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Table View in Wrike

Table 1. Availability - Legacy plans


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.

Using Table view gives you:

  • 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).

  • Grouping the field's value to easy visualisation.

  • Adjustable display density.

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Navigate the view

Tasks are grouped based on the folders and projects they reside in.

Note

If a task is tagged in multiple locations, then it appears under each folder/project that it’s in.

Adjust display density

You can select from two view options. Compact mode increases the overall amount of data displayed at one time so you see more tasks. Default mode is the default view.

  • Compact mode — See more on the screen at one time (the extra space between items is removed)

    table-3.png
  • Default — A more comfortable view for viewing data in a spreadsheet

Tip

You can adjust the width of any column in Table view. Just click the border of the column and drag it to the left or right. Release your mouse when you're done.

To adjust the display density click the three-dot menu button 1 in the toolbar and select an option from the list 2.

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Expand or collapse items

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

  • Collapse an item: Click the caret icon to the left of the title 1.

  • Expand an item: Click the caret icon to the left of the title 2.

  • Collapse all items: Click Subitems 3 on the toolbar and then select Collapse all 4.

  • Expand next level subitems: Click Subitems 3 on the toolbar and then select Expand next level 5.

  • See all projects: Click Subitems 3 on the toolbar and then select Expand to show projects 6 at the top of the view.

  • Expand all items: Click Subitems 3 on the toolbar and then select Expand all 7.

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Show or hide empty folders and projects

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

  1. Click the three-dot menu button 1 in the toolbar.

  2. Click on the Empty projects and folders 2 from the list to hide.

table-6.png

Note

If you select to hide folders, projects stay in place. To hide projects you can use project filters.

Custom Views and Table View

Table, Board, Gantt chart, and Files view can also be used to create custom views. A custom view is an editable view that you can choose to make public or private, name, and apply certain filters to as default.

To create a Custom view:

  1. Navigate to the space, folder, or project where you want to create a custom view.

  2. Click on the + Add view button 1 next to the default view (Files/Gantt).

  3. Click on the Table view 2 from the available list.

  4. In the pop-up which opens, name your view, choose if it should be public or personal. Click Create 3.

  5. In your view you can set filter presets by clicking on the filter icon 4 and choosing the type of preset from the list 5. Also you can select More filters.. option 6 and choose a list of available filter's options 7 according to your requirements.

  6. Right-click or click on the three-dot menu button 8 on the table view to customize your view with the available list of options 9.

    • Set view as default

    • Pin to sidebar

    • Copy the link of this view

    • Rename

    • Duplicate

    • Delete

Table_Addview.png
Table_Create.png
Tableview_Filterpreset.png
Table_3Dot.png

Note

Table view can be set as default view if it is created as Public.

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