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Some people use plain ASCII text files (e.g. tree1.txt), while others use a word processor (e.g. tree1.doc). Each heading is a separate line of text, and its level in the tree is shown by indenting with spaces or (even better) tabs:

  •  ss of text file

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While either of these will work, we recommend using a spreadsheet instead, because:

  • The separate columns make it easier to see which level a given heading is on, and to make sure you haven’t accidentally skipped a level.

  • You can include several trees (e.g. the baseline tree and some revised versions) in a single spreadsheet by using the page tabs.

  • Most importantly, you can add columns to annotate your tree. In the screenshot abovebelow, we’ve added columns for Tasks and Notes.
  •  ss of sample spreadsheet

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If you’re working alone, use your favorite spreadsheet program (e.g. Microsoft Excel, Apple Numbers, etc.).

However, if you’re collaborating with others, we highly recommend using a cloud-based online spreadsheet (such as Google Sheets) that provides multi-user editing. This lets everyone stay current and contribute without having to email files around and manually consolidate changes later.

We’ve provided ~sample Here are sample files in Excel and Google Sheets formats to help you get started. Feel free to tweak them to suit your needs.:

FileFormatDescription
  •  sample file
Microsoft Excel~description
  •  sample file
Google Sheets~description

 

A few notes about our spreadsheet template:

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