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Boards: Navigating Table View

This guide explains how to use the Table view in boards to organize, manage, and edit tasks in a table format.

Written by Denitsa Zhelyazkova

The Table view provides a detailed, table-like way to work with your tasks, allowing you to see and manage all key information in one place. It’s ideal for users who prefer a more structured overview compared to the Kanban or Calendar views.

We’ve previously covered the Kanban view here and the Calendar view here.

Rows and Columns

In Table view, you can fully customize how your data is displayed by managing rows (tasks) and columns (fields).

Working with Rows (Tasks)

Adding New Tasks

  • Navigate to the last row (Add new item)

  • Start typing the task title and press Enter

You can quickly update task details directly from the table by double-clicking any cell to edit its value.

Reordering Rows (Tasks)

You can change the order of your rows/tasks . To do that:

  • Hover over the row number on the left

  • Click and drag it up or down to change its position

If you move a task from one list into a group of tasks belonging to another list, the task will automatically update to match the new list.

Task Actions

When you hover over a task in the table, additional actions appear in the Name column.

  • Open task – opens the task in a modal using your preferred task view

  • More options (three-dot menu) – provides these additional actions:

    • Open – opens the task (same as the Open task button)

    • Add comment – opens the task and lets you add a comment

    • Duplicate row – creates a copy of the task with all its data (list, members, dates, messages, etc.) and adds it below

    • Insert row above – creates a new empty task above the current one in the same list

    • Insert row below – creates a new empty task below the current one in the same list

    • Change row background color – apply a color to the entire row

      • Choose from predefined colors

      • Or open the Custom Color menu to:

        • Pick a color manually

        • Enter HEX, RGB, or HSL values

        • Select a system color

        • Add your own custom color using the + option

    • Copy row link – copies a direct link to the task (when opened, the task will be highlighted with a border)

    • Archive – moves the task to the board Archive (Board → Settings → Archive)

    • Remove – deletes the task

Working with Columns (Fields)

Adding Columns

You can customize your table by adding more columns (custom fields).

  • Click the + button on the right side of the last column

  • Choose from:

    • System fields

    • Existing fields from your workspace

    • Or create a new custom field

  • You can also use the search option to quickly find a specific field

Resizing Columns

In Table view, you can adjust column widths to better fit your data and improve readability. There are two ways to resize columns:

  1. Drag the separator between two columns to resize the column on the left

  2. Click on a column heading, select Resize, then:

    • Enter a specific column width

    • Or use the up and down arrows to adjust the size

You can also click the Reset button to return the column to its default width.

Reordering Columns

You can reorder your columns too. To do that:

  • Hover over a column title

  • Use the icon on the left labeled Drag to reorder

  • Drag the column left or right to change its position

Navigating with Keyboard

You can use your keyboard to quickly navigate and edit tasks in the Table view.

  • Use the arrow keys to move up, down, left, and right between cells

  • Press Enter to edit the selected cell (for example, to change the list, assign members, or update other fields)

  • Press Esc to close any open menu or exit editing mode

  • To create a new task directly from the table, navigate to the last row (Add new item), start typing and press Enter

Have additional questions? Message support.

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