Quick start

In this tutorial you build a small Projects space with a Tasks database, add a few fields and records, and look at them as a table and as a board.

#1. Create your account and organization

1. Go to covanode.app and sign up.
2. Name your organization. This is the name your team sees; you can change it later.
3. Choose your first space. Pick a template to get a ready-made structure, or choose Start blank.
4. Invite your team. Add colleagues by email. People who already have an account are added immediately; others receive a pending invite. You can also Skip for now and invite them later.

#2. Create a space

If you skipped the template, create a space from the sidebar: choose Create a new Space, give it a name such as Projects, and select Start blank.

#3. Add a database

1. Open the space's Overview.
2. Under Databases, choose New Database.
3. Name it Tasks and create it.

The new database opens in a table with a Name column. Each row is a record.

#4. Add fields

1. In the database toolbar, open Fields.
2. Choose New field and pick a type. For this tutorial add:
   • Workflow — call it Status, with steps such as Not started, In progress and Done.
   • People — call it Assignee.
   • Date — call it Due date.
3. Use the switches in the Fields panel to show or hide fields in the current view.

Read more in Fields.

#5. Add records

• Choose New Record in the toolbar, or click New record under the last row.
• Type the title, then fill in the other cells directly in the table.
• Click a record's title to open it. The record panel shows every field, plus comments, attached files and linked documents.

Add three or four tasks with different statuses and due dates.

#6. Add a second view

1. Next to the view tabs, choose Add view.
2. Pick Board as the view type and give it a name, then choose Create view.
3. Your tasks now appear as cards grouped by Status. Drag a card to another column to change its status.

Try a Calendar or Gantt view too — they place records on their dates. See Views.

#7. Find, filter and sort

• Use the search box above the table to find records by text.
• Filter shows only records that match conditions, such as Status is not Done.
• Sort orders records by any field.
• AI filter lets you describe filters and sorting in plain words, such as status is in progress, sort by due date.

#What's next

• Link databases together with a Relation field — for example Projects and Tasks.
• Write meeting notes in a Document and link them to records.
• Invite the rest of your team and give each person the right role. See Core concepts.