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New Table View In Wrike

Important

This is a new feature being piloted, and as a result, it is subject to changes and improvements. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.

Table 5. Availability - Legacy plans


Overview

The New Table view is available by default to all users on Team plan accounts and on all new accounts created after March 8, 2023. Users on other account types can enable it for their personal accounts from Wrike Labs here.

The New Table view allows you to view your work in a spreadsheet-like format. With the New Table view, you get:

  • Improved UI

  • Faster loading compared to the classic Table view

  • New and improved custom field management

  • One-click edit option for items

Before you get started, you will have to enable the view from Wrike Labs:

  1. Go to Wrike Labs.

  2. Find the New and improved views card.

  3. Click Enable.

Note

When you enable the set of new views from Wrike Labs, you are not losing all the current views (Board view, Table view). You will get an additional set of views instead (the New Board view, New Table view, Calendars view).

Navigating the New Table view

All users can enable and use the New Table view. To access the New Table view:

  1. Navigate to the space, folder, or project you would like to view.

  2. Once opened, you can select the view in which you want to see the items.

  3. Select the Table view (new) from the list of options or click the + button and select Table (new) from the list of views.

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In the New Table view, items are grouped according to the projects and folders they are in. The number next to the item’s name to the left indicates its row number.

There are several adjustments you can make to control what you see on the New Table view:

  • Add/delete columns: You can select to add as many columns as possible to your view. To add new columns, click on Fields above the view and switch the toggle button next to the names of the columns you want to add. You can remove them later in the same way. All users who have access to this location and the New Table view will be able to see these columns.

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  • Change the sorting: 1 You can select to sort your items in this view by any field (column) you add to the view or by priority. To change the sorting click on the caret icon next to Sort above the view or click on the name of the column.

  • Apply filters: 2 You can filter out items according to the default set of Wrike filters or to the custom field values. Additionally, you can use filter presets on the New Table view. Please note that to preserve the hierarchy, filtered out parent items (tasks, projects, and folders) are still visible in the table, but they are grayed out. You can select to hide them by unchecking the option in the three-dot menu 4.

  • Expand/collapse items: It is possible to expand or collapse all items at once. Click the Expand/Collapse button 3 and select the needed option. Also, you can select to expand only to the next level of subitems by clicking on Expand next level.

  • Show/hide parent row: It is possible to add a parent row with the name of the location you’re in with all the attributes to your table. To do so, click the three-dot menu button 4 and select Show/Hide parent row. 5

  • Show/hide empty folders and projects: You can select to hide all the empty folders and projects to declutter your view. To do that, click the three-dot menu button 4 and deselect Empty projects and folders. 6 Additionally you can hide selected projects and folders using project filters.

  • Freeze columns: You can freeze columns in the table so that when you scroll, the columns stay in one place. Hover over the name of the column, click the three-dot menu button, and select Freeze column. You can unfreeze it later the same way. All "frozen" columns can be rearranged in a way that fits your needs best.

  • Hide columns: You can hide any column right on the spot (except for the Name column) using its three-dot menu. Hover over the name of the column, click the three-dot menu button, and select Hide column from the list. You can bring it back by going to the Fields menu and switching the toggle button next to the column name.

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Note

Some columns are not yet available on the New Table view (financial fields, etc.). In order to view them, switch to the classic Table view or to the Task view.

Items on the New Table view

The New Table view allows you to manage your work items as well as create new ones.

To create a new work item from the New Table view:

  1. Open a space, folder, or project in the New Table view.

  2. Scroll down to the +Item button.

  3. Once you click it, you will see a drop-down where you can select the type of the item you are creating and a field where you need to enter the name for the new item.

  4. Press Enter or click anywhere outside the cell to create an item.

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Note

Only users with the right to create tasks, folders, projects, and custom items can do this. Users with limited permissions (collaborators) can only view existing items and change some of their attributes.

After the item is created, it is possible to:

  • Assign it to your colleagues

  • Set up start and due dates

  • Change its status (from the Status cell or via right-click menu)

  • Fill out any selected custom fields

  • Add subitems

  • Delete the item

When you click on the item’s name, it opens in the Item View which allows you to adjust all the item details, but also add descriptions, and comments, share items with teammates, add approvals and files.

You can add existing items to the location you opened in the New Table view. Copy the item's permalink and paste it into the +Item cell. Please note that when you do so the item stays in the original location, but it is additionally tagged into the new location.

Tip

If you click anywhere inside the cell, you can edit the cell content. To rename the item hover over the item's name and click on the pencil icon that appears or double-click the cell.

You can move items to other folders or projects within the view or you can move them to turn them into subitems by using drag-and-drop. Click and hold the icon next to the row number and drag the item to the new location. Once you’re done, release the mouse to drop the item.

Projects and folders on the New Table view

The New Table view gives users more visibility into their project structure. From the New table view you can:

  • Create new projects, folders, and project-type items

  • Add existing projects, folders, and project-type items to the selected location

  • Manage custom fields for the selected project, folder, or a project-type item

  • Save projects, folders, and project-type items as blueprints

  • Manage details of selected projects, folders, and project-type items

  • Track the progress of projects and project-type items

  • Update statuses and edit the default workflow

Note

You can select to display project progress column in the New Table view, however, to enable project progress for the selected project you will have to open the project in the project info panel or switch to the classic Table view. Please note, that you need to select to show the parent row for the top-level project to see its project progress.

FAQ

What is the limit for the number of rows in the New Table view?

The New Table view loads the data gradually according to hierarchical levels (up to 1000 items at a time). If there is a huge flat list on a single level, it will load up to 10000 items at once.

Note

Applying filters can help narrow down huge folders/projects to a workable set of items in the New Table view.

Is there an undo option in the New Table View?

This option is yet to be implemented. Keep abreast of our feature updates by checking our Weekly Release Notes.

How does sorting by Title work in the New Table View?

New Table View uses natural sort order where numbers are sorted as a whole rather than one digit at a time (e.g. z2 comes before z11).

Why do I see tasks from subfolders show on the parent folder level in the New Table view?

The New Table view doesn't hide subtasks that are directly tagged with the main folder, which is why you see these subtasks twice - under their parent (if expanded) and as a separate item under the main folder. If you don't want to see subtasks under any particular folder, you should remove the respective folder tag manually from the task details view 1 or the "Location" column in the New Table view 2.

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What are the greyed-out items in my Table view? How can I hide them?

Greyed-out elements are the parent items that don't match the conditions of your filters. Click the 'Parent items that don't match filters' option in the 3-dots actions menu to show/hide parent items from your view.

Note

If the 'Parent items that don't match filters' option is deselected and the parent items do not match the filter conditions, their subitems will also be hidden from the Table view.

Workaround: Open the Subitems 1 tab in the upper menu >> select the Single list of tasks 2 option to disable the hierarchy view and display only the tasks/subtasks matching the filters.

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I have moved my tasks from one project to another and now my initial project has disappeared! Where do I find it?

Toggle ON the 'Empty projects and folders' option in the 3-dots actions menu to find your initial project in the table.

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