Use Database Tables in Vani Spaces for Workflow Management

Use Database Tables in Spaces

Database tables in Vani can be added directly inside a Space to manage structured data alongside your work. You can use them to track tasks, manage records, organize workflows, and keep related information in one place.

Tables are fully interactive within the Space, allowing you to update and organize data without switching context.


Add a table to a Space  

  1. Open a Space.

  2. Click Database table from the left sidebar.

  3. Browse or search for a template.

  4. Select a template or click Create table.

  5. The table will be inserted into your Space.

What you can do with tables  

Once added, you can:

  • Add and update records using rows

  • Define and customize fields using columns

  • Track progress using status, priority, and tags

  • Assign work to team members

  • Sort and filter data

  • Search for specific records


How teams use database tables  

Project Management  

Track tasks, assign owners, and manage deadlines
Templates include:

  • Software development projects

  • Marketing campaign planning

  • Event planning

Sales & CRM  

Manage leads, accounts, and pipeline stages
Templates include:

  • Leads and deals tracker

  • Customer account management

  • Partner and vendor tracking

Customer Support  

Track tickets, requests, and feedback
Templates include:

  • Support desk

  • Service request manager

  • Customer feedback tracking

IT & Services  

Manage internal requests and system changes
Templates include:

  • IT request management

  • Change management log

People & HR  

Manage employee data and HR workflows
Templates include:

  • Employee directory

  • Onboarding checklist

  • Performance review tracker

Knowledge Management  

Organize internal documentation and policies
Templates include:

  • Team wiki pages

  • Document version control

  • Company policy library

Finance & Procurement  

Track financial records and approvals
Templates include:

  • Expense tracker

  • Purchase order management

  • Invoice tracking

Why use tables inside Spaces  

Using database tables inside Spaces helps you:

  • Keep structured data close to your work

  • Reduce context switching

  • Maintain a single source of truth

  • Improve visibility across teams

  • Scale workflows as your data grows


Notes  

  • All templates are customizable after insertion

  • You can add or remove columns at any time

  • Tables can be adapted to fit different workflows