Access Your Data

Alica Kačengová

There are multiple ways how you can access your data in Lumeer.

You can choose among them depending on the situation – whether you want to open a particular set of records, find a piece of information etc.

Home Screen

On the home screen, you can your active tasks sorted by their due date in descending order (closer due date means higher position).

You can pin a task at the top of the list by using the thumbtack icon. To edit the task details or see all the attributes, use the document with a magnifier glass icon.

access your tasks

These are then followed by views. If you click on a name of one of the views, you will open it. 

We always recommend to access your data through a view. This can speed up your work significantly.

In addition to that, you can organize your views into folders based on their common theme (purpose, process, team…). A single view can be in as many folders as you like.

access your data through views

If you scroll down the screen, you will also see tables. The tables carry your raw data. Tables can be also linked together.

tables to access your data

Or it may be quicker to access your data by clicking on the Tasks, Views, or Tables tab.

open data - tabs

From the search bar, you can also access views, tables and records. Start typing and Lumeer will give you suggestions. 

See Searching and filtering the data to find out more about Lumeer’s search and filter capabilities. This will help you to open the right data really fast.


Bookmarks: Faster Access to Your Data

There is another shortcut – you can save frequently used views as bookmarks. This way, they will be only one click away from any screen.

To create such a bookmark, just mark any view as favorite using the star icon.

access your data through bookmarks