Click + New Record in the upper right of any view to add a record. In Grid View you can also click the plus in the first empty row, in Kanban the plus at the bottom of a column (the record takes that column's value), and in Calendar a date (the record takes that date).
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Platform | Web |
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What is a record?
A Record is an individual item in a Table Records are the basic unit of data that are pulled into various Views and Dashboards. Each Record can include data in multiple Fields.
Records can be anything from tasks and items to people and projects to name a few. Records hold a set of values for the Fields included in the Table.
NOTE: The terminology for records within a table can be changed to better represent the types of data in a Table. Click here for more information.
How do I add a record from any view?
Click
+ New Recordin the upper-right corner of the Table.A modal for a new Record will appear and data can be entered in the Fields, or you can add or modify Fields.
How do I add a record in Grid, Kanban and Calendar views?
Grid View
Below the Column Menu, click the
+icon in the first open row. If Records exist, it will be below the last Record.A new Record will appear in a new row and data can be entered in the Fields, or you can add or modify Fields.
You can also add a new record at a specific position by hovering between two existing records and clicking the small plus icon.
Pro Tips:
If you change the title to “not required” you can add multiple empty rows.
When you have applied a Group (or nested group) in Grid View, clicking the + button beneath the grouping will create a new record with the "Group By" value(s) selected by default.
For example, this new record has the "First Draft" value applied upon record creation:
Kanban View
Each column in Kanban view represents a status or value-list field.
Quickly add new records by clicking the + that appears at the bottom of a column when hovering.
You can also add new records by clicking on the “…” icon on each column and choosing “Add New Record” from the menu
New records will automatically receive the value in the column selected. In the example below, the new record will have an "In Process" status at the time it's created.
Calendar View
Add new records in Calendar View by clicking on the calendar. Date and Time (when in "Day View") will be applied to the new record automatically.
Other views
Use the default + Add New button to create new records in Card, Timeline, Map, and Chart views.
What are common ways to add records?
1. Task management
Scenario: A project manager wants to track tasks for an upcoming event.
Solution: Add new Records in Grid View for each task, grouping them by priority or deadline.
2. Kanban workflow
Scenario: A marketing team uses Kanban to manage campaign progress.
Solution: Add Records under relevant status columns like "In Progress" or "Completed" for better visualization.
3. Event planning
Scenario: A team plans a product launch and needs to track milestones on a calendar.
Solution: Use Calendar View to create Records with milestone dates, automatically syncing them with the schedule.
Frequently asked questions
How do I add a record to a view I am looking at?
Click + New Record in the upper right. The record appears in the view if it matches the view's filters; clear the filters if you do not see it.
How do I add an event to a Calendar View?
Click the date (or the time slot in Day view). The new record gets that date automatically; fill in the rest in the form that opens.
Can someone add a record through a form?
Yes. A Form View creates a new record in the table each time it is submitted, so people outside the workspace can add records without signing in. See Form View.
Can I add several empty rows at once in Grid View?
Yes, if the Title field is set to not required. Each click on the plus row adds an empty record.
How do I add a record with a value already filled in?
Group the Grid View by that field and click the plus under the group, or add the record in the matching Kanban column. The group or column value is applied on creation.
Last verified 21 Oct 2026 against this article as Product wrote it in Feb 2025 and the pricing page (Form View, Grid, Kanban and Calendar views)