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Table View

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In this article:

Overview

A table view is a structured way of presenting information in rows and columns. Tables are useful for organizing and displaying large amounts of data. They can help to make complex information more accessible and easier to understand. 

Table views allow users to quickly compare and contrast different pieces of information. It is a perfect way to take advantage of card details. They can be used to create clear and visually appealing presentations of work. In addition, the Table view can be easily sorted and filtered, making it easier to find and analyze specific pieces of information.

Example: Cards grouped by none in the Table view.

Adjusting the Table view

Learn how to prepare the Table view to work:

  1. Add columns to your table by selecting them in the upper right corner.
  1. Set columns width with a slider.

Remember to save the changes to display settings.

Creating cards in the Table view

To create a card:

  1. On the chosen grouping field, select the “+” icon at the top of the field. 
  2. Enter the name of the card.
  3. Optionally you can select a card template, add a start and due date, or add card users.
  4. Select Create card.

Example: Creating cards in the Table view.

Usage examples

  • Human Resources (HR) Management
    • Use Case: Track employee information such as contact details, job titles, and performance evaluations.​
    • Benefit: Provides a centralized view of employee records, making it easier to access and update information as needed.
  • Financial Planning and Analysis
    • Use Case: Monitor income and expenses, create budget projections, and analyze financial data.
    • Benefit: Facilitates real-time financial tracking and helps identify areas for improvement in the company’s financial health.
  • Product Development Oversight
    • Use Case: Manage the progress of various projects, allocate resources, and monitor personnel involvement.
    • Benefit: Helps identify bottlenecks and potential risks, ensuring projects are completed on time and within budget.
  • Event Planning and Coordination
    • Use Case: Organize event tasks such as scheduling, vendor management, and logistics.
    • Benefit: Provides a clear overview of all event-related activities, facilitating seamless coordination among team members.
  • Research Project Management
    • Use Case: Track research tasks, milestones, and data collection processes.
    • Benefit: Ensures structured documentation and progress tracking, which is essential for successful research outcomes.

See how to:

FAQ

Yes, you can create two Kanban views, Mind Map views, etc. If you need an additional view due to visual issues and for your convenience, check also how to create a personal view.

Yes, follow this instruction to export space views to Excel.

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