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Table View

Table view is available to all users (including collaborators) on all account types.

⏱ 3.5 min read

Overview

Use Table view to see your tasks, folders, projects, or Spaces in a spreadsheet format. Business and Enterprise users can also use Table view to add custom fields to their tasks, folders, projects, and Spaces.

Perks of Table View

  • Upgraded custom field management.
  • Enhanced project support: edit project attributes directly from the view.
  • Sticky column sorting and width settings (your changes stay in place when you leave and come back to the view).
  • Adjustable display density: choose between compact or standard mode depending on your preferences.

Navigate the View

Tasks are grouped based on the folders and projects they reside in. If a task is tagged in multiple locations then it appears under each folder/project that it’s in.

Available Columns

  • By default, Table view has columns: title, start date, due date, duration, status, and assignee.
  • You can also add columns: author, importance, date of creation, date of completion, ID, and status group.
  • Users Wrike for Professional Services accounts and accounts with Wrike Resource can add an "Effort" column.
  • Business and Enterprise customers can add “Time spent,” “Progress,” and custom field columns.

🔥Wrike Tip! Click on the button_.png icon in the panel above the table to open Table view in full screen mode.

Rearrange Columns in Table view

Use drag-and-drop in Table view to rearrange columns into the order you prefer.

  1. Click a column’s title.
  2. Drag the column to a location and then release the mouse button.

Freeze Columns

You can freeze columns in the table so that when you scroll, the columns stay in one place. To do so:

  1. Click on the caret icon next to the column title.
  2. Select "Freeze column."

The column will stay on the left side of the table while you scroll.

To unfreeze a column, drag and drop it to any other place in the table or repeat the above steps and select "Unfreeze column."

Show and Hide Columns

  1. Click the gear icon in the table’s upper left-hand corner.
  2. Check or uncheck the box next to a column name to show or hide that column from view.

🔥Wrike Tip! To hide a column: hover over its title, click the carrot icon which appears on the right and select "Hide column."

Add Columns

To add a column for a default or custom field to the Table view:

  1. Click the “+” sign on the far right-hand side of the table.
  2. Select the field you want to add or start typing its name and select it from the list when it appears.

Expand/Collapse Items on the View

You can expand or collapse items (tasks, folders, projects) so that you see or hide their content (subtasks, subfolders, subprojects).

  • Expand an item: click the grey carrot icon to the left of its title.
  • Collapse an item: click the grey carrot icon to the left of its title.
  • Collapse all items: click “Expand/Collapse” and then select “collapse all” at the top of the view.
  • Expand all items: click “Expand/Collapse” and then select “expand all” at the top of the view.
  • See all projects: click “Expand/Collapse” and then select “Expand to show Projects” at the top of the view.
  • See all tasks: click “Expand/Collapse” and then select “Expand to show tasks” at the top of the view.

Show or Hide Empty Folders

You can choose to hide or show empty folders whilst preserving the hierarchy. To do so:

  1. Click the three-dot menu button in the upper-right corner of the Table.
  2. Select "Hide empty folders" or "Show empty folders" from the list.

Display Density

You can select from three view options. Compact mode increases the overall amount of data displayed at one time so you see more tasks. Standard mode is the default view. Full mode allows you to see more cell content at once.

  • Compact mode - See more on the screen at one time (the extra space between items is removed)
  • Standard - A more comfortable view for viewing data in like a spreadsheet
  • Full - Cells are expanded to 4 rows in height so you see more data within each one

Change a Task Location

Drag-and-drop a task to move it to a folder or project, or convert into a subtask.

  1. Click and hold a task's row number on the left side of the view.
  2. Drag the task:
    • either over a title of a task, folder, or project into which you want to move it.
    • or, if a task, folder or project's task list is expanded, anywhere in the list. You will see a blue line and a bluish border around the title of the task, folder, or project, to which it will be moved.
  3. Release your mouse.

The task is moved to a new location and its position in the table depends on the applied sorting option.

🔥Wrike Tip! To drag-and-drop a range of tasks at once, click the first task in a range, press and hold Shift on your keyboard, and click the last task in the range. Note that these tasks must be on the same level (so you can't have a task from a folder and a task from its subfolder in the same selection). The number of selected tasks is shown above the table. Click "Reset" to deselect all the tasks in one action.

Undo and Redo Actions

You can undo any action made from Table view. To do so click the "Undo" button on the panel above the table (or use the keyboard shortcut Ctrl + Z on Windows or Cmd + Z on Mac). To redo the canceled action, click on the "Redo" button (or Shift + Ctrl + Z on your keyboard for Windows or Shift + Cmd + Z for Mac).

Buttons are active until you switch to another view or refresh the page.

Sorting in Table View

There are different sorting options available when viewing tasks in Table view. You can sort items by priority or by any column visible in Table view.

Change How Tasks are Sorted

Click a column title to apply ascending sorting by the values in this column. Click the same title again to apply descending sorting.

🔥Wrike Tip! To sort items by Priority, Due Date, Status, Importance, or Title:

  1. Click the current sorting option in the top-left of the Table view;
  2. Choose the sorting option you want to apply from the dropdown list.

Priority is the default sorting setting for the Table view. When sorting tasks by priority you can drag and drop tasks vertically, to change their priority: the closer a task is to the top of the list, the higher its priority.

