How to Start
You can create as many databases as you like.
To create a new database, perform the following steps:
- Click the
My TeamDesk
link in the top left corner of the window if you already have a TeamDesk account. - Press the
New
button to navigate to the database creation page.
When creating a database, you can select one of the following options:
- Create a database from scratch
- Suggest a database structure from description
- Create a database from an Excel spreadsheet
- Use a template database.
Create a Database from Scratch
Build your own database from the ground up. Define tables and fields, set field types (text, numeric, formula, etc.), build custom data-entry forms, and generate custom reports.
Enter the name and description for the new database in the displayed form, and click Create Database
.
Suggest a Database Structure from Description
Leverage AI to build your database from a simple description. Provide details about your database’s purpose and requirements in natural language, and let AI craft a tailored database structure.
This option simplifies the setup process and reduces the time needed to build a database from scratch. With TeamDesk + OpenAI integration, tables can be automatically linked based on their names. Learn more about this integration in this blog article.
Create a Database from an Excel Spreadsheet
Import data directly from Microsoft Excel. This tool creates a database and imports data from each worksheet in the .xlsx
file into separate tables. The system uses the first row for column names.
Views, forms, and relationships between tables must be created manually. The system may not recognize files with modified structures (e.g., merged cells or multiple tables on the same sheet).
Use a Template
For inspiration, use one of the predefined templates ready for use. Templates are grouped by Function and Industry for convenience.
Alternatively, explore the library of database templates or the Examples library for tips and advanced scenarios. Once you find a suitable template, start your 14-day free trial.
Merging Databases
If you want to combine preconfigured databases or merge a preconfigured template with your custom-built database, this is possible.
For example, you can merge the "Invoicing" preconfigured database with your existing "Clients and Fees" database.
- Select the "Invoicing" database in the Database Library.
- In the
Merge with Database
section, choose the database to merge with the "Invoicing" template.