The Table View (also called a List 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
Each board comes with a default table view that can be customized by any user.
However, changes you make to this default view are only visible to you — they will not affect other users on the board.
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: Visible only to you. You can optionally share a private view with specific users or teams.
- Protected View: Visible to everyone, but only editable by the view creator or admins. This ensures the view’s configuration remains consistent for all users.
Protected views are ideal for maintaining standardized reporting or team-wide views.
Saving and Accessing the View
When you’re finished customizing your view:
- 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.