Within Teamwork,
you can use table view to easily view
and manage tasks on your
projects.
Switching to table
view
To view tasks in table view,
select
the Table tab
from the project's navigation
menu.
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.
Creating and
managing task
lists in table
view
Depending on your project
permissions,
you will have an
option
to Add
Task
List in
the top right when
in table
view.
The
options button
(three dots) in
the top right
provides
additional
options:
- Bulk
edit
tasks
- Reports: Task
Lists | Gantt
- Post
tasks via
email
- Import
tasks
- Reorder task
lists
- Manage
task
templates
Task list
options
To access the options
menu for a
task list in
table view, select
the relevant
task list from the
left navigation
pane.
While viewing the
individual task
list, click the
options button
(three dots) in
the
top right to
access the task
list
options.
In the All Lists view, click the three
dots to the right of the
relevant task list
name.
Note: Tasks
must be grouped by task
list in the All
Lists view in
order to access the task
list options.
Customizing table
columns
You can adjust the width of certain
columns in table view (title, description,
tags, board column, repeats, custom
fields).
Hover to
the right of the column name to display
the left right arrow. You can then drag
and drop the arrow to expand or contract
the column size.
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 including existing task custom fields. Depending on your permissions, you will also have an option to create new project-specific task custom fields directly from this menu.
Site and project administrators can also enable a shared table view for all members of the project.
Scrolling table
view
Depending on the
number of
columns you have
enabled for the
table, a
horizontal
scrollbar become
accessible to
allow you
to scroll to view
the
remaining
columns. You can also
scroll vertically through
the tasks or task
lists.
Note: The
task
name column will
remain fixed
on the left.
Filtering options
Filter options can be
accessed at the top
of the tasks table view.
- Quick search - filter based on
task
name or assignee (user, team, or company).
- Assignee - show only tasks
assigned to
you or tasks assigned to
everyone.
- Tasks - view incomplete tasks,
completed tasks, or all
tasks.
- Day - view tasks that span a certain date range. Choose from a predefined list or custom option.
Selecting the filters button in the top right will open a dropdown of advanced filter options. Clicking any of the dropdown fields within this menu will allow you to select specific items to filter by in table view.
You can use the Save Filter button to save the filtered view you are currently using. Once you give the filter a name, press Enter / Return on your keyboard to save the filter. You can also access your existing saved filters via the Saved filters button in the bottom left of the filter options dropdown. Clicking a saved filter will apply it to the table view.
Sorting
options
In table
view, you can
sort tasks by task
list or
by certain task
property
columns.
To group or ungroup
tasks
based on their
associated
task list, click the
options button (three
dots) beside the Tasks heading at the top of
the
view.
Note: This
option is only
available
in the All
Lists view.
New tasks can only be
created
when All
Lists is
set
to Group
tasks.
To sort
tasks based
on a
particular property,
click
the relevant column
heading at the top of
the
table. Clicking the
column
heading multiple times
will toggle the tasks
between ascending and
descending order based
on
that property.
To clear your sort selection, hover
over
the active column and click the
additional
arrow option, then
select Clear
sort from the dropdown
menu.
For more information,
see: Editing Tasks
in
Table View