All custom table templates

Custom table template

Todos

The Todos template creates a lightweight table for everyday, granular to-do items. It is intentionally simpler than the standard Tasks table: use it for quick capture and follow-ups that do not need to link to shifts, onboarding, or compliance.

Gallery description

Keep track of everyday, granular to-do items. Click an existing item to add additional context.

Where you see this

On the Create New Custom Table screen when a workspace is built on a Custom Table. Templates create starter fields you can rename, extend, or permission.

Starter fields

What the template creates

Item

The to-do in plain language.

Owner

Link to the User responsible.

Due date

When it should be done.

Done

Checkbox that drives the completed filter.

Notes

Extra context added by clicking into the item.

How teams use it

Daily punch lists for office or operations staff.
Follow-ups captured during calls or shift handoffs.
Personal queues that do not belong in the operational Tasks table.

Related

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