Overview
Creating a base using AI
Plan Free & Professional User Permissions Owner, Portal Manager, Workspace Manager Platform Web, iOS, and Android You can create customized bases that suit your workflow with just a simple prompt using Zoho's AI-powered assistant, Zia. How to create ...
About the base
About the Base To know the information about the base, 1. On the base listing page, click on the more options next to the name of the base. 2. Select About About the Base dialog box displays the following information: Base Creator: Displays the base ...
Delete a base
To delete a base: 1. Click the More Options next to the base's name. 2. Choose Delete from the context menu. 3. Click Delete on the dialog box to confirm the action.
Share a base
To Share a Base 1. On the base, click the three dots (more options). 2. Choose Share. 3. Enter the email addresses of the collaborators. 4. Select the permission level (Manager or Editor or Viewer). Base Manager - Can edit records, fields, tables, ...
Rename a base
There are three ways through which you can rename a base. Option 1 : 1. Go to the respective base. Click the three dots (More Options) and select the Edit option. 2. Rename the base as you prefer and set an appropriate icon & theme that is suitable ...
Duplicate a base
To Duplicate a Base 1. From the base listing page, click the three dots (More Options) next to the name of the Base. 2. Choose the Duplicate option. If your base's name is Base 4 and you have duplicated it, a new base named ''Base 4_copy'' will be ...
Download a base
To download a base: 1. Click the three dots (More Options) on the base 2. It opens a drop down menu. Select the Download option. 3. Choose the default Microsoft Excel (.xlsx) format, 4. You can also password protect the downloaded file by enabling ...
Move a base
If you are working with multiple workspaces comprising of multiple tables, you can move your bases from one workspace to another. There are two ways to move a base from one workspace to another : Option 1 - Drag and drop the base by moving it to your ...
Create a base
What is a Base? In a workspace, each tiny colored icon defines a base. Your workspace is made up of the bases you create. A base is a collection of tables in a logical arrangement with all the information required for a specific task, project, or ...