I. Intro
Bitable is an innovative sheet-based database that facilitates structured organization of content. It helps you display the single source of truth in different views. Bitable can also add flexibility and efficiency to project management, with easier to-do lists and clearer and better targeted information collection, allowing your work efficiency to soar.
- •Table
A table is like a sheet. You can create multiple tables in a bitable to store data.
- •Field and record
In a bitable, every column is a field, and every row is a record. Once a field is selected, you will be able to insert the according type of data in that column. In this way, your data will always stay standardized.
For example, if you add a Date field to your table, you will be able to insert date in that column. You can modify the field type at anytime.
- •Views
You can create multiple types of view for a table to display one data source in different ways (Think about the Rubik's Cube). Any edits in any views will be synced to all other views of the table.
- •Use Grid view to add, edit, delete and manage fields and records.
- •In Kanban view every record is a card, and grouped by conditions in multiple lines.
- •Use Gantt view to check project timeline and drag timelines to edit start and end date.
- •Display attachments in Gallery view to create a gallery for images, PDF and many more documents.
II. Steps
You have 3 ways to create Bitable in Docs.
- 1.Create Bitable documents in Docs.
- 2.Insert Bitable block into a doc.
- 3.Create Bitable in a spreadsheet.
2.1 Create Bitable in Docs
- •Method 1: at Docs homepage, click the New button in the upper right and select Bitable.
- •Method 2: at any doc, sheet or mindnote page, click the + button in the upper right and select Bitable.
2.2 Use Bitable in a doc
Insert Bitable block
- 1.Hover your mouse on the + toolbar in a doc, then select Bitable.
- 2.Select the view type you'd like to insert: grid, kanban, gantt or gallery view.
Note: no matter what type of view you choose to insert, you can always create more types of view for the table.
Create bitable views
- 1.Click on the view's name in the upper left of the bitable block.
- 2.Choose New view, then select the view you'd like to create.
2.3 Use Bitable in a spreadsheet
Create a bitable
- 1.Click the + button and select Create a bitable
- 2.Choose to start with a template or views.
- a.Start with a template: go to bitable template gallery to choose a template that fits your needs.
- b.Select a type of view to create a blank bitable in that view.
- 3.Created bitable will be shown as a new sheet.
Add views
You can add views for a bitable to display the same data source in different ways. Make edits in any view will sync changes to all other views.
- •Add view: click the >> button in the upper left, then click New view and choose the desired view type.
- •Rename a view: click the >> button in the upper left, then click the ... Button > Rename view.
- •Duplicate a view: click the >> button in the upper left, then click the ... Button > Duplicate view.
- •Delete a view: click the >> button in the upper left, then click the ... Button > Delete view.
2.4 Add or delete field and record
- •Add a field:
- ◦Grid view: click the + button in the upper right of a grid, then select your desired field type.
- •Gantt view: right click on a field to insert new field in left or right.
- •Kanban or gallery view: click on card to expand, then click on New field.
- •Delete a field: in grid view, right click on the field and select Delete field.
- •Add a record：
- ◦Grid or gantt view: right click on a record and then type the number of record you'd like to insert.
- •Kanban view: right click on a record to insert record above or below.
- •Gallery view: right click on a record to insert record left or right.
- •Delete record:
- ◦Grid or gantt view: select the records you wish to delete, then right click and choose Delete records.
- •Kanban or gallery view: right click on a record and select Delete record.
2.5 Bitable templates
When create bitable from Docs homepage, the system will direct you to Docs template gallery; there you will find Bitable templates in many genres to fulfill your needs.
III. FAQs
What types of fields does Bitable provide?
Field type | When to use | Primary field | Other fields |
Multiline | Insert texts into a cell. | ✔️ | ✔️ |
Single option | Add one tag into a cell. | ✔️ | |
Multiple options | Add multiple tags into a cell. | ✔️ | |
Person | Mention one or multiple members in a cell. | ✔️ | |
Date | Insert a specific date and time in a cell. You can also set reminders. | ✔️ | ✔️ |
Attachment | Upload attachments into a cell. Your attachments will be shown as covers in gallery view. | ✔️ | |
Number | Insert numbers into a cell. For example, numbers, currency, etc. | ✔️ | ✔️ |
Checkbox | Insert a checkbox in a cell. | ✔️ | |
URL | Insert a webpage URL in a cell. | ✔️ | ✔️ |
Formula | Calculate numbers or apply formulas to fields in one table or cross tables. | ✔️ | ✔️ |
Relation | Link records in another table in a cell. (You can only link records from tables within the same bitable.) | ✔️ | |
Created by | To show who created the record. (Auto-generated and can't be modified.) | ✔️ | |
Modified by | To show who's the last person to modify the record. (Auto-generated and can't be modified.) | ✔️ | |
Date created | To show when the record was created. (Auto-generated and can't be modified.) | ✔️ | |
Last modified date | To show when the last modification happened. (Auto-generated and can't be modified.) | ✔️ |