Overview
The Table view is one of eight Project views available in Taskade. It lets you manage tasks in a table organized into customizable columns.
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
๐ก Note: Only the List view is supported on Mobile. Visit Project Views to learn more about other workflows in Taskade.
Enable the Table View
- Click the 4th icon in the top navigation bar to enable the Table view.
- Click the icon again to set the view as default.
๐ก Note: Changing project views doesn't affect project contents.
Manage Table Columns
In the Table view, you can adjust columns to fit your project.
Resize Column
- Click and hold a column divider and drag it to the left or to the right.
Reorder Column
- Click and hold a column header and drag it to the left or right.
Hide/Show Columns
Hide: Click ยทยทยท next to a column header โ Hide.
You can also hide columns by unchecking them under โ (see below).
Show : Click the โ button at the end of a table to add columns again.
You may need to scroll to the right to see the โ button.
Add Custom Fields
Click the โ button next to the last column (you may need to scroll right).
Choose one of the available options (scroll down for details).
๐ก Note: The custom fields you add in the Table view will be visible in other views within the project. 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.
๐ก Note: Table presets work across views, including Lists and Boards.
| โ๏ธ Preset | ๐ค Description |
|---|---|
| Status | Tracks the progress of tasks. |
| Priority | Indicates the importance or urgency. |
| Type of Task | Categorizes tasks by their nature. |
| Progress | Shows the current progress of a task. |
| Estimated Time | Indicates the estimated task duration. |
| Department | Organizes tasks by team/department. |
Edit Columns & Fields
- Click the ยทยทยท three dots next to a field name.
- Choose โ๏ธ Edit field from the list.
Duplicate Custom Fields
You can quickly duplicate a column with custom fields and adjust as needed.
- Click the ยทยทยท 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.
- Click the โ button next to the last column (you may need to scroll right).
- Choose Single select from the drop-down list.
Not sure where to start? Here are a few ideas:
| โ๏ธ Preset | ๐ค Description |
|---|---|
| Project Phase | Mark the phase of the project. |
| Milestone | Signify project checkpoints. |
| Client | Associate tasks with specific clients. |
| Location | Specifies the location for tasks. |
| Cost | Lists the budget or actual cost. |
 |
Add a Number Field
The Number option allows you to handle custom data in three formats.
- Click the โ button next to the last column (you may need to scroll right).
- Choose Number from the drop-down list.
| ๐ข Number | ๐ต Currency | โ๏ธ Unit |
|---|---|---|
| Add and work with plain numbers, perfect for quantifications, numerical records, or data analysis. | Add currency values, perfect for financial tracking, budgeting, and cost-related projects. | Represent your data in percentages, perfect for tracking completion rates and performance metrics. |
 |
Add a String Field
The String option allows you to write short text within each row.
- Click the โ button next to the last column (you may need to scroll right).
- Choose String 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
- Click the โ button at the end of the table (scroll right if needed).
- Select an Add-On from the dropdown menu.
| Add-On | Description |
|---|---|
| Assignee | Assign tasks to specific team members. |
| Media/Embed | Attach images, videos, or media. |
| Agents | Assign tasks to custom AI Agents. |
| Timer | Track time spent on tasks. |
| Completed Date | Record the date a task was completed. |
| Created Date | Show when the task was first created. |
| Completed By | Display who completed the task. |
| Created By | Display who originally created the task. |
| Modified Date | Track the last time the task was edited. |
| Modified By | Show who last modified the task. |
| Reactions | Add emoji reactions to tasks. |
| Comments | Leave notes or start discussion. |
| Due Date | Set and track task deadlines. |
Automate Tables
The Automate feature lets you build simple workflows that run when something changes in your table, e.g., when a task status is updated.
Click the ยทยทยท (three dots) next to a column header (e.g. Status).
Select Automate.
In the automation creator:
Configure the trigger.
Add follow-up actions.
Verify automation steps and enable the automation.
Fill with AI Button
The Fill with AI feature uses AI to complete or summarize information in table fields.
- Click ยทยทยท next to a column header (e.g. Note).
- Select Fill with AI.
- Choose an AI action.
- Pick the field you want the AI to read from (e.g. Description).
- (optional) Add instructions if you want more control over the output.
- Click Run to fill the selected column with AI-generated content.
