Boards
Boards
Your data lives in boards, with custom fields, records, and views.
What is a board?
A board is a structured data table. It's where your actual data lives. Each board has:
•Fields (columns): define the structure of your data
•Records (rows): individual data entries
•Views: different ways to see the same data (Grid, Kanban, Calendar)
•Forms: public intake forms that create records
•Automations: rules that trigger actions automatically
Creating a board
Create boards from the sidebar (right-click a base → New Board) or from the base page. You can start from a template or from scratch. A blank board comes with default fields to start with:
•A Name field (text)
•A Status field (select, with To Do / In Progress / Done options)
•A Due Date field (date)
•A Notes field (long text)
You can rename, reorder, or delete these defaults and add your own fields.
Board views
Views let you see the same data in different ways without duplicating it:
| View type | Best for | Key features |
|---|---|---|
| Grid | Data entry, bulk editing | Inline editing, sorting, keyboard navigation |
| Kanban | Workflow tracking | Drag cards between columns, visual status |
| Calendar | Scheduling, deadlines | Month/week/day, drag to reschedule |
Each view can have its own filters, sorts, and field visibility settings.