Actionsheet View

Overview

The Actionsheet view is one of the eight project views in Taskade. It allows you to manage tasks in a streamlined format organized into customizable lists.

This workflow is perfect for:

• Managing personal task lists
• Assigning tasks to team members
• Tracking project progress
• Managing customer relationships
• (optional) Browse our free task management templates for more ideas

💡 Note: Only the List view is supported in Taskade mobile. Visit Project Views to learn more about other workflows in Taskade.

---

Manage Actionsheet Columns

• Resize: Click and hold a column divider and drag it to the left or right.

• Reorder: Click and hold a column header and drag it to the left or right.

• Hide: Click ··· next to a column header ➡ Hide column.

• Show : Click the ➕ button at the end of the actionsheet to add columns again.

• You may need to scroll to the right to see the ➕ button.

---

Add Custom Fields

1. Click the ➕ button next to the last column (you may need to scroll right).

• (method #1) Choose one of the available presets.
• (method #2) Choose Single select to add a custom field.

💡 Note: The custom fields you add in the Actionsheet view will be visible in other views. You can also add them at any time using Add-Ons.

---

Use Presets

Presets offer pre-defined field types to help you organize your work more effectively. Each preset is fully customizable to match the needs of your project.

💡 Note: Actionsheet presets work across views, including Lists and Boards.

---

Edit Columns & Fields

1. Click the ··· three dots next to a field name.
2. Choose ✏️ Edit Field from the list.
3. Edit the field name and available options.

---

Duplicate Custom Fields

You can quickly duplicate a column with custom fields and adjust as needed.

• Click the ··· three dots next to a field name.
• Choose Duplicate field from the drop-down list.

---

Build Your Own Fields

Customize your Table view experience by creating fields tailored to your needs.

Add a Single Select Field

The Single select option allows you to create custom fields.

1. Click the ➕ button next to the last column (you may need to scroll right).
2. Choose Single select from the drop-down list.

Not sure where to start? Here are a few ideas:

---

Add a Number Field

The Number option allows you to handle custom data in three formats.

1. Click the ➕ button next to the last column (you may need to scroll right).
2. Choose Number from the drop-down list.

---

Add a Text Field

The Text option allows you to write short text within each row.

1. Click the ➕ button next to the last column (you may need to scroll right).
2. Choose Text from the drop-down list.

---

Use Table View Add-Ons

Add-ons are specialized tools that make your tables smarter. You can enable or disable the add-ons at any time based on your workflow needs.

---

Enable Add-Ons

1. Click the ➕ button at the end of the table (scroll right if needed).

2. Select an Add-On from the dropdown menu.

3. The new column will appear in the table.

---

Agents

Assign tasks to one of your Custom AI Agents.

---

Due Date

Set deadlines for tasks to ensure that work is completed on time.

---

Assignee

Assign individual users to tasks.

---

Comments

Add notes and discussions directly inside table rows.

---

Reactions

Use emoji-based reactions to provide quick feedback on tasks.

---

Timer

Track the time spent on tasks.

---

Media/Embed

Attach images, videos, or other media files directly to tasks.

---

Created Date

Automatically log the date a task was created.

---

Created By

See who added the item to a table.

---

Completed By

Look up who completed individual tasks.

---

Completed Date

Keep track of task completion dates.

---

Modified By

See who made the last edit to the item.

---

Modified Date

Display the date of the latest edit.

---