All Collections
Make work flow
Setting up
Using Sheets to your Advantage
Using Sheets to your Advantage

Tips and Tricks for using sheets to maximize your workflow

Dovidas Baranauskas avatar
Written by Dovidas Baranauskas
Updated over a week ago

Sheets can be used for a variety of departments and purposes, and give you a clear layout of your cards and their custom fields. 

Here are some tips and tricks to help you maximize the potential of your sheets.


Use templates to get a head start on the structure of your sheet. We have examples for recruitment, big projects, sales, social media and a general team template. You can choose these, make your own templates, make a normal sheet, or start completely fresh. 

You can then add columns to your sheets by clicking the blue '+' icon.

Column Settings

The first column in your sheet will have the above options, as you are not able to add custom fields into the first column. 

In the different columns in your sheet, there are numerous options to help you maximise your use of sheets. You can use these settings to customize and personalise your columns.

In the customize option, you can edit and alter your custom fields, as seen below.

Shared Fields

Add shared fields that exist within your cards, or create new columns so that you can even further keep track of your work.

The difference between a shared field and a column is that a shared field is card specific, while a column is only used for sheets.

If you are an enterprise user, you can enable timesheets on your sheets so that you can see how long a project will take, or how much time each member of your team will allocate to a specific project. 

Use Cases
Manage tasks by priority status, ownership and deadlines, or make your sales processes more transparent and fast. Track prospective buyers, track recruitment processes, closed deals and company goals with multiple boards and views.

Did this answer your question?