Act on Work in Motion with Mobile Card View

Take advantage of the power of your Smartsheet data with a visual mobile Card View interface. Organize your work into actionable groups to see and execute on tasks from your mobile device.

NOTE: To use Card View, you must have a Dropdown, Symbol, or Contact List column on your sheet. (More information on these column types can be found in Use the Best Column Type for your Data.)

Display Your Sheet in Card View

To set your sheet up for Card View on the mobile app:

  1. Open your sheet in Card View.

    The way that you do this depends on whether you’re using the iOS or Android app:
    • iOS: Tap the menu icon (upper-right corner) and tap the Card View icon.
      Menu icon
    • Android: Tap the View icon (upper-right corner) and tap the Card View icon.

      View Icon Android
       
  2. On the Card View Setup screen, select the column by which you’d like to arrange your lanes. You can select from any Dropdown, Symbol, or Contact List column.
  3. Tap Continue.

Navigate Through Lanes

You can navigate through lanes in Card View by swiping or tapping on the Lane Index icons at the top of the screen.

Lane Scroll

Add, Edit, and Move Cards

Add New Cards

  1. From any lane, tap the Add Card button in the lower-right corner of the screen.
    add card button
  2. In the Edit Card form, add more information in the available card fields.
  3. Tap Save in the upper-right corner of the screen to save and confirm your changes.

Edit Existing Cards

  1. Double-tap an existing card to make changes to information in the available card fields.
  2. Tap Save in the upper-right corner of the screen to save and confirm your changes.

Create New Fields for Cards

Columns on the Grid View or Gantt View of a sheet are represented as fields on a card in Card View. Adding a new column to the sheet results in a new available field on every card.

NOTE: To add new fields to cards, you must be a licensed user with Admin-level sharing permissions on the sheet. More information on this is available in the Sharing Permission Levels help article.

To add new fields to all cards:

  1. While in Card View, tap the menu icon in the upper-right corner of the screen.
  2. Select Edit Columns.
  3. Select Add Column at the bottom of the Edit Columns screen.

You can choose to show or hide card fields from the Fields to Display menu (details on this are available in the Customize How Your Cards are Displayed section below). The associated column will still exist on your sheet, visible if you switch to a different view.

Edit Card View Lanes

Lanes are associated with Dropdown List, Symbol, or Contact List column values, depending on which column you’ve selected to organize your cards (see the Display Your Sheet in Card View section above).

NOTES: 

  • Dropdown List and Symbol lanes must be edited from Grid or Gantt View on the mobile app.
  • Contact List lanes can only be edited from the desktop application. More information on this is available in Use Card View to Visualize Your Project.

To edit Dropdown List or Symbol lanes on the mobile app:

  1. Tap the menu icon in the upper-right corner of the app and tap the Grid View icon.
  2. Locate and tap the header of the column that you’re using to organize lanes by.
  3. In the Column Actions menu that appears, tap Column Properties.
  4. Tap the column type (Dropdown List, Symbols).
  5. Make the desired changes (choose a different set of symbols or type more Dropdown List values) then tap the back arrow in the upper-left corner of the screen.
  6. Tap Save.

Once you switch back to Card View, you'll be able to organize and move cards into the newly created lanes.

Move Cards

Move items to another lane by long-pressing on a card and dragging it to the desired Card Lane or in the Lane Index.

move card to another lane

Create, Edit, and Delete Card Subtasks

Break down your tasks by adding subtasks to them. Subtasks appear both as their own cards and as fields inside their parent card.

TIP: You can convert your subtasks into a checklist of items which can be checked off as completed. More information on this is in the Turn Your Subtasks into a Checklist section below.

Create a Subtask

  1. Tap Add Subtask on an existing card to create a new subtask for that card.
    create a subtask
  2. On the New Subtask screen, add subtask information to available card fields.

Edit or Delete a Subtask

Open the Edit Subtask screen to update the information on your subtask cards or to delete them completely. The way that you do this depends on whether you’re using the iOS or Android app:

  • iOS: Tap the Edit button in the upper-right corner of the card to edit or delete an existing subtask card.
  • Android: Tap the overflow menu icon in the upper-right corner of the card to edit or delete a subtask card.
    android overflow menu icon

Turn Your Subtasks into a Checklist

You can use a Checkbox column to create a checklist of subtasks which can be marked off toward completion of the parent task.

To do this while in Card View:

  1. Tap the gear icon on the right of the screen.

    The Display Settings menu appears.
     
  2. Under Subtask Checkbox Field (you may need to scroll down to see this option), tap the name of the Checkbox field that you want to use.

    NOTE: If you don’t yet have a Checkbox field on your sheet, tap the Add Checkbox Field button and a field will automatically be created for you.

You’re done! You can now check subtasks that are complete by tapping the checkbox to the left of the subtask name.

Customize How Your Cards are Displayed

To edit card display settings:

  1. Tap the gear icon on the right of the screen.
    display settings gear icon
    The Display Settings menu appears.
     
  2. From here, you can customize the following (tap an option to configure it).
Tap thisTo Configure this
Fields to DisplayColumn values that will be visible on cards when not in Compact View
View By

A Dropdown, Contact List, or Symbol column that card lanes will be organized by:

  • Levels—view cards in parent, child, or all hierarchies. Note that parent cards (Level 1) are selected by default.  
  • Calculated Value—Summarize data from another column at the top of each lane. Note that this feature is available on only in the mobile version of Smartsheet.
  • Show Compact View—Switch off if you want to see all of the information in fields on your card (as opposed to just showing the title of the card).

TIP: The task bar colors on the left of each card can be changed only on the desktop version of Smartsheet. See Change the Color of Task Bars for more information.
 

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