The Plan tour shows you around your own board, or your own spreadsheet. Like the Diagram Tour, it works on the real editor rather than screenshots: it spotlights each part of your board or sheet with a highlight ring and a short explanation, without changing anything on it. It takes about a minute, and you can leave at any point.
When It's Offered
The tour needs something to show, so it waits until you're in Plan mode on a tab you can edit with a board or a sheet open: a Board tab, a Sheet tab, or a Plan tab holding a board or sheet. On an empty Plan tab, pick a board or a spreadsheet from Start Planning first; a Dashboard waits until you open one of its boards or sheets in their own tab.
Then a centred card offers a look around your board (Getting started with boards?) or your sheet (Getting started with sheets?): Yes starts it, No dismisses it. If the tab has both a board and a sheet, the card asks which: Boards or Spreadsheets. It isn't offered on a locked tab, in an embed, or to a Participant or a Viewer.
The boards tour and the sheets tour are each offered once ever. However you answer one (decline, skip midway, or finish), it won't come back on its own, but the other is still offered the first time you have that kind open: take the boards tour, and the sheets tour is offered when you open a sheet. Saying No when the card asks which declines both. If you're signed in, your answers follow you to every device. Turning on Power User Mode in Settings marks them both as seen.
What It Covers
Boards
- Your Board: a card on its own, about your board's columns, the stages work moves through. See Boards.
- Add Cards: the first column's Add card button; every column ends in one.
- Move Work Along: dragging a card to the next column, or Shift and an arrow key. Shown on your first card; left out when the board has no cards yet.
- The Card Panel: everything about one piece of work, saved as you type. The tour opens your first card's panel and closes it again. See Cards.
- The Board Header: the widgets that count and filter the board, and a column's cog.
- Card Types: the colours and fields of each kind of card. See Card Types.
Spreadsheets
- Your Sheet: a card on its own, about your sheet, a spreadsheet in your document. See Sheets.
- Type Into Cells: cell A1, selecting a cell and typing, with Enter and Tab to move on.
- Formulas: the formula bar, which shows the selected cell's value or formula, and pointing at cells as you write one. See Sheet Functions.
- The Toolbar: its category switcher and the tools each category shows.
- Sheet Settings: the cog with the sheet's title, CSV, gridlines, sizes, freeze and named ranges.
Each step has Next, Back and Skip tour. The last card, You're ready to plan, links to the Plan mode article (or Sheets after the Spreadsheets tour) and ends the tour with Start Planning. The steps are the same on a phone.
Your Work Is Left Alone
- The tour only points things out. It adds no cards, moves nothing, selects no cells and types nothing, so your board or sheet is exactly as you left it.
- Nothing goes into your undo history, and nobody else in the document sees the tour.
- It shows the board or sheet you're looking at: the one filling a Board or Sheet tab, or a maximised one. On a busy canvas it moves the view to the board or sheet first, if it's out of sight.
- The one thing it opens is your first card's panel, which it closes again.
- If you leave Plan mode, switch tab, or the board or sheet is deleted mid-tour, it ends as skipped.
Replaying the Tour
Close Settings. If you're in Plan mode with a board or sheet open, the tour's welcome card shows straight away; otherwise it's offered the next time you are.
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