Updating to a new version

Your copy keeps the code it was copied with. When a newer version exists, the sidebar shows a notice. Updating takes about five minutes and is optional.

1. Make a fresh copy from Get your copy and open its sidebar once to allow it. Do not click Set up yet.
2. In your old spreadsheet, right-click each of the tabs Grants, Deadlines, Funders, Payments and Lists, choose Copy to > Existing spreadsheet, and pick the fresh copy.
3. In the fresh copy, delete the words "Copy of " from those tab names (for example rename "Copy of Grants" to "Grants").
4. Open the sidebar in the fresh copy and click Set up. It recognizes the copied tabs and keeps their rows, IDs, stages and fiscal year, then rebuilds the dashboard. Do not copy the old Dashboard tab.
5. Enter your license key under License (remove it from the old copy first if you use 3 spreadsheets), and turn reminders back on.
6. For the calendar: in the old copy click Stop syncing (and delete that calendar in Google Calendar if you like), then create the calendar again in the fresh copy.

Then keep the old spreadsheet as an archive or delete it. If anything looks wrong, email support@tidyfieldapps.com.

Latest version: 1.0.0. First release.