Entriboard — user guide

Welcome to Entriboard

Entriboard is a work app for teams: sheets to track anything, forms that feed them, reports and dashboards built on top, automations that do the reminding, and a shared calendar. Everything in this guide describes what Entriboard does today. Where something is not built yet, the guide says so plainly instead of pretending otherwise.

This is a staging build. Nothing here is production, and no real payments are taken.

Getting started

Create your company

On the sign-in page, choose Create a company instead. Enter your company name, your full name, your email, and a password of at least 8 characters. Creating a company makes you its Owner. The owner has full access to the company and can never be removed, demoted, or locked out.

Sign in

Sign in with your email and password. Only one sign-in stays live at a time: signing in on a second device signs the first one out. You can register up to two devices.

Forgot your password?

Use the Forgot password? link. The reset link is good for one hour and can only be used once. In staging, no email is sent — the link is shown on screen after you submit.

Your first sheet

1. Open the Sheets tab and create a sheet. Give it a name, for example "Home maintenance".
2. Add columns. Each column has a type: text, number, date, dropdown, checkbox, or contact.
3. Add rows and fill in the cells. That is the whole model — everything else in Entriboard (views, reports, dashboards, automations, the calendar) reads from your sheets.

If you would rather start from a ready-made setup, use a template instead — see Templates.

Sheets

A sheet is a grid of rows and columns. Columns have types, so a date column holds dates and a dropdown column only accepts its listed choices.

Working with rows and columns

• Add a row: type the values in the add-row form under the grid, then click Add row. Nothing saves until you click Add row — picking a date or typing a value in the form alone does not save it.
• Edit a cell: click it and type. The change saves when you leave the cell.
• Delete a row: right-click the row number and choose Delete row, or use the row menu. You are asked to confirm first.
• Add a column: use the column menu (right-click a column header) or the add-column control. You can rename a column and, for dropdown columns, edit its choices. You cannot change a column's type after it is created.
• Indent rows: rows can be indented to show hierarchy, for example tasks under a phase. Use the row menu or the cell menu's Outdent / Indent.
• Delete a sheet: from the sheet menu. Deleting a sheet removes its rows, forms, reports that point at it, and its calendar events. Reports that used it will say its source is unavailable rather than going silently blank.

Edit history

Every cell keeps its last three edits: who changed it, what changed, and when — including deletions. Right-click a cell and choose View cell history to see them.

A sheet only shows on the calendar when it has a date column with dates in it. Rows without a date simply do not appear on the calendar — that is expected, not a problem.

Forms

A form feeds a sheet. Each field on the form maps to a column on the sheet, and every submission creates a new row.

• Create a form: open a sheet and add a form from the sheet's form list. Choose which columns become fields.
• Share it: the form has a public link. Anyone with the link can submit it — they do not need an Entriboard account and do not sign in.
• Delete a form: deleting a form removes the form and its fields. The rows it already created stay on the sheet.

A form cannot write to a locked column. If a column is locked, submissions leave it blank. See Team, roles & locks.

Views: Table, Gantt, Board, Timeline, Calendar

Every sheet can be seen five ways, from the view switcher in the sheet toolbar. The view you pick is remembered for that sheet, and switching views never loses the add-row form.

Table

The grid itself — rows and columns, with the right-click menus described below.

Gantt

Bars drawn from two date columns on the sheet. A bar needs both a start and an end date: a row with only one date draws no bar, and a row whose end date is before its start date draws a single-day bar. If the sheet has fewer than two date columns, Gantt says so plainly instead of drawing anything. You can choose which date columns drive the bars in the calendar settings.

Board

Cards grouped by a dropdown column — the column labelled "Status" if there is one, otherwise the first dropdown column. Rows with no value go in "Unassigned". Drag a card to another column and the row's Status changes to match. Moving a card goes through the same edit path as typing in the cell, so locks, edit history, and the audit log all apply. Click a card to see the row's details.

Timeline

The same bars as Gantt, shown as a chronological list of dated items.

Calendar

Opens the Team calendar filtered to this sheet. Everything in the Calendar section works there. If a sheet's remembered view is Calendar, opening the sheet shows a note with a button to jump to the calendar — it never moves you there on its own.

Calendar

The Team calendar shows dated rows from all of your sheets in one month grid. Each event is a row's date — for example "Fix the leaky faucet — Due Date" on the day in its Due Date column. Only rows that actually have a date appear.

Adding and changing events

• Double-click a day to add a task to it. A box opens with that date already filled in — type the task, pick the sheet, and add it. The row is saved to the sheet and the event appears on the calendar.
• Drag an event to another day to move it. The row's date changes to match, and the edit history records the old and new dates. An event that spans several days moves as a whole, keeping its length.
• Click an event to select it (it turns orange). Double-click an event to edit the row — all of its columns are editable in the dialog that opens.

