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Columns are essential elements that define the structure of a table. Properly configured columns make data entry more efficient and management easier.
Each column consists of the following elements:
Description: The name of the column
Recommendations:
Examples:
Good examples:
- Task Name
- Due Date
- Assignee
Bad examples:
- a, b, c (meaningless)
- The Title of the Task (too verbose)
- Name1, Name2 (ambiguous)
Description: The kind of data stored in the column
Options: Choose from 30 data types
For details, see Data Types.
Description: Whether input is mandatory for this column
Settings:
Recommendations:
Examples:
Columns that should be required:
- Task Name (required)
- Assignee (required)
- Due Date (required)
Columns that should be optional:
- Notes (optional)
- Tags (optional)
- Reference URL (optional)
Description: The initial value when a new row is added
Use cases:
Examples:
Status: Default value = "Not Started"
Priority: Default value = "Medium"
Done: Default value = false (unchecked)
Additional settings are available depending on the data type.
Option configuration:
Status (select):
Options:
- Not Started (color: gray)
- In Progress (color: blue)
- Done (color: green)
- On Hold (color: yellow)
Maximum star count:
Rating (rating):
Max stars: 5
Decimal places:
Amount (number):
Decimals: 0 (integers only)
Score (number):
Decimals: 1 (e.g., 75.5)
Formula expression:
Total Amount (formula):
Formula: unit_price * quantity
Result display format: Besides number, text, date, and yes/no, you can also display the result as a sparkline chart (line, bar, or area).
Aggregation settings:
Task Count (rollup):
Child table: Task List
Link column: Project
Field to aggregate: Effort
Aggregation method: Sum
Aggregation methods include sum, average, count, minimum, and maximum.
Numbering settings:
Reference Number (auto_number):
Format: INV-{year}{month}-{6-digit sequence}
Reset: Monthly
Starting number: 1
Reset options include none, daily, monthly, and yearly.
Column name: Notes
Data type: rich_text
Required/Optional: Optional
Default value: (none)
When changing data types:
Changing the data type may cause existing data to be lost.
Data loss examples:
string -> number: "abc" -> Error (cannot convert to number)
date -> string: 2025-11-14 -> "2025-11-14" (becomes plain text)
Data preserved examples:
string -> rich_text: "text" -> "text"
number -> progress: 50 -> 50%
Deleting a column permanently removes all data in that column.
Before deleting, make sure to check:
1. ID (auto_number): First
2. Name/Title (string): Near the beginning
3. Status (select): In a visible position
4. Dates (date): Grouped together
5. Notes (rich_text): Last
You can set whether each column is shown or hidden, separately for each screen.
The Order tab lists five screens, and you can show or hide columns independently for each one:
For example, you could hide the "Notes" column in the grid while still showing it in the row edit screen.
Note: Hiding is a display-only setting -- your data is not deleted.
Column structure:
1. ID (auto_number, required)
- Default value: Auto-assigned
2. Task Name (string, required)
- Default value: None
3. Description (rich_text, optional)
- Default value: None
4. Status (select, required)
- Options: [Not Started (gray), In Progress (blue), Done (green), On Hold (yellow)]
- Default value: Not Started
5. Priority (select, required)
- Options: [High (red), Medium (yellow), Low (green)]
- Default value: Medium
6. Assignee (user_select, required)
- Default value: Logged-in user
7. Due Date (date, required)
- Default value: None
8. Completion Date (date, optional)
- Default value: None
9. Progress (progress, optional)
- Decimals: 0
- Default value: 0%
10. Tags (multi_select, optional)
- Options: [Important, Urgent, Needs Review, Bug, Improvement]
- Default value: None
Too many required columns make data entry tedious.
Good example:
Required: Task Name, Assignee, Due Date
Optional: Description, Tags, Notes
Bad example:
Making every column required
Set default values for commonly used options.
Status: Default value = "Not Started"
Priority: Default value = "Medium"
Assignee: Default value = Logged-in user
Good example:
Start Date, End Date, Due Date (consistent style)
Bad example:
Start Date, ending day, Deadline (inconsistent)
Begin with only the essential columns and add more as your needs grow.
A: It depends on your plan.
A: Yes, you can reorder columns by dragging and dropping in the table editing screen.
A: No, deleted columns cannot be restored. Always verify before deleting.
A: Depending on the type change, existing data may be lost. We recommend backing up your data before making changes.
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