I know you made this 3 years ago, and I imagine your teaching and coaching has grown a great deal since then. This video seems to go narrowly and deeply into filling out the cards without showing how Smartsheet is useful in supporting Kanban projects. Specifically: I think one of the leading strengths of Kanban is its simplicity, and its related speed. When setting up a Kanban board it's a good practice to throw as many tasks as possible up on catalog as many tasks as possible before going back to do a deep dive on the details in each card. It's a great way to take a head (or room) full of tasks, and quickly throw them up on screen in order to start organizing them. It's very helpful for the brain to brainstorm at one level before moving onto the next level. I also think it would be helpful to talk briefly about how these cards would be used in a stand-up meeting. How do these fields become relevant? What does it look like when a card is Due? How does Size or Priority change the way Smartsheet displays them? These details help reinforce the utility of using these fields.
Thanks for your comments! Much appreciated. Agreed there is an opportunity to go much deeper regarding the value of Kanban boards and applying this approach real-world. Cheers!
This has been an answer to my prayers! Our office uses smarthsheet and I am trying to learn how to make it work for me. This has removed about a thousand sticky notes from my computer. I feel so much more productive. Thank you so much for this video!
Thank you for all the sharing. Your tutorial ia always so clear and make it much much easier to understand and i really can learn sth from your channel.
Kandis, this is amazing as never knew that functionality existed in smart sheets - now, I am praying - does it also have the capability to export import kanban boards from other software - assuming fields are the same - I am thinking of the big one - JIRA/Confleunce ??
Hi and I'm happy to hear this information was helpful for you! There is something called 'Smartsheet for Jira Connector'. You will need your system administrator (for both Smartsheet and Jira) to set this up. You can learn more here: help.smartsheet.com/articles/2388677-smartsheet-integration-with-jira. Good luck!
I love this Concept Kandis. I have tried to make forms/sheets be functional in the card view, but have come up short. My question... can this be embedded into a Smartsheet Dashboard?
Hi MJ - are you thinking about a dashboard for each team member, only showing the tasks assigned to them? Or with different functionality? So many options!
Hello! Here is a great overview of how to approach by creating a report: help.smartsheet.com/articles/529454-view-your-assigned-tasks?_ga=2.166875774.1357685741.1677793888-646113980.1677216140&_gl=1*1d418l2*_ga*NjQ2MTEzOTgwLjE2NzcyMTYxNDA.*_ga_ZYH7XNXMZK*MTY3Nzc5Mzg4OC4yLjEuMTY3Nzc5NDk2Ny4zNi4wLjA.#report
Hi Patel! The Owners/Admins of the Workspace have the ability to 'Lock Columns' when in 'Grid' view. This will prevent team members from being able to change anything associated with those columns. Please let me know if it works for you, based on how you have setup your Kanban boards. Good luck! Here is a good overview: help.smartsheet.com/articles/522077-locking-unlocking-columns-and-rows
@@PMPexpert yes I tried that. But that only prevents it to move from one person to another. But still they can move it up and down in their own column. Only way I found is viewer only permission. But we want them to click the check box when they finish the work and move to next task. That do not possible with view only permission.
This a simple and great tool. Question- the momemt team member hits DONE buttom, does the team lead gets a notification that the task is completed? I tried but did not see it..what am I missing?
Hello Nagesh! That is absolutely possible. You will need to set up a new ‘Workflow’ via the automation option at the top. I definitely need to record a video on this soon!
@@nageshhegde9243 so happy to hear! The automation can make a huge difference. The workflows may be a bit confusing at first, so I encourage you to keep exploring!
Yes, you can add a 'subtask' to a card in Smartsheet! Expand the card by clicking on the 'v' in the upper righthand corner. Then, down at the bottom of the card it will give you an option to 'view subtasks' or 'add subtask'. This is where you can add them. Thanks! help.smartsheet.com/articles/2302238-using-card-view-to-visualize-your-project
Hi Esther! Sorry I'm late to respond to this. I'm guessing it is the primary column that is giving you challenges. In card view, the title of a card will always be the field value for the sheet’s Primary Column, which may explain why you cannot change it. Here are some additional things to think about when working with the Primary Column (to include best practices!): help.smartsheet.com/articles/504645-primary-column. I do look forward to hearing how it is going!
![Chlöe - Shake (Feat. Jeremih) [Official Visualizer]](http://i.ytimg.com/vi/aDs_1ufpfv8/mqdefault.jpg)
I know you made this 3 years ago, and I imagine your teaching and coaching has grown a great deal since then. This video seems to go narrowly and deeply into filling out the cards without showing how Smartsheet is useful in supporting Kanban projects. Specifically: I think one of the leading strengths of Kanban is its simplicity, and its related speed. When setting up a Kanban board it's a good practice to throw as many tasks as possible up on catalog as many tasks as possible before going back to do a deep dive on the details in each card. It's a great way to take a head (or room) full of tasks, and quickly throw them up on screen in order to start organizing them. It's very helpful for the brain to brainstorm at one level before moving onto the next level.
