> For the complete documentation index, see [llms.txt](https://help.tillit.cloud/tillit/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tillit.cloud/tillit/tools/excel-addin-v2/boards.md).

# 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>