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Create Your Space

Start by creating your Space. This will be where the group of Tables will be stored.
For the use of this example, we are creating a Financial space, in the Flora & Fables Organization.

  1. Go to your Organization home page
  2. Click the New Space button

    • Or use the menu by clicking the + (plus) beside the Organization name
  3. Enter the name for the new Space
  4. Click the OK button to confirm

Space Settings
Spaces have a variety of settings and options that you can customize to meet your needs. To access these settings, click the three dots icon next to the space name in the sidebar. This will open the space settings popup.
 

 

Next, create your Table(s).  Carrying on from our above example, we are going to create a table for Receipts.

  1. Select the Space where the table will be created.
  2. Click the New Table button.
    • Or use the menu by clicking the + (plus) beside the Organization name
  3. Enter a name for the Table Name.
  4. Add Fields for your Table. 
    • See Adding FIelds for more info.
  5. Click the Save button to confirm.

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