Create and Edit a Sheet

Start with a manual sheet when you want to track information you enter yourself. For live records from CoachIQ, use Connect live data.

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Create your sheet

1. Open Tools → Sheets as an organization Admin.
2. Select Create sheet.
3. Enter a descriptive name, such as Fall camp equipment or Client follow-ups.
4. Select Create sheet to open the grid.

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Add columns

Choose Add column, enter the column name, select its type, and save. Pick a type that matches the information you want to enter: For select columns, enter the available options in the column setup. A new column is available across the sheet’s rows.

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Add rows and edit cells

Use Add row in a manual sheet. Double-click a custom cell to edit it, then use Save or Cancel in the editor. Enter values that match the column type; for example, a Number column expects a number. A simple equipment checklist might contain Item (Text), Quantity (Number), Needed by (Date), and Status (Single select). Each row is one item. Start with a few rows so you can check the structure before adding the rest. Custom columns can also sit beside connected data. Live source values are read-only; edit them through the source record rather than trying to overwrite them in the grid.

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Rename, sort, and hide columns

Open the column’s menu to rename it, sort, filter, hide it, or delete a custom column. Hiding a column changes the view; deleting it removes that column’s saved values. Live columns have different controls because the source owns them. Use the sheet’s column visibility controls to show a hidden column again. For filters and totals, see Use your sheet.

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Keyboard controls

Open Shortcuts in the sheet to see the available keys. The grid supports arrow-key navigation, Enter or F2 to edit, Escape to cancel, and Cmd/Ctrl+F for search. Follow the editor’s Save/Cancel controls when entering values.

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Manage the sheet

The sheet actions menu includes rename, export, duplicate, column visibility, shortcuts, and delete. Give duplicated sheets a name that makes their purpose clear. Deleting a sheet is irreversible. It removes the sheet’s tracking information, while connected CoachIQ source records remain. Export any information you need before confirming deletion.