Get started in 10 mins

Quick start: Get started in 10 minutes

This quick start guide will help you build your first Stackby database in just 10 minutes. Whether you’re managing projects, organizing contacts, or tracking assets, Stackby’s intuitive approach will help you structure your work, collaborate with your team, and see your data in new ways.

Step 1: Create your first stack

Understand how your data is structured

Stackby organizes your data into “stacks,” each of which contains tables much like spreadsheets. Each table consists of fields (columns) and records (rows). This lets you customize each base for your specific workflow—whether it’s sales, HR, marketing, or any other area.

How to:

• Click “Create New Stack” on your dashboard.

• Name your stack and pick a template, or start from scratch.

Step 2: Add your data to your fields (columns)

What are fields (columns)? 

Fields are columns in your table where you specify the type of data you’ll store (like text, numbers, dates, or people).

Track key details with the single select column

Use the single select field type to create dropdowns for statuses, categories, or stages—making information consistent and easy to analyze.

Track dates and times with the date column

Use date fields to capture deadlines, event dates, or timelines. This allows you to schedule and filter your work dynamically.

Assign ownership with the collaborator column

Assign tasks, leads, or projects to your teammates by adding a collaborator field that makes accountability and communication effortless.

Take action: Add a column (field)

To add a column, click the “+” at the top of your table and choose the column type that matches the data you want to track.

Step 3: Fill in your records (rows)

What are records?

Records are the individual entries within your table—like a single project, contact, or task.

Take action: Add records (rows)

Add your first record by typing directly into the first row, or use the “Add Row” button at the bottom of your table. Each new row is a new record you can update or expand as needed.

Step 4: Group, sort and filter

Group like information together

Group records by fields like status or owner to see related items side by side.

Sort in a specific order

Sort your data by any field (e.g., due date, priority, name) for more clarity.

Filter to show what’s relevant

Filter your view to focus only on records that meet your chosen criteria (such as “only tasks due this week”).

Take action: Organize your data

Use the group, sort, and filter buttons at the top of your table to instantly organize your information as you need.

Step 5: See your data in another view

What are views?

Views are different ways to visualize your data—without changing the underlying information.

Capture important information with a form view

Create a form view to let anyone easily submit new records (like tasks, leads, or requests) into your base. Just drag and drop fields to build custom forms.

Track events with a calendar view

Switch to a calendar view to see deadlines, launch dates, or events laid out chronologically, perfect for planning.

Take action: Add a new view type

Click the “+ Add View” button above your table, and select the desired view (Grid, Kanban, Calendar, Form, or List) to suit your needs.

Step 6: Bring your team along

Invite your teammates to collaborate in your stack

Stackby is designed for teamwork. Invite teammates to view, edit, or comment in real-time. Assign different roles to control who can change what.

Take action: Invite a collaborator 

Click “Invite” at the top right corner, enter your teammate’s email, and assign their permission level (Creator, Editor, Commenter or Read Only). Read only users and form submitters are not counted as users.