ShareFile

Data Tables

May 3, 2024

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Using Data Tables in a ShareFile Projects is a way to organize data in projects with a structured manner. This data could be:

Project related data
Data from 3P apps

Adding a tab in ShareFile Projects

Navigate to Projects in your ShareFile account.
Select an existing project or select Create Projects. For these instructions, we selected an existing project.
Select + to open the Add a tab.
Type in a title for the Tab name.
Select a default view. You can choose one of the following:
- Table view
- Kanban view
- List view
- Calendar view
Note:

The default view for now is Table view.
Select Add.

The new Tab is added to your Project.
In the first row, select the V to access the drop-down menu.
Select Edit field.

The Edit field popup displays.
Type in a title for the field, then select Save.

The Field added message displays briefly.
Select Add in the next column to add another field. Repeat this process until you complete your table.

The Add field popup displays.
Once you complete the table, you can then enter the data for the table.
Use Create row to add additional rows as required.

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Data Tables

May 3, 2024

Contributed by:

May 3, 2024

Contributed by:

Data Tables

Adding a tab in ShareFile Projects

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