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Sheets & views

Archive and restore rows

Archive rows in Atwork to hide them from views, counts, charts and search without deleting anything, then show or unarchive them again at any time.

Fill a field automatically

Set an Atwork field to fill itself: from a formula, from AI that reads the item, or with a default for new items. Modes, refills, marks and cost.

Build sheets and forms with Dana

Describe a CRM, tracker or intake form and Dana, Atwork's AI assistant, drafts the sheets, fields, links and forms for you to review first.

Vista pages: describe a page, Dana builds it

Add a Vista view or page in Atwork, describe the page you want, and Dana builds it on your live data: dashboards, forms and client status pages.

Insights: ask Dana about a sheet

Open the Insights tab on any Atwork sheet and ask Dana, Atwork's AI assistant, for counts, totals, breakdowns and charts in plain language.

The Planner: Today, Week and My Tasks

Plan your day in Atwork: see every task assigned to you, let Dana draft a time-blocked plan around your meetings, and check your week against capacity.

Close out your day and review your month

Close out your day in Atwork with a star rating and a note, get a reminder, and see your month on the Review page: streak, average rating, tasks done.

Give colleagues access to one view with its own roles, or publish a view as an app with a link for guests and portal customers in Atwork.

Field types explained

The main Atwork field types in one place: what each stores, when to use it, and what it unlocks in boards, calendars, filters, rollups and exports.

Read, sort, filter and group your records as a spreadsheet-style table in Atwork.

Use a board (kanban) view in Atwork: group by status or any choice field, drag cards between columns, and see workload at a glance.

Show a sheet as a calendar in Atwork: choose which date field drives it, drag to reschedule, and filter to keep it readable.

Gantt and timeline views

Gantt shows a project timeline with dependencies; Timeline schedules work per person or resource. When to use each in Atwork.

The item peek: open a record

The Atwork item peek shows every field, comments, mentions, attachments and history for a record without leaving your view.

Filter, sort and group

Use filters, sorting and grouping on an Atwork view to narrow a sheet to the records you need, in the order you need them.

Build a form and collect responses

Create a form in Atwork, choose which sheet submissions land in, share or embed it, and follow up on responses.

Dashboards and charts

Build an Atwork dashboard: pick a source view, choose an aggregation, and group by a field or a time bucket.

Relations, mirrors and rollups

Connect Atwork sheets with a Relation field, then surface linked values with Mirror and summarise them with Rollup.

Add a formula field in Atwork to calculate values from other fields on the same record — totals, margins, days remaining and flags.

Import data from a spreadsheet

Import spreadsheet data into an Atwork sheet: prepare the file, map columns to fields, and fix the imports that commonly fail.

Comments and mentions

Comment on an Atwork record, mention a colleague with @, and keep decisions attached to the work instead of lost in chat.

Tasks and My tasks

How task sheets work in Atwork, what makes a record a task, and how My tasks gathers your work from across every space.

Subtasks and dependencies

Break Atwork records into subtasks with a parent, and record blocking relationships so a slipped date shows what it affects.

Use the Atwork Inbox to triage mentions, assignments, due dates and agent updates, and keep notifications useful.

Share and embed a form

Share an Atwork form by link or embed it in your website, and understand what respondents can and cannot see.

What is the client portal?

The Atwork client portal gives your customers a sign-in where they see only their own records — without a workspace seat.

Set goals in Atwork, connect them to the records that move them, and let progress update itself instead of being reported.

Following up on form submissions

Turn Atwork form submissions into work: notify the right person, triage with a status, and track response time.

Embed a dashboard on a space home

Embed an Atwork dashboard on a space home page so the team sees current numbers without opening anything.

Build your client portal

Set up an Atwork client portal: choose which sheets are exposed, lay out pages, brand it, and test as a client before inviting anyone.

Card and gallery views

Use card and gallery views in Atwork for visual records — creative work, products, people and files.

Export and print your Atwork data

Export an Atwork table view to Excel, a dashboard widget to CSV or PNG, and print or save invoices as PDF. See what each file includes and how to print.

Build a sheet with custom fields

Add fields to an Atwork sheet: text, numbers, status, dates, people, files, formulas and relations between sheets.

Views: see the same data 12 different ways

A view is a saved lens on one sheet. Switch between table, board, calendar, Gantt, charts and other layouts without copying your data.