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Table view

The Table tab displays all project tasks row by row. You can sort by column, group tasks by status, priority, assignee or label, and make changes directly in cells.

  • View, sort, group: anyone who can see the project
  • Edit cell: project managers and members

What is table view?

The Table tab displays all project tasks row by row. Who can do what: View, sort, group: anyone who can see the project; Edit cell: project managers and members. Changes are saved immediately and updated on team members' screens. You can sort by column, group tasks by status, priority, assignee, or label, and make direct changes in cells.

Steps

  1. Open the Table tab in the project. Without sorting or grouping, tasks appear in status order, with subtasks indented under their parent task.

  2. Click the column header to sort 1: first click sorts ascending, second click sorts descending, third click removes sorting.

  3. Select Group by Status, Group by Priority, Group by Assignee, or Group by Label from the grouping box in the top right 2. Clicking a group header collapses the group; the number of cards appears next to it.

  4. Make a change in a cell 3: select status and priority from the list, change the date from the calendar, click the assignee or label cell to select, enter progress as a percentage. Clicking elsewhere on the row opens the task panel.

demo screen (with demo data)
  1. 1Click to sort
  2. 2Grouping
  3. 3Edit cell
Result Changes are saved immediately and updated on team members' screens. Changing a date can push linked tasks forward in Gantt, and automation rules work similarly.

Columns and CSV

Show or hide columns for status, assignee, priority, start, end, label, and progress via the Columns button; your selection and grouping are remembered in this browser. Download CSV exports the currently visible columns and sorting into a file Excel can open.

Tip When grouping by assignee or label, tasks assigned to multiple people or with multiple labels appear separately in each relevant group. Unassigned and unlabelled tasks are grouped at the end.

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