How to manage tables in Elbuz

Tables in Elbuz are like electronic ones similar to Excel or Google Sheets, where you can create, store and manage any information in a convenient tabular form. It is your personal data organization tool.

Using tables you can:

• 📈 Analyze business

• 💰 Keep track of money and expenses

• 🎯 Make a list of goals and development plans

• 📱 Schedule publications on social networks

• 📝 Store important information

Tables are your personal tool for creating any lists and keeping track of important information, like a digital notebook, only smart!

Getting started with tables

Open tables using the shortcut on the desktop or through the main menu.
To open projects through the main menu:

1. In the main menu, select the "Organizer" section
2. In the menu that opens, select "Tables"

Overview of the table management interface

At the top of the window there are table management buttons, such as:

• Create a table
• Table categories
• Calendar categories
• Table statuses
• Visual connection graph
• Search by statuses and other parameters

Below the control buttons there is a list of tables with the ability to search by keywords . Tables can be displayed either in the form of a list or in the form of cards.

For editing mode, you must click on the "Pencil" icon.

Approximate view of the table editing mode.

Creating a table

Each table contains the main fields:

• Title (to understand what the table is about ).
• Contents of (table data).

How to create a table

1. Click the "+" button in the top menu. If necessary, you can immediately select a category where a new table will be created
   
   
2. Enter a name tables
   
3. Fill in the data in the table
   
4. If necessary, link the table to a project or task
5. Add tags for categorization
6. Attach additional files

Formatting table text

Use the formatting buttons on the toolbar to:

• Make text bold, italic, underlined or strikethrough
• Change text color and background

Useful keyboard shortcuts for working with text

Shortcuts provided keys to make text formatting easier. Here are the most useful ones:

Basic keyboard shortcuts:

• Ctrl+B — Bold text.
• Ctrl+I — Italic (Italic).
• Ctrl+U - Underline.

Undo/redo:

• Ctrl+Z - Undo.
• Ctrl+Y - Repeat (Redo).

Table statuses

Each table can have one of the statuses:

• 🆕 New
• ⚡ In progress
• ✅ Completed
• ⏸️ Suspended
• ❌ Canceled
• ➕Create your statuses if what you need is not in the list

How to change the table status

1. Click on the current status
2. Select a new status from the drop-down list

Table categories and tags

Categories and tags help you group and quickly find the tables you need.

To add a category or tag:

1. Select the desired category from the list. If the category is not in the list, you can create a new one through the table categories directory.
   
2. Provide a tag name and press Enter to add. If a tag has been added previously, then it will appear in the list for selection.

Search tables

To quickly search for tables, use:

• Search bar at the top of the page - searches by name and description
• Filters by categories, tags, statuses
• You can sort and search by any fields in the "List" display mode

Start typing a search query to quickly find the tables you need. 🔍

Set flags for tables

Each flag has its own purpose. Activate the flags that suit your purposes:

Activity

• What it does: Flags the table as relevant to you.
• When to use: For tables that you work with and are relevant to you.

Favorites

• What it does: Places the table in the list favorites for quick access.
• When to use: For frequently used tables.

Pinned to the top

• What it does: Pins the table to top of the list.
• When to use: For important tables that should always be at hand.

Archive

• What it does: Moves the table to the archive .
• When to use: For completed tables that need to be kept but removed from active use.

Trash

• What it does: Moves the table to the Trash for later removal.
• When to use: For tables that are no longer needed.

Template

• What it does: Marks a table as a template for reuse.
• When to use: To create basic templates that can be copied.

Adding files to the table

The adding files function allows you to attach additional materials to the table, such as like images or other tables. This is useful for expanding information and storing related content in one place.

Follow the steps below to successfully add files.

Step #1 – Open the "Files" tab

There are two ways to add files:

• From local disk
• Via link

Adding file from local disk:

1. Click the "Select file" button.
2. A window will open to select files on your computer.
3. Select the desired file.
   • Images, tables and other popular formats are supported.
4. Click "Open" , after that the file will be attached to the table.

Adding a file via the link:

1. Click the "Add file via link" button.
2. Enter the file URL in the field that appears.
   • Make sure the link is to a downloadable file.
3. Click "Add" so that the file is uploaded and attached to the table.

Step #2 – Verify that the file was successfully added

1. Once added, the file will appear in the list of attached files.
2. Check that the file is displayed correctly:
   • Images will show a preview of them.
   • For tables, the file name will be displayed.

Setting table reminders and notifications

You can set reminders for tables so you don't forget about important things.

How to set up a reminder

1. Open the "Reminders" tab 🔔
2. Select date and time or enter manually.
3. Set the frequency (if the table is repeated), the following modes are available: once, daily, weekly, monthly, annually.

