What are Collection sheets?

The sheet is where you can track companies, leave tags, and create workflows all customized to your individual organization. Each sheet uses a table structure to organize data — if you’re browsing an Expert Collection, you won’t be able to edit the sheets. If you’re browsing a cloned Collection, or a Collection you’ve started building, you can edit or create sheets.

When creating your own sheet for your Collection, you’ll need to select a template. The template will customize your sheet based on your selection. So if you’re interested in tracking startups, choose the startups template.

Once you make your selection, the sheet will populate relevant columns to make your project planning more efficient.


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