YakTables Docs

How to create a table in YakTables

Most operations lists start life in a spreadsheet that only one person keeps up to date. A YakTables table gives the list fields, statuses and a history of every change, so the whole team works from the same records.

Before you start

  • A workspace administrator in YakTables
Transcript

Turn a spreadsheet list into a shared table your whole team can update. Here's how to create a table in YakTables.

On the workspace home, scroll to the starting points and choose Blank table. The form beside it is filled in with the Operations application.

Give the table a name, and add a sentence about what it's for. Your team sees both on the table's card.

Select Create table. The new table opens, empty and ready for its first record.

Select New record, type a name, and choose a status.

Select Save record. The panel closes, and the record appears in the grid as revision one.

Steps

  1. Choose a starting point ▶ 0:08

    On the workspace home, under From an idea to a working table, select Blank table.

    Starting points with Blank table selected and the create table form beside them

  2. Name the table ▶ 0:18

    Enter a Table name and, optionally, describe it in What is this table for?

    Create table form with the name Vendor contracts and a short description

  3. Create the table ▶ 0:25

    Select Create table. The new, empty table opens.

    Empty Vendor contracts table with the New record button

  4. Add a record ▶ 0:31

    Select New record, enter a Name, and choose a Status.

    New record panel with the name and status filled in

  5. Save the record ▶ 0:36

    Select Save record. The record appears in the grid.

    Vendor contracts grid with the Status page hosting record
ResultThe new table opens with your first record in the grid, and it appears on the workspace home under its application.

Next steps

Updated 2026-10-26