← All articles

Tables & field types — Start from a template type

Each template type pre-builds the fields that kind of table usually needs, so you're editing a working table instead of a blank one: • Customer — Email, Phone, Status (Lead / Active / Inactive), Notes. • Project — Status (Planned / Active / Blocked / Complete), Start Date, Due Date, Budget. • Task — Status (Todo / In Progress / Blocked / Done), Priority (Low / Medium / High / Urgent), Due Date, Done. • Asset — Serial, Status (In Service / Maintenance / Retired), Acquired, Value. • Event — Start (required), End, Status (Scheduled / Confirmed / Completed / Cancelled), Notes. • Invoice — Amount (required), Issued, Due, Status (Draft / Sent / Paid / Overdue). • Document — URL, Type (Contract / Proposal / Spec / Report / Other), Status (Draft / Review / Final). Template fields are ordinary fields — delete them or add more alongside them freely afterwards. The type itself is chosen at creation and can't be switched later.
Nothing here answered it? Ask us directly — we usually reply within one working day.

Made with RowFold