Smart tables let you organize documents with tags, owners, dates, and more. 🎉 This single view makes it easier for your team to sort, edit, and filter information. It's also awesome to centralize documents spread in different channels under one view for a specific purpose (keep track of your team project's docs, interviews, Specs, ..)
With Smart tables, you can also connect documents to entire rows of data. This will let you view and update the row's information at the top of each connected doc.
Table of Content
Create a Smart table
Connect your docs to a Smart table
Drag and drop columns & rows
1.Create a Smart table
You can insert a Smart table in any doc by:
Typing /Smart table
Inserting a new line and adding a Smart table from the toolbar
Using the keyboard shortcut: cmd + alt + s (Mac) or ctlr + alt + s (PC)
2. Connect your docs to a Smart table
Connect documents to a Smart table by adding docs in your table's
Start typing and you'll be prompted to either link a doc by that name, or create a new one.
When a document is added in the record column: each row's information is now found at the top of the connected document.
And you can edit the row's information from the doc itself.
3. Drag and drop columns & rows
You can move your columns and rows (when the tables is not sorted) to organize your date within the tables.
4. Column types
Each column has a predefined types so you can format your data as you wish.
Record -> it will connect this tables record with a document of your choice so the record's data show up in the document.
Mention of users
Sort your columns by name and date
Filter columns to show only the info you need right now (filter by keyword, whether or not a column is empty, exact tag names, and more.)
Filter multiple columns at once.
Filtered columns appear highlighted (and marked with an icon).
You can use filtering to quickly remove blank columns:
You can also filter down by tags, comments, contained text, or other info to streamline your view:
7. What to use it for
Keep track of your marketing campaigns:
Centralize and keep an overview of your hiring pipeline:
Create a simple CRM:
Date field type