If you do not have a ready Excel file yet, you can start from scratch.
- In the workspace open Tables → Create table.
- Set a name (for example, “Clients”) and, if you want, a description and icon.
- Add fields in the Table Builder: field name, type (text, number, date, select, relation, and so on), and rules — required, min/max length, uniqueness.
- Go to Records and click Add record — fill in the fields for your structure.
- To link this table to another (for example, “Projects”), add a Relation field, pick the related table, and the relation type (one-to-one / one-to-many / many-to-many).
After that you can create extra views — Kanban for statuses, Calendar for dates, and so on.