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Filters and Card View
Hi there, It seems that card view is not looking at my filters. On my sheet I have a filter set to open jobs. I use a check box to select which ones are complete and should not be shown. I have the filter on and only open jobs are showing on the sheet view but when I switch over to card view, it's ingoring the filter and…
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Update Webform URL's included in Folder when Save As New used
We are currently running multiple Projects and have setup a Master Folder with our Process Task lists in using Card View. Within Card View we have links to some Webforms used to capture Data for certain key tasks. The Webform sheets are located in the same folder. When we do Save As New using the Master Folder to Create a…
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Card View: Show Column Name as Label
Our workflow includes multiple check boxes in a row. In Card View we loose the at-a-glance review of the task without the check boxes being labeled. It would be a benefit for many of the column types to include what is being identified.
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How to prioritize timing in card view
Hi Friends, I have created a project management smart sheet & I asked team members to participate to do simple action in card view by moving from one status to another. And I have planned multiple task with them & mention the status as 'Not Started'. So team members can move the card to 'In progress' column and start…
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Card View
I have watched the video and read what I could find on Card View but I have to confess that I am lost.
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Grouping multiple columns
Hi, I have a budget sheet that hierarchically grouped by teritotry. There are columns that captures the category and subcategory. I am able to see the total amount of each teritory individually or the whole region using the hierarchy function. If I would like to see the total for the Category or subcategory, how do I go…
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
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Date Added Field - Auto Fill
Is there a way to create a field that auto fills with today's date every time a row is added to the sheet? My end-goal is to use the Card-view to organize my tasks, and the auto-date to export this list and create a "burn down" chart in Excel, with other metrics, to track my personal efficiency.
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How to calculate effort relative to working hours?
As a new user I'm working my way through the Smartsheet product. Thanks to the 'best answer' in this post I was able to calculate the Effort (or Energy), which is visualized by 1 to 5 people-icons; this way Duration can be set or calculated for regular project planning, but in Card View this is automatically shown by an…
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Automated Notifications for Swim Lane Changes in Card View
Now that Card View has been unveiled (and I love what I see so far), is there any way to automate notifications based on status changes? For example, let's say that we are using card view for a Kanban board, with swim lanes for "Work Queue," "In Development," "In Test," and "In Production." There are different people who…