Linked Databases
- You can create linked databases to view and manipulate data from multiple sources without duplicating content. This is useful for filtering and sorting tasks from different projects in one view.
- To create a linked database, type “/link” and select “Create linked database”. Choose the database you want to link.
Formula Fields
- Use formula fields for advanced calculations and dynamic data presentation. You can perform arithmetic, concatenate text, or create conditional logic within your database.
- For example, you can create a formula that calculates the percentage of tasks completed based on the number of completed tasks versus total tasks.
Rollups
- Use rollup properties to aggregate data from related databases. For example, if you have a “Projects” database and a “Tasks” database, you can roll up the total number of completed tasks in each project.
- To create a rollup, add a new property in your database, select “Rollup,” and choose the related database and property you want to aggregate.
Custom Views
- Create different views for the same database based on context, like Kanban boards for task management, calendar views for deadlines, or table views for detailed information.
- You can also create filtered views to display specific subsets of your data. For example, you could have a view that only shows “Active Projects” or “Due Tasks.”
Advanced Filters
- Use multiple filters in combination to refine your data view. For instance, filter tasks by project, due date, and assigned team member simultaneously.