The Smart Spreadsheet allows you to add an Excel-like spreadsheet. You can work with it via a Board View, an Item View, a Custom Object, a Dashboard and a Doc Widget.

Main functions of Smart Spreadsheet

  • Cell format
  • Text settings (font, size, type, color)
  • Cell color
  • Border style and color
  • Alignment and text placement
  • Merging cells
  • Freezing rows
  • Automatic functions
  • Multiple sheets
  • Export to .xlsx, .csv, .pdf, and Spreadsheet (.tfss) files
  • Import of .xlsx, .csv, and Spreadsheet (.tfss) files

Please note that some formatting may not be preserved when importing .xlsx files.

Filtering the spreadsheet

  1. Click the funnel icon on the editor pane
  2. To sort the spreadsheet, choose the sorting type
  3. To filter the spreadsheet, select a column and click Create filter
  4. Choose a condition to filter the column by
  5. Confirm the settings or clear the filter, if no longer needed

Adding a pivot table

  1. Select the pivot table macro on the editor pane
  2. On a new sheet, choose the settings

Adding a chart

  1. Select the chart macro on the editor pane
  2. Choose chart settings

The following chart types are available:

  • Line chart
  • Area chart
  • Column chart
  • Bar chart
  • Pie chart

Conditional formatting

  1. Select a table
  2. Choose Conditional formatting on the editor pane
  3. Select a suitable formatting preset or set your own rule


Import of external data

  • Import .xlsx, .csv, .tfss format files into Smart Spreadsheet via File->Import

Export of Smart Spreadsheet

  1. Export Smart Spreadsheet data to .xlsx, .csv, .pdf, .tfss files via File->Export 
  2. Specify the spreadsheet file name
  3. Choose the File type for exporting data
  4. Click Export

Note that for .xlsx, .pdf, .tfss exports, you can enable the option to export only the active (current) sheet. For .csv exports, this option does not appear, because the CSV format supports exporting only the active sheet by design.

Read how to import a board wih subitems on this page.