Within Teamwork.com, you can customize
the layout and columns displayed in the tasks
table view on your projects.
The task title column
will always be visible and
remain locked to the left
of the table view.
Customizing column options
Each of the
other task properties is
displayed in separate
columns. You can choose
which columns to display
by clicking the plus icon
to the right of the column
headings.
This will open a
dropdown where you can
toggle on and off
individual property
columns.
Hovering
over More... at
the bottom of
the dropdown
will open an
expanded list
of any
remaining task
properties
including any
existing task
custom
fields.
Note: Task
custom fields are
available on per-user
Premium/Grow subscriptions
and above.
You can also use the Add field option in the columns menu to create a new project-specific custom field directly within the Table view.
Note: Only site administrators or users with permission to manage custom fields can create and manage custom fields.
Reordering columns
You can also drag and
drop selected columns
to reorder your view.
Click and drag a
column heading and
drop it to a new
position in the
table.
Sharing default table
views
Site administrators and
project administrators have an additional
option to apply a custom table view layout
to all members of a project or project template.
When you start customizing your
table view, you will see a banner at the
top of the view with an option to save the
shared view.
You can also click the plus icon
in the top right to open the column
options dropdown and toggle
the Shared view option on or
off.
Turning on the shared view will
automatically update table view for all other
users on the project, applying the chosen
columns and order of the saved view.
- If an administrator makes further
changes to the columns while the shared view
is turned on, these will also be applied
automatically.
- If an administrator turns off the shared view, it will only be turned off for themselves. Any further changes they make will not be
applied to other users until they turn on
the shared view again.
If a non-admin user makes
changes to the table while they have the
shared view turned on, the shared view
will automatically turn off and they will
be given an option to return to the shared
view via a banner.
They can also return to the shared view by clicking the plus icon to open the column options menu and toggling the Shared view back on.
For more information,
see: Using Table View for
Tasks