Who can use this capability
What you can do in card view depends on the sharing permission level you have in the sheet. For details about specific actions, you can take in card view, review this table.
Use card view to visualize your project
With card view, you can organize tasks, work items, or ideas into actionable groups.
For example, you need to change the task status from To Do to Done. To do this in card view, drag a card from the To Do lane to the Done lane.
You can adapt the card view to several project management methodologies (including agile). If you’re familiar with scrum or kanban, you’ll find that the card view in Smartsheet functions in a similar way to scrum or kanban.
In card view, you can print only individual cards.
Work in card view
- On the toolbar, select the View list.
- Choose Card View.
- Optional: In the right area of the toolbar, select:
- Compact View - Choose this if you only want to see the card title
- Full View - Choose this if you want to show the selected fields in the card
Set up card view
Card view works in any sheet as long as the sheet includes at least one Dropdown (Single Select) or Contact List column. In card view, the values specified for the column become the headers, called lanes.
You can also use card view with data you import from Microsoft Excel, Google Sheets, Microsoft Project, or Trello.
Once you’re in card view, you’ll work with lanes and cards.
- Lanes: Labels at the top of the card view window define the lanes
Card view will display a maximum of 64 lanes.
- Cards: The tasks or work items that appear within the lanes
In grid view, each card appears as a separate row.
- Fields: The items that appear on the cards
To see the field name associated with a value, hover over the value in the card.
Work with card view lanes
In card view, a lane is equivalent to a value in a dropdown, contact list, or symbol column in grid view. When you switch to card view, a value in a column becomes the heading of the card view lane.
Change the lanes in your card view
You can change what appears in your card view, so you can organize cards the way you want. Note, however, that you can’t view these column types as lanes in card view:
- Dropdown (Multi Select)
- Contact list columns that allow for multiple contacts
To change card view lanes
- On the toolbar, select the View by list.
- Choose the grouping you want to switch to.
- For example, to arrange the lanes according to the task owner, select View by Assigned To.
- For example, to arrange the lanes according to the task owner, select View by Assigned To.
The View by setting is unique to you. Others who view the sheet won’t be affected if you select a different View by option. Anyone with access to the sheet can choose a different View by setting.
Fix cards in the Uncategorized lane
Smartsheet adds cards to the Uncategorized lane if it detects any of these behaviors:
|You switched lanes for which some cards don’t have field entries||Drag them to the appropriate lanes, or if it doesn’t make sense to sort them, leave them in the Uncategorized lane|
|The number of lanes is more than the 64-entry display limit|
|In the contact column of your sheet, you edited the existing value with a different contact||
Show or hide a lane
- You can collapse or expand lanes in card view to focus on select groups of cards. In the heading of the lane you want to hide, select the Collapse Lane icon.
- To expand collapsed lanes, in the lane you want to expand, select the Expand Lane icon.
You can drag lanes into the order you want. When you drag a lane, you'll also change the order of the values in the dropdown column that it's associated with.
You must be an Owner or an Admin of a sheet to edit or reorder lanes. If you don't have the right permissions, you can’t drag lanes.
Add a lane
- In the rightmost lane, select Add Lane.
- Type a name for the lane.
- Press Enter, or select any portion of the screen.
Depending on your View by setting, you can name a new lane with a dropdown, or a contact list column:
- Dropdown column: When you add a lane while viewing by a dropdown column, Smartsheet adds the name of the new lane as a value to the dropdown list.
- For example, if you add a lane while View by is set to Status, the new lane name will be added as an item in the dropdown list for the Status column in grid view and Gantt View.
- Contact List column: When you add a lane while viewing by a contact column (e.g., Assigned To), type your contact’s name as the new lane’s name. A dropdown list will appear once you type a contact name. From there, you can choose the user you want to add in the contact list column.
Change the name of a lane
- Double-click the lane name.
- Type the new name.
- Select Enter.
Depending on the View by setting, you can name a new lane with a contact or dropdown list value:
- Dropdown column: When you change the name of a lane while viewing a dropdown column, Smartsheet changes the underlying value in the list. The Smartsheet app also updates any cards that exist in the lane to use the new name.
