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Saved Views
We use Card View for tracking all of our open jobs as they go thru each process and department in our company. It is an invaluable tool for seeing visually how jobs are progressing. What would be a good addition is if there could be saved views. This would use filtering and also show different fields in card view and…
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Auto add checklists to cards and make automations based on them
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 (custom dropdown), a checklist will be assigned to that card. Once that checklist is…
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Generate Kanban based on fields in linked 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-existing sheet and specific fields are checked. E.g. if "Email campaign" is checked…
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How to add a value from any row that has column = May
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 manually calculated. How/can we have a formula in the header task that sums all the $…
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Count how many jobs start in a month
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}, ="", {Tippa Start}, MONTH({Tippa Start}) = MONTH(TODAY())) Then I try and modify it to the…
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Why can't I update Target date in card view?
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 than ideal, as they require more time and effort than simply updating my new Target…
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Best way to display product information
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 imagine, finding information is time consuming. I'd like for people to be able to…
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How to remove no longer used lanes in Card View?
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 it means I have a lot of collapsed lanes cluttering the sheet. How do I get rid of…
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What is the definition of Uncategorized?
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 thought that it contained unassigned tasks, as many of the tasks in that column are…
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Why a column does not appear as a selection when i press the "View By xxxxx" in Card view
When I am in Cardview I go to Card View Settings / Fields to display. I select 4 fields to display. However, they do not show up as options when I want to change the views by different columns. How do I get these items to show up after I selected them in the Card View Settings? the columns are text/number columns I am…
