Download Contact Card
Esperance Calderin
In addition, you can use the Distribution group card for information about specific groups of people. In the search field, type the name of a Distribution group, and hover over the name of the Distribution group in the search results. The group card will be displayed.
To see more details from your company directory about the person, such as office location, phone numbers, Outlook calendar free/busy information, and time zone, click the Expand contact card arrow in the lower right corner of the contact card.
That worked, thank you. One more question, she texted her contact card to my cell # which didn't arrive in my iMessages on my laptop, so she resent it to my iCloud email and it did arrive. Any ideas why?
Contact List columns that allow for multiple contacts can't be viewed as lanes in Card View. (More information on working with multiple contacts in one Contact List field can be found in Assign People to a Task.)
We have a general file sharing site for our Marketing team which the whole company can access by design. If I pull up a Marketing person's contact card and click on the "Files" tab or by going to Outlook, pulling up their contact card and looking at their profile on Sharepoint Online, I am able to see all the files they have been working on within the Marketing file sharing site.
EDIT!: I found a solution although there are some side effects. There is something called "Delve" that makes content suggestions that enables users to view what people have been working on the Files tab. You can disable this in the SPO admin page in the CLASSIC settings. Once I disabled this, I can no longer pull up the contact card which works for my situation.
I have a sheet where our colleagues are listing their projects. There is a row for the name of the project leader. This row is defined as "Dropdown list" with the setting "Restrict to dropdown values only". The cool thing is, that when I switch to "Card view" I can use the button "view by project leader" to sort the card and see how much projects (viewed as cards) every project leader is doing.
Sometimes we have more than one project leader. Since the last update there is the great function "Contact list" and the setting "allow multiple contacts per cell". So now I can assign several people to one project.
I think there is an issue at the moment because of how Smartsheet handles single or multi contacts. They are treated as two different column types. I'll update my post if I find the information about it.
You are correct that only single-contact columns will appear as lane options in card view. If you want to use your "Project Leader" field as a lane in card view, I would suggest leaving it as a single-contact column in all of your sheets. You could add a second column called "Project team members" (and turn on "Allow multiple contacts per cell" in that column) in order to track any additional people. That way, you always have a single leader that you can show in card view & can add as many additional team members as you want in the other column.
For context, we don't currently allow multi-contact fields as lanes, because there isn't as clear a way to visualize these lanes in card view that would be unambiguous and useful for customers. That said, we'd love to know how you would expect this to work. For a card that's assigned to multiple people, would you expect the card to appear multiple times, under each person's lane? Or would you expect there to be a separate lane for each permutation of assignees, e.g., Person A, Person B, Person A & Person B (though this could lead to quite a few permutations with more people)? Or something else?
Like Max, I immediately desired the same functionality. My use case is nearly identical to his. With my company, we keep a "Master Project List" sheet which lists out all of our projects and includes information like status, budget, duration, and project engineer. Many of our projects involve multiple team members and I would love to see all the projects for each team member in the card lane view. My team is 8 people and this view would give me a quick idea of whose doing what and whether they are overloaded or not. I've always wanted to list multiple people under the "Project Engineer" column and when I realized that you guys had recently added the functionality, I immediately proceeded to try the card lane view only to be disappointed that it's not compatible.
My suggestion is this. If a contact list column contains more than one person, just duplicate the card and include it in the lane for each person. If the information on the card is edited for one person, then it changes for the other persons as well. In the end, you're just representing the same card under multiple people. Definitely, do not do the permutations. That would be quite a mess!
Totally agree! The task or 'card' should show under the lane for each person. The idea is that you can see what each person is assigned to in the card view, so having the task cards duplicated makes sense. I just spent a ton of time creating a task list using the multiple contacts option only to find out that the one view I was looking for (card view by person) was not an option. Now I have to try to figure out a different way to replicate what I have in Smartsheet in a manual way to show a grid by person. I often need this type of view which isn't meant to do true resource allocation calculations, just a view of who is working on what.
This option is only helpful if you have one project lead and don't care about a card view that shows each team member and all the tasks they are working on. I have had to abandon Smartsheet for many of my projects because of the inability to assign multiple contacts. I was thrilled to see this as a recent enhancement, but am now blocked by the inability to use the card view. Would love to see a solution where each team member has a lane and tasks show under each and every person they are assigned to. This would duplicate the cards, but makes sense for this use case.
Hello, as others have mentioned, enabling card view for multiple assigned member is absolutely critical for my team. The suggestion of simply duplicating the card when associated with multiple assignments will be very helpful. Do we have an update on whether this is considered for development?
Hello. I have this exact problem and i'm trying to figure out a way around but can't seem too.... many of our projects have couple of leads and multiple "active" members, "support" members, etc... so the "allow multiple contacts" is perfect for listing all team members names in the cell, but i can't seem to figure out a way to build any sort of reporting by NAME, i.e. understand where every person is involved and at what level. Dealing with a team of 100 employees here, so any sort of suggestion would be amazing... Reports don't work, dashboard dont, and card view either...
What about creating a Metric sheet where each person is listed in a single cell running down one column, then you could use a COUNTIF formula with HAS to count how many times that one contact is listed in one sheet? You can have multiple columns with a different COUNTIF per sheet, and then a final column with totals if you want to see involvement across all sheets.
This has been around a while, but adding my two cents. Its not just the lanes in card view, but also any sorting or grouping does not work with multiple contact fields. To be honest, I do not have a strong preference one way or the other (having a row duplicated under each contact, or having a grouping/card/sort that uses all the contacts), but I would at least like it to do something. In our situation, we have a column for team lead, and a column for team members. I cannot pull any useful reports that group or sort based on the team member column. I will submit an enhancement request, but would like to see more discussion on this to hear ideas. Thanks!
Our company also has run into this issue and I'm disappointed to see that after over 3 years Smartsheet has not addressed it. Duplicating the cards (while not duplicating rows in the table) would make the most sense for us because the main use-case is to see all the projects assigned to each team member while also comparing across team members.
Smartsheet is advertised as a robust task management solution but I'm perplexed by this limitation. I can't imagine it would be that hard to have the same card show up in multiple lanes despite originating from one row in the table. It looks like this flaw was brought up over 3 years ago and still hasn't been addressed. Is there any plan to add this functionality?
The contact card displays contact information, such as the name, phone number, and address, for a Contact (the mechanism Windows uses to represent people and businesses). The contact card also lets the user edit contact info. You can choose to display a compact contact card, or a full contact card that contains additional information.
Typically, you show a contact card because the user clicked something: a button or perhaps the person picture control. We don't want to hide the element. To avoid hiding it, we need to create a Rect that describes the location and size of the element.
Determine whether you can display the contact card by calling the ContactManager.IsShowContactCardSupported method. If it's not supported, display an error message. (This example assumes that you'll be showing the contact card in response to a click event .)
View and update information about the various ways to contact a user or who to contact on the user's behalf (such as in an emergency). Manage general information about the user to develop strong relationships.
We recommend schools also use the contact card manager role to grant API access to any of our third party partners who rely on accessing or updating Contact card data. It ensures that the API access is limited strictly to the data they need.
Schools should avoid granting users a clone of the platform manager role, even when they remove unwanted tasks to limit the clone's access (as much as possible) to only contact card functionality. If your school relies on clones, consider replacing them with the contact card manager role instead.
9738318194