Feature
overview
| What | The Table view in the
Everything area displays tasks
from all projects you have
access to in a
spreadsheet-style layout. Use
it to view, organize, and
update work in one
place. |
|---|---|
| Why |
|
| Who |
|
| When | Use Table view when you
need a detailed,
cross-project view of
tasks.
|
β Swipe to
scroll
Best for
Table view is designed for working at
scale and is best for cross-project
task reviews, bulk updates, workload
audits, and reporting workflows.

Before you
start
The Everything area shows items from all
projects you have permission to
access.
Only global custom fields are supported
in Table view. Project-level custom fields
are not available here.
Your permissions determine:
- Which projects and tasks you can
view.
- Which tasks you can edit.
- Whether you
can create custom fields from the
table.
Quick start
- Click Everything in the main
navigation and select the Table tab.
- Add the columns you need for your
workflow. See Customize
columns below.
- Use filters, sort, or group tasks to focus
on the right work.
Once your table is set up, you can review and
update tasks directly without opening each
task individually.
What you can do in
Table view
Table view allows you to manage and update
tasks across multiple projects in one
place.
- Review tasks from all accessible
projects.
- Show the columns most relevant to your workflow.
- Sort, filter,
and group tasks to focus your view.
- Edit
task details directly in the
table.
- Bulk
edit tasks to update multiple
tasks at the same time.
- Export
tasks for reporting or sharing
outside Teamwork.com.
- Create
global custom fields for
standardized tracking.
Use the Table
view
Understand the
layout
The Table view displays tasks in rows, with
columns for key task details and project
context. You can customize the columns shown
based on the information you want to review or
update.
Customize columns
Customize the table to show the task and
project information most relevant to your
workflow.
- Click the + icon in the table
header to open the Add/remove
columns panel.
- Turn columns on to show them in the
table.
- Turn columns off to hide them from the
table.
- Drag and drop columns in the panel to
reorder them.

You can add columns for:
- Task details such as assignee, priority,
and stage.
- Dates such as due date, start date, and
date created.
- Project context such as project and task
list.
- Time tracking such as estimated and logged
time.
- Custom fields.
Create custom fields
You can create a custom field
directly from the columns panel by
selecting Add custom
field.
Custom fields created here are
available across projects.
Start with fewer
columns, then add more only when you need
them. This makes large tables easier to
scan and work with.
Edit tasks inline
Update task details directly in the table
without opening each task individually.
You can edit fields such as:
- Assignee
- Dates
- Priority
- Stage
- Custom field
values
Search tasks
Use the search field to quickly find
specific tasks in the table.
Search by task name or keywords to narrow
down results.
View your
tasks or all tasks
Use the toggle in the table header to switch
between viewing your assigned tasks or all
tasks you have permission to access.
This helps you focus on your own
work or
review work across your team.

Bulk edit tasks
Select multiple tasks to update them at the
same time.
Use bulk editing to quickly change fields
such as assignee, dates, or priority across
multiple tasks.
Export tasks
Export tasks from Table view for reporting
or sharing outside Teamwork.com.
You can export to formats such as PDF,
Excel, or Google Sheets.

Sort tasks
Click a column header to sort tasks by that
field.
Examples:
- Sort by due date to identify urgent
work.
- Sort by priority to focus on high-impact
tasks.
- Sort by assignee
to review workload distribution.
Filter tasks
Use the Filter panel to narrow the
tasks shown in the table.
- Date
- Date created
- Assigned to
- Project
- Priority
- Custom
fields
Use filters to focus on specific
tasks, such as overdue work, tasks
assigned to one person, or tasks from a
particular project.
Group tasks
Use the Group option to organize tasks
in the table.
- Default: Groups tasks by task
list.
- None:
Displays a fully flat table for maximum
flexibility.
Use task list grouping when you
want more structure, or switch to a flat
table when you want maximum flexibility
for sorting, filtering, and scanning
tasks.
View
cross-project context
Cross-project context helps you understand
where a task belongs without needing to open
it first.
- Project and task list
- Company or client context
- Workflow
associated with the task or project, where
applicable
Use a flat table
with sorting and filters to quickly
identify high-priority or overdue work
across all projects.
Limitations
- Only global custom fields are supported in
Table view.
- Grouping options are currently limited to
task list grouping or a flat table.
- Some actions may
be restricted depending on your
permissions.
Common use
cases
- Review overdue or at-risk tasks across all
projects.
- Reassign or reprioritize multiple tasks
quickly.
- Audit workload across team members.
- Create reports
using filters, sorting, and custom
fields.
Best practices for
Table view
- Filter first: Narrow the table to
the most relevant work before reviewing or
editing tasks.
- Show only useful columns: Remove
extra columns to keep the table easier to
scan.
- Use sorting to prioritize: Sort by
due date, priority, or assignee to quickly
focus on the right work.
- Standardize tracking: Use global
custom fields when you need consistent
reporting across projects.
- Batch your updates: Make multiple
edits in one pass to save time when
managing large volumes of work.
Get more
from Table view
- Reporting: Use filters, sorting,
and custom fields to identify trends and
gaps across projects.
- Prioritization: Surface urgent,
high-impact, or overdue work more
quickly.
- Cross-project visibility: Review
work across clients, teams, or departments
from one place.
- Efficiency: Reduce the time spent
opening individual tasks by managing
updates directly in the table.