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Table View

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Table of Contents

  1. Introduction
  2. Create a table
  3. Adjust it to your needs
  4. Delete a table

Introduction

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


Tables allow users to quickly compare and contrast different pieces of information. It is a perfect way to take advantage of Labels, ListsStatuses and other card details. They can be used to create clear and visually appealing presentations of work. Additionally, tables can be easily sorted and filtered, which can make it easier to find and analyze specific pieces of information.

A table with cards as rows and columns as a card featrures like labels, lists, due date, status, responsible users.

Possible scenarios of usage
Table view, which may looks similar to a spreadsheet in Excel, can be useful for organizing and analyzing large amounts of data. Here are a few potential scenarios in which tables could be useful:
  • A human resources department could use a table to track employee information, such as contact details, job titles, and performance evaluations. It will help to quickly access and update employee records.
  • A finance team could use a table to track income and expenses or to create budget projections. Table could be useful to monitor the company's financial health for identifying areas for improvement.
  • A marketing department could use a table to track the performance of different advertising campaigns. It also helps with analyzing the effectiveness of different marketing strategies. Table could be used to make data-driven decisions about where to allocate marketing resources and to measure the return on investment of different campaigns.
  • A product development team could use a table to track the progress of different projects and to manage the allocation of resources and personnel. It helps to identify bottlenecks and potential risks and to ensure that projects are completed on time and within budget.

Create a new table view

1. Press + button to add a new view.

+ button at the top of the Board. After hovering it, you see information about possibility of adding a view.


2. Select the Table option and enter a name. Please note that you can add as many views of this kind as you need. You can decide if they are personal (or not).

Add view window in which you can set a name and the type of the view.

For more information check how to work with Board views.

Adjust the table to your needs

1. Add columns to your table by selecting it on the top right corner.

List of position you can add as a table column: Status, Responsible, List, Labels, Start date, Due date, Creation date, Todo, Completed.



2. You can change columns width with a slider.

Changing with of a column using a slider.



3. Sort your table by card grouping. In the examples above, you can see the sorting by "None" option selected.

Card grouping option list: None, Statuses, Lists, Users, Labels.



4. Use filters to show what's the most important.

Filter window with many options to select.


How to delete a table view?

Hover over a three dots on the Table view button and select Delete.

Table view button between Calendar view and Kanban view. Three dots open the drop-down menu with two options: Settings and Delete.



This action will not delete your cards.



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