> For the complete documentation index, see [llms.txt](https://docs.clickai.vn/clickai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clickai.vn/clickai-docs/clickai-docs-en/function/database/using-templates.md). # Using Templates ## Table of Contents · \[Introduction to Templates]\(#introduction-to-templates) · \[Create a Base from Template]\(#create-a-base-from-template) · \[Available Template Categories]\(#available-template-categories) · \[Build a Base with AI]\(#build-a-base-with-ai) · \[Customizing After Template Creation]\(#customizing-after-template-creation) · \[Templates by Popular Use-case]\(#templates-by-popular-use-case) · \[Best Practices]\(#best-practices) ## Introduction to Templates ClickAI Tables provides a Template Gallery with pre-built database structures designed for various industries and departments. Instead of starting from a blank table, you can choose a matching template and start working immediately with optimized tables, fields, views, and relationships. 💡 TIP: Templates save you hours of database design work. You can always customize after creation — add/remove tables, fields, and views to match your actual needs. ## Create a Base from Template There are 3 ways to create a new Base in ClickAI Tables: \+ New Base\ ├── From Scratch → Create an empty base\ ├── From Template → Choose from the template library\ └── Build with AI → AI generates structure from your description ### Steps to Create from Template 1\. Click + New Base on the Bases tab in your workspace 2\. Select From Template 3\. Browse templates by Departments or Industries 4\. Click on a template to preview its structure: · List of tables in the template · Fields and data types · Pre-configured views · Relationships between tables 5\. Click Create to build the base from the selected template 📝 NOTE: Templates create structure only (tables, fields, views) — they do not include sample data. You can start entering data right away, or import from CSV/Excel files. ## Available Template Categories ### 🏢 By Department
DepartmentExample TemplatesDescription
MarketingContent Calendar, Campaign Tracker, Competitive AnalysisContent management, campaign tracking, competitor analysis
Project ManagementProject Tracker, Product Roadmap, Sprint PlanningProject management, product roadmap, sprint planning
HR & RecruitingApplicant Tracker, Employee Directory, OnboardingCandidate tracking, employee directory, onboarding process
Finance & LegalExpense Tracker, Invoice Management, ComplianceExpense management, invoicing, legal compliance
SalesCRM Pipeline, Lead Tracker, Customer DatabaseSales pipeline, lead tracking, customer database
IT & OperationsBug Tracker, IT Asset Management, FacilitiesBug tracking, IT asset management, facilities
Supply ChainInventory Tracking, Order Management, Vendor ListInventory, order management, vendor tracking
## Build a Base with AI In addition to pre-built templates, you can use AI to automatically generate a database structure tailored to your needs: ### Steps to Build with AI 6\. Click + New Base → Build with AI 7\. Select a pre-defined use-case or describe your needs in natural language: Example: "Manage orders for an online store, including\ customers, products, orders, and delivery status tracking" 8\. AI analyzes and suggests a structure: · Required tables · Fields for each table (with appropriate data types) · Optimized views (Grid, Kanban, Calendar...) · Relationships between tables 9\. Review and edit the suggestion as needed 10\. Click Create Base to finalize 💡 TIP: The more detailed your description, the more accurate the AI-generated structure. Be sure to mention: entities to manage (customers, products...), information to capture (name, email, status...), and business processes (pipeline, approvals...). ## Customizing After Template Creation After creating a base from a template, you have full control to customize: ### Add / Remove Tables · Add new tables for data not covered by the template · Remove tables that aren't needed ### Edit Fields · Add new fields to match your