Getting Started With Gridfox

GRIDFOX

Templates

All Templates

Get started in seconds with one of our many templates

🚀 Task Manager

This Task Manager template is an easy-to-use, flexible and centralised solution to manage and kee...

🚀 Sales CRM

This Sales Tracker template is ideal for all teams and sizes. Whether you’re managing a handful o...

🚀 Project Manager

The Project Manager is the perfect template for tracking your projects and tasks. With the abili...

Applicant Tracker

This Applicant Tracker template provides a simple way to track any open job roles, whether you’re...

Campaign Manager

Perfect for start-ups and independent consultants, through to large-scale agencies and in-house m...

Holiday Planner

Gain complete visibility of days off across your teams with this simple Holiday Planner template....

New Starters

Streamline and simplify your new employee’s onboarding process with this New Starters template. W...

Project Planner

Perfect for start-ups and freelancers, through to large-scale enterprises managing hundreds of pr...

Stock Control

This Stock Control template is perfect for tracking all of your product orders and sales. Whether...

Webinar Management

This Webinar Management template provides a simple solution to effectively plan and manage all of...

Asset Manager

This simple Asset Manager template is a perfect solution to keep track of your company’s physical...

Use Cases

Features

Product

Explore all of Gridfox's features

Create the perfect view

Create different screen types to display information how you want to see it. Choose from Grids, B...

Create the fields you need

Configure your project to choose what information you want to see, with our intuitive drag and dr...

Visualise your project data

Create Dashboards to provide a high-level overview of your projects, visualising data in formats ...

Import and export your data

Get up and running quickly by moving data from an existing system or spreadsheet using the import...

Gain real-time notifications with automations

Automate manual processes by using Workflows to create real-time notifications on events that mat...

Capture feedback and enquiries

Gather information quickly and efficiently from colleagues or customers using Gridfox Forms. Embe...

Control data access through permissions

Control access to data across your projects using granular user and group based permissions. Easi...

Create and link data tables

Build your own data model, linking together Tables to create relationships through our intuitive ...

Gain full traceability of changes

Gain audit trails of every change made within your project, including who, what and when. Providi...

Integrate with your existing systems

Whether you’re using Gridfox to manage end-to-end business processes, or to simply to plug the ga...

Resources

Blog

Guides, insights, and other updates from Gridfox

Security

We are committed to providing a highly secure and reliable environment you can trust

Help

Learn about all of the features Gridfox has to help you replace your spreadsheets

Videos

Watch our quick videos to speed getting to know Gridfox

Tutorials

Informative steps-by-steps for creating powerful Gridfox projects

Updates

Keep up-to-date with all our new releases

Webinars

Join a webinar to watch through using Gridfox and ask questions about your usecases

About

Learn about the team behind Gridfox and our mission to help you replace your spreadsheets

Learn

Creating a Project

You can create new Projects in Gridfox at any time. Build using the View Editor by dragging in new fields.

Intro into Fields

Fields define the specific pieces of information that you are capturing about Records in your Table.

Keep up-to-date with Workflows

Notify your Sales team when a new opportunity has been created, or send an email every week for everyone with their outstanding tasks.

Getting Started With Gridfox

Transcript

This is the first video in our Getting Started series, which covers:

How to create a new Project in Gridfox
An overview of the differences between the Screen Builder and the Table Builder
An introduction to Tables & Fields, and how to use them

Learn how to create relationships between your Tables in Gridfox in this video:

An explanation of the types of relationships you can create in your data
Understanding an using Reference Fields in your Tables
Configuring ID Masks for your Reference Fields

This video introduces the different types of Field that you can add to your Gridfox Tables:

Learn how to store different types of data in your Tables
Configuring options for different Field Types

Tailor your Gridfox Project exactly to your requirements by configuring the screens. This video will cover:

An overview of the available types of Screen
How to amend the layout of Screens
How to configure saved filters for your Tables

Boards are a great way to visualise a set of records simultaneously. This video will cover:

How to create a new Board Screen
The benefits of using a Board
How your users can utilise Board Screens

Calendar Screens can be created to display any Records with date information. In this video:

Learn how to add a new Calendar Screen
Configure a Calendar to display exactly the information you need
Learn the differences between different calendar types

Gantt Charts can be used to visualise a timeline of work. This video covers:

How to create a Gantt Screen in Gridfox
An overview of configuration options for a Gantt Screen
How your Users can interact with your Gantt Screens

Dashboards can be used to summarise the data in your Gridfox Projects. In this video:

Learn how to create Dashboards
See an overview of the different charts available in Gridfox
Configure charts on the Dashboards

Invite your team to Gridfox by adding them as Users. This video will cover:

How to add Users to your Projects
Configuring permissions for Users
An overview of the different types of Users

This video will cover how to manage your Gridfox Account:

How to upgrade your account
Amending your Gridfox subscription and payment details
Adding Account Admins to help manage your Account

Get up and running even quicker in Gridfox by importing your existing data. This video will cover:

How to import data into your Project
How to export your data

Use Workflows to automate actions in your Gridfox Project. This video will cover:

An introduction to Workflows in Gridfox
How to create Workflows
Configuring Workflow triggers and actions