Create a table

What is a table?

In Stackby, a table is where a single type of information lives—like Tasks, Campaigns, Assets, or Contacts. Think of it as a structured spreadsheet dedicated to one entity in your workflow. Each table is made up of fields (columns), records (rows), and one or more views to help different stakeholders see the same data in different ways.

Structuring your database

A well-structured database begins by separating different entities into their own tables and connecting them where needed.

• One table per entity: Projects, Tasks, Clients, Vendors.

• Link related tables to reflect real-world relationships (e.g., one Project has many Tasks).

• Keep fields (columns) scoped to the table’s entity; don’t cram multiple concepts into one table.

Pro tips:

• Name tables with clear, plural nouns (Tasks, Campaigns, Contacts).

• Keep primary fields human-readable (Task name, Campaign name).

• Start small; evolve structure as your use case matures.

Anatomy of a table

Every table is composed of three core elements: Records, Fields, and Views.

• Record (Rows): A record is a single entry in a table—one task, one campaign, one contact. Records store all the attributes relevant to that entry and can include attachments, comments, and activity history.

• Field (Columns): A field is a column that defines the type of data captured for each record. Choosing the right field type keeps data clean, searchable, and report-ready.

• Views: A view is a saved way to look at your table’s data—filters, sorts, groups, and layout—without changing the underlying records.

Take action: Create a new table

Follow these steps to add a table to your stack and configure essential fields (columns):

1. Click + Add table in your stack (or duplicate an existing table if you’re reusing structure).

   • Optional: You can also import your data from CSV, Excel, Google Sheet or Airtable. 

2. Name the table with a clear, plural noun (e.g., “Tasks”).

3. Configure the primary field (e.g., Task name).

4. Add essential fields:

   • Status (single select): To do, In progress, Done

   • Owner (collaborator)

   • Due date (date)

   • Priority (single select)

   • Tags (multiple select)

   • Notes (long text)

5. Reorder and resize fields for readability.

6. Save role-based views (e.g., “My tasks,” “Due this week”) with filters, sorts, and groups.