← How-to guidesGetting started

Pick the right field type

4 steps Β· 4 min read

  1. 1

    Click + in the header, name the field and choose a type: text, long text, number, currency, percent, date, checkbox, single or multiple select, email, URL, phone, rating, attachment, formula, AI field, link, lookup, count, autonumber or created time.

  2. 2

    Select fields: add options and pick a color for each. New options can also be added straight from a cell.

  3. 3

    Change a field later with β€œEdit field” in its βŒ„ menu β€” existing values are converted where possible.

  4. 4

    The first field is the primary field: it names each record in links, cards and the expanded view.

Academy progress β†’