Conditional Formatting on Card View

JohnL

Complete newbie here on SmartSheets, I've watched some tutorials, but seem to be missing something on the the conditional formatting.

Basically we have phases for my team to move a deal from one phase to the next.

Within each phase we have a due date of when this deal should move to 6. Account Management.

What I am trying to see is how I can clearly identify when a deal is past due.

I tried to make it work, and I can see it in the Grid view -- however I'm hoping there is a clear way to identify this in the card view.

Any thoughts here? I'm sure i'm missing something obvious, I'm just not the most technical person with formatting rules and automation, so hoping for a lifeline here!

Thanks ahead of time!!

John

Andrée Starå

Hi @JohnL

I hope you're well and safe!

You'd use the Task Bar option in Conditional Formatting to format the Card.

More info.

https://help.smartsheet.com/articles/516359-conditional-formatting

Did that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @JohnL

I hope you're well and safe!

You'd use the Task Bar option in Conditional Formatting to format the Card.

More info.

https://help.smartsheet.com/articles/516359-conditional-formatting

Did that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!