The Table View allows you to view your board’s cards in a spreadsheet-style layout. You can fully customize what information is displayed, how cards are grouped, and who can access the view.
Default Table View
The default Table view offers configuration controls according to your role and board access. Open the view’s cog → Edit view to review its Fields, Filter, Group By, and Sort By settings. In the demo default view, the name Table was disabled.
Before saving a default or shared view, check the scope of the setting and your permissions. Do not assume every view change is personal or that it cannot affect other users.
To adjust visible columns, select Fields to toggle on/off and rearrange any of your fields/columns.
If you’d like to create a shared or protected version of your own, you can create a new custom table view.
Creating a Custom Table View
To add a new table view:
- Click the plus icon (+) next to your list of existing views.
- Select List from the view options.
- Enter a name for your new view.
Selecting Fields (Columns)
After naming your view, you’ll choose which fields you want to appear as columns.
These can include card details such as:
- Contact information
- Status
- Assigned user
- Custom fields specific to your board
Only the fields you select will display as columns in your table, allowing you to control exactly what data is shown.
Adding Filters
You can apply filters to limit which cards appear in your table.
- Select an existing filter from the dropdown, or
- Create a new filter directly within the setup.
Filters are saved with your view, so you won’t need to reapply them every time you return.
Grouping Your Data
Grouping organizes your cards for easier visibility and analysis.
You can choose to group by any field — or not at all.
- Group by None: Displays all cards in one flat list, similar to a spreadsheet.
- Group by Field: Organizes cards by the selected field.
This is especially useful if you want to quickly see counts or trends.
Example: On a Renter Leads board, you could group by Preference to see which rental preferences are most common, or by Preferred Property to view how many leads are interested in each unit.
Setting View Permissions
When creating your custom view, you can define who can access or modify it:
- Private View: Review the audience options offered for the view alongside your role and board access.
- Protected View: Controls changes to the view’s configuration. Editing rights depend on applicable permissions; do not assume protection grants or revokes access to the underlying cards.
Protected views are ideal for maintaining standardized reporting or team-wide views.
Saving and Accessing the View
When you’re finished customizing your view:
- Review the configuration and intended audience, then click Save.
- The new table view will appear in your view navigation bar.
- Select the view to open and interact with it.
Your selected fields, filters, and grouping preferences will automatically load every time.
Use multiple custom table views to quickly switch between perspectives — for example, one grouped by Assigned User to monitor workload, and another grouped by Stage to track progress across your pipeline.
Export the current selection
- Open the board’s Table view and review its filter and visible fields.
- Open the three-dot menu in the board header and select Export.
- Open the downloaded CSV from your browser’s downloads. Its filename and save location depend on your browser settings.
- Check the column headers and record count before using or sharing the file.
The Active/Archived filter affected the exported records in a controlled demo test: Archived exported the one archived test card; Active exported a header-only file because there were no active cards. Other filters and field-visibility combinations were not tested, so verify the resulting CSV rather than assuming every setting controls the export.
Exports can contain contact or property information. Export only data you are authorized to access and share, and review the file before sending it outside your team. If Export is unavailable, ask your board administrator to check your access.