Advice on using Card View

Hazel Black

Hello,

I have created a sheet to be used for tracking our field labor force across all departments and job sites. So far, I have columns for department, job name, employee name (primary column), position, and status. I have just discovered the advantages of using card view and filters to display the distribution of positions across a single job. I'm now wondering if there's more I can do in card view.

My managers are interested in displaying the hierarchy by position at each job site (for example, viewing the number of lower level craftspeople working under each superintendent and/or general foreman), but I don't believe this is possible. Please correct me if I'm wrong.

What I'd really like to know more about is the purpose of using levels in card view. It seems like this could be a great tool, but I'm having a difficult time figuring out how it works and cannot find any specific directions or examples online.

Hope someone can help me out. Thanks!

Alejandra

Hi @Hazel Black,

The "Level" filter allows you to quickly view subtask cards by their relationship with other cards. I created a sheet with 3 Levels of hierarchy and filtered by each level to illustrate this better:

This is the result when filtered by level 1:

This is the result when filtered by level 2:

This is the result when filtered by level 3:

If needed, more information on this can be found in our help article: https://help.smartsheet.com/learning-track/get-started/card-view

I hope this helps!