You can import a board with subitems into a Smart Spreadsheet from a board view, item view, doc, or dashboard widget.

Smart Spreadsheet automatically syncs with your board both ways.

To import a board manually, go to File → Import Board.

By default, the import dialog opens automatically when you insert a new Smart Spreadsheet view. If you prefer to import boards manually, disable the "Auto-open import dialog for new views" option.

You can choose between two import modes:

  • Default import
    Imports everything as-is, including board groups, subitems, and all columns.
  • Custom import
    Lets you control what gets included:
    • Select which board groups to import
    • Choose whether to include a subitems sheet
    • Select which columns (fields) to display

Unselected groups and subitems are not imported.

Unselected columns are still imported but remain hidden in the spreadsheet - you can unhide them at any time.

How data is structured:

  • Each group is imported as a separate sheet
  • All subitems are imported into a single sheet

You can import the same board multiple times. The resulting sheets will be named with index numbers (1, 2, etc.), like copies.

Additional columns are added automatically:

  • In group sheets: a Subitems column with related subitems
  • In the subitems sheet:
    • Owner Item - the parent item
    • Owner Group - the group the parent item belongs to

(tick) In the dashboard and doc widgets, first connect the required board(s) to Smart Spreadsheet, then import the board.