View your Card View by Assigned To

Minnaar Fourie

I think I have found a novel way of using an Assigned to column that has a contact list column property as the lanes in Card View, BUT I wanted to check with the community if this approach wont cause problems.  

What I do is when I want to view my Card View by all the people in lanes to whom I have assigned tasks but to do this you need the "assigned to" column to be a drop down box type instead.  

I then TEMPORARILY change the column type property to "Dropdown list" and then use the card view and then I revert the column property back to "contact list".  

 

This seems to work well but before I tell other team members to use this approach, I wanted to double check with others that this approach wont cause issues.  Any feedback anyone?

 

 

J. Craig Williams

Minnaar,

 

You might lose your email addresses.

I'm not sure about that.

 

Since you are already OK with some manual effort, here is my suggestion

 

1. Create a new column. Start with a Text/Number column type.

2. In the column, equate to your Assigned To column

 

=[Assigned To]23

 

 for row 23.

This will pick up the name from the contact list type column.

 

3. Save the sheet,

4. Change the new column to a Dropdown List type.

It will pre-populate with the values it finds in the column.

 

Now you can use it for your Card View.

If / when you add new users:

1. Change to Text/Number.

2. Save

3. Change to Dropdown List

 

and you are good to go again.

 

Craig