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Table view

Route: /org/tasks?view=table · Permission: View Tasks


1. What the table view is​

A spreadsheet of the same tasks — columns you choose and put in your own order, most of them editable in place. It exists for the job the other views are bad at: changing the same field on many tasks in a row without opening anything.

The view switcher tooltips it plainly: "Table View (inline edit)".

Table (this page)ListKanban
Editable fields134Status only
ColumnsYour choice and order, horizontally scrollingYour choice and order, collapsibleStatuses
Selection and bulk actionsNoYesNo
Pagination footerNoYesNo
Row actionsComments onlyFourTwo

2. How the table fits the workspace​

It shares filtering and grouping with the List view — the same helpers drive both, so a filter set in one behaves identically in the other.


3. Using the table — step by step​

Figure 1 — The table with its default columns. Pips: 1 Filters, 2 Views, 3 Columns.

Step 1 · Read the columns​

The columns below are in their default order. Everything is shown until you choose otherwise, except Logged and Created.

#ColumnEditableControl
1Type✅Select
2Key—The task reference. Always shown
3Risk—The task's risk badge
4Summary✅Text input. Always shown
5Status✅Select — limited to permitted transitions
6💬—Opens comments. Tooltip "Open comments"
7Assignee✅Select, Unassigned default
8Priority✅Select
9Category✅Select, — when unset
10Due date✅Date
11Start date✅Date
12Est (h)✅Number, min 0, step 0.5
13Rem (h)✅Number, min 0, step 0.5
14Value✅Number — only in a project that puts a value on its tasks
15Milestone✅Select, — when unset
16Billable✅Toggle
17Tags✅Tag chips with an add… input
18Logged (h)—Hours logged so far. Off until you tick it
19Created—The day the task was created. Off until you tick it

Step 2 · Choose and order the columns​

Figure 2 — The Columns panel. Key and Summary carry a lock; Logged and Created are off until you tick them.

Click Columns beside the search box.

  • Tick or untick a column to show or hide it. The table redraws at once.
  • Drag the handle on the left of a row to move that column. Its place in the list is its place in the table, left to right.
  • Tick all / Untick all at the foot, and Reset to default to go back to the order above.

Key and Summary carry a lock: they can be moved but never hidden, so the table always says which task a row is. Untick everything else and those two remain.

Your choice is saved for you, not for the project or the team. It follows you to another browser and survives signing out; a colleague opening the same project sees their own. The List view keeps a separate choice of its own.

Pair the columns with a filter

Put Value beside Due date, then filter to Due date before Today — see Filtering and grouping. A saved view keeps the filter; the columns stay as you left them.

Empty: No tasks match the current filters.

Step 3 · Edit a cell​

Every edit saves as soon as you commit it — there is no Save button and no undo:

ControlCommits on
Type, Status, Assignee, Priority, Category, MilestoneChoosing an option
Due date, Start dateChanging the date
Est (h), Rem (h)Leaving the field
SummaryLeaving the field, or Enter
BillableToggling
TagsEnter or comma; Backspace on an empty input removes the last

Unchanged values are not sent — retyping the same summary or estimate makes no request.

There is no undo, and no confirmation

The table is the fastest way to change a lot of tasks and the fastest way to change the wrong one. The activity history records what changed, which is the only way back.

Step 4 · Change status​

The status select offers only the transitions the workflow permits from the row's current status — the illegal ones are not in the list at all.

This is the clearest place to see your workflow at work

Kanban refuses an illegal drop silently. Here the illegal options simply are not offered, which makes a mis-drawn workflow obvious immediately.

Step 5 · Group​

Group rows span the full width and collapse on click, showing a colour dot — or the person's avatar when grouping by assignee — the group name, and (n).

Step 6 · Scroll​

The table is wider than the window by design; it scrolls horizontally with a sticky header row.


4. Field reference​

Where each select's values come from​

ColumnSource
TypeTask types
StatusStatuses, filtered by the workflow
AssigneeProject members
PriorityPriorities
CategoryTask categories
MilestoneProject milestones

Est (h) and Rem (h)​

Est is the estimate; Rem is remaining effort. Both accept half-hour steps and refuse negatives. They are re-keyed on every save, so a value corrected by the server is reflected rather than left as you typed it.

What the table does not have​

MissingUse instead
Checkbox selection and bulk actionsList view
Pagination controlsList view's footer — the table shows the same page
Log TimeList view or Kanban
Add SubtaskList view
A description columnThe detail panel

5. The admin contract​

Editing a column needs the permission for that field, exactly as elsewhere:

ColumnPermission
StatusChange Status of Task
AssigneeManage Task Assignment / Allow Change Task Assigne
Due dateChange Task Due Date
Est (h)Change Estimation of a Task
Everything elseEdit Tasks

6. Downstream​

An inline edit is an ordinary task update: it appears in the activity history, sends the same notifications, and a status change runs the workflow's actions and conditions.


7. Don't confuse this with…​

ThingWhereWhy it is different
Table view (this page)?view=tableInline editing, no selection
List view?view=listSelection, bulk actions, pagination
Bulk actionsBulk actionsSame change to many tasks at once, from the list
Timesheet gridMy TimesheetsHours per day, not task fields
To change one field on twenty tasks, use bulk actions — not this table

The table is one task at a time, quickly. Bulk actions are twenty tasks at once, in a single operation. They look like the same job and are not.


8. Troubleshooting​

SymptomCause
A status is missing from the dropdownThe workflow does not permit it from the current status
A cell will not accept inputThe matching field permission is missing
An edit disappearedIt saved, then the server returned a corrected value
No checkboxesThe table has no selection — use the list
No page controlsThe table shows the list's current page
Columns run off screenIt scrolls horizontally by design — or hide the ones you do not need with Columns
A column is missingIt is unticked in Columns. Value also needs the project to put a value on its tasks
A colleague sees different columnsColumn choices are per person
Hide Done left tasks visibleThe table matches by hard-coded status id — see Filtering