> 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FvLcNM5Vkg33IGFzolx1e%2Fimage.png?alt=media&amp;token=283d37dd-b4fd-49aa-b8ca-8bb6d59959bf" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FugE1kSM0O5FORRxlI24G%2Fimage.png?alt=media&amp;token=8468d8d7-4e51-4c12-841e-e6828af5c88e" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FTJyGv7HQBUSTy7OQkCOW%2Fimage.png?alt=media&amp;token=76da86a1-95c5-4a3b-b174-870be6876641" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2F6vVx60eTH70zFojWT23F%2Fimage.png?alt=media&amp;token=2182fb38-bf22-4ce4-85f3-65eae0ffd5bc" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2F1Zi4qhKLXSZB8BnzDjOL%2Fimage.png?alt=media&amp;token=d57aa62b-939c-4a21-8002-08d363e2610c" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2F7dPS1e81aCiKdvH6A5GS%2Fimage.png?alt=media&amp;token=e1099e5b-c750-4e6c-bf1c-1df3d5cca0d3" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2Fu1rCqmo1FJ8tg8aWLMhj%2Fimage.png?alt=media&amp;token=523e362b-e72c-4d38-a1ec-6f4468cda118" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FzBJhP3aGtJ2qeWN4hMly%2Fimage.png?alt=media&amp;token=623d7d37-7150-4781-8759-4783e608335f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FG2AchTlIKD2Vb1MUuHE1%2Fimage.png?alt=media&amp;token=909da94d-9d03-469f-9a42-03d135dcff5b" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FppomY0jTeY7KMAukfCtC%2Fimage.png?alt=media&amp;token=5abb3b55-90a2-4475-aaca-43009e13161d" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FsDPdSQEWkb4iEuTIuCRR%2Fimage.png?alt=media&amp;token=bba84a1d-2e4f-44d4-b8b6-d2f8c45f5f08" 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="https://352909507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrNT40XJFAFlAhUX8CcQS%2Fuploads%2FPfDm08zv6bIwMbOhsJAy%2Fimage.png?alt=media&amp;token=0555c0e6-d664-4786-b2c2-82fc21443051" alt=""><figcaption></figcaption></figure>