business needs · Rename fields for clarity · Change data types as needed · Remove unused fields ### Create Additional Views · Add Kanban Views for workflow management · Create Calendar Views for scheduling · Add Form Views for data collection · Create Gallery Views for visual content ### Set Up Relationships · Create Links between new and existing tables · Add Lookup/Rollup fields for linked data · Build complex relationships (many-to-many) ### Configure Automations · Set up Webhooks for data events · Connect with ClickAI Workflows for automation · Configure permissions for your team ## Templates by Popular Use-case ### 📦 CRM — Customer Management Template structure: CRM Base\ ├── 📋 Contacts\ │ ├── Fields: Name, Email, Phone, Company, Source, Status\ │ └── Views: Grid (All), Kanban (by Status)\ ├── 🏢 Companies\ │ ├── Fields: Company Name, Industry, Size, Website, Revenue\ │ └── Views: Grid (All), Gallery (by Logo)\ ├── 💰 Deals\ │ ├── Fields: Deal Name, Value, Stage, Close Date, Owner\ │ └── Views: Kanban (by Stage), Calendar (by Close Date)\ ├── 📝 Activities\ │ ├── Fields: Type, Subject, Contact (Link), Date, Notes\ │ └── Views: Grid (All), Calendar (by Date)\ └── Relations:\ ├── Contacts ↔ Companies (Many-to-One)\ ├── Deals ↔ Contacts (Many-to-One)\ └── Activities ↔ Contacts (Many-to-One) ### 📋 Project Management Template structure: Project Management Base\ ├── 🎯 Projects\ │ ├── Fields: Project Name, Description, Start Date, End Date, Status, Owner\ │ └── Views: Grid (All), Kanban (by Status)\ ├── ✅ Tasks\ │ ├── Fields: Task Name, Project (Link), Assignee, Priority, Status, Due Date\ │ └── Views: Kanban (by Status), Calendar (by Due Date)\ ├── 🏷️ Milestones\ │ ├── Fields: Milestone Name, Project (Link), Due Date, Completed\ │ └── Views: Calendar (by Due Date)\ └── Relations:\ ├── Tasks ↔ Projects (Many-to-One)\ └── Milestones ↔ Projects (Many-to-One) ### 🛒 E-Commerce — Online Store Management Template structure: E-Commerce Base\ ├── 📦 Products\ │ ├── Fields: Product Name, SKU, Category, Price, Stock, Image\ │ └── Views: Grid (All), Gallery (by Image)\ ├── 👥 Customers\ │ ├── Fields: Name, Email, Phone, Address, Total Orders\ │ └── Views: Grid (All)\ ├── 🛍️ Orders\ │ ├── Fields: Order ID, Customer (Link), Total, Status, Order Date\ │ └── Views: Kanban (by Status), Calendar (by Date)\ ├── 📋 Order Items\ │ ├── Fields: Product (Link), Order (Link), Quantity, Unit Price, Subtotal\ │ └── Views: Grid (All)\ └── Relations:\ ├── Orders ↔ Customers (Many-to-One)\ ├── Order Items ↔ Orders (Many-to-One)\ └── Order Items ↔ Products (Many-to-One) ### 📰 Content Management Template structure: Content Base\ ├── 📝 Content Ideas\ │ ├── Fields: Title, Topic, Type, Status, Assigned To\ │ └── Views: Kanban (by Status)\ ├── 📅 Editorial Calendar\ │ ├── Fields: Content (Link), Publish Date, Channel, Status\ │ └── Views: Calendar (by Publish Date)\ ├── 📊 Performance\ │ ├── Fields: Content (Link), Views, Engagement, Conversions\ │ └── Views: Grid (with Sort by Views)\ └── Relations:\ ├── Editorial Calendar ↔ Content Ideas (Many-to-One)\ └── Performance ↔ Content Ideas (One-to-One) ## Best Practices 💡 TIP: \*\*Choosing the right template:\*\* - Pick the template closest to your use-case — it doesn't need to be a 100% match - Start with a simpler template and expand gradually - Review the preview carefully before creating to understand the structure ⚠️ IMPORTANT: \*\*Effective customization:\*\* - Rename fields/tables to your team's language if needed - Add \*\*Single Select\*\* fields for statuses you want to track with Kanban - Set up \*\*Form Views\*\* early if you need to collect data from external users - Configure \*\*Webhooks\*\* to connect with ClickAI Workflows for automation 📝 NOTE: \*\*Combining with AI:\*\* - Use "Build with AI" when you can't find a suitable template - Describe your business needs in natural language - AI will suggest views and relationships, not just tables and fields --- # Agent Instructions This documentation is published with GitBook. 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