Running projects
Kanban for agencies: a board your team and clients will use
How to set up a kanban board for agency work: columns for stages, statuses for states, job types, priorities and due dates that everyone can read.
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Project table view
Every job in the project, in rows you can sort.
The board shows how work flows. The table answers everything else: what's critical, who's overloaded, what's due this week. The same jobs as the board, one click away.
Every job, not the first few
The whole project, one row per job
Choose Table at the top of a project and it lists every live job in it, up to 2,000, not just the first few in each column.
- Group
- Group the rows by Column, Status, Assignee or Priority, or choose None.
- Columns
- Pick which to show: Status, Priority, Assignee, Collaborators, Due, Tasks, Updated, Type, Stage and Comments.
- Sort
- Select a heading to sort by it, again to reverse it, and a third time to go back to board order. Title, Status, Priority, Assignee, Due, Updated and Comments sort; Collaborators, Tasks, Type and Stage don't.
The Northwind Rebrand jobs as a table grouped by priority: Critical, Important, Normal and Low groups with their counts, columns for title, status, priority, assignee, due date and tasks, and an Export CSV button. The saved view “My critical jobs” is on screen. “Brand guidelines v3”, three days overdue, is raised from Important to Critical and moves into the Critical group.
Edit in place
Change a job without opening it
Rename a job, set its status, priority, assignee, collaborators or due date from the row itself. Work through the list from the keyboard, and act on many jobs at once.
Rename in the row
Choose the pencil beside a title or press F2. Enter saves and Esc cancels. Each column group has its own Add job row.
Work from the keyboard
j and k move between jobs, o opens one and x selects it. Shift-click a checkbox to select everything between it and the last one you clicked.
Act on many at once
With jobs selected, the same bar as the board offers Move to, Assign to, Set status, Set priority and Archive.
Drag a row to reorder it when the table is grouped by column and not sorted. Any other grouping or a sort turns dragging off, and the table says so.
Export to CSV
The table you set up, in a spreadsheet
Export CSV downloads the table as you've arranged it: your filters, sort, grouping and visible columns. It includes groups you've collapsed and rows behind Show more, so nothing is left out. Grouped tables add a Group column, every row ends with a link to its job, due dates are written as dates and tasks come as done and total.
Save the layout you use
Set it up once, keep it everywhere
Your columns and grouping follow your account to any device, and the sort is kept for each project. Save a filtered table under Views and it keeps its columns, grouping and sort, for you or for everyone on the project.
- Comfortable or Compact rows: one setting, shared with the board's cards
- In a workspace with client teams, a Client teams filter shows one client's work at a time
- A guest who groups by assignee sees other teams' guests together, as A guest from another team
- On a phone the rows become cards with the status, priority, due date and assignee, and a sort menu
The saved views menu, open under “Viewing: My critical jobs (edited)” with an Update button beside it. It lists My views (My critical jobs, Due this week, shared) and views Shared with project by Leo Ortiz and Priya Shah, options to rename, share or delete the view on screen, and “Save current view…”.
- Up to 2,000 jobs
- Every live job in the project, not the first few per column.
- Nothing left out of the CSV
- Collapsed groups and rows behind Show more export too.
- j, k, o and x
- Move, open and select from the keyboard.
FAQ
What people ask about the table
The board, table and calendar guide covers the table step by step. The same jobs also show on the calendar, and Reports adds them up.
How many jobs does the table show?
Every live job in the project, up to 2,000. Past that it says how many it's showing, and the board pages in the rest. Archived jobs stay in the project settings.
What does the CSV include?
The table as you've arranged it: your filters, sort, grouping and visible columns, including groups you've collapsed and rows behind Show more. Grouped tables add a Group column, and every row ends with a link to its job.
Can I drag jobs to reorder them?
Yes, when the table is grouped by column and not sorted. Sorting or another grouping turns dragging off, and the table says so.
Does the table remember my set-up?
Your columns and grouping follow your account, and so does the Comfortable or Compact setting, which the table shares with the board. The sort is kept for each project, and a saved view keeps its own columns, grouping and sort.
Can guests use the table?
Yes, on their own project. They can change only the jobs they raised, are assigned to or were added to; the rest are read-only for them.
Does it work on a phone?
Yes, in the browser. Rows become cards with the status, priority, due date and assignee, and a sort menu replaces the headings.
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- Guide Board, table and calendar The same jobs three ways: drag them across the board, sort and group them in the table, and plan due dates on the calendar. Read the guide
- Guide Saved views and filters Filter a project by person, status, priority or due date, share the link, and save the filters you use most as a view for you or the whole project. Read the guide
See your whole project in one table.
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