Grid to Card View
Is it possible to create a project plan in Grid View and have it seamlessly transfer to the Kanban board on Card View?
The hierarchy on the Grid View impacts the display of cards on card view. See attached screenshots.
Ideally, I want to enter the project plan in Grid view and then have all the tasks show as cards in Card View.
Thanks,
Steve
Comments
-
Hi Steve,
If I understand you correctly, it's not possible because the card view can only be selected to view by drop down columns.
Hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
-
Card View by default will show you level 1 Tasks only. You can specify what level of Task you want to view with the level drop down at the top of the sheet. If you want to view All Levels you can do that too with the same drop down, which will show you all Tasks on the sheet regardless of hierarchy level. The levels that are available are dependent on the hierarchy levels that the sheet contains.
Hope this helps!
