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Table View

Unlock a spreadsheet-like experience for detailed project management.

Updated this week

Overview

The Table view is one of eight 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

  • Assigning tasks to team members

  • Tracking project progress

  • Managing customer relationships

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

💡 Note: Only the List view is supported on Mobile. 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.

💡 Note: Changing project views doesn't affect project contents.


Manage Table Columns

In the Table view, you can adjust columns to fit your project.


Resize Column

  • Click and hold a column divider and drag it to the left or to the right.


Reorder Column

  • Click and hold a column header and drag it to the left or right.


Hide/Show Columns

  • Hide: Click ··· next to a column headerHide.

    • You can also hide columns by unchecking them under ➕ (see below).

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

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


Add Custom Fields

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

    • Choose one of the available options (scroll down for details).

💡 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 field types to help you organize your work more effectively. Each preset is fully customizable to match the needs of your project.

💡 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.

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 ··· three dots next to a field name.​

  • Choose ✏️ Edit field from the list.


Duplicate Custom Fields

You can quickly duplicate a column with custom fields and adjust as needed.

  • Click the ··· three dots next to a field name.

  • Choose 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 ➕ button next to the last column (you may need to scroll right).

  • Choose Single select from the drop-down list.

Not sure where to start? 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.


Add a Number Field

The Number option allows you to handle custom data in three formats.

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

  • Choose Number from the drop-down list.

🔢 Number

💵 Currency

⚛️ 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 String Field

The String option allows you to write short text within each row.

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

  • Choose String 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

  • Click the ➕ button at the end of the table (scroll right if needed).

  • Select an Add-On from the dropdown menu.

Add-On

Description

Assignee

Assign tasks to specific team members.

Media/Embed

Attach images, videos, or media.

Agents

Assign tasks to custom AI Agents.

Timer

Track time spent on tasks.

Completed Date

Record the date a task was completed.

Created Date

Show when the task was first created.

Completed By

Display who completed the task.

Created By

Display who originally created the task.

Modified Date

Track the last time the task was edited.

Modified By

Show who last modified the task.

Reactions

Add emoji reactions to tasks.

Comments

Leave notes or start discussion.

Due Date

Set and track task deadlines.


Automate Tables

The Automate feature lets you build simple workflows that run when something changes in your table, e.g., when a task status is updated.

  • Click the ··· (three dots) next to a column header (e.g. Status).

  • Select Automate.

  • In the automation creator:

    • Configure the trigger.

    • Add follow-up actions.

    • Verify automation steps and enable the automation.


Fill with AI Button

The Fill with AI feature uses AI to complete or summarize information in table fields.

  • Click ··· next to a column header (e.g. Note).

  • Select Fill with AI.

  • Choose an AI action.

  • Pick the field you want the AI to read from (e.g. Description).

  • (optional) Add instructions if you want more control over the output.

  • Click Run to fill the selected column with AI-generated content.


😊 Helpful Links

🤖 Taskade AI Essentials


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