Within Teamwork, you can use table view to easily view and manage tasks on your projects.
Switching to table
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.
The options button (three dots) in the top right provides additional options:
- Reports: Task
Lists | Gantt
- Reorder task
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.
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.
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.
Filter options can be accessed at the top of the tasks table view.
- Quick search - filter based on
name or assignee (user, team, or company).
- Assignee - show only tasks
you or tasks assigned to
- Tasks - view incomplete tasks,
completed tasks, or all
- 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.
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.