Spreadsheets

Tables — backlog, budget, and sheets in one overlay

Open the Table window from your workspace: multi-tab spreadsheets with formulas, filters, and realtime sync. Backlog rows drive agent runs and the kanban board; Budget tracks plan vs actual; Schedule holds dated events and calendar export—not a separate database from To do.

Formulas & CSV Backlog ↔ board Run from rows
Sheet roles

Sheet, Backlog, Budget, and Schedule — what each one is for

Every team dashboard gets editable spreadsheets. Generic sheets are free-form grids; role sheets ship with column layouts, validations, and automations tuned to operations, finance, and calendars.

Generic

Sheet (blank tab)

A normal spreadsheet tab—any layout you want. Use it for research tables, content matrices, ad-hoc lists, or scratch calculations. Supports the full formula engine, merge cells, comments, freeze panes, find/replace, bold/align/fill, copy/paste, and CSV/XLSX import/export. No automatic link to the task board unless you wire it yourself.

Choose Sheet when you need a flexible grid that is not tied to agent runs or kanban columns.

Role · backlog

Backlog

The operations sheet: Task, Agent, Priority, Status, Blocked by, Due date, Days in Waiting, Prompt, Last run, Job, Error, and Run. Status lists match kanban (Waiting, In progress, Ready, Done, Failed). Dropdowns for Agent and Status; conditional colors for status and long waits in Waiting. This is where you queue work, run agents row-by-row, and sync with the Task board and To do panel.

Choose Backlog when rows represent standing tasks or agent jobs—not one-off notes in a blank grid.

Role · budget

Budget

Finance layout: Item, Category, Planned, Actual, Variance—with sample SUM formulas and a Total row. Negative variance cells turn red automatically. Link Budget ↔ Backlog to pull Actual/Planned from backlog items via INDEX/MATCH-style formulas. Budget summary chips highlight categories over plan.

Choose Budget when you track spend or token burn against plan, optionally tied to backlog line items.

Role · schedule

Schedule

Calendar-oriented columns: Date, Time, Event, Owner, Notes. Frozen header row. Set recurrence on a master row (daily, weekly, monthly), generate occurrence rows for a month, and export the sheet to .ics for Google Calendar or Outlook. Complements cron-based standing tasks on the kanban board—use Schedule for human-readable event grids.

Choose Schedule when you plan meetings, launches, or content slots in a dated table—not agent execution queues.

Capability Sheet Backlog Budget Schedule
Agent Run / Send to agent Yes
Sync with Task board Yes
Formulas (SUM, MATCH, …) Yes Yes Yes Limited
Column validations / lists Manual Built-in Date/time
Auto-run & webhooks Yes
Export .ics Yes
Getting started

How to open Tables and create sheets

Tables are part of your Digio workspace—the same team space as your canvas, To do list, and task board. New workspaces start with Backlog and Budget tabs ready to use.

  1. Open Tables

    In your workspace toolbar, click Table. The spreadsheet opens full screen with sheet tabs, a formula bar, and formatting tools. When teammates edit together, you see live cursors on the sheet.

  2. Add a blank sheet

    Click + Sheet to add Sheet 1, Sheet 2, and so on. Rename or duplicate tabs from the tab menu. View-only teammates can read the sheet without editing cells, depending on their role.

  3. Start from a template

    Open Templates in the toolbar and choose Backlog, Budget, or Schedule. Each adds a ready-made tab with headers, sample rows, and the columns you need for that workflow. Backlog includes agent and status columns with color cues.

  4. Bring in your data

    Paste from Excel or Google Sheets, or choose Import CSV into selection after picking the top-left cell. Export one sheet as CSV or the whole workbook as XLSX. Save a snapshot before a large import so you can roll back in one click.

Backlog in depth

Run agents from rows and keep the board in sync

Backlog is the spreadsheet face of standing tasks. Linked rows share IDs with kanban cards and To do entries—edit Task, Agent, Priority, or Status in the sheet and the board updates (and vice versa when sync is on).

