In table view, tasks are displayed horizontally with all task attributes displayed in columns in a table.
This article will show you how to:
- View your tasks in table view
- Manage your tasks in table view
- Customize your columns in table view
View your tasks in table view
To view your tasks in table view simply select your project in the left hand side panel, and then select Table in the menu at the top.
Managing your tasks in table view
In table view you have the same ability to reorder your tasks as you did in list view. Simply select your task with the mouse, and drag and drop it in the desired position. You can drag tasks to different positions within sections or across sections.
You can also edit the task details the same as you did in the list view. To do this, simply click on your task in the task name column.
You will be shown the same task details panel as in the task list tab. Here you can enter discussions, add subtasks, add files and followers, or include time tracking.
How to customize your table view
There are 4 ways in which you can customize your tableview:
- Rearrange the columns
- Order the columns
- Resize the columns
- Add or remove columns (Note: Only the project owner has access to this feature)
Rearrange the columns
To rearrange the columns simply click on a column heading and drag it to the position you desire. In the example below, we moved Due Date to the second column.
Order the columns
Most columns can be ordered either alphabetically or chronologically. To order the columns, simply hover over the column name and click on the up/down arrow to the right of the name. In the example below we reordered the due date column to display from soonest to latest date.
Resizing the columns
Columns can be resized to your liking by clicking on the column divider and dragging and dropping.
Add or remove columns (PROJECT OWNER ONLY)
If you are the owner of the project, you can customize the table view to show only the columns that you are interested in displaying. To do this, you must click on the Manage columns icon. In the following example, we’ve scrolled to the right to move the Manage columns icon onto the screen.
You will then see the Customize View window. The Customize View window will show you a list of all of the Table view columns that are currently displayed, and all of the Non-displayed columns. Here you can drag and drop the columns you want to display in the table view. Click on Save after you arrange the columns to your liking.
Note that the Last Updated column has been moved to the table.
Table View
If you need to create a new column for your table you can do so by clicking on Add column. Enter the Name of your new column, its Type, and some optional Ghost text if you like.
Your new column will be displayed in the Customize View window as shown below.
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