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Bring your lists into Hive with Tables

Create tables, choose field types including Relation, and pick display fields from a linked table for linked-record badges.

Written by Ellen Kajca

Forget the scattered Notes app lists, half written email pitch lists, or solo Excel spreadsheet. The Table app gives your team a flexible way to manage structured information in rows and columns.

Use it to track requests, inventory, content calendars, campaign details, research, budgets, or any other data that does not fit neatly into a traditional project plan.

What can I use the Table app for?

Think of Tables as the one-stop-shop for all other data that might not be its own task or project. Anything you have in a Google Doc, Google Sheet, Spreadsheet, etc.

Tables are useful when you need to:

  • Store information in a structured format

  • Track records across multiple fields

  • Sort, filter, and review data quickly

  • Connect structured information to related Hive work

Common examples include:

  • Marketing campaign calendars

  • Content and editorial planning

  • Customer or partner trackers

  • Event planning

Create a table

  1. Open the Table app from the Hive navigation menu.

  2. Select Create table.

  3. Enter a name for your table.

  4. Add the fields your team needs.

  5. Add records manually or import existing information, if available.

Start with only the fields you need. You can add more fields later as your process develops.

Pro tip: Don't know where to start? Ask Buzz to create the Table for you with your exact specifications.

Add and manage fields

Fields define the type of information stored in each column. Choose a field type that matches the data you want to track.

For example:

Information

Suggested field

Campaign name

Text

Launch date

Date

Owner

Person

Status

Select

Budget

Number

Website or document

Link

Related record in another table

Relation

Additional context

Long text

Use clear field names that make sense to anyone viewing the table. For example, use Launch date instead of Date, and Campaign owner instead of Person.

Relation fields and display fields

Use a Relation field to link a record in one table to records in another table — for example, linking campaign rows to a separate clients table.

  1. Add or edit a field and choose Relation.

  2. Select the Target table (and cardinality when you create the field).

  3. Under Display fields, choose up to three fields from the target table to show on linked-record badges.

Leave Display fields empty to show the target table’s primary field. Display fields can be Text, Number, Select, or Date fields on the linked table. Person (User) fields are not available as display fields.

You can change display fields later from the relation field settings. Target table and cardinality stay fixed after the relation column is created.

Add records

Each row represents one record in your table.

To add a record:

  1. Open the table.

  2. Select Add record or the next available row.

  3. Enter the relevant information in each field.

  4. Add any supporting context or links.

Keep each row focused on one item. For example, in a content calendar, each row should represent one content asset rather than an entire campaign.

Paste a list to add multiple records

If your table’s primary field is Text, you can add several names or titles at once. Copy a list with one item per line, then paste it into the primary field. Hive asks whether to keep the full text in One record or create a separate record for each line. Choose Create [number] records to add one record per non-empty line.

You can paste into the blank Add record row or while editing an existing record’s primary field. Choosing multiple records leaves the existing record unchanged. To bring in a spreadsheet with several columns, use Import Google Sheet or Upload Spreadsheet instead.

Edit records

You can update a record whenever its information changes.

Common updates include:

  • Changing the owner

  • Updating a status

  • Adjusting a due date

  • Adding notes or links

  • Correcting a value

  • Recording a decision or outcome

Keep important fields current so filters, reports, and team workflows remain reliable.

In a Files field, the cell shows a thumbnail when the first file is an image or video. Hover a video to play it without sound, or click the thumbnail for a larger preview. When there are more files, a count such as +2 appears next to the paperclip. Click it to see and manage all files.

Clear all records

Use Clear all records to empty a table and start fresh without rebuilding its columns or views. Only the table creator or a workspace admin can do this.

  1. Open your table and go to Table settings.

  2. Select Clear all records.

  3. Read the warning, then select Clear all records again to confirm.

Before you confirm: This clears the whole table, including rows hidden from your view. There’s no Undo option in the confirmation window. If your records are linked to other tables, clearing them may also affect those linked records or stop some rows from being removed.

Afterward, Hive shows how many records were cleared and whether any could not be removed. This option isn’t available for campaign tables.

Collaborate with your team

Tables work best when the team agrees on how they should be maintained - you don't want a dozen people all making mismatched edits to the Table.

Some best practices include:

  • Assign an owner to each record when follow-up is required.

  • Use comments or linked Hive actions for detailed discussions.

  • Add links to relevant documents, meetings, or projects.

  • Review and clean up outdated records regularly.

  • Avoid storing sensitive information unless the table has the appropriate access controls.

Connect table data to project work

One of the best parts about Tables is that they can act as the central source of structured information, while Hive actions track the work required to move each record forward.

For example:

  • A campaign table stores campaign details.

  • A project contains the campaign execution plan.

  • Actions track deliverables, approvals, and deadlines.

  • The table records the campaign’s owner, audience, budget, and launch status.

Use an action when someone needs to complete work. Use a table record when you need to store and organize information.

Bring existing lists into Hive Tables

If you've got content in a spreadsheet, you can easily upload that into a Table directly from the app.

Click "Import Google Sheet" or "Upload Spreadsheet" to get your data into Hive with a few clicks.

Table records versus Hive actions

Use a table record when you need to...

Use a Hive action when you need to...

Store structured information

Assign work to someone

Track attributes across fields

Set a deadline

Compare or filter records

Track progress toward completion

Maintain a list or database

Add dependencies or subactions

Capture reference information

Manage a deliverable or responsibility

Some workflows need both. A table can store the details of a request, while a linked action tracks the follow-up work.

Frequently asked questions

Can I use a table instead of a project?

Tables are best for structured information and records. Projects are best for managing work, deadlines, ownership, dependencies, and progress. Many teams use them together.

Should every table row have an owner?

Not necessarily. Add an owner when a record requires follow-up or accountability.

Can I use tables for reporting?

Yes. Consistent fields make it easier to sort, filter, and review information. For broader reporting, combine table data with Hive dashboards where appropriate.

How should I organize a large dataset?

Start with a clear table purpose, use consistent field types, and separate unrelated processes into different tables. Archive or remove outdated records according to your team’s retention practices.

If there is something you're struggling with, ask Buzz to help!

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