Within the Teamwork Beta Program, you can enable custom table views which allow you to easily manage, save, and share views of data.
Enabling custom table
Click your profile icon in the top right of your site and select Settings from the dropdown menu.
Note: Only owner company site administrators can access the site settings to manage the Beta Program.
In the settings area, select the Beta Program tab and scroll to the option for Custom Table Views.
Toggle the switch on the left to enable the feature. Using the dropdown on the right, you can also choose whether to enable it for all users on your site, or only members of your owner company.
Once enabled in the Beta Program, you will be able to access table views in various areas of your site using the view dropdown:
- Projects area (List view)
Note: Table view is an option in Teams areas, however it is not customizable.
Switching to table view
In supported areas where switching views is available, click the view field in the top right and select Table from the dropdown.
The view will update to display the relevant information in a table form, with each item on a different line and separate columns for each property.
Customizing a table view
With custom table views, you can choose which columns to display. The column options will vary depending on which area of the site you are in.
Once you have table view selected, you will see a manage option to the right of the table header. This will open a dropdown where you can toggle on and off individual property columns.
Click More options at the bottom of the dropdown to open the full customization modal. You can use the checkboxes on the left to show and hide different properties related to the item.
The selected options will appear on the right where you can drag to reorder them.
Note: The options column cannot be reordered in the table and will remain the last column in the view.
For projects and tasks, you can also select existing custom fields to be displayed as columns in the table. In the Customize View modal, scroll to the bottom of the properties list on the left to access the custom fields.
Note: Custom fields are available on per-user Premium subscriptions and above.
Click Update to save your changes to the table view.
Saving table view
When table view is active in an area, you can save the customization you have currently set. Click the view dropdown and select the three dots beside the Table option before clicking Save.
When you click Save, a pop-up modal will open where you can name the view and give it a description. You can also share the view with other users via the Share tab.
The custom view will be added to the views dropdown, allowing you to toggle to it at any time.
Any users the custom view is shared with will automatically be able to access it in the view dropdown.
For each saved custom view you create, you can access additional options via the three dots to the right of the view name.
These options include:
- Customize - update the selected columns
and where they display in the table.
- Edit - update the view name, description,
and who it is shared with.
- Make a copy - create a new saved view
based on the existing one.
- Delete - delete the saved view.
Note: For views that have been shared with you, you will only see the option to make a copy.
Scrolling table view
Depending on how many columns you have enabled for a table view, a horizontal scrollbar will be displayed allowing you to scroll to view the remaining columns.
Managing items in table
To edit a task while in table view, hover over the task and click the edit pencil to the right of the task name.
To access the task options menu for a task, click the three dots on the right-hand side of the task row.
To edit an existing time log in table view, click the three dots at the end of the time log row and select Edit.
When viewing a list of people or companies either at project or site level, click the three dots at the end of the row for the relevant person to access the additional options to edit or delete. For companies, you will be able to edit the company or move people to an alternative company.
In the projects list area, you can access the project options menu by clicking the three dots at the end of the relevant project row.
Note: The visibility of the options button, as with all other columns, will depend on the customization settings you have set.
For more information, see: Teamwork Beta Program