Overview
The Table view is one of the seven Project views available in Taskade. It lets you manage tasks in a table organized into customizable columns.
This workflow is perfect for:
Managing personal task lists
βAssigning tasks to team members
βTracking project progress
βManaging customer relationships
β(optional) Browse our free task management templates for more ideas
π‘ Note: Only the List view is supported on Mobile. Visit Project Views to learn more about other workflows in Taskade.
Enable the Table View
Click the 4th icon in the top navigation bar to enable the Table view.
βClick the icon again to set the view as default.
π‘ Note: Changing project views doesn't affect project contents.
Manage Table Columns
Resize: Click and hold a column divider and drag it to the left or right.
βReorder: Click and hold a column header and drag it to the left or right.
βHide: Click Β·Β·Β· next to a column header β‘ Hide column.
βShow: Click the β button at the end of a table to add columns again.
βYou may need to scroll to the right to see the β button.
Add Custom Fields
Click the β button next to the last column (you may need to scroll right).
β(method#1) Choose one of the available presets.
β(method #2) Choose Single select to add a custom column.
π‘ Note: The custom fields you add in the Table view will be visible in other views within the project. You can also add them at any time using Add-Ons.
Use Presets
Presets offer pre-defined column types to help you organize your work more effectively. Each preset is fully customizable to match the needs of your project.
π‘ Note: Table presets work across views, including Lists and Boards.
βοΈ Preset | π€ Description |
Status | Tracks the progress of tasks. |
Priority | Indicates the importance or urgency. |
Type of Task | Categorizes tasks by their nature. |
Progress | Shows the current progress of a task. |
Estimated Time | Indicates the estimated task duration. |
Department | Organizes tasks by team/department. |
Edit Columns & Fields
Click the Β·Β·Β· three dots next to a column name.β
βChoose βοΈ Edit Field from the list.
βEdit the field name and available options.
Duplicate Custom Fields
You can quickly duplicate a column with custom fields and adjust as needed.
Click the Β·Β·Β· three dots next to a column name.
βChoose Duplicate field from the drop-down list.
Build Your Own Fields
Customize your Table view experience by creating fields tailored to your needs.
Add a Single Select Field
The Single select option allows you to create custom fields.
Click the β button next to the last column (you may need to scroll right).
βChoose Single select from the drop-down list.
Not sure where to start? Here are a few ideas:
βοΈ Preset | π€ Description |
Project Phase | Mark the phase of the project. |
Milestone | Signify project checkpoints. |
Client | Associate tasks with specific clients. |
Location | Specifies the location for tasks. |
Cost | Lists the budget or actual cost. |
Add a Number Field
The Number option allows you to handle custom data in three formats.
Click the β button next to the last column (you may need to scroll right).
βChoose Number from the drop-down list.
π’ Number | π΅ Currency | βοΈ Unit |
Add and work with plain numbers, perfect for quantifications, numerical records, or data analysis. | Add currency values, perfect for financial tracking, budgeting, and cost-related projects. | Represent your data in percentages, perfect for tracking completion rates and performance metrics. |
Add a Text Field
The Text option allows you to write short text within each row.
Click the β button next to the last column (you may need to scroll right).
βChoose Text from the drop-down list.
Use Table View Add-Ons
Add-ons are specialized tools that make your tables smarter. You can enable or disable the add-ons at any time based on your workflow needs.
Enable Add-Ons
1. Click the β button at the end of the table (scroll right if needed).
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2. Select an Add-On from the dropdown menu.
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3. The new column will appear in the table.
Agents
Assign tasks to one of your Custom AI Agents.
Due Date
Set deadlines for tasks to ensure that work is completed on time.
Assignee
Assign individual users to tasks.
Comments
Add notes and discussions directly inside table rows.
Reactions
Use emoji-based reactions to provide quick feedback on tasks.
Timer
Track the time spent on tasks.
Media/Embed
Attach images, videos, or other media files directly to tasks.
Created Date
Automatically log the date a task was created.
Completed By
Look up who completed individual tasks.
Completed Date
Keep track of task completion dates.
π Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact
π€ Taskade AI Essentials
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