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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Task list for a card view? (like trello?)
We currently use a portfolio sheet that tracks our pipeline of clients and organizes them by stages. We love this sheet as it provides us with very useful management level information. However, it does not allows us to manage the "work". It just gives us an overview - which is the intention. To manage the work, we have…
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Subtask inheriting data from Parent
I've a field for ClientName. I would very much like for subtasks to automatically inherit the Parent Card ClientName value. How might I do this? My users prefer using the Card view. They feel that if they have to use the spreadsheet view, they may as well use Excel. So while I may need to build the functionality in the…
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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…
