Table view

Table view for when you need scale

Work with large lists like a spreadsheet — sort columns, scan rows, and edit fields without leaving your project.

  • Sort & filter
  • Inline editing
  • Custom columns
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Spreadsheet scaleScan and edit hundreds of rows without leaving the project
Every field is a columnText, numbers, dates, selects — all editable in place
Saved viewsFilter and sort configurations you can return to anytime
Same datasetChanges sync instantly to kanban, cards, and calendar

Why table view

When lists get long, structure beats scrolling boards

Table view is built for ops, finance, and admin teams who need to see everything at once — then drill into a row when details matter.

  • Column-based editing

    Every custom field is a column; click a cell to update in place.

  • Sort & filter

    Reorder by any field and narrow rows to what matters right now.

  • Same data as boards

    Switch from kanban or calendar without exporting or syncing.

How it works

From raw list to actionable rows in minutes

Open any project, switch to table, and work the way spreadsheets trained you — with real CRM fields underneath.

  1. 01

    Open a project view

    Choose table from your saved views or create a new one on the project.

    • Columns mirror your custom field schema
    • Reorder and resize columns to match your workflow
  2. 02

    Sort and filter

    Click column headers to sort. Add filters to narrow rows to what you need right now.

    • Combine filters on multiple fields
    • Save the view for your team
  3. 03

    Edit in place

    Click any cell to update a field. Bulk operations stay fast even on large lists.

  4. 04

    Switch views anytime

    Move the same items to kanban for pipeline work or calendar for deadlines — no export required.

Use cases

Teams reach for table when precision matters

  • Operations dashboards

    Track vendors, tickets, or inventory rows with sortable columns.

  • Finance & admin

    Review statuses, owners, and dates across a full client list.

  • After import

    Validate migrated spreadsheet rows before handing off to sales boards.

  • Cross-team handoffs

    Filter to your segment, edit fields, and let kanban pick up the pipeline.

Built for scale

Everything you expect from a spreadsheet — with CRM structure

  • Fast scanning for ops, finance, and admin teams
  • Custom field types: text, number, date, select, and more
  • Saved views per project
  • Import from Excel and continue in table view

Related views

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FAQ

Common questions about table view

Quick answers before you switch your team off shared sheets.

Can I use table and kanban on the same project?

Yes. Views share one dataset. Changes in table appear on boards instantly.

Does table view support custom fields?

Yes. Each project field becomes a column. Text, numbers, dates, selects, and other field types can be edited in place.

Can I save a filtered table for my team?

Yes. Sort and filter a view, then save it on the project so teammates can return to the same list.

What happens after I import a spreadsheet?

Imported rows become project items. Open table view to validate, edit, and filter them before you move work to kanban or calendar.

Ready to work at spreadsheet scale?

Create a project, add your fields, and open table view — free to get started.