Customize a Status Sheet Layout

Getting to the Customize Page

There is two ways to customize the status sheet's layout:

• While on your sheet's main view, click on the button.
• Select the Customize layout command from the menu.
  

Customize Page

There are several ways to customize the status sheet's sections:

• Change template This allows you to pick from pre-built collections of sections to help you get started quickly. After selecting a template, you can further customize the sheet by adding, removing, or rearranging individual sections.
• Template settings This command provides settings for the sheet such as which day the status update should be due. Click here for sheet templates settings.
• Edit row Any existing row can be modified to set entry settings such as title, description, formatting, choices, etc.
• Edit menu Provides you with commands to add, move, or delete rows.
• Add row This allows you to add individual sections to your sheet.
• Move rows Sections can be reordered.

At any time, you can click on the Preview button to see how the status update entry forms will appear to the sheet's member during their status update submission.

Change Template

1. Click on the button. This will bring up the template selection dialog.
   
   Here you will see the available templates to choose from. Notice that each template has a Preview button so you can see what sections are included in each template.
2. Click Use to select one of the templates.
   With a new template selected, your team will now have new set of prompts to answer each status update period.

Add Row

1. Click on the button. This will bring up the Add section selection dialog which allows you to choose from a list of individual sections to add to your status sheet.
   
2. For this example, click on the . Next you will see the Add section dialog for the new status section.
   
   This dialog allows you to customize the new section. Each type of section (Goals, Notes, Text, Status, etc) will have its own unique set of settings.
3. Change the Name to Project status and click the Save button. Now you will see the new section at the bottom of the status sheet.
   

Edit Row

Any existing section can be edited to further customize how it appears on the status sheet.

1. Find the Project Status section and click on the button or select the Row settings command from the menu.
   
2. In the Description field, enter "Enter the status of your project" and click Save.
   The description should now appear on the sections list

Delete Row

Any existing section can easily be deleted from the status sheet.

1. Find the Project Status section and click on the button then select the Delete section command
   The section will be immediately deleted.

Move Rows

Sometimes its important to layout the sections in a certain order.

1. Click on the button. This will bring up a dialog allowing you to reorder the section.
   
   To reorder, click and drag the grab bars next to individual sections.

Template Settings

The template settings dialog allows you to make advanced customizations to your status sheet.

• What are you managing? This allows you to specify the type of information you are tracking so that Kutano can provide better contextual messaging to your sheet's members. For example, If you are tracking the status of a people, you can enter People. If you are tracking the status of a project, you can enter Projects. Other suggestions include Campaigns, Tasks, or Items. If you are not managing people, you should also set the Column format to Column title.
• Column format You can choose between Person name and Column title to display the name of the person or the title of the column.
• Column width You can set the width of each column to a specific number of characters. This is useful if you are tracking a lot of columns and want to make sure that the columns are not too wide.
• Flip axis This will flip the rows and columns on the status sheet. This is useful if you are tracking a lot of projects or people and prefer seeing them as rows instead of columns.
• Color coding This setting allows you to turn or off the color coding of each section on the status sheet. Certain sections can be colored to help indicate the status of the information contained in that section. For example, if you are tracking the status of a project, you can color the section green when it is complete and red when it is behind schedule. The choices for this setting are