# Boards

### Overview

The **Boards** button lets you work with TilliT board data in Excel. You can load board items (entries) for review or editing, or load and edit a board's field definitions (schema).

### Opening Boards

In the **TilliT V2** ribbon tab, click the **Boards** button.

<figure><img src="/files/M9NEo35kVhdLKBb0m8hn" alt=""><figcaption></figcaption></figure>

The task pane will show any previously loaded board data sources, along with an **Add** button in the header.

### Choosing a Mode

Click **Add** to open the wizard. The first step asks you to select a mode:

| Mode                      | Description                                                    |
| ------------------------- | -------------------------------------------------------------- |
| **Board Items**           | Load items (rows) from a single board into Excel               |
| **Board Definition**      | Load and edit the field schema for a single board              |
| **All Board Definitions** | Load and edit field schemas for all boards — one row per field |

<figure><img src="/files/dJyTNNp9lDsIait9GZCb" alt=""><figcaption></figcaption></figure>

***

## Board Items

Use this mode to load the entries (items/rows) from a specific board.

#### Step 2: Select Board

Choose the board you want to load items from. Boards are listed under **Boards** and sections are listed under **Sections**.

<figure><img src="/files/bCzII6GEoByHRA0qkDhC" alt=""><figcaption></figcaption></figure>

#### Step 3: Filter (Optional)

Optionally filter which items to include based on the board's fields. Click **Next** to skip and load all items.

<figure><img src="/files/Ni00jhETMlc3jDNlqbbF" alt=""><figcaption></figcaption></figure>

#### Step 4: Options

Set a **Sheet name** (defaults to the board name) and optionally set a **Records per page** limit (maximum 10,000 items).

<figure><img src="/files/7YfRkfCL12LQI6xvADAQ" alt=""><figcaption></figcaption></figure>

Click **Load Data** to load the board items into Excel.

<figure><img src="/files/aYsP0jlKSLLHemtk40qg" alt=""><figcaption></figcaption></figure>

The board items will be loaded into a new sheet, with each board field as a column.

***

## Board Definition

Use this mode to load and edit the field schema (definition) of a single board.

#### Step 2: Select Board

Choose the board whose definition you want to edit.

<figure><img src="/files/8FfDZ5YBa9Qea3klfBnu" alt=""><figcaption></figcaption></figure>

#### Step 3: Filter

The filter step is skipped automatically for Board Definition mode. Click **Next** to continue.

#### Step 4: Options

Set a **Sheet name** and click **Load Data**.

<figure><img src="/files/xCtafpV8c25cHRg5SIvn" alt=""><figcaption></figcaption></figure>

The board's field schema will be loaded into a sheet, with one row per field.

<figure><img src="/files/0tjIdMGeCz2mxxJ0FhJm" alt=""><figcaption></figcaption></figure>

***

## All Board Definitions

Use this mode to load the field schemas for all boards at once — useful for bulk editing across multiple boards.

#### Step 2: Select Board

This step is skipped automatically — all boards are included.

#### Step 3: Filter

The filter step is skipped automatically. Click **Next** to continue.

#### Step 4: Options

Set a **Sheet name** and click **Load Data**.

<figure><img src="/files/fgf3CzsTF0W1qL1DyVU9" alt=""><figcaption></figcaption></figure>

All board field definitions are loaded into a single sheet with one row per field, including a column identifying which board each field belongs to.

<figure><img src="/files/ggL5K1XHUWqOwVvuCnq0" alt=""><figcaption></figcaption></figure>

### Uploading Changes

After editing a board definition sheet, click the **Upload** button on the corresponding board data source card in the task pane to save the changes back to TilliT.

<figure><img src="/files/2XRAY3STkjNaim3X8pr8" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.tillit.cloud/tillit/tools/excel-addin-v2/boards.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.