Table Views

Modified on Tue, 25 Jun at 4:41 PM

Create more empowering views of Campaigns, Projects, Tasks, Proofs, and Requests. Table views provide a comprehensive dashboard including the columns and filters you need to see all important information at a glance.


Viewing by Table

Navigate to your desired workspace and click List at the top of your view. Select Table from the dropdown menu. 

Customize your view by applying appropriate Filters and selecting desired Columns (i.e. team members, tags, custom fields, etc.).

Sort, resize, and reorder your data by dragging and dropping selected columns. Additionally, select data (i.e. the name of your Projects, Tasks, Proofs or Requests) are hyperlinked to quickly and easily take you directly to each individual item. 

Saving Table Views

When adding preferences to a view, select Save as New View in the top right corner to save these preferences as a custom view that you can return to. 

Enter a name for your view and select Save As New View.

Create a new view from scratch by selecting + Add View below MY VIEWS. 

Enter a name for your view and select Create View.

Add your desired filters and columns and be sure to select Save to View to save your preferences. 

Custom views can be shared using the share custom view action.

Bulk Actions in Table Views

Take a look at our Bulk Actions page for available options and how to guides!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article