Organizational Components

Organizational Components

In this article, let's look into the synopsis of all the significant features of Zoho Tables that make it a great organizational tool.


Portal

The Portal serves as a personalized gateway for an account. As a whole, Zoho Tables structure or hierarchy is as follows:

  1. Portal->Workspace->Base->Table->Field->Record->View
You can create many workspaces within a portal, and within every workspace you can have multiple bases. 
Learn more about Portal  

Workspaces

A workspace is a collaborative facility to consolidate and categorize all your related bases. You can set up your workspace on a company, business, or departmental level.

A small business might have a shared workspace for all of their responsibilities; a larger entity with multiple functional teams might have individual workspace for each department; an individual/family might share a workspace for managing their to-do list or domestic expenditures.

Your home page shows all the workspaces for which you are a collaborator.
Learn more about workspace

Bases

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

Tables

A table consists of Records and Fields that help to organize information within a base. You can have multiple tables within a base to save related data. An inventory management base, for instance, might have tables for products, manufacturers, sales orders, and purchase orders, while a bug tracking base might have separate tables for bugs, developers, and features. This way, all the information will be channeled in one organized base, clearly segmented by tables.

Records

A row in a grid is what is referred to as a record. Each record of the table holds information about a particular item of a list. For example : If you're maintaining a ''Tour Planner'' each record is a ''different tourist spot'' with information denoting its specialty, weather, routes of travel, and so on. 

In the case of "Applicant tracking" each record is a "different applicant" with their contact details, resume and other information.

Fields

A column in a grid is what is referred to as a field, they allow you to organize the details relevant to each record into a structured list. Every field has a unique field type that determines what information can be entered in it like attachments, rating, multi-select, currency, etc. You can pick your field type from the variety of field types available to make your data rich and powerful.

You can add as many fields as you need, delete or modify as per your requirement. 

Views

Views help you see data from different perspectives to gather new insights. Powerful filtering, sorting, grouping and record coloring lets you align your data and rearrange the fields and records to your needs. While each view remembers its settings, simultaneously in sync with the related views. Zoho Tables offers several types of views such as Grid View,Gallery View, Kanban View, Calendar View, Form View

Collaboration

Share bases or workspaces with anyone, comment on each record, tag team members to get updates, and see changes in real-time.     

Smart Relationships

Link related records across tables like the client & contact details. With a link record picklist, pick related information in a single click and experience real time data integration, enabling a single source of truth.

Automation

No more mundane tasks. Streamline your workflow through a simple trigger & action logic.




    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









                                            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

                                                                                                              • Introduction

                                                                                                                What is Zoho Tables? Tables is an easy-to-use collaborative work management tool that seamlessly connects people, processes, and information. With Zoho Tables, experience work management at its best, through powerful visualizations, real-time ...
                                                                                                              • Introduction

                                                                                                                What is Zoho Tables? Tables is an easy-to-use collaborative work management tool that seamlessly connects people, processes, and information. With Zoho Tables, experience work management at its best, through powerful visualizations, real-time ...
                                                                                                                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