Now that you have your sheet templates and fields configured, here is how to add a sheet to your project:

• Navigate to your project plan.

• Under a phase, find the dropdown menu next to "Add task."

• Click "Add sheet."
  

• Choose a sheet template or open a blank sheet to proceed.
  
  

When you click on a Sheet from the project overview page, a side pane opens up (similar to a task's detail pane). In this pane, you can:

• Set essential task attributes such as Assignee, Due date, and Task status (which defaults to To Do when the sheet is created).

• View and configure the sheet's settings, including Sheet Tabs, Sheet Fields, Task Info, and Additional Info.
  

• Just like with any other task, you can also have conversations right inside the sheet. Simply click the Conversations button on the right side of the screen, where you can tag people and use smartfills to communicate relevant details about the sheet's data.

Freezing Sheet Entries to Prevent Edits

If you need to lock the data within a sheet and prevent any further edits, you have the option to freeze it. This ensures data integrity by disabling changes in the sheet itself or within any of its tabs.

To freeze an entire Sheet Repository:

1. Navigate to the Sheets section in your project.

2. Scroll to the specific sheet you want to lock.

3. Click the three dots (...) menu next to the sheet name and select Freeze Sheet.

To freeze a specific Sheet Tab:

1. Open the Sheet Repository.

2. Click on the sheet tab dropdown menu.
   
   

3. Select Freeze Tab.