How can I change the Card View to show a different column?
Currently my Card View is showing my "Status" column and I would like to change it to the "Assigned to" column.
Best Answer
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | 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.
Answers
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Not sure I follow!
Do you mean what it should be grouped by or what columns should show on the card itself?
I hope that helps!
Be safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or 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: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.
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Hi @Andrée Starå ,
I'm sorry, I should have clarified a bit more. I would like to change the grouping of cards. When I move the cards around, I would like it to affect my "Assigned To" column. Currently, when I move my cards around, they are affecting my "Status" column; which is incorrect. For example, I would like each column in my card view to reflect the data that I have in my "Assigned To" column. If I see that Employee X has too much task on their agenda, I would move those cards to Employee Y.
I hope that explanation makes sense. Thank you.
Kind Regards,
Johnathon Sisounthone
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | 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.
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Thank you for that info!
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You're more than welcome!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | 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.
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@Andrée Starå I have the same question - I want to pivot my cards to Assigned To, but I don't see the drop down in my selection options:
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Hi Mary,
I was able to figure out the problem. Card View only recognizes Single Drop Down Columns. It will not recognize the Multi Drop Down Column. You would have to separate the them into separate columns that are single select. I hope my explanation helps.
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I saw that John answered already!
Let me know if I can help with anything else!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | 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.
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OK Folks - FORGET this request below ( I don't know how to delete this comment)! I just figured it out. I cannot view by checklist what I really needed to do was use a filter to select those who checked the box on the column. Sorry to waste your time reading this!
🙄
I have a similar problem in that I wish to view cards by different columns to those shown as choices by default. There are 10 columns that Smartsheet has selected but I need some different columns.
I found a place in card view settings that appears to be a selection list that I can customize to be the columns that I want however when I customize the list to show what I want it doesn't change the view by listing. Does anyone know how to force it use my selection list (they are checkbox only columns that I am trying view) ?
thanks
Barry
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Hi - I've read through the above and still can't figure this out. When I initially uploaded a 'test' spreadsheet, I was able to have a selection in Card view for my column titled "Status." However, I just uploaded a new version and it has completely different columns in Card view. I've tried settings, I made sure the Status column isn't drop down column (it's text/number), and I just seem to have no way of choosing which "v;iew by" options I have in the Card view. It just automatically selected the columns and I can't change them.
Can you please let me know how to select the columns I want to view by? I watched the video posted above as well and it was no help. It just tells me how to look at the Card view and move things around.
thanks.
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I hope you're well and safe!
Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
I hope that helps!
Have a fantastic week & Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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: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.
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Thanks. Here are some screenshots with commentary - hopefully this helps. THANKS!
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Hi again - So I think I figured it out (embedded as kind of an aside in one of the sheet classes!). I need to make a column a drop down column as the property. Some of them were defaulting to that (which i fixed and then it was removed from the Card view as an option). Others were defaulting to text, so I changed those to drop downs and then they appeared. #learningcurve
Thanks again! Welcome any additional advice you may have.
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