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 collaboration, custom workflow automation, integration, and smart relationships with access to a single source of truth.
Organizational components
Let's look into all the significant features of Zoho Tables that make it a great organizational tool:
Portals
Portals serve as a personalized gateway for accounts. Zoho Tables' structure or hierarchy goes by:
Portal -> Workspace -> Base -> Table -> Field -> Record -> View
You can create many workspaces within a portal, and within every workspace, you can have multiple bases.
A workspace is a collaborative facility to consolidate and categorize all your related bases. You can set up your workspace at 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 workspaces for each department; and an individual/family might share a workspace for managing their to-do list or domestic expenses.
Your home page shows all the workspaces for which you are a collaborator.
Bases
In a workspace, each small 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, like project planning, event management, and bug tracking.
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 housed in one organized base, clearly segmented by tables.
Records
A row in a grid is referred to as a record. Each record in 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 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, ratings, multi-select, and currency. 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, and delete or modify them as per your requirements.
Views
Views help you see data from different perspectives to gather new insights. Powerful filtering and sorting lets you align your data by rearranging fields and records to your needs. Each view also retains its settings, set to your preferences. Zoho Tables offers several types of views, such as grid view, gallery view, kanban view, calendar view, and form view.
Share bases or workspaces with anyone, comment on each record, tag team members to get updates, and see changes in real time.
Learn more about collaboration
Link related records across tables, like products to sales transactions, using a common field like product ID. With a link record picklist, pick related information in a single click and experience real-time data integration, enabling a single source of truth.
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