# Projects & Databases *** ## Table of Contents * [Overview](#overview) * [What Are Database Projects?](#what-are-database-projects) * [Genesis-Generated Databases](#genesis-generated-databases) * [8 Project Views](#8-project-views) * [Manual Database Creation](#manual-database-creation) * [Importing Data](#importing-data) * [Automated App Workflows](#automated-app-workflows) * [AI Agents in App Databases](#ai-agents-in-app-databases) * [How Memory Powers Your Entire Workspace](#how-memory-powers-your-entire-workspace) * [Best Practices](#best-practices) * [What's Next](#whats-next) *** ## Overview Projects & Databases are the **Memory pillar** of your Workspace DNA — one of three pillars (Memory/Projects, Intelligence/Agents, Execution/Automations) forming the [Tree of Life architecture](https://docs.taskade.com/docs/taskade-genesis/genesis/how-genesis-works#the-tree-of-life-architecture). They store, structure, and persist the information that powers every Genesis app, AI agent, and automation flow. > **DNA Impact:** Each project adds **+2 points** to your [Intelligence Score](https://docs.taskade.com/docs/taskade-genesis/genesis/how-genesis-works#workspace-intelligence-score) (up to 10 projects = 20 points max from the Memory pillar). *** ## What Are Database Projects? Database projects are structured data containers that serve as your app's persistent memory. Unlike regular documents, they have: | Feature | Description | | --------------------- | --------------------------------------------------------------------------- | | **Custom fields** | Define field types: text, number, date, select, multi-select, checkbox, URL | | **Relationships** | Link records across databases (e.g., customers ↔ orders) | | **Views** | List, board, table, calendar, and more | | **Filters & sorts** | Find and organize data dynamically | | **Permissions** | Control who can view and edit data | | **API access** | Programmatic access for integrations (Business+) | | **Real-time sync** | Changes reflect instantly across all connected apps and agents | | **Revision tracking** | Every change tracked via operational transform (OT) | *** ## Genesis-Generated Databases When Genesis builds an app, it **automatically creates the database structures** your app needs: | App Type | Databases Created | Fields Generated | | --------------------- | ------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | **Customer Feedback** | Feedback entries, Contacts | Rating (number), Comment (text), Category (select), Status (select), Photo (media), Contact info (text), Timestamp (date) | | **Booking System** | Appointments, Clients, Services | Date/time (date), Client (relation), Service (select), Status (select), Price (number), Notes (text) | | **CRM** | Leads, Deals, Contacts | Name (text), Email (text), Stage (select), Value (number), Source (select), Last contact (date), Score (number) | | **Inventory** | Products, Suppliers, Orders | SKU (text), Name (text), Quantity (number), Reorder level (number), Supplier (relation), Price (number) | | **Help Desk** | Tickets, Agents, Categories | Title (text), Description (text), Priority (select), Status (select), Assignee (relation), SLA (date) | | **Course Platform** | Courses, Students, Enrollments | Title (text), Content (text), Progress (number), Grade (number), Status (select), Certificate (checkbox) | > **Fully automatic:** You don't need to define these structures. Genesis infers them from your prompt and creates optimized schemas. *** ## 8 Project Views Every project database supports 8 different views — switch between them without changing your data: | View | Description | Best For | | ---------------- | -------------------------------------------------------------------------------------- | --------------------------------------------- | | **Table** | Structured spreadsheet-like format with filtering, sorting, grouping, and aggregations | Data management, CRM, inventory | | **List** | Vertical list/to-do format with checkboxes and hierarchy | Task management, checklists, notes | | **Board** | Kanban columns for workflow stages (drag-and-drop) | Pipeline management, sprints, status tracking | | **Calendar** | Events on calendar grid for deadline tracking | Scheduling, appointments, content calendars | | **Gantt** | Timeline with task duration, dependencies, and progress tracking | Project planning, timelines, milestones | | **Mindmap** | Connected nodes radiating from center for visualization | Brainstorming, concept mapping, planning | | **Orgchart** | Hierarchical organizational structure | Team structure, process hierarchy | | **Action