Using Projects

Gridfox Projects are custom applications designed to help you manage your business. You can create multiple Projects tailored to different needs within your organization.

Projects can be created from scratch, using a template, or from existing data. You can customize and adjust your Projects over time as your business requirements evolve.

Getting Started

To create a Project, you must be an Account Owner or Account Admin.

Every Project includes four key components:

1. Tables & Fields: Where your data is stored.
2. Views: How data is presented to users.
3. Workflows: Automated actions triggered by data changes.
4. Users & Permissions: Control who has access and their level of permissions.

Follow these components to quickly build applications tailored to your needs.

Creating a Project

You can create Projects from the homepage (app.gridfox.com).

Creating an Empty Project

1. Click New Project.
2. Enter a name and click Next.

Your Project will open in the View Editor, where you can immediately start adding Tables and Fields.

Tip: You can also use the Explorer tab to manage Tables and Fields.

Using a Template

1. Click Explore Templates.
2. Select a template.
3. Click Start with this template.
4. Name your Project and click Next.

You can customize your template by adjusting Fields, Views, or Workflows. To clear template data, delete all Records.

Importing Existing Data

Use the Import My Data option to migrate existing spreadsheets or systems into a Gridfox Project. Gridfox support will assist you with this process.

Uploading a Project Logo

1. Click Upload Logo.
2. Select and adjust your image.
3. Click Save.

Your logo will be visible to all Project users.

Updating Your Project

As your needs change, you can adjust your Project’s configuration, including Tables, Fields, Views, Workflows, and permissions.

Renaming a Project

1. From the homepage, open the Project menu.
2. Click Rename Project.
3. Enter the new name and click outside the box to save.

Changing a Project Logo

1. Hover over the current logo and click Upload Logo.
2. Select a new image, adjust it, and click Save.

Deleting a Project

Deleting a Project removes all data and cannot be undone.

1. From the homepage, open the Project menu.
2. Click Delete Project.
3. Read the warning and confirm by clicking Delete.