Move from Google Sheets in an afternoon

Spreadsheets are a great start. They stop working when two people edit the same row, nobody knows who owns what, and the person who asked has no idea where their request is. Here's how to move without losing anything.

You'll need: to be a company Admin, and your sheet.

1. Get the sheet (5 minutes)

No tidying needed: extra tabs, blank rows and form-style questions are fine. Either:

• Share it as Anyone with the link can view and copy its link, or
• Download it: File → Download → Microsoft Excel (.xlsx).

Using a Google Form? Open its Responses tab and click View in Sheets to get to the sheet.

2. Import it

On the Stacks page, click Import and drop in the file (or paste the sheet's link). TicketStacker sets up the stack for you: tabs, fields, stages and your stores as locations. Check the preview, change anything that looks off, and import. (Import from a spreadsheet)

Nothing is emailed, tickets keep their original dates, and you can Undo import from Settings → Imports for 30 days. So relax and try it.

3. Shape the stack

Open the editor and tidy up: rename fields, turn free-text columns that really have a few values into Choose one fields, and add steps that match how work really flows.

Coming from a task tracker or kanban sheet

Lots of trackers (including the kanban boards Gemini builds in Sheets) have the same columns. Here's where each column (in italics) lands:

• Task ID, Date Created and Assigned By are automatic: every ticket gets a number, a created date and who made it.
• Status becomes the stack's stages, and the Kanban view is your board. Drag cards between columns just like before.
• Priority, Business and Department become dropdown fields, and each one gets a filter on the list and the board. The header shows how many open tickets are high priority; click it to see them.
• Assigned To becomes the ticket's owner. If two people share the work ("Justin or Patrick"), make a queue for them instead: whoever's free takes it.
• Completed By is filled in for you from now on: closed cards say who closed them. Your old values stay in a field; once your people have joined, Match names to people (Settings → Imports) turns old names into owners and Closed by. See Import from a spreadsheet.
• Notes / Updates become comments, with history and @mentions. Photo becomes attachments.
• The Summary tab is Reporting: the header already shows the % done.

4. Point new requests at it

If people added rows by hand, give them the web form instead. If you used Google Forms, see Turn Google Forms into tickets.

5. Switch the team over

Invite your team, then make the sheet read-only with a note at the top: "We've moved! Use TicketStacker." Show people their Home screen; that's usually all it takes.

Why it's worth it: we wrote more in Get your business out of Google Sheets.