Task view starters
Build table views around task data and dashboard metrics.
Tables
Your data, with structure.Your work, in every view.
Build structured tables with typed fields, relationships and formulas. Explore the same records in different views, collect input with forms and turn data into useful dashboards.
Tables
A field for every kind of information.
- Typed fields and validation
- Grouped filters and sorting
- CSV and spreadsheet import
Leads — #salesGrid · 16 types
| CompanyText | Deal €Number | StageSelect | CloseDate | WonCheck | |
|---|---|---|---|---|---|
| Northwind | 12,400 | New | 24 Jul | ||
| Acme GmbH | 12,4kNumbers only | Qualified | 02 Sep | ||
| Globex | 8,900 | Won | 30 Jun | ||
| Initech | 3,150 | Qualified | 11 Aug |
New column
Pick a type
TextNumberSelectDatePersonRatingFormula4 records · sorted by Close1 validation error
Tables
Connect records. Calculate the rest.
- Linked records
- Formulas, lookups and rollups
- Relationship diagram
Orders — #salesFormula · Lookup · Rollup
| OrderText | CustomerLink | QtyNumber | Total €Formula | RegionLookup |
|---|---|---|---|---|
| SO-1042 | Acme GmbH | 12 | 4,464.00 | Berlin |
| SO-1043 | Nordwind+1 | 3 | 741.60 | Vienna |
| SO-1044 | Acme GmbH | 8 | 2,976.00 | Berlin |
| 3 records | Σ 23 | Σ 8,181.60 | ||
Total € — formulaComputed server-side
ROUND(qty * unit_price * 1.2, 2)
IFDATEDIFFCONCATROUND+ more functions
Tables
The same records. A different perspective.
- Multiple views of one data source
- Row-level permissions
- Record-triggered workflows
Table settings — Projectsmanage_tables
Row permissionsServer-enforced
Who can edit rows
Everyone with edit accessOnly the row's ownerWho can see rows
All channel membersOnly the row's ownerOwner columnOwner — Person
Row triggersFlows
New row createdRun flow: DM the owner
Status → DonePost in #projects
Any row changedEmail the owner
01 / Structure
A field for every kind of information.
Define columns for the data you actually use. Edit records in the grid, open a row for its details and filter with grouped rules.
- Typed fields and validation
- Grouped filters and sorting
- CSV and spreadsheet import
Leads — #salesGrid · 16 types
| CompanyText | Deal €Number | StageSelect | CloseDate | WonCheck | |
|---|---|---|---|---|---|
| Northwind | 12,400 | New | 24 Jul | ||
| Acme GmbH | 12,4kNumbers only | Qualified | 02 Sep | ||
| Globex | 8,900 | Won | 30 Jun | ||
| Initech | 3,150 | Qualified | 11 Aug |
New column
Pick a type
TextNumberSelectDatePersonRatingFormula4 records · sorted by Close1 validation error
02 / Relationships
Connect records. Calculate the rest.
Link records across tables and use formulas, lookups and rollups to work with those relationships. Open the schema diagram to understand how the data fits together.
- Linked records
- Formulas, lookups and rollups
- Relationship diagram
Orders — #salesFormula · Lookup · Rollup
| OrderText | CustomerLink | QtyNumber | Total €Formula | RegionLookup |
|---|---|---|---|---|
| SO-1042 | Acme GmbH | 12 | 4,464.00 | Berlin |
| SO-1043 | Nordwind+1 | 3 | 741.60 | Vienna |
| SO-1044 | Acme GmbH | 8 | 2,976.00 | Berlin |
| 3 records | Σ 23 | Σ 8,181.60 | ||
Total € — formulaComputed server-side
ROUND(qty * unit_price * 1.2, 2)
IFDATEDIFFCONCATROUND+ more functions
03 / Views & automation
The same records. A different perspective.
Use grid, Kanban, calendar, timeline, gallery, chart and other views to match the question. Apply row permissions and connect record changes to Flows.
- Multiple views of one data source
- Row-level permissions
- Record-triggered workflows
Table settings — Projectsmanage_tables
Row permissionsServer-enforced
Who can edit rows
Everyone with edit accessOnly the row's ownerWho can see rows
All channel membersOnly the row's ownerOwner columnOwner — Person
Row triggersFlows
New row createdRun flow: DM the owner
Status → DonePost in #projects
Any row changedEmail the owner
Tables
More of what your day needs.
Forms
Collect structured submissions with a configurable form.
Update through import
Re-import an export and match existing rows by their IDs.
Dashboards
Use chart and metric blocks in connected Studio pages.
A closer look.
Do views duplicate my records?
No. Views present the same underlying records with different layouts, filters and settings.
Can a table work with task data?
Task bindings and view starters connect task data to table views. Available editing depends on the bound fields and your permissions.
Tables
See it with your team in mind.
Let’s walk through the way your team could work in Polybase.