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Four people, one file, and nobody’s name on anything

You are running the business out of a shared spreadsheet that four people edit and nobody entirely trusts. Every row has a state. None of them has an owner.

Work boards are on the Business plan. Every plan, including the 30-day trial, includes task boards and daily tasks.
← BoardsPeople Ops Q3 RoadmapSearch items…
ItemOwnerStatusPriorityDue dateProgressTask Status
Annual leave policy updateRana KaurStuckMedium15 Sept 202620—
Desk and equipment auditDaniel OkaforWorking on itLow30 Sept 202655—
Up next5 items
Q4 hiring plan for engineeringJonas WeberNot startedHigh5 Oct 20260—
THE ENEMY IS A FILE

The spreadsheet was never the problem — the four people editing it were.

  • A shared file cannot tell you who owns a row. It can only tell you whose initials somebody typed into a cell, once, in March.
  • It cannot tell you what state a row is in — only what the last person to open it believed the state was.
  • And it cannot tell you whether any of it changed since the last time you looked.

A board is still columns, rows and groups. Nobody has to learn a new way to think — the work just stops living in a file that four people are editing at the same time.

THE THING YOU HAVE NOW
Q3 roadmap.xlsxQ3 roadmap FINAL.xlsxQ3 roadmap FINAL (use this one).xlsx
COLUMNS YOU DEFINE

The board matches the work, not the other way round

Status, owner, due date, or whatever your process actually needs. These are the seven columns on the board below — and four of them carry the whole argument.

Owner. A people cell. The row carries a person — not a name somebody typed into a text box — which is why the same person is the same colour everywhere on the board.

Status + Priority. Both are columns like any other, so the board carries the states your process has rather than a fixed set it was shipped with. This team runs two of them. Another process defines different ones.

Task Status. A dash in all ten rows below. A column can exist before anybody fills it in, which is only possible if the columns are yours to define.

+ Add Column. An eighth column is a column. Not a feature request, not a workaround, not a second spreadsheet beside the first one.

ItemOwnerStatusPriorityDue dateProgressTask Status+ Add Column
  • Item
  • Owner

    Owner. A people cell. The row carries a person — not a name somebody typed into a text box — which is why the same person is the same colour everywhere on the board.

  • StatusPriority

    Status + Priority. Both are columns like any other, so the board carries the states your process has rather than a fixed set it was shipped with. This team runs two of them. Another process defines different ones.

  • Due date
  • Progress
  • Task Status

    Task Status. A dash in all ten rows below. A column can exist before anybody fills it in, which is only possible if the columns are yours to define.

  • + Add Column

    + Add Column. An eighth column is a column. Not a feature request, not a workaround, not a second spreadsheet beside the first one.

GROUPED THE WAY YOU WORK

Shut a group and the board reflows. No JavaScript — it is a plain HTML <details>.

Two groups · Ten rows · Seven columns
People Ops Q3 RoadmapFilterSortHideExport+ Add Group+ Add Column
In progress5 items
In progress — five items from the People Ops Q3 Roadmap board, with owner, status, priority, due date, progress and task status for each.
ItemOwnerStatusPriorityDue dateProgressTask Status
Onboarding flow revamp3Mei LinWorking on itHigh12 Sept 202665—empty
Migrate legacy contracts to e-signJonas WeberWorking on itHigh19 Sept 202640—empty
September payroll dry run2Sofia PetrovWorking on itHigh25 Sept 202630—empty
Annual leave policy updateRana KaurStuckMedium15 Sept 202620—empty
Desk and equipment auditDaniel OkaforWorking on itLow30 Sept 202655—empty
+ Add item
Up next5 items
Up next — five items from the People Ops Q3 Roadmap board, with owner, status, priority, due date, progress and task status for each.
ItemOwnerStatusPriorityDue dateProgressTask Status
Q4 hiring plan for engineeringJonas WeberNot startedHigh5 Oct 20260—empty
Manager 1:1 training sessionsMei LinNot startedMedium12 Oct 20260—empty
Benefits renewal comparisonSofia PetrovNot startedHigh1 Oct 202610—empty
Office move logistics2Daniel OkaforNot startedLow20 Oct 20260—empty
Update employee handbookRana KaurNot startedMedium15 Oct 20265—empty
+ Add item

TRY IT — TAP A GROUP HEADER TO CLOSE IT

Ten rows is readable. Forty is not, and a shared sheet only ever grows.

