< Help Center

Create a Sheet

Sheets are the organizing container for your team. They allow you to setup a set of sections you want each sheet member to answer on a weekly basis during their status update process and store the answers in a sheet view for each week that occurs.

Here's how to create a sheet:

  1. At the Home page, click on the Create a status sheet button
    Create a Sheet
  2. Enter the Name of the sheet, select a Template. Templates give your sheet a prebuilt set of sections (e.g. Goals, Achievements, Notes, etc). You can change your sheet's template at any time. Later we'll show you how to add individual sections to your sheet. Click on the Create button.
    Sheet Home
    This is your new sheet. It is similar to a spreadsheet. Along the left are the sections that each user will fill out during their status update (Accomplishments, Goals, Problems, Notes). Along the top are one column for members of the sheet. Notice that only the creator of the sheet is shown in the first column. During the week as each user submits their status updates, their answers will appear in their respective column. We'll show you how to share this sheet with other members later.
    Notice the instructions with the yellow background. These are the steps you should follow to properly setup a sheet for use by you team. Your sheet will be in the Draft state until you go to the last step and Publish it. Publishing your sheet will initiate the weekly process and start sending out the weekly reminders to each of the members.

Here's a walk-thru for each of the sheet setup steps:


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