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Managing and Reporting on Multiple Projects Effectively
I apologize for the length of my post, but I want to be thorough in describing what I would like to do and what I’ve already tried. I’ve also searched through help and the forums, and I either haven’t found a solution or am too hyperfocused on what I’m trying to do that I’ve missed it. I’m looking for a way to manage and…
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Card view: Arrange cards by criteria?
Hi there, I have my sheet set to show rows in descending order of dates, from most recent to oldest. However, when I use the card view, it shows the cards in the reverse order -- from oldest to most recent. Is there a way I can sort my cards in the same order as my sheet? Thanks! Jackie
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Fill field with date when condition is met
Hi, I have a tracking sheet for status changes on activities. In detail, I'm tracking the status of potential partners being onboarded. So I need to track, when the initial contact is met, when a contract is signed and when they are active. For each stage in their Journey I'm changing the status field, by moving the card…
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Hiding fields when a card is being edited
Is there a way to hide some fields so they do not show when a card is being edited? I have put the sheet in the grid view and hidden the columns but they still show up in the card view when I am editing a card.
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Rostering for Global Customer Support
Hi, I have been asked to create a roster that covers customer support across different time zones and shows who is available (human resources), who is on leave, time, names of the support person and who is on call. Also, includes our contractual obligations with customers in an easy display view to the eye. Do you think…
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Adjusting Lane Width & Card Height in Card View
Hello! Is it possible to adjust the width of the lanes or the card "height" in Card View? I am currently working w/ 4 lanes and would love to adjust the width of each lane, thus allowing more detail to be shown. The ability to adjust the "height" of each card would be helpful as well...thanks!
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Quotes appears as " in cards in Card View
I have a sheet in card view, when I double click on a card to see its Description, the text in the description has a quote character " and it will appears as the text " (Literally the ampersand, letters quot and then a semicolon) until I click in the field, then it switches back to quotes. This happens for other special…
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Report not Matching Formula Issue
Hi, I have created a report to use on a dashboard for showing the number of job cards to print for our workshop. The report is shown below, and you can see that there are different amount of jobs to be printed for each workshop: You will see on here that there is: * 3x for the FASTRACK Workshop * 10x for the Van Workshop *…
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Are Kanban and Resource View compatible tools?
We use many (60 or so) individual sheets for each project and a single "dashboard" sheet that aggregates info from all other sheets. We would like to use both the Kanban and Resource view but keep running into this problem: Kanban works on a single sheet (not multiple sheets), but Resource View is only useful when used on…
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Conditional Formatting for Kanban Card View
When looking at items in Card view, conditional formatting is an option but you can't apply the formats to the card view itself. Is there a way to change the color of card based on conditional formatting? Current apply to rules only work in the spreadsheet view.