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Key Account Management
I am looking to create a Smartsheet that will help me track my customers over the year. I work for a company that sells, deploys, and maintains ERP systems. That is Enterprise Resource Planning. I look after the customers after they have 'Gone Live' with the system. After they have settled down my objective is to run with…
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Card View - Add Card button only available when displaying All Levels
Hi, in Card View the Add Card button is only available when displaying All Levels or Level 1. When selecting Level 2 the Add Card button isn't available. Neither it's possible to add a card through right-click. You need to flip to the All Levels view or else out of Card View and add a task. Not a big deal, but annoying -…
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Summarizing in Card View
Hello, I'm just curious if there is a way to summarize multiple cards while in card view. That is to say something that will sumup all the hours input for cards with a similar last name or ideally an email address.
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Non-checked fileds on Card settings show anyway?
Please have a look at the attached screen shot - how do I avoid, or even delete fileds? I made a mistake when I created the new filed - "Work stream. And, it seems I cannot get rid of it, not remove it from being displayed on each card, even though it is unchecked? Brgds, KB
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Automatically Adding Subtasks
I am working to create a Kanban Sheet and Cardview for continuous projects that we do in our office. We have the same subtasks associated with each client through 3 various phases. Is there a way that when I add a new client or Primary/Parent Task, that the same subtasks are automatically added? Thanks for your help!
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Published card view not showing filters?
I'm using card view as an internal support ticket queue that the company can view. There are teams within the company and I want them to be able to quickly view their specific tickets without the other team tickets showing. Filters seem like the best solutions (there are other solutions but not as pretty) but when I…
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Kanban (Subtasks)
I'm using Zapier to auto-create a task but I want the task to have subtasks as well and it seems like I can't do this through Zapier. Any idea on how I can set this up automatically, so that when a new task is created the same 8 subtasks is always added to any new task through Zapier?
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Card View by Progress and assigned to category
Is it possible to setup Card View like a Kanban board that has 3 status columns (Not started, In Progress and Complete) and multiple row swimlanes (based on assigned to category). Thx
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Card view - by assigned to return Parent name only
I'd like to create a Card view by Assigned to in Compact view The card should be created only by "Parent" name and "Children" should be part of the information received when clicking the error for more details. Is is possible ?
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Cloning Filters
Hi! I am setting up smartsheet for different departments in a company. I have 10 filters in one sheet and need the same filters for a different team on another sheet. Is there a way I can clone the filters just as in conditional formatting to be used in other sheets instead of repaating the same process again? Thanks!
