The Table view gives you a structured, spreadsheet-like way to work with your backlog. Whether you are refining items, running a planning session, or cleaning up data, it puts everything in one place - rows for your work items, and columns for the fields that matter most to you.
You can organize the view exactly the way you need it: group by any field, surface multiple levels of your hierarchy, apply filters, make bulk updates, and highlight columns to draw attention to what matters. Nothing here changes your underlying data - only how it is displayed.
Note: Craft.io offers both shared, collaborative views for all members of a Workspace, or personal views. Before you start with your first Table view, understand how to manage the different views and what is required.
Creating a Table view
Follow these steps:
Navigate to the New View section at the bottom of the left sidebar
Click Table View
A new, unfiltered view of your product backlog will open. By default, you will see columns for title, status, and assignee. You can customize everything from here.
Customizing your columns
Every column in the Table View represents a field. You can add, remove, and reorder columns to build a view that matches your planning context - without changing the underlying data.
To add a column, you have two options:
Click the + icon at the right edge of the column headers and select a field from the list
Click Column in the view toolbar and select your field from there
To remove a column, either deselect it from the Column list, or click the dropdown arrow on the column itself and select Hide Column.
To reorder columns, click and drag using the dots on each column header to move it left or right.
Custom fields are managed in your Workspace and Portfolio settings. Your ability to add or edit them depends on your permission level. Speak to your workspace admin for more information.
Grouping items
Grouping lets you slice and dice your backlog according to any field, so you can review work in a way that makes sense for the conversation at hand.
Instead of scanning a long flat list, grouping shows you how work is distributed across a specific dimension. This is especially useful during backlog reviews, prioritization sessions, or when aligning with stakeholders.
Common grouping options include:
By Quarter, to understand how work is distributed across timeframes
By Status, to see what is planned, in progress, or blocked
By Product, to review scope and ownership across product areas
To apply grouping, click Group By in the view toolbar and select a field.
Visualizing hierarchy
By default, the Table View shows your top-level items. If you want to see Epics, Features, and Stories together - with parent-child relationships visible - use the Flexible Hierarchy function.
Follow these steps:
Click Hierarchy in the view toolbar
Toggle on Flexible Hierarchy at the bottom
Click Sort By and select Hierarchy, so child items appear nested underneath their parents
This lets you see all your deliverables, Epics, and Stories in a single view, organized by their parent-child relationships.
Tip: use the pin icon to pin the left pane so it stays visible when you scroll right across many columns.
Filtering items
Filters narrow your backlog to a relevant subset of work. While grouping organizes what you see, filtering defines what is included at all.
Filtering is most useful when preparing for a planning session, backlog review, or stakeholder conversation. Filters can be saved as part of the view so you do not need to re-apply them each session.
To apply a filter, click the Filter section in the view toolbar and select your criteria.
Updating items
You can interact with and update items directly within the Table view - without opening each item individually.
Click any value in a visible column to update it inline
Click into an item to open its full detail panel on the right, where you can scroll down to see and edit all additional properties
Bulk editing
The Table view supports bulk editing, which lets you update a field across multiple items at once. This is especially useful during data cleanup, sprint planning, or when rolling items forward between quarters.
Follow these steps:
Select the items you want to update by clicking the checkbox on each row
Quick change all selected items via the dropdown, or the multiple fields icon at the bottom of the screen
Apply new values to the fields shown - these will be applied to all selected items
To apply the changes to child items as well, tick Apply to item descendants at the bottom
Click Apply to confirm
Bulk edits apply immediately. You can always update items again if you need to make a correction.
Highlighting columns
You can highlight specific columns to draw visual attention to them - useful during reviews or when presenting to stakeholders.
Follow these steps:
Click the dropdown arrow on the column you want to highlight
Select Highlight and choose a color
To remove a highlight, follow the same steps and select white.
What comes next?
Once you are comfortable working in the Table View, the next step is exploring how the same backlog looks across other views.
The Kanban view gives you a column-based snapshot of work distribution.
The Timeline view shows how items land across weeks, months, and quarters.
The Swimlanes view visualizes data across multiple criteria for a multi-dimensional view of your backlog and roadmaps
Need more guidance? 🙋 Our LIVE support team (bottom-right corner of your screen) replies to ANY question!