SheetPlanner 5.1 Release Notes

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Posted by SheetPlanner
Oct 23, 2025 at 09:58 PM

SheetPlanner 5.1 is on the way to the Mac App Store and Setapp for approval. Should be available soon.

Big update…...

# SheetPlanner 5.1 Release Notes #

SheetPlanner 5.1 is a big update to this spreadsheet-like project planning tool. Major enhancements in version 5.1 include:

- Added a new Tags default column.
- Added Smart Filter options to include children with matches, and to restore views.
- The Focus feature now supports multiple selection.
- The sheets in the sidebar can now disclose their contents to quickly see the structure and focus on different parts of the document.
- Added special handling for importing CSV exported from OmniFocus.
- Plus many other improvements; see the full release notes on the SheetPlanner website for details.

Read on for a detailed list of changes.

* Tags:
- Added a new Tags default column. Hidden by default; reveal via a column menu.
- Includes some sample tags: Home, Work, Errands, Ideas, Projects. You can add or remove as desired.
- Added an “Automatically add tags” option in the Format Inspector for Tags columns. It is on by default for the Tags column. This option is also available for other list-based columns, but is off by default for them.
- The Tags column uses a new capsule display style, with different colors assigned to each tag.
- Type some text and press Comma (,) or Return to turn it into a tag, either matching one of the existing ones, or as a custom one. If the auto-add option is enabled, custom ones are added to the Tags column.

* Smart Filters:
- Added an option in the filter editor to choose whether to show only the matching rows (the old and default behavior), or to also include children of matches.
- Added an option to restore the current views when showing the filter.
- Smart Filters for List columns now include “contains”, “doesn’t contain”, “begins with”, and other text conditions.
- Can now add # before some text in the search field to only search for tags.
- Adding a Smart Filter for #-prefixed search text adds the filter for tags, e.g. “#work” is added as Tags Contains “work”.

* Multi-focus:
- The Focus feature now supports multiple selection.
- Select as many rows as desired and choose the Focus command, and they and their children will all be focused upon.
- If the selection includes parents and children, the uppermost parents are used.
- Right-click (on Mac) or long-press (on iPad) on the Focus button to the right of the Topic heading to show a menu to re-focus on any of the parents, or unfocus.

* Sidebar focus:
- The sheets in the sidebar now have a disclosure.
- When the disclosure is expanded, they list the Completion checkbox and Topics of top-level rows of the sheet.
- Each subsequent level can also be expanded; the disclosure state is remembered.
- Selecting a row shows the containing sheet with that row focused.
- Multiple selection (for multi-focus) is also supported via Cmd-clicking or tapping rows.
- On iPad and iPhone, can also swipe with two-fingers for multiple selection.
- When a sheet is expanded, selecting the sheet exits focus mode, as a convenient shortcut.
- Rows can be dragged within the current sheet in the sidebar, and from the sidebar to the Outline view or vice versa.

* OmniFocus import:
- Added special handling for importing CSV exported from OmniFocus.
- Populates the built-in Topic, Start Date, Finish Date, Completion Date, Duration, and Tags columns, plus custom Status, Context, and Flag columns, and some hidden columns with additional values that aren’t really needed.
- In OmniFocus, show the rows to export (e.g. via a Perspective), then choose File ▸ Export…, and choose Comma Separated Values (CSV) for the File Format. Then in SheetPlanner, choose File ▸ Import… and choose that file.

* iPad & iPhone specific:
- Added a Filter menu to the menubar on iPad, with the same commands and shortcuts as on Mac.
- The sidebar now restores the selection on opening the document.
- The sidebar is now wider by default, and the maximum width is wider.
- The width of the sidebar can be adjusted, and is remembered for next time.
- Fixed the focus button occasionally missing its title.
- Fixed documents sometimes not saving.

* Other changes:
- Significant changes to support safer concurrency with Swift 6.2.
- Fixed a row number appearing as zero in rare circumstances.
- Indenting and outdenting is now allowed while focused.
- Fixed a crasher when changing Settings after a document is closed.
- Fixed sometimes losing completion state when dragging a row.
- When there is no selection, pressing Down Arrow will select the first Topic cell, or pressing Up Arrow will select the last one.
- Fixed an issue with Cmd-tapping/clicking to select multiple cells in the Outline view.
- Fixed dragging Outline view rows when completed rows are hidden.

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