https://yaktables.com/docs/ https://yaktables.com/docs/add-a-field-to-a-table/2026-10-26 https://yaktables.com/docs/add-a-field-to-a-table/media/poster.webpHow to add a field to a table in YakTablesProcesses change: an audit now needs a link to its evidence, or a request needs a cost centre. Adding a field updates the table for everyone without touching existing records, which simply leave the new field empty.https://yaktables.com/docs/add-a-field-to-a-table/media/video.mp433 https://yaktables.com/docs/approve-a-saved-record/2026-10-26 https://yaktables.com/docs/approve-a-saved-record/media/poster.webpHow to approve a saved record in YakTablesAn approval should cover exactly what was reviewed. YakTables records your decision against the saved version of the record, and any later change to it needs a fresh review.https://yaktables.com/docs/approve-a-saved-record/media/video.mp430 https://yaktables.com/docs/archive-and-restore-a-record/2026-10-26 https://yaktables.com/docs/archive-and-restore-a-record/media/poster.webpHow to archive and restore a record in YakTablesFinished or mistaken records clutter the active table. Archiving takes a record out of the table but keeps its history, and you can undo it straight away.https://yaktables.com/docs/archive-and-restore-a-record/media/video.mp419 https://yaktables.com/docs/check-your-plan-and-usage/2026-10-26 https://yaktables.com/docs/check-your-plan-and-usage/media/poster.webpHow to check your plan and usage in YakTablesAllowances for records, file storage, documents and workflow runs are counted per workspace. Plans and usage shows your current plan, when its period ends and how much of each allowance you've used, so a limit never surprises you.https://yaktables.com/docs/check-your-plan-and-usage/media/video.mp434 https://yaktables.com/docs/create-a-table-api-key/2026-10-26 https://yaktables.com/docs/create-a-table-api-key/media/poster.webpHow to create an API key for a table in YakTablesWorkflows in YakPipes, or your own scripts, can read and update records through the YakTables API. A table key reaches only that one table, expires after 90 days, and you can revoke it at any time.https://yaktables.com/docs/create-a-table-api-key/media/video.mp431 https://yaktables.com/docs/create-a-table/2026-10-26 https://yaktables.com/docs/create-a-table/media/poster.webpHow to create a table in YakTablesMost 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.https://yaktables.com/docs/create-a-table/media/video.mp442 https://yaktables.com/docs/edit-a-record/2026-10-26 https://yaktables.com/docs/edit-a-record/media/poster.webpHow to edit a record in YakTablesRecords change as the work moves along. Editing in the record panel saves a new revision and adds it to the record's activity, so anyone can see what changed and when.https://yaktables.com/docs/edit-a-record/media/video.mp432 https://yaktables.com/docs/filter-records-and-save-a-view/2026-10-26 https://yaktables.com/docs/filter-records-and-save-a-view/media/poster.webpHow to filter records and save a view in YakTablesA team usually works from a slice of a table, such as the tickets under investigation. Saving the filter as a view puts that slice one click away for everyone, and you can export it as a CSV file.https://yaktables.com/docs/filter-records-and-save-a-view/media/video.mp432 https://yaktables.com/docs/find-your-assigned-work/2026-10-26 https://yaktables.com/docs/find-your-assigned-work/media/poster.webpHow to find your assigned work in YakTablesAssignments, review requests and mentions are spread across many tables. My work gathers everything waiting for you in one list, so nothing sits unnoticed in a table you rarely open.https://yaktables.com/docs/find-your-assigned-work/media/video.mp433 https://yaktables.com/docs/give-a-teammate-access-to-an-application/2026-10-26 https://yaktables.com/docs/give-a-teammate-access-to-an-application/media/poster.webpHow to give a teammate access to an application in YakTablesNot everyone needs to change every table. Application roles let a colleague read, edit, approve or manage just the tables in one application, such as procurement.https://yaktables.com/docs/give-a-teammate-access-to-an-application/media/video.mp433 https://yaktables.com/docs/import-records-from-csv/2026-10-26 https://yaktables.com/docs/import-records-from-csv/media/poster.webpHow to import records from a CSV file in YakTablesWhen the list already exists in a spreadsheet, retyping it wastes an afternoon. Import reads the columns, matches them to your fields and checks every row before anything is saved.https://yaktables.com/docs/import-records-from-csv/media/video.mp435 https://yaktables.com/docs/publish-a-response-form/2026-10-26 https://yaktables.com/docs/publish-a-response-form/media/poster.webpHow to publish a response form in YakTablesCustomers and colleagues outside your workspace can send you requests without seeing your table. A response form asks only the questions you choose, and each answer arrives as a new record.https://yaktables.com/docs/publish-a-response-form/media/video.mp431 https://yaktables.com/docs/request-a-review/2026-10-26 https://yaktables.com/docs/request-a-review/media/poster.webpHow to request a review of a record in YakTablesSome changes need a second person to check them before work continues. A review request captures the record exactly as it was saved, and a comment tells your reviewer what to look at.https://yaktables.com/docs/request-a-review/media/video.mp437 https://yaktables.com/docs/see-records-on-a-calendar/2026-10-31 https://yaktables.com/docs/see-records-on-a-calendar/media/poster.webpHow to see records on a calendar in YakTablesWhen work has a due date, a month view shows what is coming up and where deadlines bunch together. The calendar uses the same records and filters as the grid, so nothing has to be copied.https://yaktables.com/docs/see-records-on-a-calendar/media/video.mp431 https://yaktables.com/docs/share-a-table-with-a-guest/2026-10-31 https://yaktables.com/docs/share-a-table-with-a-guest/media/poster.webpHow to share a table with a guest in YakTablesClients, suppliers and contractors often need to see or update a few records without joining your workspace. A guest invitation shares one table, limited to the fields and records you choose, and expires on its own.https://yaktables.com/docs/share-a-table-with-a-guest/media/video.mp433 https://yaktables.com/docs/start-from-a-workflow-template/2026-10-26 https://yaktables.com/docs/start-from-a-workflow-template/media/poster.webpHow to start from a workflow template in YakTablesSome processes need several linked tables, such as employees, their onboarding cases and the tasks in each case. A workflow template creates the whole set at once, already linked, so you can start adding records instead of designing fields.https://yaktables.com/docs/start-from-a-workflow-template/media/video.mp427 https://yaktables.com/docs/update-many-records-at-once/2026-10-31 https://yaktables.com/docs/update-many-records-at-once/media/poster.webpHow to update many records at once in YakTablesWhen a batch of work changes together, such as reassigning a set of tickets or raising their priority, a bulk edit saves opening each record. The batch is all-or-nothing and the last bulk edit can be undone.https://yaktables.com/docs/update-many-records-at-once/media/video.mp431 https://yaktables.com/docs/upgrade-to-a-paid-plan/2026-10-26 https://yaktables.com/docs/upgrade-to-a-paid-plan/media/poster.webpHow to upgrade to a paid plan in YakTablesTeam and Business raise the workspace's editor, record, storage and monthly allowances. Payment is handled on a secure Stripe checkout page.https://yaktables.com/docs/upgrade-to-a-paid-plan/media/video.mp431