A step-by-step guide to moving a team's tracker out of a spreadsheet without losing a single row.
Spreadsheets are where most workflows start, and there is no shame in that. The trouble starts when five people edit the same sheet and nobody knows which row is current.
Import, do not retype
Arclay imports any sheet and maps columns to fields: owner, status, due date, priority. Keep the sheet in sync for a few weeks while people adjust.
Turn the status column into stages
Your status column becomes the board's columns. Moving a card is now how status changes, and every change is recorded.
Add one automation
Just one. A reminder before due dates is usually the right first choice. Add more once the team trusts the board.
