Downsizing & Transition Support
Support resources for setup, using the Downsizing & Transition Organizer, compatibility, troubleshooting, and common questions.
Coming soon
The Downsizing & Transition Organizer is currently in development. This support page is being prepared ahead of its release.
Getting started
Start here if you’re setting up the Downsizing & Transition Organizer for the first time or want an overview of how the system is organized.
First-time setup
Start here before entering information in the Downsizing & Transition Organizer. This guide covers opening the organizer, creating your working copy, and completing the initial setup steps.
Getting to know the organizer
An overview of the main sections, navigation, Dashboard, Inventory, planning tools, and how the different parts of the organizer work together.
Saving and backing up your organizer
Recommended practices for keeping your organizer safe, maintaining backup copies when appropriate, and avoiding accidental loss of information.
Using the organizer
Guidance for everyday use of the Downsizing & Transition Organizer, from cataloguing belongings to planning spaces, decisions, packing, and moving tasks.
Adding and managing inventory
How to record belongings, update item information, organize records, and keep your Inventory current as decisions are made.
Using Spaces & Fit
How to compare furniture and belongings with available space and record measurements to help decide what will fit in the new home.
Managing family claims and decisions
How to record items family members may want, track decisions, and reduce confusion about who is receiving what.
Planning actions and important dates
How to organize tasks, deadlines, appointments, and other steps involved in the downsizing and transition process.
Packing and containers
How to track boxes and containers, record their contents and destinations, and keep packed belongings organized during the move.
Reports and printing
How to use the organizer’s reports and printable views to review information and prepare useful summaries.
Compatibility & troubleshooting
Help with setting up and using the Downsizing & Transition Organizer in Google Sheets, plus solutions to common technical issues.
Google Sheets compatibility
Information about supported browsers, Google Sheets, and any known limitations that may affect the organizer.
Problems setting up the organizer
What to check if setup does not complete as expected, a permission request appears, or part of the organizer does not initialize correctly.
Saving and synchronization
Help with changes that do not appear to save as expected, synchronization issues, and making sure you are working in the correct copy of the organizer.
Something looks wrong
Steps to try if formatting, formulas, dropdowns, navigation, or other parts of the organizer appear to be behaving incorrectly.
Reports and printing problems
Troubleshooting for print layout, page scaling, PDF creation, and reports that do not appear as expected.
Common questions
Quick answers to common questions about using, maintaining, sharing, and updating the Downsizing & Transition Organizer.
Yes. You can rename your copy of the organizer without affecting how it functions.
Yes. You can keep separate working copies, backups, or archived versions as needed.
Google Sheets allows multiple people to work in the same organizer when it has been shared with them. Use the same shared copy rather than creating separate working copies.
Yes. The Inventory is designed to be updated throughout the downsizing process as belongings are added, reviewed, moved, donated, sold, or otherwise dealt with.
Yes. Measurements and other planning information can be updated as you learn more about the new space or make different decisions about what you are keeping.
Use Undo immediately if possible. If the change cannot be reversed, restore the information from a recent backup or fresh copy when appropriate.
Updates or new releases should be treated as separate versions unless specific upgrade instructions are provided. Do not assume information in an existing organizer will automatically transfer to a newer version.
Still need help?
Contact support
Can’t find the answer you need? Send us a message with your question or problem, and we’ll help you work through it.