Tasks Table

Table View is an advanced tasks view that allows you to work with complex project structures, configure displayed data columns, and easily update tasks. Working with Table View is similar to working with a spreadsheet.

Layout Overview

Project Tasks Table section lets you browse and manage project tasks and subprojects within a well-organized and easy to manage table view.

  1. Expand/Collapse all
  2. Management & settings options
  3. Subprojects / folders
  4. Project tasks list

Basic Functionality

  • Click a task title to view the task.
  • Click a subproject/folder to open it.
  • Click any field (i.e. status, priority, schedule, user, etc.) to update.
  • Expand projects/folders to view tasks and folders inside . To see the task's subtasks, click the "+" next to the task's title, and to add a new one, click "+" button .
  • Drag and drop tasks/folders into a folder to move. Drag and drop tasks to rearrange their order.
  • Click More to access advanced management options (delete, move, recurrence, edit, convert).

Creating New Tasks and Folders

Click New task to create a new task and New folder to add a subfolder to your project. Enter details and hit Enter or press Submit to save.

Managing Columns

You have full control over the columns (fields) that are displayed in the Table View. To configure visible columns, click Columns button in the management section of the header. Then select the columns you want to display from the list in the right panel:

You can also select custom fields which are enabled for the current project or task types.

To rearrange columns, mouse over a column name and drag and drop to a new position.

Bulk Edit

To update multiple items at once (i.e. update status, move, etc.) you can use bulk edit option. First of all, make sure it’s enabled, by clicking the "Checkbox" icon in the header:

Then, select the items you want to update and select an action from the panel on the right:

Sorting

By default, your tasks appear in the order they have been created and you can manually reorganize them.

To sort the list by a specific field, select it from the “Sort by” menu. Click Down arrow to sort in descending and Up arrow to sort in the ascending order:

Filtering

If you have a long tasks list and want to narrow down your view, use filter option. You can filter by different criteria such as type, user, date updated, and more:

Note that you can combine multiple filters. To reset a filter, click "X" button next to the filter name.

Advanced Options

Advanced options such as Importing and Exporting are available from the "More" menu in the header.