Can you save different card view configurations, for different teams?

Monica Swenson

We're looking at building a request processing workflow, that takes a request across different teams. We'll have two columns, one to assign the current team (TEAM) and one to assign the steps within each team (STEP).

I know you can hide columns in a card view - but can I save that configuration, so that Team 1 only sees the STEP columns that apply to their process?

Andrée Starå

Hi @Monica Signer

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you can soon use card view in reports, and then you could have multiple reports and show it as needed.

Would that work/help?

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!

Andrée Starå

Hi @Monica Signer

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you can soon use card view in reports, and then you could have multiple reports and show it as needed.

Would that work/help?

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!

Monica Swenson

Thank you, Andree - for the definitive answer the feature I need is not available.

A reporting solution will not suffice, because we need views where the teams can interact and update requests to manage their work. And I can't ask the dozen+ people to each customize their own card view each time they go into the sheet. I'll have to find a different solution.

Andrée Starå

@Monica Signer

You're more than welcome!