When you start SheetPlanner for the first time, the Template Chooser opens. Scroll through the list of pre-defined templates, or choose a filter on the sidebar to view templates of a particular type. Click the thumbnail of the template you want, and then click Choose.
You can update your SheetPlanner preferences so that when you create a new document it will either open the Template Chooser, use a default template you specify, or create a blank document. See Preferences for more details.
The SheetPlanner window has a number of views available for you to choose from.
You can change which panels to view from The Toolbar.
The SheetPlanner window has a toolbar where you can quickly access many of the main functions.
- Add: Adds a new row. Click the arrow to open a pop-up to choose to add either a new row or a new column.
- Indent: Indents the currently selected row. This makes the current row subordinate to the one above it.
- Outdent: Outdents the currently selected row. This promotes the current row in the hierarchy.
- Expand/All: The left button expands the currently selected row. The right button expands all nested rows in the document.
- Collapse/All: The left button collapses the currently selected row. The right button collapses all nested rows in the document.
- Focus: Hide all but the currently selected row and any sub-tasks. When you are in Focus mode, the currently selected focus item is shown in a bar above the document.
- Hide/Show Completed: Hide or show all tasks that have been marked as completed.
- Complete: Mark the currently selected row and any sub-tasks as either complete or incomplete.
- Filter Cell: Create a new filter based on the currently selected cell. See Filters for more details.
- Fill Down: With multiple cells selected, fills the contents from the top cell into the others.
- Views: Show or hide the Outline, Timeline, Month, and Year views. You can have any combination of views showing at any time.
- Orientation: Show the currently selected Views in either a Horizontal or Vertical orientation.
- Search: Enter text you want to search for. Any cells that contain the entered text are displayed in the Outline and Timeline views.
- Inspect: Open the Inspector panel.
The Inspector panel allows you to customize the appearance of the document and changes depending on the context of the selected cell or panel. This list provides a general overview of the available options.
- Value: All column types have calculations of some sort. For example, with Date columns, if a parent date field is selected, you can automatically calculate the planned Start and Finish Date based on dates in the child rows, or calculate the value for all rows of the Duration column.
- Name: The name of the selected column and can only be changed for custom options.
- Type: Change how the cell values are displayed (date, text, time interval, or list).
- Date Format: Select the date format, or if a date displays at all.
- Time Format: Select the time format, or if a time displays at all.
- Show relative date: Select to display dates as “yesterday”, “today”, or “tomorrow” instead of a numeric date.
- Show in calendar: Select to include the dates in the month or year views.
- Color: Select the color of these dates in the month or year views.
- Completed: Select how completed items are displayed: Checkbox, Pie, or no indicator.
- Strikethrough topic: Select to cross out the topic text when an item is marked as completed.
- Name: The current row topic name.
- Start: Select to assign the planned start date, and then select the date from the calendar pop-up.
- Finish: Select to assign the planned finish date, and then select the date from the calendar pop-up.
- Completed: Select to assign the completion date; the date automatically fills in when the topic is marked as completed.
- Duration: Automatically calculates the time between the planned Start and Finish dates.
- For: Select the scope of the style; whether the change will affect all other rows of this rank or if this row should have a custom style. Each indentation level can have its own shared style, depending on whether it is a parent or child row.
- Font: Select the font and size.
- Color: Select the text color.
- Apply to Topic only: Select to apply this style to the Topic column only. If unselected, this style applies to all columns.
- Theme: Select a color theme for the Outline view.
- Finish Date:
- Carry forward: Select to set all past-due items to today.
- Italicize: Select to display all carried-over items in italics.
- Include parents: Select to include all parent rows in the Calendar view.
- Synchronize selection: Select to change the behavior of the Calendar view. If checked, selecting a cell in any view will change the selection in the calendar views; otherwise the calendar has independent selection.
- Columns Show: Choose the scale of each column: days, weeks, months, quarters, or years.
- Include Topic: Select to display the topic after each timeline bar.
The Outline View is the main view for working in SheetPlanner and should look and feel familiar if you’ve used an outline or spreadsheet, but includes powerful formatting functions to make your planning easy, down to the last detail.
From the Outline View you can:
- Add or remove rows and columns.
- Use The Inspector to change properties.
- Use the Row Menu for more organization options.
The Timeline View shows a detailed chart to see your tasks scheduled over time, allowing you to view the start and end dates in one simple view.
Click and drag a start or end date for any task; the dates automatically adjust in the Outline View. You cannot adjust the start and end dates for a parent row that has dates calculated from its child rows.
The Month View shows your project plan on a monthly calendar, allowing you to see at-a-glance what tasks are due during the month.
In Month View you can:
- Hover over an item to view a summary.
- Click once on an item to highlight its start and end points.
- Double-click on an item to open a window where you can view and adjust details about the task including its name, start, finish, and completed dates.
- Click on the box next to a task to mark it complete.
The Year View shows your tasks on a yearly calendar, allowing you to see at-a-glance what tasks are due during the year.
Click on a highlighted day to see the tasks associated with that day and mark tasks as completed.
There are three ways to create Filters in SheetPlanner:
- Use the Search field in the toolbar, and then click Save to convert the search text into a filter.
- Filter by Cell Value: With a cell selected, either click Filter Cell in The Toolbar or go to Filter > Filter by Cell Value.
- Create a Smart Filter: Go to Filter > New Smart Filter to open the Filter Bar.
Select the filter criteria you want from the available options.
- Click + to add another line to your criteria.
- Click – to remove a line.
- Click Save when you’re done and give the filter a name. All your saved filters are shown in the Filter Bar above the SheetPlanner document.
- Click a previously saved filter name to filter the active document, or click the X next to the filter name to no longer filter the document.
- Right-click a filter name to see more options.
You can add Notes and Links to any row in SheetPlanner. While editing a Topic, click the Note icon to open the Notes and Links options menu.
- Use Notes to include more information about the cell.
- Click Show Note in New Tab to open a tab that displays the note, making it easy to edit long notes.
- Link to Files on your computer.
- Link to related Websites.
- Click Show Row Links in New Tab to open a tab that includes previews of all the sites and files you’ve linked to in the row.
Tabs allow you to view multiple views of the same document. Use Tabs to:
- Open Links and Notes in separate tabs to view their information.
- Drag a tab to a second screen to see multiple views at once.
- Right-click a previously-saved Filter or Focus name to open the results in a new tab.
Navigating Between Tabs
- Press Ctrl + Tab and Ctrl + Shift + Tab to move forward and backward through your open tabs.
- See thumbnails of all your tabs with View > Show All Tabs. Click a thumbnail to make it the active tab or click + to add a new tab.
Configure your preferences to personalize how you work in SheetPlanner.
New document: Choose what should happen when you open a new document:
- Choose a template: Open The Template Chooser in order to select any pre-defined template.
- Use template: Specify a template to use every time.
- Make a blank document: Open a blank document.
- Default theme: Choose which theme to apply to new documents.
- Editing cell color: Choose the color for the cell you’re editing.
- Default font: Choose the default font.
- Default text color: Choose the default text color.
- Tab and Shift-Tab: Choose the behavior of the Tab key:
- Indent or Outdent: Tab indents/outdents the current row.
- Move Right or Left: Tab moves the cursor to the next column.
- Return and Shift-Return: Choose the behavior of the Return key:
- Insert Row After or Before: Return inserts a new row.
- Move Down or Up: Return moves the cursor to the next row. If you’re at the last row, Return adds a new row after the current one.
- Dock icon badge: Choose what the SheetPlanner icon in the dock should display.
- Guidance: Reset the guidance hints so they show again.