Adding rows and linking Contacts

Rows hold the actual records in a project. Each cell respects the type of its column, and rows linked to a Contact through a Record column also appear on that contact's profile.

Add a row

1. Open the project table.
2. Click Add row (above the table, on the left-hand side).
3. Fill in each cell according to its column type — for example, type into a Text column, enter a value in a Number column, pick from a Select column, or set start and end dates in a Timeline column.

Link a Contact in a Record column

1. In a Record column, click the cell.
2. Search for the contact — People, Organisations or Staff, depending on how the column is configured.
3. Select the contact to link it to the row.
4. If the column allows it, you can select more than one contact (when Allow multiple is enabled) or create a brand-new contact on the spot (when Allow creation of contacts is enabled).

Where linked rows appear

• When you link a contact through a Record column, the row automatically appears on that contact's profile under the Projects tab.
• This gives anyone viewing the contact a complete picture of the projects they are part of, without having to open each project table.

Pulling contact data into the row

• Once a row is linked to a contact via a single-select Record column (People or Organisations), you can add a linked field column to pull a custom field value from that contact into the row (see Column types).

Tips

• Set up your columns before adding lots of rows, so each cell has the right type from the start.
• Use the Record column for any data that should also be visible on a contact's profile.