User Mode: Records and Tables
All information is more understandable when it is structured. When you want to order products, set tasks, or calculate costs, you have to organize information that should be structured into columns or rows.
If you need to switch to the Setup Mode, click on the
Setupbutton displayed in the top right corner.
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 details about tasks: Status, Task description, Project Name, Assigned To, and so on. Each task detail or element is held in a column. A row of columns that concerns one task is a record about this task.
TeamDesk tables, similar to a flat database or an Excel spreadsheet, are structures that help organize data and provide easy and prompt access to the required information.
Similar 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 properties such 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 filter, group, and sort stored records in a certain way are called Views. 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 categories.
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 a 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 Forms.
Search for Keywords
The Search for keywords option lets you more easily and quickly find records comprising values that you need to review. The Search field is displayed in each table.
The Dashboard is the first page that users see when they click any table tab in the database user mode. This page is intended to give a brief overview of the data stored in a corresponding table. Usually, such pages contain a certain table view (or several views), a heading, and a brief description.