Welcome to SeaTable
Whether you want to organize data or map a new business process, SeaTable will help. Learn the basics in the following quick guide to work faster and easier on your tasks, projects or ideas as a team.
Start with a base
A Base in SeaTable organizes all information about a topic, task or process.
For example, you can use a Base for the following:
- Plan a project
- Search for new employees
- Monitor a marketing campaign
- Manage the licences in your company
Structure your first table
When you open a Base, you see one or more tables. Before you can enter data, you need to add more table columns.
For example, a project plan needs the following columns:
- Single selection for the status
- Date for the due date
- Employees for the responsible
Insert first data into your table
Projects consist of many small steps. Add any tasks that come to mind.
Tasks that are successfully completed are usually:
- clearly described
- subject to a time limit
- assigned to a responsible person
Link your tables
One of SeaTable's greatest strengths is its ability to relate tables to each other. Try it out right away.
Meaningful links between tables:
- Milestones of your project
- Employees of your company
- Invoices for your customers
Create a new view
View only the tasks that have been assigned to you and group them by your projects. You can save this view as a view.
A view saves the following settings:
- Filter
- Sorting
- Grouping
- Hidden columns
- Colourings
- Column height
Activate a plugin
In many situations, a different form of presentation can be helpful. For example, activate the Kanban plugin.
SeaTable knows these and other plugins:
- Calendar
- Gallery
- Map
- Kanban
- Page design
Share your tables, views or bases
With an external link, another person can take a look at your data. They do not need a SeaTable account.
The external link offers the following setting options:
- Expiry date
- Password request
- Random or self-selected URL
Invite other team members
In SeaTable you work together in a team. As a team administrator, you can create new team members.
This is how you get to the team management:
- Avatar image top right
- Team Administration
- User
- Add
Set permissions
Sometimes you want to prohibit changes to the structure or data. With permissions, you can specify exactly that.
Here you can set permissions:
- Base
- Table
- View
- Column
Create a web form
You don't always have to enter new records yourself. Create a web form with which others can easily enter records in your table.
Highlights of the web forms in SeaTable:
- Visual editor in block design
- Flexible configuration options
- Access control
- Access via URL or QR code
Get notified
Life becomes easier when you know what is happening. Let SeaTable inform you when a certain event occurs.
SeaTable can monitor the following triggers:
- Reaching a deadline
- Changed records
- Changes in a special column
- Filter conditions for monitored columns
Create an automation
Automate recurring tasks and activities. This saves you time and effort.
You can trigger these actions in SeaTable:
- Addrow
- Modify entry
- Lock entry
- Add links
- Send notification
- Send e-mail
- Run Python script
Build complex processes
Connect SeaTable to all your favorite apps to create automated workflows.
SeaTable offers the following integrations:
- REST API
- Zapier
- Integromat
- n8n
Have fun!
You now know the basics of SeaTable and can start to map your business processes with it.
Do it like thousands of other people who use SeaTable to develop powerful processes, bring order to their data, and complete their tasks more efficiently.