- Contact list column: Changing a lane name while viewing by a contact list column is similar to adding a new lane. When you start typing a contact name, a dropdown list will appear. From there, you can choose a contact you’d like to add in the contact list column.
You can’t rename or reorder symbol lanes.
Merge contact lanes
When you select a contact list column in View by, you may have multiple lanes with cards assigned to one person. For example, you may have multiple lanes named Sally Smart (if Sally is assigned to cards with more than one email address), or you may have a lane named Sally and another lane named Sally Smart. You'll have more than one lane because both the name and the email address of a contact need to match, otherwise they’re treated as separate people with their own lanes.
To merge lanes and match contacts
- Change the name of the lane you want to merge with another lane.
- In the dialog that appears, select Merge to combine the lanes.
- To undo the change and keep the lanes separate, select Cancel.
View resource overallocation
If you enable resource management, you’ll see the overallocation of your resources.
To reassign cards to someone else
- In card view, view the cards by a Contact List column.
- Drag overallocated cards to different lanes/contacts.
To identify overallocated resources, look for a red silhouette icon in the lower-left corner of a card.
Visualize task status with symbol lanes
You can view lanes by symbols to see and easily move cards into desired symbol categories. For example, you can move cards from the Red lane to the Yellow lane to make changes to the task status.
Keep the following in mind when viewing lanes by symbols:
- The text label is displayed to the right of the visual symbol
- You can’t view flag and star symbols as lanes
- The symbol lanes follow the order of the symbol column options you see in grid view. If Red option is the first option of the symbol list in grid view, it will appear as the first lane in card view.
To move a card, drag it to a lane or across lanes.
Moving a card up or down within a lane won’t affect its content.
In contrast, when you move a card from one lane to another, the value for the field will be updated to reflect the value of the lane where you moved the card. For example, you moved a card from the Client Summary lane to the Pending Sale lane. The field value for State will change from Client Summary to Pending Sale. You’ll see this change if you open the card to edit it or if you switch to grid view.
Keep cards organized with subtasks
Define relationships between tasks, and organize subtasks with a parent task. You can add subtasks both in the grid view and card view:
- Grid View: Indent rows under a parent to create a hierarchical relationship
- Card View: Directly add subtasks to another card
- Hover over the card where you want to add a subtask.
- Select the Expander icon > Add Subtask.
Another way to add a subtask is to select Menu > Add Subtask.
- Type the task.
Subtasks created this way are displayed as child rows to the task in grid view.
Filter subtasks by levels
Quickly view subtask cards by their relationship with other cards with the level at the top of the Smartsheet window.
The default filtered view for new sheets is All Levels.
Publish from card view
Owners and Admins can use Smartsheet's Publish feature to share that sheet with others via a unique URL.
Here's how you can specify card view as the default view for a published sheet:
- On the feature bar, select Publish .
- To create a shareable link, turn either of these sliders on:
- Read Only - Full
- Edit by Anyone
- To open the Publish Links form and specify options for the link, select Get Link.
- In the Default View list of the Publish Links form, select Card.
Tips for getting the most out of card view
Here are some ways you can be more efficient when you use card view.
Use keyboard shortcuts to navigate quickly
|Arrow keys||Select card|
|Spacebar||Expand or collapse card|
|Enter||Open the edit row form|
|Shift + Enter||Add card (enter a title and press Enter again to add the card). You can also use this keyboard shortcut to add a subtask to a card.|
Create a checklist of subtasks
You can create a checklist in a parent card from subtasks that you can mark as Complete or Incomplete. A ratio of completed subtasks is displayed at the bottom of the parent card.
To turn add a checkbox or designate a checkbox column for your subtasks
- In the right side of the toolbar, select Settings .
- In the Subtask Checklist Field list, select an existing checkbox column as your Subtask Checklist field.
If you don’t have an existing checkbox column, follow these steps:
- Select Add Field.
- Type a name for your new checkbox column.
- Select Checkbox.
- Select OK.
- In the Subtask Checklist Field, select the field you recently added.