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TablesOverview

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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