Team Collaboration Sheet
Set up rows for each post with a creator, reviewer, status and deadline, choose your columns, and export the sheet as a CSV for your team.
Suggested roles: Creator (writes content), Reviewer (approves/edits), Scheduler (publishes), Strategist (calendar owner).
No rows yet - generate sample data or add rows manually.
Column preferences are saved locally. Export or copy CSV to share with your team.
Runs in your browser. Nothing you enter is uploaded.
What it does
When three people touch every post, a shared tracker with a clear status for each one stops drafts from being lost in chat threads. This tool gives you a ready structure of ten columns, including creator, reviewer, a draft, review, scheduled or published status, and a deadline, that you can fill in and export.
Generate five sample rows to see how it works, or add blank rows and fill them in. Only the visible columns go into the CSV, so you can trim it to what your team uses before importing it into Google Sheets, Notion or Airtable, where the real collaboration happens.
How to use it
- 1
Read the suggested roles note (Creator, Reviewer, Scheduler, Strategist).
- 2
Tick or untick columns under Visible columns.
- 3
Click Generate 5 sample rows or Add row.
- 4
Fill in each cell; use the date pickers for Date and Deadline and the Status dropdown for draft, review, scheduled or published.
- 5
Click Export CSV to download team-collab-sheet.csv, or Copy CSV.
What you get
A CSV file named team-collab-sheet.csv containing a header row and one row per post, limited to the columns you left visible.
When to use it
- Starting a team tracker
- Generate sample rows, replace them with real posts, and export the CSV as the first version of a shared sheet.
- Setting up approvals
- Fill in Creator and Reviewer for each post so everyone knows who drafts and who signs off.
- Trimming for a client
- Hide Notes and Hashtags before exporting so the client sees only dates, captions and status.
- Agency onboarding
- Use the suggested roles note and the column set as a template when onboarding a new account.
Tips
- Rows are not saved when you leave the page; only your column choices are remembered. Export the CSV before closing the tab.
- Keep Date (publish day) and Deadline (when the draft is due) separate so reviewers have time before the post goes out.
- Agree on status meanings with the team first, for example "review" means waiting on the named reviewer, not on anyone.
- After importing into a shared sheet, add a data validation dropdown for Status so the four values stay consistent.
Questions
Are my rows saved if I close the tab?
No. Only the visible column settings are stored in your browser. The rows themselves disappear on reload, so export or copy the CSV first.
What status options does the workflow use?
Draft, review, scheduled and published. Each row has a dropdown with those four values, and each status has its own colour in the table.
Can my team edit the sheet together here?
No. The sheet is built in your browser only. Export the CSV and import it into Google Sheets, Notion, Airtable or a similar shared tool for live collaboration.
Can I leave out columns we do not use?
Yes. Untick them under Visible columns; hidden columns are left out of both the table and the CSV. At least one column always stays visible.