Create a Table

Table of Contents

Tables allow organisation of your information with further properties. Properties can be added to help with segmenting and categorising everything in a workspace.

To create a new table:

  1. Click (+) in the left side bar or Press Ctrl+Enter (or Cmd+Enter on macOS) on your keyboard.
  2. Select Table
  3. Enter a name for your Table in place of Untitled Table.

You can also Create a Page and then select Table as the Page Type

By default there will be Name, Atoms and Sub-Pages properties with the option to add further properties.

Rows are added to a table using the New button in the Table Menu located above the table

Tables can also be created as a Section of a Page

Table Properties #

After adding a new Property to a table, click on the Column Title to access the Property Type Menu. Here there are options to update the property name and select the Property Type.

Alongside text and number, the main properties to choose from are:

  • Tags – to filter and organise within the table, select multiple options from a list
  • Single select – select a single option from a list
  • Checkbox – for yes/no on/off options
  • Date – add calendar dates
  • Rating – choose a star rating

Sub Pages displays all the lower level pages added under a page

Linked Pages displays direct connections to other pages anywhere in the workspace

Atoms displays the atoms captured in this page

Further functionality is available from Tables through Linked Tables

Table Views #

Custom views of tables can be created using the Properties, Filters and Sort features, in the Table Menu

  • Properties – controls show/hide across the different available properties in a table
  • Filters – show information of interest
  • Sorts – available to organise by properties

Different Table Views can be created to quickly move between different Properties, Filters and Sort combinations and view a particular set of information.

To create a new view:

  1. Click TABLE in the Table Menu
  2. Select ‘Create a View’
  3. Add a Name for the new view and choose from Table, Chart or Kanban
  4. Select Properties on display, Filters and Sorts

Table views are useful to view particular information in different parts of your workspace through Table Embed

Changing Table Views #

To move between different Views, click TABLE and select the view of interest from the list of saved views.

Charts #

Charts are available to quickly plot properties against each other for a visual summary.

  • Select from Scatter, Bar or Pie chart
  • Add a Title for the Chart
  • Use Property Selection to identify the Properties to plot

Kanban #

Build a Kanban board to manage your project progress.

When Kanban is selected, another option appears in the Table Menu for you to choose the Single Select Property you wish to group your work around in Kanban view

Table Embed #

Tables can be added as a Section of a Page. They can be created new from within a page or an existing table can be embedded to pull information into different pages across the workspace.

When adding a new Section to a page (hover over an existing section and click (+)) , navigate to Link a Page option in the Section Menu

This opens up the Search Bar to locate the Page of interest, start typing the name of the Table you want to Embed and select it from the list.

The Table will be added into your page. To expand and view the Table, select the ‘View Table as Embed’ option on the right hand side.

Once Viewed as an Embed, a Table View can be added or selected to show the information of interest on that Page.

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