SheetPlanner 17+

Organize. Plan. Do‪.‬

SheetPlanner Software LLC

    • 4.1 • 47 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

SheetPlanner helps you organize information, plan your life and schedule your tasks and activities with unparalleled power and flexibility.


FREE OUTLINER; advanced features available via 21 day in-app trial:

SheetPlanner's outliner supporting multiple columns, styles, notes, links, and more is available completely free forever. Try advanced features including timeline and calendar views, multiple sheets, smart filters, and more, free for 21 days. At the end of the trial, purchase to unlock those features, or continue with the free outliner.


Get organized:

Organize all your activities in an outliner, categorize them using the standard columns including progress, start and finish dates. Create your own date, text, number, symbol or drop down list columns. Auto enter cell values. Link to documents and web sites.

Make a plan:

Plan and visualize your goals, project tasks and schedule in the timeline view. View task duration and sequence. View timeline by days, weeks, months, quarters or years. Create dependencies between rows. View predecessors and successors.

Get things done:

Use filters or focus to concentrate on whats important, due today, due tomorrow, or whatever criteria you decide. View tasks in a month or year calendar or both.

Features:

Outliner with columns:
Organize and give structure to text. Add your own text, number, date, symbol or list type columns.

Sync
Syncing via iCloud Drive is now supported. Edit a document on multiple Macs, and the changes will periodically sync.

Collaboration
Collaborate with other people. Share a document, and see their changes highlighted, and even their selection.

Notes:
Notes inline below row topic and in own tab with full text editor.

Row Styles:
Custom fonts, size, color at each row level or specific to individual rows.

Focus:
Focus on a row or a row and its children. Transverse hierarchy via path bar.

Search:
Search the outline across columns from the toolbar with an option to save as a Smart Filter.

Sorting:
Sort the outline by any column, by ascending, descending order or by the order of values in a ‘List’ type column.

Smart filters (in-app purchase):
Create Smart Filters with simple or complex criteria and save them for future use via the Filter Bar.

Link files, folders & webpages.
Link to web pages, documents and folders on your Mac or in the cloud, or view them via Quick Look or tabs.

Multiple Tabs:
View sheets in multiple tabs at once in any combination of views: month view, outline, timeline or year view.

Monthly Calendar (in-app purchase):
View outline rows with assigned dates in a monthly view.

Yearly Calendar (in-app purchase):
Heat-mapped year view indicating number of activities commencing and/or finishing on each day.

Timeline (in-app purchase):
View and adjust key dates for each task on a horizontal timeline. Create dependencies between rows. Dependencies can be of the following types: Finish to start, start to finish, start to start, finish to finish.

Multiple Sheets (in-app purchase):
A document can now include multiple sheets, each with their own columns, rows, styles, filters, etc. Organize and access multiple sheets using the sidebar and folders.

Printing:
See a preview of what will be printed, including printing the outline and timeline together.

Properties:
Customize cell, column, row, calendar and timeline settings.

Import & Export:
Import & export in CSV or OPML format.

Copy & Paste:
Copy and Paste from/to Excel & Numbers.

Themes:
Personalize Outline view with green-bar, yellow notepad or green notepad themes.

Templates:
Ready to go templates for business, education and personal use. Save templates for future use via the template chooser.

And more:
Dock badge count, strikethrough completed items, carry forward incomplete items, filter by cell value, print Outline or Timeline, Mojave dark mode, synchronize selection of items in month view and outline and much more.

What’s New

Version 3.0.1

- Fixed Timeline arrow drawing when using Sort Once.
- Fixed pasting multiple rows into a single cell getting out of order.
- Improved loading version 2 documents, to ensure the extension is updated.
- Fixed incorrect window layout when printing from a full-screen window.
- If closing a tab when the only remaining tab is a note or links, an outline tab is opened.

Ratings and Reviews

4.1 out of 5
47 Ratings

47 Ratings

Marcus Techie ,

Extremely powerful, yet easy to use

It's not every day you stumble upon a program that has this much power yet at the same time, keeps the basics extremely simple to use. I've used dozens of different methods and apps over the years to manage lists, projects, and timelines. Typically, when a program is robust, it lacks in the ability to provide simple data entry. Or, it's just the opposite where an application is easy to use but has no advanced features when you need them. SheetPlanner solves that problem by being both extremely easy to perform data entry while at the same time, provides the depth necessary to do advanced planning. In the software world, this is one of the toughest nuts to crack, but they've done it here!!! What I love the most is the flexibility to include start and finish dates (or not). Sometimes you want a simple list to manage company goals or daily tasks. At other times it calls for a robust project management system and SheetPlanner is there for you as well! Do yourself a favor and read down the list of features here. It's packed with all the stuff you need and wished you always had. The free trial offered with this is a no-brainer, so you have nothing to lose on this one and so much to gain! 5 Stars!!!

Jeffery Smith ,

Mac Project Planner for the rest of us

Unless you have been raised on Microsoft Project, a project planning app is going to give you a huge learning curve with many of the features being overkill for all but the most dedicated user. Omniplan and Concept Draw are more approachable than MS Project, but the learning curve is still there. Sheetplanner allows you to begin with a spreadsheet/outliner interface to get started. You can then start adding complexity as you need or want it. I'm an administrator in higher education, and have little need for many of the features in a full-blown project management app. As a result, I went without for a decade. Sheetplanner is a perfect mix of ease of use and functionality that lets you get started at the ground floor, and then lets you add features as you see fit. I would encourage anyone who wants to use project management but cannot spare a load of learning how to navigate and use a monster project manager. It likely has more than enough features for your project.

WeatherDeck ,

Fills several needs, nicely!

Sheetplanner is an easy to use utility for mapping out projects as well as logging actual completion dates for tasks.

Task hierarchy is supported.

It will also work well as an outlining tool. The task lines can be used as hierarchical topics, columns for project planning can be hidden, and a notes field can appear inline or can be opened in a separate tab.

Outlines also get the added benefit of yielding a timeline.

When an outline is complete, it can be exported to OPML and then converted with the free Pandoc utility to RTF or DOCX format, yielding a document with topic headings using proper styles - the navigator pane of Nisus or Word will have the topic titles, and the notes will be inline in the document.

I can export a project or an outline with start and finish dates to a CSV file, that will then import into Aeon Timeline. If the Sheetplanner file has a column for assignee, Aeon Timeline can pick that up as a participant so Aeon's grid view is already populated.

For those who value data safety, my informal peek into a Sheetplanner package reveals good old JSON. That's a big plus for me, because proprietary data formats are silly things.

If I lost the Sheetplanner app, I would be very sad, but I wouldn't lose my data. I can get my hands on it without the app - and that's a great thing!

Developer Response ,

WeatherDeck, thanks for a great review. SheetPlanner is only going to get better. We have an incredible roadmap in store. Thanks from the team at SheetPlanner Software!

App Privacy

The developer, SheetPlanner Software LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More