Editor Guide

Plan

Run the work: boards of cards, sheets with real formulas, forms that fill a board, and dashboards drawn from it all.

11 guides in 4 sections

Getting Going2

Planning Basics

How planning works: a plan of Board, Sheet, Dashboard and Form tabs, Start Planning, cards you move together, and Plan templates.

The Plan Tour

A guided walkthrough of your own board or sheet, offered once and replayable from Settings.

Boards and Cards4

Items

The tasks, bugs, notes and ideas boards show: numbered, typed, live, kept offline and in copies.

Boards

Plan boards: pick one, set up its columns, swimlanes and widgets, and what cards it takes.

Cards

Plan cards: add, open and fill one in, child cards, comments, flags, find any card, and archive or trash it.

Card Types

Your own kinds of card on Plan boards: name, colour, glyph and custom fields.

Sheets2

Sheets

A spreadsheet tab: setup and templates, cells, formulas, formatting, dropdowns, checkboxes, conditional formatting, sort, filter, find, charts, card tables and CSV.

Sheet Functions

Every function a Sheet formula can use, with its arguments and an example.

Forms and Dashboards3

Forms

A form anyone can fill in from a link, each response a card on your board: questions, where answers go, publishing and closing.

Dashboards

A Plan tab of rows and slots: boards, sheets, metrics, charts and notes side by side, live, arranged by dragging.

Charts of Your Cards

Visualisation tabs: a Gantt chart, calendars and more, live from every card.