The group is the thing that keeps it readable. Shut the one you are not working on and the rest comes up to meet you.

Nothing was deleted and nothing moved. The same ten rows are still there, one click away.

THE PRODUCT ITSELF

The same board, in Shiftena

People Ops Q3 Roadmap — the board every row on this page was copied from. The hand-built cells above carry the same values a shade darker, so white text on them clears the contrast bar.

The People Ops Q3 Roadmap board in Shiftena: two groups, In progress and Up next, with five items each across seven columns — Item, Owner, Status, Priority, Due date, Progress and Task Status.

Scroll the screenshot sideways to see all seven columns →

IN THE SAME SYSTEM AS THE HOURS

Three of these rows sit beside other pages of this site

A row is a job somebody on the ops team is doing this quarter — it is not a feature, and the board does not do the job for them. But the part of Shiftena that work ends up in is one click away, because that is what an ops team spends its quarter on.

And because tasks and time tracking share one workspace, the hours those rows took sit against the same person and the same week. Time tracking is its own feature, on Growth and above.

PEOPLE CELLS

The colour belongs to the person, not the row.

Mei Lin is the same colour in both groups. So is Jonas Weber. You can check that in the screenshot one section up — the colour follows the person from row to row, because the cell holds a person rather than a string somebody typed.

Which makes ownership a value in a cell, not a convention somebody has to remember. An unowned row is visible at a glance, from across the room, without reading a single word.

Who can change this board is a different question →
THE GATE

Work boards are on Business. That is the top plan, and we are not going to bury it.

The board is the thing the top plan is for. If that is more than your team needs this quarter, the rest of the workspace is on every plan and we would rather you knew that now.

Free TrialStarterGrowthBusiness$199/month · Up to 200 employees · 1 TB storageWork-Grid boards

Every plan includes task boards and daily tasks, including the 30-day trial. The Business feature is this one — the spreadsheet-style board with columns you define, rows grouped the way you work, and a person in the owner cell.

FAQ

Work boards, answered

Which plan are work boards on?
The Business plan — the top tier. One thing worth knowing now rather than discovering later: every plan, including the 30-day free trial, includes task boards and daily tasks. The Business feature is this specific thing, the spreadsheet-style board with columns you define, rows grouped the way you work, and a person in the owner cell.
Does everything have to move off the spreadsheet at once?
No, and what transfers is the structure rather than the file. A board is columns, rows and groups — the same three things your sheet already has. Put one process on a board, leave the rest where it is, and move the next one when it suits you.
Can we define our own columns?
Yes. Status, owner, due date, or whatever your process actually needs — the board matches the work rather than the other way round. The board on this page runs seven columns, and one of them holds nothing but a dash in every single row, because a column can exist before anyone uses it.
Can we group by something other than stage?
Yes. Group rows by team, stage or client, and the board stays readable as it grows. The example board groups by stage because that is how that team works, not because stage is the only option.
Are the hours spent on these rows tracked here too?
Tasks and time tracking share one workspace, so the work and the time it took sit against the same person and the same week. Time tracking itself — work sessions recorded from the desktop app — is a Growth-and-above feature with its own page.
Who can see or change a board?
That is roles and permissions, which is a different question from ownership. Access is granted per resource rather than by a blunt admin-or-not switch, and team scope decides who a role applies to. The owner cell says who owns the row; permissions say who can touch the board.

The file four people are editing right now, as ten rows with a name on every one.

Same columns, same rows, same groups — except the state is shared, the owner is a cell, and nobody has to ask which copy is the current one.

Work boards are on the Business plan · Task boards and daily tasks are on every plan · No card needed.