Table view

A table view shows records as rows in a grid, one column per field. It is the screen people use to scan a list, find a record, edit values in place, export, and work through many records at once.

Every table gets a table view first. Even when a board, a calendar, or a map is the main screen for a team, a table view over the same records is useful for searching, bulk edits, and exports.

Create a table view#

Work with records#

• Add a record. Click New in the toolbar.
• Edit a value. Click a cell and type. Changes are saved as you go, and business rules run on every save.
• Open a record. Open a row to see its full record page.
• Search. Use Search in the toolbar. Text finds records that contain your words. AI finds records by meaning, so "late deliveries in Berlin" can match records that never use those exact words.

Filter#

Click Filter in the toolbar and add conditions with Add condition. Use Add condition group to combine conditions, choosing whether All of the following are true or Any of the following are true. You can also choose to show active records, archived records, or both.

To take the filter from another view on the same table, use Copy from a view.

The view's filter only narrows what its access filter allows. It can't bring back rows the access filter hides.

Sort#

Click Sort and pick a field, then choose ascending or descending. Add more fields to break ties. You can sort by every column type except Files. You can also sort from a column header with Sort ascending or Sort descending.

Group#

Click Group and pick a field to group rows into bands, each with its own header. Use Add subgroup to nest up to three levels, for example customer, then status, then assignee.

Grouping works best on columns with a small set of values, such as Text, Person, Relation, Single Select, Status, and Checkbox. Use Collapse all and Expand all to open or close every group, and Clear grouping to go back to a flat list.

Columns#

• Show or hide columns. Open Settings, then Property visibility, or choose Hide in view from a column header.
• Reorder columns. Drag a column header left or right. The view remembers the order.
• Freeze columns. Choose Freeze up to this field from a column header so the first columns stay visible while you scroll sideways. Drag the boundary to adjust it, or choose Unfreeze columns.
• Add a summary. Under each column you can show a Summary, such as Sum, Average, Median, Min, Max, Range, Count, Empty, Filled, Unique, Percent empty, Percent filled, or Percent unique. Date columns also offer Earliest and Latest.

Columns hidden by the access filter never appear in the view, even if the view lists them. See Columns for adding and editing columns.

Row height and headers#

Click Row height in the toolbar to choose Short, Medium, Tall, or Extra tall. Taller rows show more of long text. Turn on Wrap headers to let long column names wrap onto a second line.

Row height is a display setting. It doesn't change your data.

Save your changes for everyone#

Filter, sort, and grouping changes you make from the toolbar apply only to you until you save them. Choose Save for everyone to update the view for all its users, or Save as new view to keep the current view as it was and create a new one with your changes.

Import and export#

Open Settings and choose Import Data to load records from a file, matching file columns to table columns. Choose Export Data to download the records in the view.

Plan a good table view#

Decide which columns people need to see first, the default sort, and any grouping. A table view named for its job, such as "Open orders by customer", is easier to find than one named after the table.