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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

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Recent Discussions

Board View doesn't show formula values
Hi team, The fields with formula values don't apper in the Board view card: The fields name is Days Running: This field has a formula column: I selected it in show fields by it isn't showed in the card (The value is 1) : I tested with a field witout formula and the show fields work ok. The issue is whith values from…
Forms are now available in board and timeline views
November 20, 2025 Users can now find and create forms in board view and timeline view. Simply click on the forms icon in the toolbar to get started! Learn More Environments availability: Commercial US, Commercial EU, Commercial AU Plan availability: Pro, Business, Enterprise, Advanced Work Management Subscription Model…
Card/Board view not showing Assigned To column as an option
Card/Board view doesn't show Assigned To column as an option for grouping items. Some possible causes that I've already checked: There are no rows that are empty in the Assigned To column Rows with multiple assignees have also been converted to one assignee only The Assigned To column is of the Contact type The assignees…
Color-Coded Tags in Board View
I noticed in the Board View tags are grey by default but in the how to videos, in the Board View some of the tags are colorful. I'd like to leverage that same functionality as I'm building a research repository with many different types of research in it and a visual cue would be lovely. Can anyone assist? I attached a…
Set Up Links for Board View
In my grid view, I added a column that takes a hyperlink but when I mosey on over to Board View, only some of the columns appear as attributes displayed on the card. Can I make the hyperlink appear here?
Board View Performance & Feature Limitations
Hi Smartsheet Team, I’d like to highlight some issues we’ve been facing with the Board View compared to the Card View: Performance Issues The Board View is extremely slow compared to the Card View. Although we prefer the Board View for its features (outlined below), the performance is so poor that we are often forced to…
Help Article updates September 2025
Hello Community, We’ve published new videos on these topics: How to use sheet settings in Sheet settings in table, board, and timeline view How to use filters in table, board, and timeline view in Filter your data in table, board, and timeline view How to set up a sheet in Create a sheet To view the entire catalog of help…
Top board view enhancements to help you quickly find and organize your data
Hello Community, Board view has quickly become the Smartsheet view of choice for users who prefer taking a more visual and interactive approach to task management. We’ve heard your suggestions around how to make finding and organizing data in board view even more intuitive and delightful, and we’re excited to share some…
Ability to Publish sheets in Board View
I love the Board View feature and think it is visually better than the Card View; however, Smartsheet lacks the ability to publish in Board View which is a missed opportunity! Please see my question posted on Smartsheet Community where I was encouraged to submit this idea. Thank you!…
Analyze data now available in board, table, and timeline views!
August 05, 2025 Analyze data is now accessible in board, table, and timeline views! The analyze data AI tool helps you quickly get insights into your data, instantly generate charts and metrics, and then add those AI-generated charts to your dashboards. Previously, analyze data was only accessible through the Generate with…
Table View and Board View in WorkApps
We are using WorkApps to maintain our preventive maintenance program. It would be useful to have the new Table View and Board View available in the WorkApps to take advantage of the enhanced features. The Card View is available, but it has some limitations.
Have Board view work in Reports
Board view is amazing - I love being able to control what columns my users see. Please allow this to work in Reports!
Board View no Names of Columns
Dear Community, I noticed that in the BoardView or CardView the names of the columns are not visible which make our cards very unreadable… is this on purpose or I am missing something? Those blue dots are symbols columns but now useless without the Name of what they represent.
Can you schedule reminders in Board View?
I'm trying to transition myself to using Board and Table view over Card and Grid view, but haven't been able to figure out how to schedule reminders in Board view. Is there a spot on each task to create a reminder the way there is in Card view that I'm missing? Or is this feature just not available in Board view yet?
Laptop Loaner Pool - moving task to another lane via Smartsheet form
I'm working on managing a loaner pool of PC laptops here are the details of the workflow: Each row (GRID view) contains laptop with fields containing information about the device ("serial number", "device name", "borrower name" and "ID number") and then I also have 3 date fields ("borrowed date", "estimated return date",…
Can Board-view groupings be organized alphabetically?
I create a second column where I copy the assigned PM to be able to use this field for grouping. Unfortunately, I don't seem to be able to arrange the groups alphabetically. Is there a way to set up grouping options in Board-view and decide how the groups will be arranged?
Viewing a list of children as a list of checkboxes
In Card View you can see the children elements in each card, as you can see in the bellow image. This information is missing in the cards of the Board View and is very usefull.
View Parent on top of the card
Hi. In Card View you can see the parent element in each card, as you can see in the bellow image. This information is missing in the cards of the Board View and is very usefull.
Level filter in Board View
In Card View we can view cards of the Level 1, 2, etc instead in Board View we can't. This feature is very useful because we can save in the same Sheet Projects and Task each of them has, for example, diferente status.
Include a description in each state for a Board View
Hello. One of the reasons why applying the Kanban Framework requires less team management time is because it establishes explicit policies on how to work and, above all, what a task must accomplish in order to change status. For this reason, it would be necessary to have a space where to write a description in each state…

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