Tables · Guide

Tables

Tables is where your business data lives — boards of rows and typed columns you can view as a grid, a Kanban, a map, a calendar and more, filter and automate, analyze, and share with the right people.

Partitions & boards

Your data is organized into partitions — the underlying containers for a set of records — surfaced as boards you work in. A board holds rows of data described by its columns. To start, create a board and add the columns that describe what you are tracking.

Column types

Each column has a type that sets what it holds and how it behaves. To add a column, choose Add column and pick a type:

• String — short text.
• Int — whole numbers.
• Currency — monetary amounts.
• Date — a calendar date.
• Datetime — a date and time.
• User — a person in your workspace.
• Ref — a reference to a row in another board.
• Geo — a location (coordinates).
• Subtable — a nested table of related rows attached to the row (see Rows & subtables).
• Longtext — long, multi-line text.
• Formula — a value computed from other columns.

View types

A view presents the same board data in the shape that suits the task. To switch, pick a view from the board's view selector:

• Table — the classic spreadsheet-style grid.
• Kanban — cards grouped into columns, for moving work through stages.
• Map — rows with a geo column plotted on a map.
• Calendar — rows placed on a calendar by their date.
• Gantt — a timeline of rows with start and end dates.
• Dashboard — summary tiles and charts over the board.
• Form — a fillable form that adds a new row on submit.

Rows & per-row subtables

A row is one record on the board. Click a row to open it, edit its values, or add a new row from the board. A per-row subtable is a nested table attached to a single row — for example line items on an order or tasks under a project — so related detail lives with the record it belongs to rather than in a separate board.

Filters

Filters narrow a view to the rows that match conditions you set — for example a status, an owner, or a date range. Add a filter to the current view to focus on the rows that matter; other views of the board are unaffected.

Roles & credentials

Access to a board is governed by roles and credentials, which determine who can view or change data. Assign people the appropriate role so each person sees and edits only what they should.

Automations (recipes)

Automations — also called recipes — run actions when something happens on a board, so routine steps handle themselves. Create a recipe by choosing a trigger and the action it should take.

BI & Insights

Insights turn your board data into business intelligence — summaries and charts that show what the numbers say. Open Insights (or a Dashboard view) to see your data rolled up.

Import

You can import existing data into a board to get started quickly rather than entering rows by hand. Choose Import and follow the prompts to bring your data in.