Folders and projects (create, templates, blank)

Projects are organised into Project folders in the left-hand pane. Inside each folder you create individual projects (tables), either from a project template or as a blank table.

Create a Project folder

1. Open Projects from the left menu.
2. Click Create Project Folder at the top of the left-hand pane.
3. Name the folder.
4. Save the folder. It now appears in the left-hand list and can be expanded to show the projects inside it.

Create a project from a template

Project templates give you a ready-made column setup so you don't have to build the table from scratch.

1. In the left pane, select the folder you want the project to live in.
2. Click Add New Project.
3. In the Create a project from a saved template panel, choose one of the templates shown. These are the templates your account has saved, so the ones you see will differ from another account's.
4. Enter a Project name.
5. Click Create. The project opens with the template's columns and column types already configured, ready for you to add rows.

Create a blank project

Use a blank project when you want to design the table yourself.

1. In the left pane, select the folder.
2. Click Add New Project.
3. Scroll past the templates and click Create Blank Project.
4. Enter a Project name.
5. Click Create.
6. The empty table opens. Add columns with the + button at the top-right of the table (see Column types) and then add rows (see Adding rows and linking Contacts).

Tips

• Group related tables in the same folder so they are easy to find.
• If you regularly build the same kind of table, save a finished project as a template so future projects start from the same column setup (see Managing projects).
• Templates copy the column setup and column types only — they do not carry across rows.