Sheet** | Compact action-oriented format | Quick task management | > **Tip:** In Genesis apps, you can specify which view to use: "Display the customer database as a kanban board with columns for Lead, Qualified, Proposal, Won." *** ## Manual Database Creation You can also create databases manually: ### Step-by-Step Tutorial | Step | Action | | ---- | ------------------------------------------------------------- | | 1 | Create a new project in your workspace | | 2 | Switch to **Table** view for structured data | | 3 | Click "+" on column headers to add custom fields | | 4 | Define field types and options (see table below) | | 5 | Add records manually, via import, or via automations | | 6 | Switch between views (Board, Calendar, Gantt, etc.) as needed | | 7 | Set permissions (who can view, edit) | ### Available Field Types | Field Type | Use Case | Example | Formatting Options | | ----------------- | -------------------------------- | ---------------------------------- | --------------------------------------- | | **Text (String)** | Names, descriptions, notes | Customer name, product description | Plain text | | **Number** | Quantities, prices, scores | Stock level, deal value, rating | Decimal, currency ($, EUR), percent (%) | | **DateTime** | Deadlines, timestamps, schedules | Due date, appointment time | Date only, date + time | | **Select** | Single-choice categories | Status, priority, category | Color-coded options | | **Multi-select** | Multiple tags/categories | Skills, interests, tags | Color-coded options | | **Checkbox** | Boolean yes/no states | Completed, approved, active | Toggle | | **URL** | Web links | Website, profile link | Clickable link | | **Person** | Team member assignment | Assignee, reviewer, owner | Workspace member picker | ### Task Addons (Beyond Custom Fields) | Addon | What It Does | Where It Appears | | ----------------- | --------------------------------------- | ---------------------------------- | | **Due dates** | Start and end dates with optional times | All views | | **Assignees** | Assign tasks to team members | All views | | **Labels/Tags** | Color-coded tags for categorization | All views | | **Timers** | Track time spent on tasks | List, Table views | | **Custom fields** | Any field type from the table above | Table view (configurable per view) | | **Comments** | Thread discussions on any task | Task detail view | ### Task Content Types | Format | Style | Use For | | ---------------- | ----------------- | ---------------------- | | **h1** | Heading 1 | Section titles | | **h2** | Heading 2 | Sub-sections | | **text** | Paragraph | Descriptions, notes | | **checkbox** | Checkable task | To-do items | | **circle-check** | Circle checkbox | Alternative task style | | **bullet** | Bullet list | Unordered lists | | **number** | Numbered list | Ordered steps | | **alpha** | Alphabetical list | Lettered items | *** ## Importing Data Bring existing data into your projects: | Method | Format | Best For | | ------------------ | ------------------------ | -------------------------------------------------------- | | **File upload** | CSV, XLSX | Bulk data import from spreadsheets | | **Copy-paste** | Structured text | Quick data entry | | **API import** | JSON via API (Business+) | Programmatic data migration | | **Automation** | From connected tools | Ongoing data sync from Google Sheets, CRM, etc. | | **Genesis prompt** | Natural language | "Import the customer data from the uploaded spreadsheet" | *** ## Automated App Workflows Genesis databases work as live data stores within automation flows: ### Booking System Example | Trigger | Action | Database Impact | | --------------------------- | ---------------------------- | ------------------------------------------- | | New booking form submitted | Create appointment record | Appointments database: new row added | | Payment confirmed | Update status to "Confirmed" | Appointments database: status field updated | | 24 hours before appointment | Send reminder notification | Read from Appointments database | | Appointment completed | Request feedback | Create entry in Feedback database | ### CRM Example | Trigger | Action | Database Impact | | -------------------------- | ----------------------------- | ---------------------------------------------------- | | Lead form submitted | Create lead record with score | Leads database: new row with AI-scored qualification | | Lead unresponsive 48 hours | Send follow-up email | Read from Leads database, update Last Contact date | | Lead qualified | Move to deals pipeline | Create record in Deals database, link to Lead | | Deal