YakTables help & guides
Step-by-step guides with short videos for operations teams connecting structured records and reviewed work.
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Getting started
- 1Create a table
Most operations lists start life in a spreadsheet that only one person keeps up to date.
- 2Import records from CSV
When the list already exists in a spreadsheet, retyping it wastes an afternoon.
- 3Request a review
Some changes need a second person to check them before work continues.
- 4Approve a saved record
An approval should cover exactly what was reviewed.
Build your tables
Create tables, start from workflow templates, add fields and import existing lists.
Work with records
Update records, archive what's done and save the views your team works from.
Review and approve work
Ask for a second look, record independent approvals and find what's waiting for you.
Collect information
Gather requests from people outside your workspace with response forms.
Manage who has access
Give colleagues the right role in each application.
Connect other tools
Let workflows and scripts read and update a table through the API.
Manage your plan
Check usage against your allowances and upgrade when you need more.
All guides A–Z
- How to add a field to a table in YakTables
- How to approve a saved record in YakTables
- How to archive and restore a record in YakTables
- How to check your plan and usage in YakTables
- How to create a table in YakTables
- How to create an API key for a table in YakTables
- How to edit a record in YakTables
- How to filter records and save a view in YakTables
- How to find your assigned work in YakTables
- How to give a teammate access to an application in YakTables
- How to import records from a CSV file in YakTables
- How to publish a response form in YakTables
- How to request a review of a record in YakTables
- How to see records on a calendar in YakTables
- How to share a table with a guest in YakTables
- How to start from a workflow template in YakTables
- How to update many records at once in YakTables
- How to upgrade to a paid plan in YakTables