The database is the key data that powers your TeamBridge account. When you first get started some basic data sources are already added to your account. Some of these are what we call Base Sources that are linked and might have some unique aspects to them to make things like scheduling and time tracking more efficient and streamlined. The Base Sources include: Shifts (Schedule), Time Offs, Pay Rates, Breaks, Users, and Contacts.
You can also create custom sources and link them in creative ways to build your own workflows and tools.
Adding A Source
Adding a new source is easy. Simply click the +New button on the bottom of the page content where you want the new source to appear. In the new block library you will see sources at the top. Select the first item in the list "Add New Source". Give the source a recognizable name (you will use this name when selecting it in Automations and other instances where the source data is used). After naming, you will see your new blank table showing. Here you can add columns and add data to create the structure of the source based on what you would like it to do.
Let's walk through an example of creating a Document Hub for your team.
Create a New Data Source
Name it Docs Hub
Add a column called Document and make it a File Type
Add a column called Submitted By and make it a Linked to Object, select Users
Add a column called Document Type and make it a single select
Now you can add the different document types that you might collect and start adding data!
Add a team member to the Submitted by column and now you'll see that document appear on that team member's detail page. And just like that you now have a single place to store all documents for your organization, linked to the appropriate team member and ready for automated workflows and much more. If you want, try adding a due date column or some other useful columns for your workflow.