Run row & queue

Select a data row with a task title and agent, then Run row—or batch Run visible Ready rows. While streaming, Status moves to In progress; Job and Error columns fill in. Blocked by enforces finish-first on dependent rows.

Add to agent tasks

Send to agent / Add Ready rows creates standing tasks on agents and cards on the board. Auto-add to Backlog appends new standing tasks from To do when enabled.

Board import & sync

Import Task board → Backlog pulls kanban columns into rows; Replace Backlog clears data rows first. Sync selection to board pushes edits back. Optional auto-sync every 8s and manual sync after agent runs.

Auto-run & field rules

Scheduler tick can auto-run Ready rows. Field auto-run triggers when you set Status (or another field) to a configured value. Done webhook POSTs to your HTTPS URL when a row reaches Done.

Views & filters

Column sort/filter, saved views, quick filters (Ready only, overdue due, no agent, sort by priority), group by Agent or Status, status summary bar, and sheet insights (overdue / no agent counts).

Row hygiene

Insert row above, duplicate row, cell comments with @mentions, change history on key fields, Days in Waiting SLA highlight (7+ days), and undo/redo per sheet.

Budget

Plan vs actual with live variance

Budget sheets track line items and spend—not agent queues. Compare planned and actual numbers, see variance update as you edit, and link rows to Backlog when names match.

Totals that stay current

A built-in Total row sums Planned and Actual. Variance shows the gap row by row and rolls up at the bottom—no manual spreadsheet maintenance.

Overruns stand out

When actual spend beats plan, variance cells turn red so finance and ops see trouble lines instantly—without building conditional rules yourself.

Linked to Backlog

Connect Budget ↔ Backlog so Actual follows backlog line items by name. One source of truth for token burn, contractor spend, or project costs.

Category alerts

Summary chips flag categories that crossed plan—scan the sheet header before a review meeting instead of hunting individual cells.

Schedule

Dated events, recurrence, and calendar export

Schedule is your team calendar in table form—dates, owners, and notes. Use it alongside automated agent runs on the board when you want both a human-readable plan and hands-off execution.

Built for events

Date, Time, Event, Owner, and Notes columns with validation—overdue rows surface automatically so launches and meetings do not slip past the team.

Smart recurrence

Set daily, weekly, or monthly repeats on a master row, then generate a month of occurrences in one action—or toggle a lighter weekly repeat on any row.

Export to your calendar

Download Schedule as .ics and open it in Google Calendar or Outlook—share the same timeline with stakeholders who do not live inside Digio.

Pairs with automation

Use Schedule for people and dates; use standing tasks and cron on the kanban when agents should run on a clock. Both views stay in one workspace.

All sheet types

Spreadsheet features shared across tabs

Whether you are on a blank Sheet or a templated Backlog, the same editor powers collaboration and analysis.

Formulas

=SUM, =MATCH, references like A1 and B2—toggle show formulas vs computed values; fill handle drags formulas; cycle and #DIV/0! errors surfaced in-cell.

Selection & clipboard

Copy, cut, paste, clear, select all; multi-cell selection bar; protected cells per team role.

Layout

Resize columns/rows (double-click edge to auto-fit), freeze rows/columns, merge/unmerge, insert/duplicate rows.

Find & format

Ctrl+F find in sheet; bold, alignment, background fill on the format bar.

Collaboration

Realtime patch sync, peer cursors on cells, tab presence (“who is viewing”), comment threads with resolve/reopen.

Files & history

CSV import/export, workbook XLSX export, labeled snapshots save/restore, per-cell audit on backlog fields.

Tips

Operator habits

Treat Backlog as the batch interface to the same tasks you see on the board.

  • Anchor CSV imports — select cell A1 of the target block before import so Task rows line up with board links.

  • Saved views — store Ready-only or overdue filters for weekly ops reviews.

  • Snapshot before Replace — board → Backlog replace clears row links; restore from snapshot if needed.

  • Budget link — align Item names with Backlog task titles before Link Budget ↔ Backlog.

Plan work in rows, not scattered docs

Open Tables on your dashboard, seed a Backlog template, and run your first agent from a Ready row.