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
In tasks table view,
you can
choose which columns to
display by
clicking the options
button
(three dots)
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 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.
Note: The
task name
column is fixed to the
left of the
table and cannot be
reordered or
hidden.
You can also adjust the width of certain columns in table view (title, description, tags, board column, repeats, custom fields).
To change the width of a column, 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.
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.
Note: The
task
name column will
remain fixed
on the left.
You can also
scroll vertically through
the tasks or task
lists.
Filtering options
Filter options can be
accessed at the top
of the tasks table view.
- Quick search - filter based on
task
name or task list name.
- Tags - filter by one or multiple
tags.
- Assignee - show only tasks
assigned to
you or tasks assigned to
everyone.
- Tasks - view incomplete tasks,
completed tasks, or all
tasks.
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.
