Board view

Who can use this?

Plans:

  • Smartsheet

Board view is one of the ways to view your sheet in Smartsheet and helps your team to see, share, and act on projects together with drag-and-drop cards so you can more easily prioritize and organize work. Board view comes out of agile project management methodology, but it can provide any team with a more visual way to communicate and collaborate in Smartsheet.  

Since board view is about prioritization and organization, it is driven by the drop-down list, symbol, and contact list column types that offer multiple selections. These different selection options create the lanes in which to drop your cards.

Introduction to board view

Who can use this?

Plans:

  • Smartsheet

Board view is a visual and interactive way to manage projects and tasks. It’s ideal for teams that prefer a visual approach to task management or use Agile Methodologies.

Board view is available in any sheet that includes at least one:

  • Dropdown list (single-select)
  • Contact list (single-select)
  • Symbol column

In board view, you can:

  • See projects, tasks, or cards grouped into vertical lanes (such as by status, phase, assignee, or team).
  • Drag and track cards as they move across lanes.
  • Add cards, and view and update their details directly from board view.
  • See real-time changes from collaborators on board view, such as newly added, updated, or deleted cards.

Board view versus card view

Depending on your sheet's needs, you can switch between board and card views to complete your work.

FeatureBoard viewCard view

Instant and automatic saved changes

yes

no

Collaborative updates appear in real-time

yes

no

Quickly add and remove combinations of filters

yes

no

See and edit multiple fields in a card quickly using the record details panel experience

yes

no

Add cards quickly via the shortcut 

yes

no

Vertical scrolling in a single lane

yes

no

Card images displayed at the top of the card

yes

no

Up to 14 fields displayed on each card

yes

no

Add lanes quickly via the shortcut 

yes

no

File menu and sheet operations (save as, print, export, import, etc.)

no

yes

Edit dates, duration, or predecessor values when dependencies are enabled

no

yes

Access to AI tools

no

yes

Access and manage Automations*

no

yes

Access to activity log*

no

yes

Access to sheet summary values*

no

yes

Publish the view

no

yes

Access to Resource Management*

no

yes

Access to Connectors*

no

yes

Access to DataTable and DataMesh*

no

yes

Access to Dynamic Views*

no

yes

Access to Proofs*

no

yes

Available in reports

no

yes

Available in dashboards

no

yes

Available in workapps

no

yes

*If these are already configured for a sheet, they will continue to operate in the background while the sheet is being used in board view.