Table View
Updated over a week ago

What Is the Table View?

The Table view is one of the six Project views available in Taskade. It lets you manage tasks in a table organized into customizable columns. You can reorder, resize, and hide columns to better match the type of project you're working on.

This workflow is perfect for:

  • Managing personal task lists

  • Assigning tasks to team members

  • Tracking project progress

  • Managing customer relationships

  • (optional) Browse our free task management templates for more ideas

πŸ’‘ Note: Visit Project Views to learn more about other workflows in Taskade.

Enable the Table View

  1. Click the 4th icon in the top navigation bar to enable the Table view.

  2. Click the icon again to set the view as default.

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πŸ’‘ Note: Changing project views doesn't affect project contents.

Resize, Reorder, or Hide Columns

  1. Resize: Click and hold a column divider and drag it to the left or right.

  2. Reorder: Click and hold a column header and drag it to the left or right.

  3. Hide: Click ··· next to a column header ➑ Hide column.

  4. Show: Click the βž• button at the end of a table to add columns again.

    • You may need to scroll to the right to see the βž• button.

Add Columns / Fields

  • Click the βž• button next to the last column (you may need to scroll right).

    • (method#1) Choose one of the available presets.

    • (method #2) Choose Single select to add a custom column.

Use Column Presets

Presets offer pre-defined column types to help you organize your work more effectively. Each preset is fully customizable to match the specific needs of your project.

πŸ’‘ Note: Table presets work across views, including Lists and Boards.

Preset

Description

Status

Tracks the progress of tasks.

Priority

Indicates the importance or urgency.

Type of Task

Categorizes tasks by their nature,.

Department

Organizes tasks by team/department.

Use the Single select option to create your own. Here are a few ideas:

Preset

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.

Edit Columns / Fields

  1. Click the Β·Β·Β· three dots next to a column name.

  2. Choose ✏️ Edit Field from the list.

  3. Edit the field name and available options.

😊 Helpful Links

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