Build a table
Create a table for anything you track, add fields of the right type, and make a field calculate itself.
On this page
Open the tables list
Click Settings in the sidebar. Click Schema configuration.
Every table is listed with its link. A table marked Template came with your template and cannot be renamed or deleted.
Tables
6 tables
Matters
/dashboard/projects
Properties
/dashboard/properties
Entities
/dashboard/entities
Tasks
/dashboard/tasks
Invoices
/dashboard/invoices
Trust Transactions
/dashboard/trust-transactions
Create a table
Click New table. Type the Table name. Pick an Icon and a Colour.
Tick Private: only visible to me to keep it to yourself. Leave it unticked for a shared table.
Click Create table. The table appears in the sidebar under Tables.
New table
Add fields
Click Open full schema map. Click the table.
Click Add field and pick a type under Choose field type: Text, Number, Date, Yes / No, Dropdown, Link record, Auto ID, Email, URL, Currency, Property, Entity, Project, Relation, ABN, ACN or Image.
Click the new field to set its Field label and options. Drag fields to reorder them.
Leases fields
3 fields · drag to reorder
Choose field type
Make a field calculate itself
Open a Number or Currency field. Under Computed value, pick Multiply or % of to work it out from two fields on the same table.
Pick Sum of related or Max of related to total or take the highest value from records on a linked table.
Tick Required, Unique or Show in master table columns as needed.
Choose the columns on the table page
Open the table from the sidebar. Click Setup.
Click a field to show it in the table or in the expand panel. Drag to reorder. Set a column width.
Click New record to add a row. The form lists every field you can type into. Fields marked with a red star must be filled before Create works; leave any other blank. Click Export CSV to download the table.
Click the pencil at the end of a row to change that record. Every field opens in a form over the list; click Save changes. Click the bin beside it to archive the record. If you are not an admin, the bin sends an admin a request instead.
A table with no record page of its own, such as a list of line items, opens that form when you click the row.
Open a record in a new window
Right click a record wherever it is listed: a table, a dashboard's grid or board, a calendar, a stat card's list, Quick Glance or search. Click New window.
The record opens on its own page in a second window beside the one you were in, so you can read one record while you work in another. Copy link copies the record's address instead.
In a phone's browser, hold your finger on the record instead of right clicking. The second window fills the screen. Tap the number at the top right to see both windows, then tap one to switch to it, or tap its cross to close it.
See who changed a record
Open the record. Click History at the top right.
Each line names who did it and when: adding the record, changing a field from one value to another, clearing it, archiving and restoring. Fields saved together are one line. A change made by an import or a scheduled job reads An automatic update.
Ask the assistant "who changed the status on this order?" and it reads the same history.
Archive a record, or delete it
Click the bin beside a record, wherever it appears: a table page, a grid, a board, a calendar or the record's own page. It asks which of two things you mean, because they are not the same.
Archive it takes it out of your lists and keeps it for as long as you want. Restore it from Archived at any time. This is what the bin has always done.
Archiving or deleting a matter moves its emails to your archive accounts, under the archive label, when your company has nominated one. They leave the team's mailboxes once every archive account holds them. An email another matter still holds stays in place and loses only this matter's label.
A matter with unpaid invoices or unbilled fees cannot be archived. The archive window names each one and its total. For unbilled fees an admin can click Write off, with the amount on the button, and archive once it is done. To bill them instead, create an invoice from the matter's Invoices tab.
With no archive account, archiving takes the matter's label out of every connected mailbox within about 15 minutes, and the emails stay where they are. Restoring the matter puts that label back. Emails already moved to the archive stay there.
Delete it says you do not want it. It goes to Trash with a countdown beside it, and 30 days later it goes for good. Restore it before then and it stays.
Admins find the two in the sidebar under Admin: Archived lists what was archived, and Trash lists what was deleted, each with its countdown. Restore brings either one back. Delete beside an archived item moves it to Trash and starts its 30 days, and the bin beside a deleted item removes it on the spot.
A list never shows what was archived. Its Filters tab says so, with a link to Archived.
If you are not an admin, the bin asks an admin instead, and they decide which of the two happens.
Ask the assistant to build it instead
Click Ask Scout in the sidebar. Scout opens in its own window, beside the page you were on. Describe what you want to keep track of. It lists the tables, fields and dashboard it will make and waits for you to agree before it builds anything.
When it has built them, Testing what was just built appears under the building steps. It adds a test record to each new table, changes it, moves it through its statuses, archives it and restores it, then undoes all of it. It also checks that every widget reads a field that exists.
Its reply ends with Tested before handing over: what passed, what was not tested and why, and anything still not working. When a test fails it fixes that first, and Testing again after fixing what failed appears before the reply.