Organise work by client with folders and workbooks

After this lesson you can set up one folder per client with workbooks and tables inside, reuse a table's columns, and know what deleting does.

1:15 video with captions, written steps and transcript. Checked against Duckrow on October 3, 2026.

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Lead tables · Lesson 1

Folders, workbooks and tables

90 seconds

Example data

0:00 / 1:15

Narration: preview voiceAn outbound agency sets up one folder per client. The client names are example data.

The short answer

Duckrow keeps lists in tables, inside workbooks, inside folders. Agencies usually make one folder per client and one workbook per project; each workbook holds tables as tabs. Duplicate a table to reuse its columns without the rows. Deleting a folder or workbook removes its tables and pauses any campaign tied to them.

Step by step

1Make a folder per clientWorkbooks in the rail, + New, name it, Create. A folder holds the workbooks for one client or project.
2Make a workbook per projectOpen the folder, + New, name the workbook, Create. It starts with Table 1. Each workbook can have one campaign.
3Add tables as tabs+ Add in the bar under the table makes an Untitled Table. Double-click a tab to rename it.
4Duplicate to reuse a setupOpen a tab's menu and choose Duplicate. The copy, named <name> (Copy), has the same columns and no rows.
5Rename or deleteFolder and workbook rows have a ··· menu with Rename and Delete. Deleting removes everything inside and pauses campaigns tied to it. A workbook's last table can't be deleted.

Try it in Duckrow

About five minutes, in your own workspace.

Create a folder named after one client.
Inside it, create a workbook for one project.
Duplicate a table you like and rename the copy.
Check the copy has the columns and no rows.

You're done when one client has a home, and a ready-made table to fill.

Check what stuck

Three quick questions. Nothing is saved.

1. You duplicate a table of 500 leads. What does the copy contain?
2. You delete a workbook whose campaign is sending. What happens to the campaign?
3. How should an agency set up a new client?

You duplicate a table of 500 leads. What does the copy contain? The same columns and no rows. Duplicate copies the setup, so a new list starts clean.

You delete a workbook whose campaign is sending. What happens to the campaign? It's paused. Campaigns tied to a deleted folder or workbook are paused.

How should an agency set up a new client? A folder for the client, with a workbook per project. Folders hold a client's workbooks; each workbook holds tables and one campaign.

Transcript

0:00Three clients, no mess

Three clients, a dozen lists, and nothing in the wrong place. Here's how to organise Duckrow by client.

0:09Folders, workbooks, tables

There are three levels. A folder for each client. Inside it, a workbook for each project or campaign. And inside each workbook, tables, one per tab. A campaign is tied to one workbook.

0:25Rename and duplicate

Every folder and workbook has a menu to rename or delete it. On a table's tab, the menu adds duplicate, which copies the columns without the rows, so a new list starts with the same setup.

0:39What deleting does

Deleting is bigger than it looks. A deleted folder or workbook takes its tables with it, and any campaign tied to them is paused. You can't delete a workbook's last table, so add another first.

0:53Recap

To recap. A folder per client, a workbook per project, and tables as tabs. Duplicate a table to reuse its columns, without rows. Deleting removes the tables and pauses linked campaigns. Next, pick the right column for every field.