. then it works.