In the "Card View" is there away to auto apply the filter I currently have selected to a new card?
For example, I have a filter of all "tasks" for a specific project manager, so in the "Card View" I only see tasks/projects assigned to that specific Manager and nothing else, which is great. However, when I go to click the "+" sign to add a task/project quickly it doesn't auto apply the manager (aka the filter) to the new task and instead I have to then go into the task and fill that out manually... the "quick create" a card in the card view is awesome, but becomes pointless if I have to go into the card anyway to "assign" it to the manager that I already had it filtered on.
I think you could do something where if you have a filter, that means the data already exists because you are filtering on it, and therefore the filtered fields could easily be auto applied to the new card... even if you have multiple filters selected it could auto apply, for example, multiple project managers if that is what your filter is on... thoughts?
Answers
-
Hi @jasony
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
I hope that helps!
Be safe and have a fantastic week!
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!
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 459 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 137 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives