<https://www.loom.com/share/874a083f00094c7d9f8aba7b15c47efd>

# Create and Manage Workbooks

This article explains how to create, rename, and manage Workbooks in TexAu.

> **Coming soon:** Workbooks are not yet available in all accounts. This article covers how they will work when the feature rolls out.

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## Create a Workbook

1. Click **Workbooks** in the left sidebar.

2. Click **New Workbook**.

3. Enter a name for the Workbook.

4. Click **Create**.

The Workbook opens with one empty table tab ready for you to configure.

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## Add a table to a Workbook

Tables inside a Workbook work like any other table in TexAu. You can configure them with Data Source Columns, Action Columns, and formulas.

1. Open the Workbook.

2. Click the **+** icon next to the existing table tabs.

3. Choose **New Table** or **Import Existing Table**.

4. The table appears as a new tab in the Workbook.

**Important:** Once a table is inside a Workbook, it is part of that Workbook. You cannot move a table between Workbooks after it has been added.

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## Rename a Workbook

1. Click the Workbook name at the top of the page.

2. Edit the name inline.

3. Press **Enter** to save.

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## Rename a table tab inside a Workbook

1. Double-click the table tab name.

2. Edit the name.

3. Press **Enter** to save.

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## Reorder table tabs

1. Click and hold a table tab.

2. Drag it to the desired position.

3. Release.

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## Delete a table from a Workbook

1. Right-click the table tab.

2. Select **Delete Table**.

3. Confirm the deletion.

Deleting a table removes all its data permanently. Any cross-table columns that reference this table will stop returning data.

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## Delete a Workbook

1. Open the Workbook.

2. Click the **Settings** icon at the top right.

3. Select **Delete Workbook**.

4. Type the Workbook name to confirm.

5. Click **Delete**.

Deleting a Workbook deletes all tables inside it. This action is permanent.

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## Share a Workbook

Workbooks follow your workspace-level sharing permissions. If your workspace is shared with team members, they can access all Workbooks by default.

To restrict access to a specific Workbook:

1. Open the Workbook.

2. Click **Share** in the top toolbar.

3. Select team members or roles who should have access.

4. Click **Save**.

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## Troubleshooting

**I cannot find my Workbook in the sidebar.**\
Check that you are in the correct workspace. Workbooks are workspace-scoped. If you switch workspaces, your Workbooks from the previous workspace will not appear.

**The + button to add a table tab is grayed out.**\
Your current plan may limit the number of tables allowed within a single Workbook. Check your plan limits under **Settings > Billing**.

**I deleted a table from the Workbook and now cross-table columns show errors.**\
Deleting a source table breaks any cross-table references that pointed to it. You will need to update those columns to point to a different source or remove them.