closed | Update status, notify team | Deals database: status to "Won", Slack notification | ### Inventory Example | Trigger | Action | Database Impact | | --------------------- | ----------------------------------- | ------------------------------------------ | | Stock below threshold | AI agent calculates optimal reorder | Products database: read stock level | | Reorder approved | Email supplier, create PO | Orders database: new purchase order record | | Shipment received | Update stock levels | Products database: quantity updated | | Sales data captured | Analyze patterns | Products database: sales history enriched | *** ## AI Agents in App Databases AI agents interact with your databases as living knowledge: | Integration | How It Works | Example | | -------------------- | ------------------------------------- | ----------------------------------------------------- | | **Knowledge source** | Connect project as agent knowledge | Support agent trained on ticket history database | | **Data entry** | Agent creates records via tools | Agent logs customer interactions to CRM database | | **Data retrieval** | Agent queries databases for answers | Agent looks up order status from Orders database | | **Analysis** | Agent identifies patterns in data | Agent analyzes feedback trends from Feedback database | | **Updates** | Agent modifies records based on logic | Agent escalates tickets by updating priority field | > **Dynamic knowledge:** When agents are connected to project databases, they always have the latest data — no re-training needed. See [Agent Knowledge & Memory](https://docs.taskade.com/docs/ai-features/ai-features/agent-knowledge#dynamic-knowledge-projects). *** ## How Memory Powers Your Entire Workspace | Memory Source | What It Feeds | Result | | ----------------------- | --------------------------------- | ------------------------------------------ | | **Project databases** | Genesis app UI, forms, dashboards | Apps display and interact with real data | | **Project databases** | AI agent knowledge | Agents answer questions with current data | | **Project databases** | Automation triggers | Workflows fire based on data changes | | **Automation results** | Project databases (writes back) | New data from automations enriches memory | | **Agent conversations** | Project databases (logs) | Interaction data becomes new memory | | **User interactions** | Project databases (captures) | App usage generates valuable business data | > **The feedback loop:** Every interaction with your Genesis app writes data back to projects, which agents read, which improves automations, which captures more data. This is the [self-reinforcing feedback loop](https://docs.taskade.com/docs/taskade-genesis/genesis/how-genesis-works#the-self-reinforcing-feedback-loop) in action. *** ## Best Practices | Practice | Why | How | | ---------------------------- | ------------------------------------- | ---------------------------------------------------------- | | **Keep data focused** | Prevents bloated, confusing databases | One database per entity type (Customers, Orders, Products) | | **Plan for growth** | Databases scale with your business | Define fields that accommodate future data | | **Control access** | Protects sensitive information | Set permissions per project (who can view, edit) | | **Use relationships** | Connects data meaningfully | Link Customers ↔ Orders ↔ Products via relation fields | | **Name fields clearly** | Makes agent queries more accurate | "Customer Email" not "Field 3" | | **Clean data regularly** | Prevents stale knowledge | Archive old records, update outdated entries | | **Connect to agents** | Maximizes DNA value | Every important database should be agent knowledge | | **Use automations to write** | Keeps data current automatically | Form submissions → auto-create records | *** ## What's Next | Guide | What You'll Learn | | ------------------------------------------------------------------------------------------------- | ------------------------------------------------- | | [Automations: The Execution Pillar](https://docs.taskade.com/docs/automations/automation) | Build workflows that read/write to your databases | | [Agent Knowledge & Memory](https://docs.taskade.com/docs/ai-features/ai-features/agent-knowledge) | Connect databases as agent knowledge | | [Adding Genesis Context](https://docs.taskade.com/docs/taskade-genesis/genesis/adding-context) | Import data files to kickstart your databases | | [How Genesis Works](https://docs.taskade.com/docs/taskade-genesis/genesis/how-genesis-works) | Understand how Memory fits in the Tree of Life |