The Plan tour shows you around your own board, or your own spreadsheet. It works on the real editor rather than screenshots: it spotlights each part of your board or sheet with a highlight ring and a short explanation. It takes about a minute, and you can leave at any point.
When It's Offered
The tour needs something to show, so it waits until you're on a tab you can edit with a board or a sheet open: a Board tab or a Sheet tab. On a new tab, pick a board or a spreadsheet from Start Planning first; a Dashboard has its own tour (below).
Then a banner at the bottom of the screen offers a look around your board (Getting started with Boards?) or your sheet (Getting started with Sheets?): Yes starts it, No dismisses it. It isn't offered on a locked tab, in an embed, or to a Participant or a Viewer.
The boards tour and the sheets tour are each offered once ever. However you answer one (decline, skip midway, or finish), it won't come back on its own, but the other is still offered the first time you have that kind open: take the boards tour, and the sheets tour is offered when you open a sheet. If you're signed in, your answers follow you to every device. Turning on Power User Mode in Settings marks them both as seen.
What It Covers
Boards
- Your Board: a card on its own, about your board's columns, the stages work moves through. See Boards.
- Add Cards: adds an example card, Your First Card, to your first column, where Add card would put one.
- Move Work Along: moves the example card to the next column, as you would by dragging it (or with Shift and an arrow key).
- The Card Panel: opens the example card's panel: everything about one piece of work, saved as you type. See Cards.
- The Board Header: the widgets that count and filter the board, and a column's cog.
- Card Types: the colours and fields of each kind of card. See Card Types.
Spreadsheets
- Your Sheet: a card on its own, about your sheet, a spreadsheet in your plan. See Sheets.
- Type Into Cells: cell A1, selecting a cell and typing, with Enter and Tab to move on.
- Formulas: the formula bar, which shows the selected cell's value or formula, and pointing at cells as you write one. See Sheet Functions.
- The Toolbar: its category switcher and the tools each category shows.
- Sheet Settings: the cog with the sheet's title, CSV, gridlines, sizes, freeze and named ranges.
Each step has Next, Back and Skip tour. The last card, You're ready to plan, links to Planning Basics (or Sheets after the Spreadsheets tour) and ends the tour. The steps are the same on a phone.
Dashboards
The first time you open a dashboard you can edit, it offers its own tour (Getting started with Dashboards?): its rows of slots, filling a slot with Add to Slot, a slot's cog, and Dashboard Settings. It is offered once; Dashboard Settings › Show Me runs it again whenever you like.
Your Work Is Left Alone
- The tour only points things out. The one thing it adds is the Boards tour's example card, which goes again when the tour ends, however it ends (even after a reload). It selects no cells and types nothing, so your board or sheet is as you left it.
- Nothing goes into your undo history.
- It shows the board or sheet filling the tab you're on.
- The one thing it opens is the example card's panel, which it closes again.
- If you switch tab, or the board or sheet is deleted mid-tour, it ends as skipped.
Replaying the Tour
Switch Boards Tour, Sheets Tour or Dashboards Tour back on, or Plan Tours for all of them.
Close Settings. If you have a board or sheet open, the tour's welcome banner shows straight away; otherwise it's offered the next time you do.
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