2connected sheets
5ready-to-use views
2workflow rules
5optional examples
SHEET 1
Projects
Outcomes, dates, and accountable owners.
| Name | Status | Owner | Start date | Due date | Notes | Tasks |
|---|---|---|---|---|---|---|
| Website refresh | Active | Unassigned | 2026-09-21 | 2026-10-19 | Make the customer journey clearer from the first visit. | Map the customer journey, Review the first concepts |
| Autumn launch | Planned | Unassigned | 2026-10-12 | 2026-11-12 | Coordinate a focused launch across product and content. | Prepare the launch checklist |
Fields and views included
NametextStatusstatusOwnerpersonStart datedateDue datedateNoteslong textTasksrelation
All items (table) · Timeline (timeline)
SHEET 2
Tasks
Concrete next steps connected to their project.
| Name | Status | Owner | Due date | Priority | Project |
|---|---|---|---|---|---|
| Map the customer journey | To do | Unassigned | 2026-10-01 | High | Website refresh |
| Review the first concepts | Blocked | Unassigned | 2026-10-06 | Medium | Website refresh |
| Prepare the launch checklist | To do | Unassigned | 2026-10-16 | High | Autumn launch |
Fields and views included
NametextStatusstatusOwnerpersonDue datedatePriorityselectProjectrelation
All items (table) · Board (board) · Calendar (calendar)
Connected from the start.
- Tasks connects to Projects through Project
Overview
- Recordsmetric
- Due next 7 daysmetric
- Overduemetric
- On the horizonagenda
- Needs a datemetric
- Projects by statusdonut
- Records addedline
Projects & tasks brief
- Executive summarytext
- Recordsmetric
- Activemetric
- Projects by statusdonut
- Records addedline
- What matters nexttext
- Projectstable
Make it yours.
A shared plan with clear ownership and sensible date checks.
- Starts empty unless you choose the fictional examples. Dates and ownership rules are enabled; everything remains customizable.
These previews use fictional examples from the same catalog as the app. Example records are optional when installing. You can rename fields, adjust views, and add your own work afterward. Templates are included in every planned launch plan.