Note: This and many other widgets are coming very soon!
We are hosting a webinar on Wednesday, September 18th @ 8:00 AM PT / 11:00 AM ET to celebrate the launch of these new features and help show you how to best utilize them. There will also be a live Q&A at the end, so you can get your questions answered by our product experts.
The Card View Widget in SmartSuite allows you to create visually engaging and interactive displays of your data directly on your dashboard. Perfect for summarizing and quickly browsing through key information, the Card View Widget turns your records into customizable cards that can be arranged and grouped to fit your specific needs.
Why Would I Want to Use the Card View Widget?
The Card View Widget is ideal for scenarios where a visual representation of your data enhances understanding and engagement. It’s particularly useful for:
Project Managers: Quickly visualize tasks, milestones, and resources in a format that's easy to digest.
Sales Teams: Display customer profiles, deal stages, and key account information for at-a-glance updates.
Creative Teams: Showcase media, designs, or campaign elements in a visually rich format.
HR Departments: Maintain and display employee information, organizational charts, or team directories.
Adding the Card View Widget
To add a Card View Widget to your dashboard:
Click on the Dashboard's "Add Widget" Button: This opens the Widget Library.
Select "Card View" from the Widget Library: Browse or search for the Card View Widget and select it.
Configure Your Widget: Customize the display by selecting which fields to show, choosing a cover image, and setting the card size.
Working with the Card View Widget
Cover Images & Arranging Fields
Card View Widgets can automatically display previews of Image & Files fields as cover images. You can also select which fields to display on the card and arrange them in your preferred order.
Preview Multiple Attachments: If you have multiple images or documents in the cover field, you can hover over the cover image to scroll through them. Clicking the cover image will enlarge it for a better view without opening the full record.
Adjusting Card Size
You can customize the size of the cards displayed in the widget:
Small: Ideal for compact displays with minimal information.
Medium: A balanced size that shows both images and key fields.
Large: Provides ample space for detailed information and larger images.
Grouping & Reordering Cards
One of the key features of the Card View Widget is the ability to group records and reorder them using drag & drop. This makes it easy to organize and prioritize your data visually.
Examples of Use
Here are some practical applications of the Card View Widget in SmartSuite:
Team Member Directory: Display employee photos and key details for a quick and easy reference tool on your dashboard.
Sales Pipeline Overview: Visualize your deals with customer profiles and deal stages, making it easier to track progress.
Design Portfolio: Showcase images of your creative work, with quick access to project details.
Task Board: Organize and track tasks in a visual format that allows for easy grouping and reordering based on priority.
Customization Options
The Card View Widget offers several customization options to enhance its utility:
Field Selection: Choose which fields to display on each card, and arrange them in the order that best fits your workflow.
Color Coding: Apply colors to different card groups for easy visual differentiation.
Interactive Elements: Cards in the Card View Widget are interactive—clicking on a card opens the full record, where you can edit details or add new information.
The Card View Widget in SmartSuite is a powerful tool for visually managing and interacting with your data directly on your dashboard. Whether you’re looking to create a dynamic team directory, manage your sales pipeline, or display creative assets, the Card View Widget turns your records into an interactive experience that enhances your workflow.