Create a Sheet

1. Add the Sheet - Click on the Add New tab (with a green plus sign) and select "New Blank Sheet" or "New Task List"

  • a New Blank Sheet has no predefined columns - it is similar to a blank spreadsheet
  • a New Task List has several predefined columns as a starting point, including Task Name, Due Date, Assigned To, Status and Priority

2. Name the sheet - Enter a descriptive name for your sheet. You can right-click on the name at any time to Rename the sheet.

3. Design the sheet - Type info into the cells, name your columns by double clicking on the column headers, and/or insert new columns by right clicking on the column header and selecting "Insert Column" 

 TIP: For more info, go to the Help section titled "Setting Up a Sheet"