Projects, tables and views

Everything you build in Quanty sits in one tree: workspaces hold folders and projects, a project holds tables, and each table can be shown in several views. This page walks the tree from the top: what each level is for, how to create, move, duplicate and delete it, and who can see it.

Before you start

Projects have their own members and roles on top of this (see Members and access). While your organization has no active plan, nothing can be created or changed.

Workspaces

Every organization starts with one workspace named after it and marked Default. Its workspaces are listed on Home and in the sidebar under Workspaces.

Create a workspace

Only organization admins create workspaces: New workspace on Home or in the sidebar.

Create workspace creates it. "Until you upload an image, the workspace shows its initials. You can add one in its settings."

Change or delete a workspace

• Workspace settings (the card's menu or Edit name and avatar on its page): Name, Description and the avatar: Upload image, Replace image, Remove image (PNG, JPG or WebP, up to 5 MB).
• Members on the workspace page: who can see it. "Organization admins always have access. A single project can still be shared with someone outside the workspace from its own members list."
• Delete workspace: "Only the workspace goes away. Nothing filed inside it is deleted." If it holds folders or projects, choose where they go under Move its folders and projects to. The only workspace of an organization cannot be deleted. If you delete the default workspace, another one becomes the default.

The workspace and folder pages

A workspace page and a folder page work the same way.

The page lists Folders and Projects (and Files on a folder page). A folder card counts what is inside; a project card shows its number of tables and members, a Restricted badge when only invited people can open it, and when it last changed. Drag a card onto a folder to move it there.

Folders

1. Create, Folder. The name needs 3 to 50 characters, without < > : " / \ | ? *, and must differ from its neighbours.
2. A folder's menu: Open, Add to shortcuts, Rename Folder, Move to… and Delete Folder. Moving and deleting a folder need the right to manage it.

Folders nest up to 10 levels deep. A folder holds folders, projects and files, never tables directly.

On a folder page, Files lists files kept in that folder (Name, Size, Modified, Uploaded by). Drop files anywhere on the page to upload them: "Drop files anywhere on this page to upload them here." A file's menu has Download, Open in Files, Move to…, Remove from folder (the file stays in Files) and Delete (to Trash).

Move and delete

• Move to… opens "Move “Operacje”" with the destinations: the workspaces (Top level of this workspace) and Projects and folders. "A node cannot be moved into its own subtree."
• Delete asks first: "Everything inside goes with it: 2 projects, 5 tables. This cannot be undone." When there is something inside, you type the name to confirm.

Projects

A project is where the work happens: its tables, and the dashboards, presentations, forms and automations made from them.

Create a project

1. Create, Project on a workspace or folder page (or Create your first project on Home).
2. New project: the line under the title says where it will be created ("In folder Operacje").
3. Start with: Empty project ("A project with one empty table."), From a template (opens Templates) or From a CSV/Excel file ("Each worksheet becomes a table.").
4. Fill in the fields and click Create project.

An empty project starts with Table 1 and opens it. With a file, the import opens first (Skip, open the empty project skips it).

The project rail

Inside a project the sidebar becomes the project rail.

Project options holds Add to shortcuts, Info (name, appearance and description), Members, Settings, Duplicate project (anyone who can edit), and Move to… and Delete project, which work only for the project's owners and admins and for organization admins. Admins also see Use as records (CRM) (see Records) and, with the TMS add-on, Move to TMS.

• Duplicate project: "Every table, its rows and its views are copied. Members, share links and automations are not."
• Delete project: "The project, its tables, views, dashboards, presentations, forms and automations are deleted. This cannot be undone." When it has tables you type its name.
• Settings: General (name, description), Appearance (avatar, JPEG, PNG or WebP up to 5 MB, and colour), Who can access, Save changes, and Delete project under Danger zone.

Members and access

Project members

Members in the rail lists who can open the project and with which role:

Add members (or Add by email, several separated by commas) adds people who are already members of your organization. Only project owners and admins manage members. Organization admins can open every project.

Who can access: with Everyone in the organization, every member of the organization works in the project as a contributor and organization viewers as viewers; with Only invited members (shown as Restricted), only the people listed.

Share one table or one view

Someone outside the project can get one table or one view without the rest of the project: Share / Access in the table's or view's menu opens Table access or View access.

• A table grant opens that table and its views; a view grant opens only that view, with its filters.
• Roles: Viewer or Contributor.
• Only people in your organization can be added, and only project owners and admins can change it: "Only the project can change who has access."
• Without a grant, a person outside the project sees nothing of it.

Tables

Create a table

New table in the rail opens: "Start empty, bring a file, or pick a template."

Name it under Table name (up to 255 characters, unique in the project; the default is "Table 2") and click Create table.

The table menu

The ⋯ next to a table in the rail:

Viewers see only Add to shortcuts.

Pages

A table can hold several pages, the tabs at the bottom of the grid, each with its own rows and columns. The first is Page 1; Add Page (or Add page in the table menu) adds another. See The grid for renaming, duplicating and deleting pages.

Views

A view shows the same rows of a table in another shape. Changing a value in any view changes the table.

1. Click Add view under the table in the rail (or in the table menu).
2. Pick the kind and set it up.

Views are listed under their table in the rail. A view's menu holds Add to shortcuts, Rename (up to 200 characters), View settings (calendar, timeline and map), Share / Access (not for a Kanban board; on the table's own Spreadsheet it opens Table access) and Delete view: "Only the view is deleted. The table and its rows stay." Forms are not a view: they are in the project's Forms group (see Forms).

What you hide, filter and sort in a view is yours until you save it for everyone (see The grid).

Import data

Import brings CSV, TSV, Excel (XLSX, XLS) and JSON files in: when creating a project (From a CSV/Excel file) or a table (Import CSV / Excel), or into an open table with More actions, Import. Into an open table, the file's worksheets are added as new pages after the last tab; rows are not added to an existing page.

The Import data wizard has four steps: upload, structure, columns and review.

1. Upload: up to 25 files and 200 MB per import, 50 MB per file.
2. Structure: how to read the file: Flat table, Hierarchy in columns, or Manifest (a worksheet that describes the structure; a Template can be downloaded). Choose whether worksheets become pages of one table or separate tables.
3. Columns: Quanty suggests each column's type and says why; include or skip each column.
4. Review: what will be created. "An import writes values directly. It never runs AI columns, so it costs no credits."

One import takes up to 50,000 rows and 250,000 cells.

Export

More actions, Export in the grid downloads a table as CSV (.csv), Excel (.xlsx) or PDF (.pdf), also while your organization is read-only. File and sub-sheet columns are left out of Excel and PDF; ghost columns are left out when your organization blocks exports (see Quanty Ghost).

Good to know

• A project holds only tables. Folders and other projects go into workspaces and folders.
• Deleting is final. Deleting a project, table, page, view or folder cannot be undone. Files you delete in Files go to Trash for 30 days instead (see Files).
• Duplicates start without people. Duplicated projects and tables do not copy members, share links or automations.
• Shortcuts are personal: pin projects, folders, tables and views you open often (up to 100).

Related pages

• Home and the sidebar: workspaces, shortcuts and recently opened projects.
• The grid: working in a table.
• Templates: projects and tables that start ready-made.
• Organizations and roles: admins, members and viewers.
• Files: files in folders.