How can I change the Card View to show a different column?

John Sisounthone

Currently my Card View is showing my "Status" column and I would like to change it to the "Assigned to" column.

Andrée Starå

@John Sisounthone

Happy to help!

Have a look here.

https://help.smartsheet.com/articles/2302238-using-card-view-to-visualize-your-project#toc--work-with-card-view-lanes

Andrée Starå

Hi @John Sisounthone

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

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John Sisounthone

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

Andrée Starå

@John Sisounthone

Happy to help!

Have a look here.

https://help.smartsheet.com/articles/2302238-using-card-view-to-visualize-your-project#toc--work-with-card-view-lanes

John Sisounthone

@Andrée Starå

Thank you for that info!

Andrée Starå

@John Sisounthone

You're more than welcome!

Mary Podvin

@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:

John Sisounthone

@Mary Podvin

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.

Andrée Starå

@Mary Podvin

I saw that John answered already!

Let me know if I can help with anything else!

Best,

Andrée

Barry Bowles

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

karizimmeran

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.

Andrée Starå

Hi @karizimmeran

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

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karizimmeran

Thanks. Here are some screenshots with commentary - hopefully this helps. THANKS!

Card View Issues.pdf

karizimmeran

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.