SheetPlanner 5 for Mac, iPad and iPhone release today

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Posted by SheetPlanner
Aug 26, 2025 at 08:57 AM

All,
Please see attached release notes for SheetPlanner 5 for Mac, iPad and iPhone.

Looking forward to your feedback.

Peter

# SheetPlanner 5.0 Release Notes #

SheetPlanner 5.0 is a major update to this spreadsheet-like project planning tool. Major enhancements in version 5 include:

- Introducing an iPad and iPhone app for SheetPlanner!
- Added a powerful live sync feature, where changes update across devices almost instantaneously.
- Split the Inspector into Values, Format, Views, and Activity tabs.
- Plus many other improvements; see the full release notes on the SheetPlanner website for details.

Read on for a detailed list of changes.

* iPad and iPhone apps:
- Introducing an app designed for iPad and iPhone, optimized for those devices.
- They support all of the view modes of the Mac app: Outline, Timeline, Board, Month, and Year.
- Plus the full range of Inspector controls and multi-sheet sidebar.
- And advanced features like focus, filters, notes, links, and more.
- Documents are synced via iCloud Drive, including the new live sync feature.

* Live sync:
- Documents can be synced via iCloud Drive, and now will update pretty much in real time.
- Individual changes are communicated between devices faster than iCloud Drive syncs the whole document.
- (For the technically minded, it uses CloudKit, like Apple’s Numbers etc do.)
- Live sync works with collaboration too; share a SheetPlanner document with someone else, and you’ll see changes quickly.
- It can optionally notify you when someone or another device starts or stops using the document, or makes changes.

* Outline:
- Major changes to improve performance of the Outline view. Things like selecting cells and updating other cells based on edits is significantly faster.
- The Outline is now updated less frequently if a cell is being edited or a popover is shown (e.g. date picker) when a sync occurs.
- Dragging rows is disallowed when using a Smart Filter.
- Deleting all children of a parent then undoing that will now re-expand the parent.
- When deleting the last child of a parent, the entire outline is now reloaded to remove the parent disclosure.
- When clearing a Progress cell, the row is now marked as incomplete, removing the Topic strikethrough etc.
- The Organize ▸ Disconnect menu command now works when one or both of the selected rows is a parent row.

* Timeline:
- Reimplemented on Mac to support the iPad and iPhone app.
- Improved the reliability of drawing the dividing lines and such.
- Now avoids a situation where it was unnecessarily updating the Timeline when not shown.
- Fixed the headers not updating when changing the scale.
- Multiple selection is supported via the Command key, and extending a selection via the Shift key.
- The Project Plan templates now default to a Timeline scale of Weeks.

* Board:
- Now defaults to Topic for vertical lanes.

* Inspector:
- Added Values, Format, Views, and Activity tabs to the Inspector, and split the panes amongst them.
- Moved the View ▸ Show/Hide Inspector menu command into a submenu, along with commands to directly show each of the Inspector tabs.
- Remembers the selected tab for next time.
- Note Inspector:
- Added a Note Inspector pane when a cell is selected, with a rich text field like in the Topic cell.
- Changes in the Note Inspector are reflected in the Topic cell, and vice versa.
- Links Inspector:
- Added a Links Inspector pane when a cell is selected, with a list of links from the Topic cell.
- Includes buttons with the links; clicking or tapping on a button shows a menu with actions, just like in the Topic cell.
- Changes in the Links Inspector are reflected in the Topic cell, and vice versa.
- Links can be reordered by dragging.
- Below the links are buttons to add a new file link or website link.
- Interval Inspector:
- Added a Units popup menu with Automatic, Hours, Days, Weeks, Months, and Years. By default it is Automatic.
- Added a checkbox to use work days and hours. Defaults off.
- Added a segmented control with days of the week, to indicate which days are work days. Uses the system setting for the first day of the week. Defaults to Monday to Friday; disabled if not using work days.
- Added time fields for the start and finish work hours. Defaults to 9 AM to 5 PM; disabled if not using work hours. Only relevant when using Hours as units.
- Symbol Column Inspector:
- Added a Goal Symbol option.
- People Column Inspector:
- The People Column inspector now lists devices for people using the document. You can rename your current device.
- Format Style Inspector:
- The Style Inspector’s font family menu is now filtered to remove some non-English fonts when the locale is English, to make the menu a bit more manageable.
- Added an “Include All Font Families” option in the Debug menu to bypass this behavior (on next launch of the app).
- Added a Capitalization popup menu in the Style Inspector, with options to change the case of typed text.
- Activity Inspector:
- This new pane lists dates and people who have changed the document.
- A sync status icon button is included before to the Activity group name. Clicking/tapping this button will manually sync. A tooltip gives more information on the state of syncing.
- When the Activity Inspector page is displayed, all change highlights are shown. Selecting an activity row dims the other highlights. When changing to another Inspector page or dismissing the Inspector, the highlights revert to the global setting (i.e. are removed, unless always showing all highlights).

* Filters:
- Changed the criteria editor to retain the same condition and value when changing the column if the column type is the same.

* Sidebar:
- The All Sheets and Recents groups in the sidebar are now collapsed by default for new documents.
- Right-clicking on the sheet name now just shows the contextual menu, without going into edit mode.
- Fixed getting stuck with the spinning indicator when opening a document if a folder was selected.
- The New Folder, New Sheet…, New Sheet from Document…, Rename Folder and Delete Folder menu items are now available when a folder is selected.

* Settings:
- Added a Sync page to Settings, with options for activity notifications, selections, and highlights.
- Changed the toolbar icons to use modern SF Symbols.
- Added a “Show Debug menu” checkbox in General Settings, to show or hide the Debug menu.

* OS 26 compatibility:
- Built for OS 26, still compatible with several previous OS versions.

* Other changes:
- Updated the welcome (onboarding) images.
- Changed the minimum macOS version required to Ventura (macOS 13).
- Plus many more minor changes and fixes.

Posted by Paul Korm
Aug 26, 2025 at 03:33 PM

The missing link

https://www.sheetplanner.com

Posted by Stephen Zeoli
Aug 27, 2025 at 12:18 PM

Sheet Planner is software so good it makes me wish I had a need for it.

Steve

Posted by SheetPlanner
Aug 27, 2025 at 01:52 PM

Thanks Paul…

Paul Korm wrote:
The missing link
> >https://www.sheetplanner.com

Posted by SheetPlanner
Aug 27, 2025 at 01:53 PM

Thanks Stephen, its clearly not for everyone but as we add features, the use cases will expand.
5.1 will have some super powerful features.

Peter

Stephen Zeoli wrote:
Sheet Planner is software so good it makes me wish I had a need for it.
> >Steve

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