User Mode: Records and Tables
All information is more understandable if it is structured. When you want to order some products, set tasks or calculate costs, you have to grand information that should be structured into columns or rows.
If you need to go to the Setup button displayed in the top right corner., click on the
All information that you intend to use with the help of TeamDesk is stored in Tables. Each table has its own name and tab, where this name is written. A table is a container that holds data elements. For instance, the Tasks table would comprise the details about tasks: Status, Task description, Project Name, Assigned To and so on. Each task detail or element is hold in a column. A row of columns that concerns one task is a record about this task. TeamDesk tables similarly to a flat database or an Excel spreadsheet are structures that help to organize data and give an easy and prompt access to the required information.
Similarly to spreadsheets, TeamDesk tables comprise columns and rows. Table columns define properties of a certain object (for example, Client, Task, Project, etc.). Table entries are called Records. Every record corresponds to one table row. A record is actually a set of object properties stored in one table row.
In the example above the table is intended to organize information on Tasks. Data on each single task is stored in a separate table row. The table columns represent such properties as Status, Task, Project Name and Assigned to.
List of Views
When working with data, you may need to create various types of reports. Reports that help to filter, group and sort stored records in a certain way are called. TeamDesk enables you to create and save several views for each table. A view is a supplementary report where records are filtered and displayed in a specific way. You can create an unlimited number of views for already existing tables, highlight and group these views under .
If you click on the List of Views icon, the list of created views will be displayed.
This list is not pinned by default. That’s why it will be hidden again, if you don’t want to pin it.
There is the Pin Icon at the top of the list. You can click on it and the list will be pinned.
New Record Button
The New Record button allows adding new records to any existing table. Records are added or edited via
Search for Keywords
Theoption lets you more easily and quickly find records comprising values what you need to review. The Search field is displayed in each table.
Next: User Mode: Tables and Forms