When managing an on-going project or showing others a status update, a Card View of your data can be really helpful.
Step 1. Create your table
It's always easiest to start with a table for building your card view. Include all the information you would like to see on your cards.
Step 2. Turn your table into a Card View
To see this table as a card view, hover over the table, click the layout button and select Cards from the dropdown menu.
This will turn each row into an individual card. Click on any individual card to see more details. You can even update information on the card, and those updates will be reflected in the underlying table too.
Step 3. Experience the magic of a Kanban board
Making your cards look like a Kanban board is easy. Moving through a project, the status is what will be changing for each task.
- Let's group the Status column across the top of table first.
2. Next, let's also add conditional formatting so that when a card is in the "blocker" status it turns red. Now, when we change our table into a card view, we can see the cards organized by status.
3. Now, in a meeting or as I'm burning down my task list, we can drag and drop a card from one status to another and the card (and underlying row, and table) will be updated with the new status.