Let’s get started!
Welcome to SeaTable
Whether you want to organize data or map a new business process, SeaTable will help you do it. In the following quick guide, you’ll learn the basics 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.
You can use a base, for example, for:
Plan a project
Recruit new employees
Monitor a marketing campaign
Manage licenses in your company
Structure your first table
When you open a base, you’ll see one or more tables. Before you can enter data, you need to add more table columns.
A project plan, for example, needs the following columns:
Single select for status
Date for the due date
Employee for the person responsible
Enter your first data into your table
Projects consist of many small steps. Add all the tasks that come to mind.
Tasks that are successfully completed are usually:
Clearly described
Provided with a deadline
Assigned to a responsible person
Link your tables
One of SeaTable’s greatest strengths is linking tables together. Try it out now.
Useful links between tables:
Milestones of your project
Employees of your company
Invoices for your customers
Create a new view
Display only the tasks assigned to you and group them by your projects. You can save this perspective as a view.
A view saves the following settings:
Filter
Sorting
Grouping
Hidden columns
Coloring
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 don’t need a SeaTable account for this.
The external link offers the following settings:
Expiration date
Password protection
Random or custom URL
Invite more team members
In SeaTable, you work together as a team. As a team administrator, you can add new team members.
Here’s how to access team management:
Avatar image at the top right
Team administration
Users
Add
Set permissions
Sometimes you want to prohibit changes to the structure or data. With permissions, you can do just 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 so that others can easily add records to your table.
Highlights of web forms in SeaTable:
Visual editor with block design
Flexible configuration options
Access control
Access via URL or QR code
Get notified
Life gets easier when you know what’s happening. Let SeaTable notify you when a specific event occurs.
SeaTable can monitor the following triggers:
Reaching a deadline
Changed records
Changes in a specific column
Filter conditions for monitored columns
Create an automation
Automate recurring tasks and activities to save time and effort.
You can trigger the following actions in SeaTable:
Add row
Modify entry
Lock entry
Add links
Send notification
Send email
Run Python script
Build complex processes
Connect SeaTable with all your favorite apps to create automated workflows.
SeaTable offers the following integrations:
REST API
Zapier
Make.com
n8n
Have fun!
You now know the basics of SeaTable and can start mapping your business processes with it.