Create Items
Creating a new item in AnyDB is fast, flexible, and designed to work the way your team does. Whether you're starting from scratch or using a prebuilt template, this guide walks you through the process.
Step 1: Start from a Databaseβ
Before you create an item, make sure you're inside an existing Database. Each item belongs to a database, so it's important to start there.
To create a new item:
- Click the
+ New item
button or the+
icon next to the database name.
Alternatively, from the listing view of a database, click the + Add Item
link at the top:
Step 2: Use the New Item Dialogβ
The New Item Dialog will appear, allowing you to choose how you'd like to create the new item.
You can:
- Browse the template list
- Search by typing a few letters from the template name or description
The dialog is organized into the following sections:
πΉ Core Itemsβ
These are the foundational item types in AnyDB:
- Item β A blank, fully customizable AnyDB item
- File β Upload and store documents or files
- Folder β Group related items into a folder
- Page β (Coming soon) Create standalone notes or documents
πΉ Recentβ
Quick access to templates you've recently used.
πΉ In Your Databaseβ
Shows templates created and saved within your current database.
πΉ Built-in Templatesβ
Explore from a library of 100+ ready-to-use templates covering various business functions. These templates can be customized and saved as your own.
πΉ Community-Created (Coming Soon)β
In the future, youβll be able to browse templates shared by the AnyDB community.
Step 3: Select a Templateβ
When you click on a template, you'll see:
- A preview of the item layout
- A description with key information
- A βLearn Moreβ link that takes you to a full overview on the AnyDB template site
- An expand icon to view a larger version of the template preview
This helps you quickly confirm you're selecting the right structure for your new data.
Step 4: Create and Customizeβ
Once you've selected your template, click to create the item.
The item will open immediately in editable mode. From here, you can:
- Fill in data
- Customize the structure further
- Add relationships, automation, or follow-up reminders
Your new item is now part of the database and ready to be used in workflows, dashboards, and reports.
Tipsβ
- Search Smart β Use keywords to quickly locate templates.
- Customize Freely β Any template you select can be edited after creation.
- Save Your Own β After modifying an item, save it as a custom template for reuse.