## 1. Create A Folder First, add a folder to the top screen. Folders can be used not only to organize tables hierarchically but also to collectively manage access rights to tables. We recommend that you create a folder first and then create tables in it. [>> Create A Folder](/manual/basic-operations-folder) ## 2. Create A Table Next, add a table to the folder customers created. There are two types of tables: "Record table" and "Deadline table". ### ・Record Table This is a function for recording data in a table format. ### ・ Deadline Table This is a function for managing deadlines such as task management. In addition to the items in the record table, the following items are available. Complete: Set the deadline for the record. Effort: Enter the man-hours for the work associated with the record. Progress rate: Record the progress of the work as a percentage. Remaining work: The value calculated from the remaining work amount based on the effort and progress rate is automatically entered. ※ In addition to the above, there is also a function called [Wiki](/manual/wiki) for recording notes, link collections, etc. [>> Create Table](/manual/basic-operations-table) ## 3. Add Fields to The Edit Screen After creating a table, customize the table fields (columns) to match the data customers want to register. First, set the fields that can be entered on the "Create New" screen and "Edit" screen of the record. [>> Add Fields to The Edit Screen](/manual/basic-operations-editor) ## 4. Add Items to Be Displayed on The List screen If customers only set the items that can be entered, they will not be displayed, so customers need to set them to be displayed on the record list screen. [>> Add Items to The List Screen](/manual/basic-operations-grid) ## 5. Create A Record Create a record and check if the settings you made in step 4 are reflected. [>> Create Record](/manual/basic-operations-new-record) ## 6. Add (Update) Records in Bulk Use the export/import function to add records in bulk. [>> Import/Export Record](/manual/basic-operations-import) ## 7. View Record Search for and view the records customers created on the list screen. [>> View Record](/manual/basic-operations-read-record) ## 8. Update A Record Modify the record and update it. [>> Update Record](/manual/basic-operations-update-record) ## 9. Delete Record Delete records that are no longer needed. [>> Delete Record](/manual/basic-operations-delete-record) ## 10. Create A User From here, we will explain how to add users, departments and groups to manage users collectively so that multiple users can use Pleasanter. First, add users who will use Pleasanter. [>> Create User](/manual/basic-operations-new-user) ## 11. Create A Department Create a department to manage users collectively. [>> Create A Department](/manual/basic-operations-new-dept) ## 12. Set A Department for A User Set a department for a user. [>> Set A Department for A User](/manual/basic-operations-dept-member) ## 13. Create A Group Create a group to manage users collectively. [>> Create Group](/manual/basic-operations-new-group) ## 14. Add Members to A Group Add users and departments to a group. [>> Add Group Member](/manual/basic-operations-group-member) ## 15. Set Access Control for The Site By setting access control for the site, You can control permissions in detail, such as allowing each user to view only. You can also control access not only by you but also by department or group. [>> Set Access Control for The Site](/manual/basic-operations-access-control)