View ranges

Switch between 1 Month, 3 Weeks, 2 Weeks, and 1 Week. There is no day view. The previous/next buttons step by the length of the range you are looking at.

Calendar settings

The gear opens the settings for a sheet: show a single date per row, or show date ranges using a start and an end column. You choose which date column drives the calendar, or which two columns make a range. If a sheet has no date column, the calendar falls back to one event per date column it can find.

Print

Print Setup lets you choose the date range to print, the paper size (Letter or A4), margins, and orientation, and whether to include the sheet name, a date-time stamp, and a short header note (up to 250 characters). It builds a print-only view and prints through your browser. Page numbers are not offered — browsers cannot place them reliably.

Take the calendar with you

Download .ics exports the calendar as a file you can import into Outlook or Google Calendar. That is a one-time export, not a live connection — changes you make in Entriboard after exporting will not appear in Outlook until you export again. See What Entriboard can't do yet for live sync.

Right-click menus

Right-clicking in the grid opens a menu. A cell, a row number, and a column header each open a different menu.

Cell menu (right-click a cell)

• Cut, Copy, Paste, and Paste special (pastes the system clipboard as plain text).
• Clear contents.
• Insert 1 row above / 1 row below.
• Outdent / Indent the row.
• Copy link to cell — a link that opens the sheet and highlights that cell.
• Add hyperlink — a web address stored on the cell, shown with a link icon.
• View cell history — the last three edits to that cell.
• Delete row (you are asked to confirm).

Row menu (right-click a row number)

• Cut, Copy, Paste.
• Open row details — the row's values with their labels, plus its recent edit history.
• Insert rows, Outdent / Indent.
• Copy link to row.
• Move row to another sheet / Copy row to another sheet — values carry over where the other sheet has a matching column (same label and type). Anything with no match is dropped, and the result names what was dropped.
• Lock row — a locked row cannot be edited, deleted, indented, or moved until it is unlocked.
• Row properties, Delete row (you are asked to confirm).

Click a row number to select the row. Ctrl/Cmd-click adds rows to the selection; Shift-click selects a range. The bar above the grid shows how many rows are selected and the earliest and latest date among them.

Column menu (right-click a column header)

• Insert column left / right, Duplicate column (values carried, labelled " (copy)").
• Filter — narrows the rows you see, on this screen only.
• Sort rows — reorders the rows on the sheet for everyone.
• Copy link, Hide, Freeze, Resize — Hide, Freeze, and Resize are your own viewing preferences, saved on your device.
• Lock — a locked column cannot be edited or deleted until it is unlocked.
• Column properties — rename the column and, for dropdown columns, edit its choices. You cannot change a column's type.
• Delete — blocked while the column is locked, while it is the sheet's last column, or while it drives the calendar settings.

Reports

A report pulls rows from one or more sheets into a single read-only view.

• Pick the source sheets and the columns to show.
• Filter rows — equals, not equals, contains, not contains, before, after, greater than, less than, is empty, is not empty.
• Group and sort rows. Grouping and sorting match columns by their label, so two sheets' "Status" columns group together.

If a source sheet is deleted, the report does not go blank. It stays in place and says the source is unavailable, naming the sheet.

Dashboards

A dashboard is a page of widgets. The widget types are:

• Metric — a count, sum, or average from a sheet, with a filter.
• Chart — a bar chart grouping rows by a column.
• Report — a saved report embedded on the dashboard.
• Title, Rich text, and Shortcut — headings, notes, and links.

Widgets are computed live every time the dashboard loads — there is no cached snapshot. If a widget's source sheet is gone, the widget says its source is unavailable instead of rendering blank.

Automations

An automation is a rule: when something happens, and a condition holds, do something. Every automation has a trigger, an optional condition, and an action.

Triggers

• A row is added to a sheet.
• A row changes on a sheet.
• A date is reached — when a row's date arrives. This includes overdue rows: a row past its due date reminds once a day until it is resolved.
• A daily schedule — runs once a day.

Actions

• Send an in-app notification.
• Create a row in another sheet.
• Update a field on a row.
• Queue a calendar event.

Automations can work across sheets: an action that creates a row can fire another automation that watches the new row. Loops are guarded — a chain stops after a few steps. Every run is logged with its trigger, whether the condition passed, and what the action did, and you can read the log under each automation.

Notifications are in-app only. No email is sent. Date and schedule triggers are checked every 15 minutes, so they fire on their own without anyone pressing a button. A notification is sent at most once per automation, per row, per day.

