The Spreadsheet and Other Power Tools

Edit the whole plan in a grid, shift work to other days or even out the weeks ahead, and give kids month-only checklists.

The Task Spreadsheet

For heavy editing sessions, open the Task Spreadsheet directly from Records (it also remains a Calendar tab). Every assignment becomes a row you can edit in place. The columns are child, task, subject, dates, estimated minutes, grading and points, month, subject splits, pages, chore status, notes, and completion status.

• One year at a time: the sheet opens on the current school year. The Year picker in the toolbar switches to another year or to All years. Undated tasks show under every year. Nothing can strand out of sight, and an empty year says so plainly rather than looking like lost work
• Edits save automatically as you type, so there is no Save button to forget
• Month is an editor: on scheduled work, changing it moves Start and Due together without changing the task's span. On undated work, it changes the planning month
• Status is an editor: choose Done to finish every planned day, or Open to reopen it. Partly checked work says In progress, and Trellis names what reopening will clear before it acts
• Calculated time still has a doorway: a multi-subject task's estimated minutes can be the sum of its subject rows. Click that calculated total to edit the subject minutes that produce it
• ↶ Undo and ↷ Redo step back and forward through your cell edits
• Search all results: task titles, notes, child names, primary subjects, and additional subjects are all searched. The search covers the whole selected year, not only the 50 rows currently on screen
• Filter any column: open the small menu in a heading, search that column's values, and choose one or several to show. Column filters can be combined, and the same menu sorts ascending or descending
• Make the sheet yours: Arrange columns changes their order, and dragging a heading edge changes only that column's width. Trellis remembers the layout for your parent account
• Select rows for bulk actions: Mark selected done or Move selected to Recycle Bin

Tasks & Checklists

Some work has a month, not a day, such as "read two library books" or "practice typing ten times." Open Plan › Tasks & Checklists, pick a child, subject, and month, and paste lessons one per line.

• Each kid sees their own in Anytime This Month (Monthly checklist on a phone). The combined all-children Monthly Checklist lives in Family View on a parent-signed-in device
• A pace meter compares their progress to how much of the month has gone by: gentle accountability without due-date pressure
• Want one on a specific day after all? Drag it out of the calendar's Anytime This Month panel onto a date

The same page keeps Family Tasks, including chores, workouts, errands, and your own to-dos, separate from schoolwork. Assign a task to one or more children, or keep it as a parent task. Give it a date to put it on the calendar, and set it to repeat weekly for the jobs that always come back. Tasks never touch grades, school-day counts, or learning hours.

Move Work

Move Work gives new dates to one day's unfinished work or to unfinished work on or after the date you choose, through the catch-up window. Choose the resume date and how fast to get back on track. Trellis places that work inside the window, and the preview shows when the schedule is back to the untouched original plan. Work after the window stays unchanged. Move Work can also even out the weeks ahead without pushing the plan. Completed work stays put, and nothing moves before you apply the preview. See the calendar guide for the full walkthrough.

Refiling between school years

Curriculum that spills past summer, or work that landed in the wrong year: the dates decide which school year work belongs to, always. There is no year field to manage. To refile work into another year, change its dates. Drag it on the calendar, edit the dates in its drawer, or fix the Start, Due, or Month cells here in the spreadsheet. Reports, the gradebook, and the year view follow on their own. The year menus on those pages are filters for looking back, never a property to set by hand.

Split-subject lessons

One lesson can honestly count toward two subjects, such as a history unit heavy on writing. Give it a second subject at import time with Also counts toward, and choose how many minutes per lesson move to that subject. Hours land in both subjects' records automatically.

Work that is really several subjects at once, such as a unit study or morning basket, gets its own path. Tick Counts toward multiple subjects under the Subject box (it's on the assignment form, both import tools, and the calendar's edit drawer). Leave Subject blank, then name the work and give every subject its minutes in the pop-out. The name you pick is what shows on the day's list, and the total is the sum of the minutes you assign. Each subject's hours land exactly where you sent them.