Monday Mastery: Setting Your Sheets Up for Card View

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Monday Mastery: Setting Your Sheets Up for Card View

We’re proud and excited to announce Smartsheet Card View, a powerful and highly visual new way to work in Smartsheet.

Remember that Card View is just that — a different view. Similar to our Gantt View or Calendar View, all of the data in Card View is pulled from what you have in your sheets. In order to maximize the benefit from this powerful new tool, your sheets need to be properly formatted. Let’s look at a few tips to make sure your sheets are all set up for this alternative perspective into your work.

Use drop-down lists to get started

Card View’s lanes are determined by the drop-down lists in your sheets. As long as you have at least one drop-down list in a sheet, you can convert the sheet to Card View. For example: In a manufacturing sheet, the status of a project might be divided into “Researching / Designing / Manufacturing / Shipping.” Switching to Card View would generate these lanes for designating the status of assignments.

You can use Card View as long as your sheet has at least one drop-down list, but you’re by no means limited to one. At the top of the Card View page, the View by option will allow you to instantly change which drop-down list sorts your lanes. You can view by project status, priority, who the client is, and more. As long as this information is in a drop-down list on your sheet, you can view your cards by it.

One of the greatest benefits of Card View is that you can easily pivot to different “views” that you designate, allowing you and your teams to quickly get the information you’re looking for to make critical decisions. For example, you can choose to view by “Team” to see all of the tasks assigned to each of the different teams on a project, like QA or Design. You can also switch to Priority view and update a project’s priorities, which will be shared across all the users assigned to the sheet so everyone is always on the same page.

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Any cards that don’t match one of the defined drop down values will automatically be sorted into an “Uncategorized” group. From there, you can drag them into the proper lanes or leave them where they are. Changing a card’s lane will also change its status in your sheet.

Remember that your Card View setting is unique to you. If you choose to view your cards by project status, it won’t change how anyone else viewing the same sheet will see it.

How to set up and configure your cards

There are three pieces of information most relevant to Card View: lanes, cards, and fields. We’ve already discussed how lanes are created reflecting the information contained in your drop-down lists. Cards, on the other hand, are created based on the rows in your sheet.

The title of a card will always be the title of a sheet’s Primary Column, so before you switch to Card View, make sure you A) know what the Primary Column in a given sheet is, and B) update it with the most relevant data for your cards.

The fields on the card are pulled from the cell values on your sheet, with the primary column being the default information field. You can choose up to 9 additional fields to display on each card. You can choose how much or how little information you want visible on your cards’ fields at any time from the Fields dialogue box at the top of a Card View page.

For more information on mastering Card View, check out our Card View help desk and watch our Card View overview video. And of course, if you’re not yet a Smartsheet customer but want to try out Card View for your agile team, sign up for our free 30-day trial.

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Setting Your Sheets Up for Card View

Good Job! Congratulations!

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