Now the system will send you notifications according to the specified schedule until the table is completed. ⏰

If necessary, you can specify a reminder category, this will allow you to more effectively in the future use an event calendar in which your notifications will be distributed into folders.

Collaborate on spreadsheets

Share spreadsheets with colleagues and assign responsibility. By default, the table is visible only to the person who created it; if you want another user to see it, then give him access.

How to share the table

1. Open the list of users
2. Select users by checking them

Templates tables

Use ready-made templates to quickly create standard tables.

How to create a table based on a template

1. Next to the "Create table" button, click to the "Select template" item.
2. A list of templates to choose from will appear.

How to create a new table template

1. Create a new table.
2. Fill in the required fields.
3. Check the "Template" flag in the "Flags" tab.

Your template will then appear in the selection list templates To make the template available to all users, select the required ones in editing the table.

Adding links to a table

The adding links feature allows you to attach other elements to a table, such as notes, other tables, projects , tasks, tables, presentations, forms and tables. This simplifies data management and creates visual connections between elements in a graph.

Follow the step-by-step instructions to set up connections.

Step #1 – Go to the “Connections” tab

You will see a list of already added connections, or an empty area if no connections have been created yet.

Step #2 – Create a connection

1. At the top, find the button with the icon "+" .
2. Click this button to open a list of available items.

Step #3 – Select an item to link

In the list that appears, you will see the available item types:

• Notes – to communicate with another note.
• Tables – for linking to another table.
• Projects – for attaching to a project.
• Tasks – to add an important task.
• Presentations – to add a connection to the presentation.
• Forms – for communication with the form.
• Documents – to connect a document.

In the list of elements that opens, its type will first be indicated, then its ID and name. You can use the search bar to quickly find an item.

Step #4 – Add a connection

1. After selecting an item, click the Select button.
2. The connection will appear in the list of connections.

Step #5 – Check the connections are correct

1. Make sure that the selected items appear in the links list.
2. If necessary, click on the "Pencil" icon to open the associated element for editing.
3. Include a note about the connection in the Description column.

How to view connections in a visual graph

Related items will be displayed in a visual graph for simplicity working with interrelated data. The graph makes it easy to see relationships between tables and projects, mark related elements and edit them directly from the graph. To do this, open the additional menu and select "Graph"

An intuitive visual a form in which abstract information will be linked, you can zoom in or out, as well as open elements for editing directly from the graph.

Glossary

• Table is a digital storage medium created for recording, transmitting and storing data, which has practical value.
• Tags - labels for grouping tables.
• Priority — the level of importance of the table.
• Executor - responsible for execution.
• Status - the current state of the table.
• Kanban is a visual way to manage tables.
• The flag is a special table label.
• Link - connection of the table with other elements.
• Reminder - notification of deadlines.
• Encryption - protect confidential information.
• Visual editor is a text formatting tool.
• Archive - storage of completed tables.
• Category - the group to which the table belongs by topic or direction.
• Sharing - the ability to give colleagues access to tables.
• AI (Artificial Intelligence) - Artificial intelligence, built-in assistant for editing, improving and analyzing table text.
• AES (Advanced Encryption Standard) — An encryption algorithm used to protect table text.
• Visual connection graph - A tool for visually displaying relationships between tables and other elements of the system.
• Visual Editor - A convenient tool for formatting text with functions for adding images, tables, links, etc.
• "Links" tab - Section where you can attach related elements to the table (notes, tasks, projects, tables etc.).
• Files Tab - Place to attach images, files, and other materials to the table.
• "Flags" tab - Section where special labels for tables are set, such as "Archive", "Favorites" " or "Encrypted".
• Graph - A visual form of representing relationships between elements, facilitating data management.
• Dictation - Speech-to-text function for creating tables by voice.
• Kanban Board - A table divided into columns that helps visually track progress on tables.
• Table category - Table group, united by topic for easy management and search.
• Shortcut Keys - Keyboard shortcuts for quick actions (e.g. Ctrl+ B for bold text).
• At a Glance - AI feature to highlight key points in text.
• Reminders - Tool for setting table notifications.
• Linking statuses to Kanban - Automatically move tables between columns based on their statuses.
• Text Expansion - AI function for adding details to short text.
• Sorting - A tool for organizing tables by categories, tags, statuses or other parameters.
• Table Status - Reflects the current state of the table (for example, "Important", "In progress", "Ready" ).
• Tag - A tag that makes it easier to group and search tables.
• Table template - A template that can be used to create standard tables.
• Encryption - The process of protecting a table with a password to maintain confidentiality.
• Link Item - An object associated with a table (for example, a task, project, or table).

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