Tables
Tables store business data in rows and columns inside TASKBASE. Use them for task inputs, processing results, review queues, or operational records.
Core operations
- Create, rename, and delete a table
- Add, edit, move, and delete columns
- Add, duplicate, edit, and delete rows
- Search, filter, and sort data
- Open row details
- Export as CSV or JSON
- Undo or redo recent edits
Column types
Available types include text, number, date, checkbox, select, multi-select, attachment, image, link, relation, JSON, formula, rich text, video, and audio. The column picker contains the current list for your workspace.
Changing a column type can make existing values invalid. Export important data before a structural change.
Use a table from a task
Search for Tables when adding an action to see available row creation, search, and update operations. Some workspaces can also trigger a task from a table change.
Design practices
- Define what one row represents.
- Keep a unique order, inquiry, or record identifier to prevent duplicates.
- Use select columns for consistent state and owner values.
- Store attachments and personal information only when necessary.
- Export before a large update or bulk deletion.
Table access follows the member’s space permissions.
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