I. Intro

With Bitable, you can build flexible lightweight databases that meet your unique business needs. Data can be displayed in a variety of views, including grid, Kanban, gallery, Gantt, or form, to highlight different dimensions of the data and adapt to the task at hand. Plus, bitable's formula fields enable you to perform complex calculations with just a few clicks.

Key terms

Fields and records

In a Bitable, every column is a field, and every row is a record. There is a range of field types that support different types of data. For example, data entered into the date field are converted into dates. Essentially, Bitable is a database that looks like a sheet.

There are over 10 field types. For a full list of all the field types, see the FAQ section below.

Views

You can create multiple types of views to display a single dataset in different ways. Any edits in one view will be synced to all other views of the table.

Grid view is suitable for data entry, where you can quickly add, delete, and modify fields and records.

Kanban view displays records as tiles, which are grouped based on their categories, facilitating task management.

Gallery view showcases attachments in a gallery. The images shown are files from the attachment field.

Gantt view can be used to visualize project progress, with timelines that can be easily edited with drag and drop.

Form view is ideal for collecting data from individuals or groups.

Note: Bitable in form view cannot be added to Docs. Refer to the following table for views that are supported ( indicated with ✔):

View/Docs type	Bitable	Docs	Sheets
Grid view	✔️	✔️	✔️
Kanban view	✔️	✔️	✔️
Gallery view	✔️	✔️	✔️
Gantt view	✔️	✔️	✔️
Form view	✔️		✔️

II. Steps

There are three ways to create or insert a bitable.

Create a bitable.

Insert a bitable in Docs.

Insert a bitable in Sheets.

Create a bitable

Method 1: On the Docs homepage, hover over New in the upper-right corner and click New Bitable.

Method 2: In a document or sheet, hover over the + icon in the upper-right corner and click New Bitable.

Insert a bitable in Docs

Insert a bitable

Hover over the left side of a blank row, click the + icon and select Bitable from the toolbar.

Select a view to insert: Grid view, Kanban view, Gantt view, or Gallery view.

Switch views

Click the view name in the upper-left corner of the bitable.

Click New view, and select Grid view, Kanban view, Gantt view, or Gallery view.

Note: Data changed in one view will be synched to other views.

Insert a bitable in Sheets

Insert a bitable

Click the + icon to the right of a sheet name, and select New Bitable.

You can select a bitable template or create a blank bitable:

Select Start with a template to select a template.

Select Grid view, Kanban view, Gantt view, Gallery view, or Form view to create a blank bitable in that view.

The new bitable will be added as a new tab.

Switch views

Create a view: Click the >> icon in the upper-left corner of the bitable, then select Add View.

Edit a view name: Click the >> icon in the upper-left corner of the bitable, then double-click the view name or click the ··· icon to the right of the view name.

Duplicate a View: Click the >> icon in the upper-left corner of the bitable, then click the ··· icon to the right of the view name and select Duplicate View.

Delete a view: Click the >> icon in the upper-left corner of the bitable, then click the ··· icon to the right of the view name and select Delete View.

Add or delete fields and records

Add a field: Click the + icon on the right side of the bitable, select the field type, then click Confirm.

Delete a field: Right-click the field and select Delete Field.

Add a record:

Add one row: Click the + icon in the lower-right corner of the bitable.

Add multiple rows: Right-click the cell and enter the number of rows to insert above or below.

Delete a record: Select the record to delete and right-click to select Delete Record.

Templates

There is a diverse range of bitable templates available for different scenarios and data management needs. In the Docs template gallery, filter Template type by Bitable to view all bitable templates.

What fields are available?

Field type	Description	Index field (First field)	Other fields
Multiline	Enter text data.	✔️	✔️
Single option	Allow users to make a single selection from a list of options.		✔️
Multiple options	Allow users to make multiple selections from a list of options.		✔️
Person	Mention one or multiple members.		✔️
Date	Date and time, with the option to set reminders.	✔️	✔️
Attachment	Upload attachments, such as images and PDFs. Attachments are displayed as covers in gallery view.		✔️
Number	Numeric values, such as numbers and currencies.	✔️	✔️
Checkbox	Insert a checkbox into a cell.		✔️
URL	Enter webpage URLs.	✔️	✔️
Formula	Displays results of calculations involving multiple cells in the current table or across tables (Currently, only data from other tables in the same bitable can be linked)	✔️	✔️
LOOKUP	Quickly find and reference data that meets specified conditions from a table		✔️
One-way link	Link to records in another table (You can only link records from tables within the same bitable)		✔️
Two-way link	Link to records in another table and the associated record will be linked back (You can only link records from tables within the same bitable)		✔️
Created by	Show who created the record (Auto-generated and can't be modified)		✔️
Modified by	Show the last person who modified the record (Auto-generated and can't be modified)		✔️
Created at	Show when the record was created (Auto-generated and can't be modified)		✔️
Last updated	Show when the last modification happened (Auto-generated and can't be modified)		✔️