Change Task’s Priority

Regular and external users can drag-and-drop tasks to change their priority.

  1. Click and hold a task's row number on the left side of the view.
  2. Move the task vertically to the appropriate location on the table. You will see a blue line indicating where the task will be moved.
  3. Release your mouse.

Aggregate Data in Table View

Aggregating data allows you to automatically run calculations for fields (including custom fields) with numeric values (all text entries are excluded). There are two types of aggregation:

  • Sum — Wrike automatically sums up all numeric entries and displays the total.
  • Average — all entered values are added together and then divided by the total number of entries.

To use the aggregation feature:

  1. Find the field with the data you would like to aggregate and click the carrot icon which appears to the right of the field’s name.
  2. Hover over “Aggregation.”
  3. Select the type of aggregation you want to apply.

Edit Data from Table View

Double click any field to edit its data or paste data to table cells by using the keyboard shortcuts (Cmd + V on MacOS and Ctrl+V on Windows).

To open the item from the table in an overlay view:

  1. Hover over the title field.
  2. Click the icon that appears on the field’s right-hand side.

You can mass edit cells in the Table view by dragging the needed value (or values) per column:

  1. Click the cell in a column you want to fill in. To select several cells in one column, hold your mouse button and drag the cursor down the column, selecting cells as you go. Release your mouse button when you're done.
  2. Click the small square icon in the right corner of the cell(s).
  3. Hold your mouse button and drag the cursor to the needed cell.
  4. As a result:
    • If you select one cell, the same value is populated to all the selected cells.
    • If you select more than one cell with a sequence of numbers (or dates), the list continues.
    • If you select multiple number values (dates, effort, duration, etc.) the pattern of these values continues throughout the column.
    • If you select multiple cells with different values and no sequence (text, dropdown, checkboxes), these values are populated in a cycle throughout the column.

Note that some fields (Task ID, Creation date, Task author, Billing type) can't be edited.

Wrike Tip! You can copy any value from a cell (or cells) and paste it to another cell in the table. Use keyboard shortcuts for that (Ctrl+C, Ctrl+V on Windows and Cmd+C, Cmd+V on Mac). Note that the format of these cells value should be the same.

Folders and Projects in Table View

From Table view you can:

  • Add folders, projects and tasks to the selected location.
  • Manage custom fields for the selected folder/project.
  • Convert a folder into a project and vice versa.
  • Delete folders and projects.
  • Open folders/projects in a separate tab.

Add Folder or Project

You can add new and existing folders and projects to the selected folder, project or Space from Table view. To do so:

  1. Select the folder, project, or Space from the left-hand Navigation panel.
  2. Go to Table view.
  3. Right-click a folder, project, or Space in which you want to add a folder/project.
  4. Select "Add folder/Add project" from the list.
  5. Then, you can:
    • Add an existing folder or project by entering the folder/project's permalink into the field.
    • Add a new folder or project by typing the name of the new item in the field.
  6. Press "Enter" on your keyboard or click outside of the field.

The selected folder/project is added to the nominated location.

Alternatively, to add a folder/project to the root folder you can right-click the "Add task" row and repeat steps 4-6 described above.

Convert a Folder/Project

  1. Right-click a folder or a project you want to convert.
  2. Select "Convert to project/Convert to folder" option.

Delete a Folder or Project

  1. Right-click a folder or a project you want to delete.
  2. Select "Delete."
  3. Click "Delete" in the pop-up that appears to confirm your actions.

Show or Hide Empty Folders

You can choose to hide or show empty folders whilst preserving the hierarchy. To do so:

  1. Click the three-dot menu button in the upper-right corner of the Table.
  2. Select "Hide empty folders" or "Show empty folders" from the list.

Projects in Table View

The following project attributes are visible in columns on the Table view:

Tasks in Table View

Add Tasks

  1. Right-click a folder or a project to which you want to add a task.
  2. From the menu that appears select "Add task."
  3. Enter the task name or permalink into the field.
  4. Press "Enter" on your keyboard or click anywhere outside the field.

You can add a subtask to a task in a similar way. Right-click a task and from the list that appears, select "Add subtask." Then proceed from step 3 above.

Copy a Task Permalink

  1. Right-click a task's row.
  2. Select "Copy Permalink."

The task's Permalink is copied to your clipboard.

Change a Task Status

To choose a status from the current workflow:

  1. Double-click in the "Status" column in the task's row (you may need to enable it first).
  2. Select a different status from the list.

To choose a status from a different workflow*:

  1. Right-click a task's row.
  2. Select "Mark as."
  3. Hover over "Change Task Workflow."
  4. Hover over a workflow, from which you want to select a status.
  5. Click the appropriate status.

*Custom workflows are available on Business and Enterprise accounts.

Delete a Task

  1. Right-click a task's row.
  2. Click "Delete."

The selected task is moved to the Recycle Bin.

Filter Tasks and Projects

You can select which projects you want to show up in the table. It is possible to filter projects according to their:

  • Status
  • Owner(s)
  • Start/finish dates
  • Date of creation
  • Author
  • Progress*
  • Health*
  • Custom fields*

*These filters are available on Business and higher accounts.

Tasks also can be filtered on the Table view according to their attributes.
Note that to preserve the hierarchy filtered out tasks, projects, and folders are shown in the table, grayed out.

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