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Table View

Unlock a spreadsheet-like experience for detailed project management.

Updated over 2 months ago

What Is the Table View?

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
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  • Assigning tasks to team members
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  • Tracking project progress
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  • Managing customer relationships
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  • (optional) Browse our free task management templates for more ideas

πŸ’‘ 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.
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  2. Click the icon again to set the view as default.

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.
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  2. Reorder: Click and hold a column header and drag it to the left or right.
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  3. Hide: Click ··· next to a column header ➑ Hide column.
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  4. Show: Click the βž• button at the end of a table to add columns again.
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    • You may need to scroll to the right to see the βž• button.


Add Custom Fields / Columns

  1. Click the βž• button next to the last column (you may need to scroll right).
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    • (method#1) Choose one of the available presets.
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    • (method #2) Choose Single select to add a custom column.

πŸ’‘ 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 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.

βš™οΈ Preset

πŸ”€ 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.


Add a Single Select Field

The Single select option allows you to create custom fields.

  1. Click the βž• button next to the last column (you may need to scroll right).
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  2. Choose Single select from the drop-down list.

Not sure where to start? Here are a few ideas:

βš™οΈ Preset

πŸ”€ 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.

  1. Click the βž• button next to the last column (you may need to scroll right).
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  2. Choose Number from the drop-down list.

πŸ”’ Number

πŸ’΅ Currency

βš›οΈ 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-texts within each row.

  1. Click the βž• button next to the last column (you may need to scroll right).
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  2. Choose Text from the drop-down list.


Edit Columns / Fields

  1. Click the Β·Β·Β· three dots next to a column name.
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  2. Choose ✏️ Edit Field from the list.
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  3. Edit the field name and available options.


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