Card View


Discussion List

  • Auto add checklists to cards and make automations based on them
    In Using Smartsheet
    I have a Trello board that we are currently using to manage property title agency work. Each card is property and gets automatically assigned a predefined checklist based on the cards custom fields. So if a card is set to a specific state…
    Answered - Pending Review
    14 4
    Answered - Pending Review 14 views 4 comments Most recent by Andrée Starå Using Smartsheet
  • Generate Kanban based on fields in linked Smartsheet
    In Using Smartsheet
    Hi there, Is it possible to link a Kanban to a Smartsheet, so that cards are generated based on various fields? I don't want to change to the Kanban view as already offered, but generate cards dynamically as rows are added to a linked pre-…
    Answered - Pending Review
    15 1
    Answered - Pending Review 15 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Card View for Reports
    In Using Smartsheet
    All,  Has there been any progress with adding card view to reports?  Has this been an approved feature and scheduled for a release? Our company has been pushing a move to JIRA because of the gap with smartsheet in allowing our teams to vi…
    2913 31
    2.9K views 31 comments Most recent by Jennifer Sloane Using Smartsheet
  • How to add a value from any row that has column = May
    In Formulas and Functions
    This sheet (displayed to users as cards) moves projects to different months for capacity planning. We then have a header task for each month which we display the total job value currently assigned to the month. This value is currently man…
    24 5
    Accepted Answer 24 views 5 comments Most recent by Paul Newcome Formulas and Functions
  • How to delete a card lane?
    In Using Smartsheet
    Please explain the ways to delete the card lane. 
    3006 3
    3K views 3 comments Most recent by Damian Castillo Using Smartsheet
  • Count how many jobs start in a month
    In Formulas and Functions
    I am trying to create a formula that counts how many jobs are due to start in a month, that havent already been started. I have created the below formula to try and count the jobs in the current month: =COUNTIFS({Tippa JC Status}, ="…
    188 5
    188 views 5 comments Most recent by Genevieve P. Formulas and Functions
  • Why can't I update Target date in card view?
    In Using Smartsheet
    Is there a way for me to edit the Target date while staying in card view? The only ways I've been able to adjust the Target date on a card is either switching to another view, or updating the Duration. Both of these alternatives are less t…
    Answered - Pending Review
    14 3
    Answered - Pending Review 14 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • Best way to display product information
    In Using Smartsheet
    I am creating a master sheet with information from several different cross functional teams, including dimensions, features, product images, product availability date, etc. We are at about 175 columns total at the moment, and as you can i…
    Answered - Pending Review
    14 2
    Answered - Pending Review 14 views 2 comments Most recent by Byron Hu Using Smartsheet
  • How to remove no longer used lanes in Card View?
    In Using Smartsheet
    My sheet has named people in the contact list (the column card view is sorted by) who are no longer allocated any projects on this particular sheet but they still have a lane showing with (0) next to their name. I can collapse the lane but…
    169 7
    Accepted Answer 169 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • What is the definition of Uncategorized?
    In Using Smartsheet
    Hi Experts, I am a brand new Smartsheet user and this is my first visit to the community. In Card View (View by Assigned To), the left-most column is Uncategorized. I can't figure out what this column is supposed to represent. Originally I…
    Answered - Pending Review
    25 6
    Answered - Pending Review 25 views 6 comments Most recent by Tom McCann Using Smartsheet