Your own sheets on the Projects page

Beside the Client, Internal and Volunteer tabs on Projects, you can keep sheets of your own: a sales pipeline, who is working on what, a volunteer roster, anything that used to be one more tab in the tracking spreadsheet. Each sheet is a tab everyone on the team sees, with a count of its rows.

Adding a sheet

Project managers and above see a + at the end of the tabs. Click it, give the sheet a name, and choose where its columns start from:

• Blank starts with no columns, for you to design.
• Pipeline comes with Client, DHC POC, Potential project, Est. timeline, Pipeline status and Remarks.
• Manpower comes with Person, Role, Project, Status and Timeline.

When there are no sheets yet, Add both templates adds Pipeline and Manpower in one go. Archived sheets are listed in the same window, each with a Restore button.

Designing the columns

Open a sheet and click Columns. For each column you set:

• a label, and a type: Text, Long text, Number, Date, Choice, Multiple choice, Person, Project, Checkbox or Link;
• for the two choice types, the choices, each with a colour;
• whether it is Required (a new or pasted row must fill it in);
• its width on screen, and for numbers how many decimals to keep (Any keeps exactly what is typed).

Drag a column by its handle, or use the arrows, to change the order. A column’s key is set from its first label and never changes, so renaming a column keeps everything already typed into it. Removing a column hides it: its values stay stored, but they no longer show or export, and a column added later always starts empty. Changing a column’s type keeps what the cells hold; a value that does not fit the new type reads as blank until the type is changed back.

People columns offer your colleagues. Project columns offer the projects you can see on the board.

Filling it in

Work in it like a spreadsheet:

• Click a cell to select it, then start typing, or press Enter (or F2) to edit what is there. Double-click works too.
• Enter saves and moves down. Tab and Shift+Tab save and move right and left, on to the next row at the end of a line. Escape puts back what was there.
• The arrow keys move between cells. Delete clears a cell. Space ticks or unticks a checkbox.
• Choices, people and projects open a short list to search and pick from. For multiple choice, tick what applies and click Done.
• Add row (at the top or at the foot of the sheet) opens a new line; it is saved as soon as you fill in a cell, and every required one.

Every change saves on its own, and a small dot shows in a cell while it saves. If the change cannot be saved, the cell goes back to what it was and a message says why. Required cells that are still empty are outlined.

Drag a row by its handle to move it. Moving rows works in the sheet’s own order, so clear any sort and search first. The … at the end of a row duplicates it, shows its history, or deletes it.

Use the search box to find rows by any cell, and Sort to order the sheet by a column (pick the same column again to reverse it).

On a phone, each row is a card showing its first three columns; tap More for the rest. The cells edit the same way.

Pasting from Excel

Copy a block of cells in Excel or Google Sheets, click the cell where the block should start, and paste. The block fills across and down from that cell. Rows past the end of the sheet are added as new rows, and cells past the last column are left out.

Pasted text is read the way each column expects: numbers with thousands separators, dates such as 25/09/2026 or 25 Sep 2026, yes or no for checkboxes, choices by their name, people by their name or email, and projects by their name (or organisation and project, when two share a name). A cell that cannot be read is left blank, and a message says how many were.

History and export

History lists every change to the sheet, newest first, with who made it and when. An edited row opens to show the cells that changed, before and after. A row’s own history is in its … menu.

Export on the Projects page downloads the Excel workbook with every sheet after the board’s own sheets, numbers as numbers and everything else as it reads on screen. On a sheet’s tab, CSV (this sheet) downloads just that sheet.

Who can do what

• Project managers and above add, design, archive and restore sheets.
• Engineers add and edit rows on every sheet, and paste into them.
• Deleting a row needs the delete permission on the project tracker.