I also think it would be helpful to talk briefly about how these cards would be used in a stand-up meeting. How do these fields become relevant? What does it look like when a card is Due? How does Size or Priority change the way Smartsheet displays them? These details help reinforce the utility of using these fields.
Thanks for your comments! Much appreciated. Agreed there is an opportunity to go much deeper regarding the value of Kanban boards and applying this approach real-world. Cheers!
This has been an answer to my prayers! Our office uses smarthsheet and I am trying to learn how to make it work for me. This has removed about a thousand sticky notes from my computer. I feel so much more productive. Thank you so much for this video!
So happy to hear this, KRJ!!! Keep rocking it. I love sticky notes too, although this is much more productive, in my opinion. :)
Thank you for all the sharing. Your tutorial ia always so clear and make it much much easier to understand and i really can learn sth from your channel.
Thanks for watching, Angie!
Great and easy to follow!!
Thank you, C Hailey! Best wishes.
Kandis, this is amazing as never knew that functionality existed in smart sheets - now, I am praying - does it also have the capability to export import kanban boards from other software - assuming fields are the same - I am thinking of the big one - JIRA/Confleunce ??
Hi and I'm happy to hear this information was helpful for you! There is something called 'Smartsheet for Jira Connector'. You will need your system administrator (for both Smartsheet and Jira) to set this up. You can learn more here: help.smartsheet.com/articles/2388677-smartsheet-integration-with-jira. Good luck!
I love this Concept Kandis. I have tried to make forms/sheets be functional in the card view, but have come up short. My question... can this be embedded into a Smartsheet Dashboard?
Hi MJ - are you thinking about a dashboard for each team member, only showing the tasks assigned to them? Or with different functionality? So many options!
This is so helpful! Thank you, I appreciate it. Is there a way to set a task for reoccurrence?
How will a consolidated view of tasks from multiple projects be presented to an individual? Like a to do list from multiple projects.
Hello! Here is a great overview of how to approach by creating a report: help.smartsheet.com/articles/529454-view-your-assigned-tasks?_ga=2.166875774.1357685741.1677793888-646113980.1677216140&_gl=1*1d418l2*_ga*NjQ2MTEzOTgwLjE2NzcyMTYxNDA.*_ga_ZYH7XNXMZK*MTY3Nzc5Mzg4OC4yLjEuMTY3Nzc5NDk2Ny4zNi4wLjA.#report
Can we restrict reordering or moving cards in Card View? We dont want our team members to change task order in card view.
Hi Patel! The Owners/Admins of the Workspace have the ability to 'Lock Columns' when in 'Grid' view. This will prevent team members from being able to change anything associated with those columns. Please let me know if it works for you, based on how you have setup your Kanban boards. Good luck! Here is a good overview: help.smartsheet.com/articles/522077-locking-unlocking-columns-and-rows
@@PMPexpert yes I tried that. But that only prevents it to move from one person to another. But still they can move it up and down in their own column.
Only way I found is viewer only permission. But we want them to click the check box when they finish the work and move to next task. That do not possible with view only permission.
How do i remove the fields from the card? It still shows up if i unselect them.
This a simple and great tool. Question- the momemt team member hits DONE buttom, does the team lead gets a notification that the task is completed? I tried but did not see it..what am I missing?
Hello Nagesh! That is absolutely possible. You will need to set up a new ‘Workflow’ via the automation option at the top. I definitely need to record a video on this soon!
@@PMPexpert I will try this. Still wait for your video :)
@@PMPexpert It worked for me. Thank you so much for your assistance.
@@nageshhegde9243 so happy to hear! The automation can make a huge difference. The workflows may be a bit confusing at first, so I encourage you to keep exploring!
Can to do's be added within a card?
Yes, you can add a 'subtask' to a card in Smartsheet! Expand the card by clicking on the 'v' in the upper righthand corner. Then, down at the bottom of the card it will give you an option to 'view subtasks' or 'add subtask'. This is where you can add them. Thanks!
help.smartsheet.com/articles/2302238-using-card-view-to-visualize-your-project
How can I create a one month Kanban board?
How can I rename the first column that is uncategorized ? I've tried almost everything but it's impossible !
Hi Esther! Sorry I'm late to respond to this. I'm guessing it is the primary column that is giving you challenges. In card view, the title of a card will always be the field value for the sheet’s Primary Column, which may explain why you cannot change it. Here are some additional things to think about when working with the Primary Column (to include best practices!): help.smartsheet.com/articles/504645-primary-column. I do look forward to hearing how it is going!