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Using the Table View

Learn how the Table view can help you plan and prioritize decisions effectively.

Maayan Ayalon avatar
Written by Maayan Ayalon
Updated over a week ago

What is the Table View?

The Table view is a view with spreadsheet capabilities, typically used for backlog management and prioritization. This view gives you all the information you need to see in one table, so you can be confident you're choosing the right items to develop. The Table View allows you to quickly organize and analyze large volumes of data.

You can access the Table View by clicking on 'New View' in the main navigation panel > ‘Table View'

How to configure the Table View

Adding Columns

You can add or remove columns using the column selector located in the top toolbar. Scroll down the list or save time by searching for the field name you want to add in the search box:

The more columns you add, the more context and information you will have to support your decision making process. You can choose from some of the more popular options or you can choose to add a column for any custom field you created. (Read in more detail below).

Hiding Columns

Sometimes, you don’t want to see every column, which is why we offer the flexibility to visualize the view that makes sense to you.

Reordering the Columns

You can change the order of the columns in your table by moving them left or right, either by:

  • The first way is by clicking on the column header and select 'Move Column Right' or 'Move Column Left'

  • The second way is by clicking on the 6-dot icon to the left of the column name and drag the column to its new location.

Resizing Column Width

You can resize your column widths by hovering over the column header to the left of the column you want to resize; then once the blue vertical line appears, dragging and dropping the blue line right or left.

Sorting Columns

With Table view, you can sort any column in ascending or descending order by clicking on the column header and selecting a sorting option from the dropdown menu or using the ‘Sort by’ option in the main toolbar.

Adding Custom Fields

You can add your own custom fields, so you can easily select them when setting up your table. These can be configured in the following two ways:

  1. Custom fields can be added from your Workspace Settings

  2. Custom fields can be created directly from the Table view by clicking the '+ Column' button, then pressing ‘+ Add custom field’ then choose the field type you want.

Editing Items and Bulk Actions

The Table view allows you to set actions and edit values in two ways:

1. Editing per item - All values on each row are editable upon clicking. This includes the titles, different properties, and assignments (e.g., updating the Importance value of individual items by clicking on each one)

2. Apply values to multiple items - When selecting multiple items, you’ll see’s multi-action bar at the bottom of the page. This bar allows you to perform bulk actions such as: assigning a Release, updating Status, syncing with a Dev tool, duplicating items and deleting items.

Good to know!

Especially useful is the Statistics icon in the bottom toolbar. It allows you the opportunity to view the completion progress of selected work items at a glance.

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