The table layout shows your data in rows and columns, like a spreadsheet. It’s available on these screens:
Project management > Tasks and Projects
CRM > Deals
Financials > Budgets, Invoices, Expenses, and Payments
Docs, Contacts, and Companies
The Tasks and Deals tabs inside an individual project
Some of these screens only have the table layout. Others let you switch between layouts:
Tasks: list, table, board, calendar, and timeline. Workload is also available if you have access to it.
Projects: list and table
Deals and Budgets: table and board
Tasks inside an individual project: list, table, board, Gantt, timeline, and calendar
How to Switch to the Table Layout
Where you switch depends on the screen:
Tasks and Projects: Click Layout at the top of the screen and pick Table from the dropdown.
Deals, Budgets, and individual projects: Click Customize view (the sliders icon in the upper right) and pick Table.
📌 On screens with the Customize view menu, that menu also holds the Fields, Group by, Sort, and Filters options described below. Filters also has its own button, right next to the sliders icon.
Customize Your View
Once you’ve switched to the table layout, use Fields, Group, Sort, and Filters to decide what you see and how it’s organized.
Where you find these options depends on the screen:
Tasks and Projects: They’re at the top of the screen, next to Layout.
Deals, Budgets, and individual projects: Click Customize view (the sliders icon in the upper right) to open them. Here, Group is labeled Group by. Filters also has its own button next to the sliders icon.
Fields
Click Fields to pick a field from the list, or type to search for the one you want to see in your view. Each field is one column in the table. Drag a field up or down in the list to move its column in the table.
Group
Group your rows to see related items together. For tasks, try grouping by Assignee or a custom field, not only by project, task list, or status.
In the project task view, turn on Show empty groups to see every group, including the ones with nothing in them.
Sort
Sort your data in ascending or descending order. Sorting works together with grouping: for example, group all your tasks by project and sort by due date.
Filters
Filter the table to show only the data that matches what you’re looking for. For example, show only tasks with the Not started or Started status.
Same options are also available for tasks from the individual project, except they are placed within the Customize view menu.
Change the View Data
Reorder columns
Swap the field places by dragging them left and right as needed. If the columns are too narrow or too wide for your liking. If so, you can always resize them by dragging their borders left and right.
Move around
Your screen may be too narrow to hold all your columns. Scroll left and right as needed, and note the navigation bar at the bottom of the screen. Notice that the grouping option you choose is left (in this case Projects) and the top ribbon will always remain visible.
Inline editing
The table view can also be used to make quick changes as needed. For instance, let's say you want to quickly change the due date on one of your tasks. Instead of clicking the task to edit it, click on the appropriate field, and enter the needed changes. Note that not all fields are editable.
Save Your View
When you're done with the view customization, be sure to save it.
Selecting the Save as option allows you to create a new view from an existing one.
You can make the view visible to everyone, only to you, or share it with the users of your choosing, name it and change the layout. The Save changes option saves over the last saved view.
If you selected the View is visible to everyone option when creating the view, it means that your teammates can use this view as well if they have sufficient permission levels to do so. If you leave this option unchecked, the new view will be visible only to you. You can always change this setting if needed by editing your view.
