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Quick start

Get from sign-up to a shared, populated card in under five minutes.

Step 1 — Create a card

  1. From the home screen, click the + button.
  2. Choose Start from scratch (or pick a template — see From a template).
  3. Give your card a name, e.g. Project tracker.
  4. Add your first field: enter a field name and pick a type (text, number, date, etc.).
  5. Add more fields as needed, then click Create card.

Step 2 — Add data

  1. Open your card. The grid view shows your fields as columns.
  2. Click + Add record (or press Enter at the bottom of the table).
  3. Click any cell and start typing. Changes save automatically.
  1. Open your card and click Import in the toolbar.
  2. Drag-and-drop your file or click to browse.
  3. Review the detected field mapping — adjust any columns if needed.
  4. Click Import to load all rows.

See Importing from Excel / CSV for details.

Step 3 — Share with your team

  1. Click Share in the top-right of the card.
  2. Enter a colleague's email address and choose their role: Viewer, Editor, or Owner.
  3. Click Send invite. They receive an email with a link to the card.

Tip

You can also generate a shareable link instead of sending individual invites — useful for sharing with a larger group.

Step 4 — Explore and discover

  • Use the search bar at the top of the catalog to find records or cards by keyword.
  • Switch between grid layout and card layout on the home screen.
  • Filter the catalog by tag or owner to find relevant datasets quickly.

That's it — your team is now working with shared, structured data in Stackify.