Within Teamwork.com,
you can use table view to easily edit tasks on your
projects.
Note: If
you
do not see Table as an
option, it will need
to be enabled by a project admin or
site
admin via the
project's
settings.
When viewing the
Table area on a
project, your tasks will
be
displayed in table form
with each
task on a separate row.
Each
related task property will
be
shown in different
columns.
In table view, you
can update
certain task properties
via
inline
editing. To edit a
supported
task
property, click the field
to
open
it in edit mode or reveal
the property
options.
Task name
Clicking the current task title will open the text field directly in the table. When you click your cursor away from the field or press Return/Enter on your keyboard, the task title will automatically update.
Assignee
Click the current assignee to open a pop-up modal where you can select one or multiple users, companies, or teams to assign to the task.
Start and due dates
Hover over the start/end date field for a task and select the Add Date option. Where a task already has a date set, you can click the current value.
A calendar date picker will open allowing you to select a specific date or choose from predefined options such as today or none.
Priority
Select the priority field on the relevant task to open a dropdown where you can choose a new priority value.
Progress
When you click the progress field on a task, a pop-up will open with a draggable progress bar where you can slide the progress right or left to increase or decrease the percentage.
Tags
Hover over the tag field and click the + icon to open the tag picker dropdown. Once you select a tag in the list, it will be applied to the task. To remove an existing tag, click the x to the right of the task name.
You can use the search field at the top of the tag picker to search through existing tags. If no tags match your search, you will have the option to create a new tag.
Note: Users on Teamwork.com Premium/Grow subscriptions and above will also have the option to set the new tag as specific to the current project.
Estimated time
Hover over the estimated time field and click Add Estimate to open the Estimated Time dropdown where you can enter an hours and minutes estimate.
You can also update the estimated time on existing tasks by clicking the current value.
Log time
Hovering over the time log field will reveal two icon options to log time manually or start a timer on the task.
Selecting the Log time option will open the full log time modal where you can set the relevant details for the time entry such as who it should be assigned to, the date, and duration.
When you click the timer option, the timer will start running directly in the task row. It will also open the standard active timers view at the bottom of your site.
- Clicking the pause icon will stop the timer running.
- Clicking the timer duration will allow you to log the time to the task.
Description
Clicking into the description field will open the text box allowing you to update the description directly within the table.
Board column
Selecting the board field for a task will open a dropdown listing any existing board columns on the project along with the option for none.
Custom fields
Each custom field available to your project can be displayed as a separate column in the tasks Table view. Depending on the custom field type, you can click the field to type or select a value.
Note: Task custom fields are available on per-user Premium/Grow subscriptions and above.
Completing tasks
Select the checkmark icon to the left of a task title to mark the task as complete.
Task options
To access additional task
options, hover over a task
and
click the three dots on
the
right-hand side of the
task
row.
For more information, see: Using Table View for Tasks