Templates

A template is a full starter set, not a lone sheet: it creates a sheet with its columns and sample rows already in place, plus a dashboard and reports to go with it. Browse the Templates tab, search or filter by complexity, open one to see what it contains, and click Use this template. You can rename the sheet it creates before you confirm.

Everything a template creates counts against your plan like anything you made by hand — one sheet, one dashboard, and its reports. Viewers cannot create from a template.

The 20 starter sets

• Simple Project Plan
• Project with Work Breakdown Schedule (WBS)
• Task List by Priority
• Simple To-Do List
• Simple Request Intake & Tracking
• Simple Information Dashboard
• Simple Project and Resource Management
• Simple Agile Project
• Campaign Plan — the one starter set built for the calendar: its sheet has Start and End date columns, so its rows appear as spanning events on the Team calendar.
• Individual Task Management
• Formula Handbook — a guide to Entriboard's own features (Entriboard has no spreadsheet formulas).
• Client Tracker
• Simple Project with Budget
• SWOT Analysis
• Pop Quiz — a quiz question bank.
• Entriboard User Hub — a hub of links and guides.
• Template Showcase — a starter list of example sheets.
• Effort Estimator — estimates hours for tasks.
• Vendor Implementation
• Vendor Scorecard

AI Smart Assist

Smart Assist answers questions about your sheets and proposes improvements, using only your company's own data. Each company gets 20 questions per day — every question, suggestion, and summary counts toward that limit, and the count resets daily.

From the Assistant tab, Smart Assist can:

• Answer a question about a sheet — grounded in the sheet's real rows. If the answer is not in the data, it says so.
• Suggest better names for generic columns, and rename them only after you confirm.
• Suggest automations for a sheet — proposed as drafts, never switched on by itself.
• Suggest reports for a sheet.
• Build an automation from plain English — for example, "notify me when a task goes overdue". It drafts the automation and you confirm before anything is created.
• Suggest dashboard widgets for a sheet.
• Summarize a sheet — a plain-English summary plus the hard facts (row count, counts per status, overdue and due-soon rows, recently updated rows).
• Find stale and duplicate rows — stale means not updated in 14 or more days; duplicates are rows with the same value in the first text column. This is a report only: it never deletes or edits anything.
• Draft a form from a sheet — fields matched to the sheet's columns, leaving out columns your team sets itself, such as Status.

Nothing is ever created, renamed, or applied without your confirmation. A suggestion is a draft until you approve it.

Team, roles & locks

Roles

Owners and admins add team members from the Team tab. Removing a team member takes away their access immediately; their past edits stay in the history and the audit log.

Locks

Locks in Entriboard are real. A locked column blocks edits — and deletions — for everyone, including the owner or admin who locked it. The only way to change locked data is to unlock it first, and only an owner or admin can do that. Unlocking is recorded in the audit log. A row that holds a value in a locked column cannot be deleted or moved while the column stays locked, and a form cannot write to a locked column.

A row lock works the same way for one row: while it is locked, nobody can edit it, delete it, indent it, or move it.

Sessions

One sign-in stays live at a time — signing in somewhere else signs the first session out. The owner can see every team member's sessions (device, location, last active) and revoke any of them, except the owner's own sessions cannot be revoked by an admin. The Activity tab shows the audit log: who did what, and when.

Billing & pricing

Entriboard is priced flat per company — not per user. Adding a team member never adds a charge on its own; the price is set by your tier.

There is no Enterprise tier. There is no service-level agreement (uptime promise) on any tier, including Business. New customers start on Free. The first customers get 30% off a paid tier at launch.

Billing is in test mode. The upgrade buttons on the Billing tab are visible, but checkout is not connected yet — no payment is taken and your plan does not change. See What Entriboard can't do yet.

What Entriboard can't do yet

These are honest limits, not missing pages in this guide. They are being worked on, but they do not exist today.

Tips

• Share a single cell or row: right-click it and choose Copy link. The link opens the sheet and highlights exactly that cell or row.
• Select several rows: click a row number, then Ctrl/Cmd-click to add more or Shift-click to select a range. The bar above the grid totals the selection.
• Going offline: a banner appears when you lose connection. Forms you submit and rows you add while offline are saved on your device and sync in order when you are back online — but see the note in What Entriboard can't do yet first.
• Start from a template when a blank sheet feels like too much setup — the starter sets already have the columns, sample rows, dashboard, and reports in place.
• Ask Smart Assist first when you are not sure what to build — "suggest a report for this sheet" is often faster than building one by hand.

Entriboard help — staging build. If something in this guide does not match what you see on screen, the screen is right and this guide needs an update.