Create and share a Table view

Work on tasks with a familiar spreadsheet style view.

Every task is a row with a fixed height, and the fields are columns so you can quickly review and edit your tasks.

Table view lets you choose the information to display. For example, you can show or hide Tags which are always shown in List view.

Update multiple tasks at once using:

  • Arrow keys to quickly move between cells.
  • Copy and paste keyboard shortcuts.
  • Click and drag the lower right corner of a cell to copy values down to other tasks.
  • The Bulk Action Toolbar.

Feature availability and limits vary by plan and user role. Learn more

Screenshot of table view.png

Create a Table view

To add a Table view:

  1. Click + Add in the Views Bar to open the Views modal.

    • Optional: You can check the Private view box if you don't want anyone else to access this view or the Pin view box if you want the view to always display in your Views Bar.
  2. Select Table.

    • Once the view has been created you can give the view a name and customize it using the Customize menu on the right. 

Add columns

You can display additional columns or create new Custom Fields from any Table view.

To add columns to a Table view:

  1. In the upper-right corner above the task table, click the plus icon.
  2. Select a Custom Field type to create a new field and add it as a column, or click the Add existing tab to show or hide Custom Fields that exist at that Hierarchy level.

Pin columns

You can pin a column so it stays visible as you scroll across your Table view.

Simply click the column title you want to pin and click Pin Column.

Change row height

To adjust the height of the rows in Table view:

  1. In the upper-right corner, click Customize.
  2. From the Customize view menu, select Layout options, then Row height
  3. Select a row height.

See task descriptions

If a task has content in its description, there is a text icon to the right of the task title. Hover over the icon to see the description. 

Screenshot of the page icon and the task description displayed.png

Show subtasks 

If you want to show subtasks, they'll appear independent of their parent task. Any grouping, sorting, and filters are also applied to subtasks.

To show or hide subtasks in Table view:

  1. In the upper-right corner, click Customize
  2. From the Customize view menu, select Layout options then subtasks
  3. Click the Subtasks toggle on to show or off to hide subtasks. 

Click to edit cells

Your Table view is in spreadsheet mode by default. This means you can click into any cell to edit the information.

Screenshot of clicking to edit a cell in Table view.png

To deactivate click to edit cells:

  1. In the upper-right corner, click Customize
  2. From the Customize view menu, select Layout options, then Click to edit cells

Copy and paste data from Table view

Easily copy and paste your task data into other applications, like Excel or Google Sheets.

To copy and paste task data from a Table view:

  1. Select one or more cells.
  2. Use the copy keyboard shortcut:
    • Mac: Cmd + C
    • Windows: Ctrl + C
  3. Paste the task data.

Copy data from Table view with headers

You can also copy and paste data with column and group by headers:

  1. Select one or more cells.
  2. Right click on any of the selected cells.
  3. Select from the available copy options.

Copy options include:

  • Cut: Copy and remove the contents of the selected cells.
  • Copy: Copy the contents of the selected cells.
  • Copy with headers: Copy the contents of the selected cells with the column heading.
  • Copy with group headers: Copy the contents of the selected cells with column and group by headings.

Drag to fill

Click and drag the lower right corner of a cell to copy values down to other tasks. This will overwrite any existing values set on tasks.

In the below example, the tasks in row 4, 5, and 6 will be set to High priority.

Screenshot of drag to fill.png

Publicly share a Table view with anyone

You can publicly share a view with someone outside your Workspace.

Share a private Table view

Share a public view with someone outside your Workspace.

Private view sharing with people in your Workspace is fully available during early access. Future limits may apply.

There are two ways to share your private view, by sharing it with others in your Workspace or with a link.