Create a base

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 workflow. By default, it's a regular grid set-up where you enter data in records and fields. You can add one or more tables that are linked to each other to your base.


You can customize your base based on your use case, such as project planning, event management, bug tracker, etc. 


To create a new base:

There are three ways to create a base.


  1. Use our pre-defined templates 
  2. Create a base from scratch
  3. Import a base


Creating a base from scratch

1. Choose the Workspace where you would like to add the base.

2. On the Listing Page, click +ADD BASE on the right top. 

3. If this is your first base on the workspace, you will also see the option to click the + CREATE NEW BASE button to create your base.





Both these processes are shown in the GIFs below: 






    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Create a Table

                                                                                                                Table A table consists of Records and Fields that help to organize information within a base. By default, a new base opens in a grid view. You can have multiple tables within a base to save related data. For example, a base for a bug tracker might ...
                                                                                                              • Create a Workspace

                                                                                                                What is a Workspace? A Workspace is a collaborative facility to consolidate and categorize all your related bases in one place. Steps to create a New Workspace: You can find the 'My Workspaces' section in the left pane. Click the + icon (Add New ...
                                                                                                              • Zoho Tables: Customizing your base

                                                                                                                Filter Access only relevant records by applying the filter option to your records. To apply a filter, follow the steps below. To create a new filter condition: Tap the Options icon on the right. Choose the Filter option. From the list of fields ...
                                                                                                              • Zoho Tables: Customizing your base

                                                                                                                Filter Access only relevant records by applying the filter option to your records. To apply a filter, follow the steps below. To create a new filter condition: Tap the Options icon on the right. Choose the Filter option. From the list of fields ...
                                                                                                              • 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 ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources