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Table views present your data in a familiar spreadsheet-like format, perfect for viewing and editing multiple records at once.

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Understanding Table Views

Table views display records as rows and fields as columns:
  • Rows - Individual records
  • Columns - Fields from your object
  • Cells - Field values you can edit inline
  • Headers - Column titles with sorting and filtering
Table views are ideal for:
  • Scanning many records quickly
  • Bulk editing data
  • Comparing records side-by-side
  • Importing and exporting data

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Creating a Table View

1

Navigate to your object

Click the object in the left sidebar (Companies, Projects, etc.).
2

Open view picker

Click the current view name in the top bar to open the view dropdown.
3

Create new view

Select + New View from the dropdown.
4

Choose Table as the view type

Select Table from the view type options.
5

Name your view

Give it a descriptive name:
Active Projects
High Priority Leads
Q1 Opportunities
6

Configure initial settings

  • Select which columns to display
  • Set default filters
  • Choose default sort order
7

Save the view

Click Create View to save. Your new table view is now available.
Each object can have multiple table views with different columns, filters, and sorting.

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Working with Columns

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Adding Columns

1

Click the + button

In the table header, click the + button at the right.
2

Select fields

Choose which fields to add as columns. You can add multiple at once.
3

Columns appear

Selected fields appear as new columns in the table.

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Reordering Columns

  1. Click and hold the column header
  2. Drag left or right to the desired position
  3. Release to drop the column
The new order is saved to your view automatically.

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Resizing Columns

  1. Hover over the edge of a column header
  2. Cursor changes to a resize handle (↔)
  3. Drag to adjust width
  4. Double-click the edge to auto-fit content

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Hiding Columns

Method 1: Column menu
  1. Click the ••• menu in the column header
  2. Select Hide column
Method 2: View settings
  1. Click view options (Settings icon)
  2. Toggle columns on/off
Hidden columns remain part of the view and can be shown again anytime.

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Pinning Columns

Pin important columns to keep them visible while scrolling:
  1. Click the column menu (•••)
  2. Select Pin column
  3. Pinned columns stay on the left
To unpin, select Unpin column from the same menu.

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Inline Editing

Edit data directly in the table:
  1. Click any text cell
  2. Start typing to replace or edit
  3. Press Enter to save
  4. Press Esc to cancel
Navigate while editing:
  • Tab - Move to next cell
  • Shift+Tab - Move to previous cell
  • ↑ ↓ - Move up/down (when not editing)
Changes save immediately. There’s no undo button (yet), so edit carefully.

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Selecting Rows

Select rows to perform bulk actions:

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Selection Methods

Click Checkbox

Click the checkbox at the start of a row to select it.

Select Range

Click one row, hold Shift, click another row to select range.

Select All

Press Cmd/Ctrl+A or click the header checkbox to select all visible rows.

Multi-Select

Hold Cmd/Ctrl and click multiple rows to select non-contiguous rows.

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Bulk Actions

When rows are selected, the action bar appears:
  • Edit - Update field values for all selected
  • Delete - Remove selected records
  • Export - Download selected as CSV
  • Assign - Change owner or assignee
  • Run Workflow - Execute workflow on selected
Selected count appears in the action bar. Click X to deselect all.

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Table View Settings

Customize how your table appears and behaves.

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View Options

Click the settings icon to access:
  • Show/hide columns
  • Reorder columns
  • Set default column widths
  • Choose label identifier field
  • Add filter conditions
  • Combine filters with AND/OR
  • Save filter presets

Learn More

See the Filters guide for details →
  • Sort by any column
  • Multi-column sorting
  • Ascending or descending

Learn More

See the Filters guide for details →
  • Group rows by select fields
  • Collapsible groups
  • Group summaries
Example: Group projects by status to see all “In Progress” together.
  • Row height (compact, normal, tall)
  • Show/hide row numbers
  • Wrap text in cells
  • Freeze first column

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Saving View Changes

Changes to views can be: Auto-saved:
  • Column reordering
  • Column resizing
  • Filter changes
  • Sort changes
Manual save required:
  • View name changes
  • Sharing settings changes
Look for the “Saved” indicator or “Save” button in the view header.

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Advanced Features

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Aggregation

See summary statistics at the bottom of columns: Available aggregations:
  • Count - Number of records
  • Sum - Total of number fields
  • Average - Mean value
  • Min/Max - Lowest/highest value
  • Empty/Not Empty - Count of blank cells
To enable:
  1. Click column menu (•••)
  2. Select Aggregate
  3. Choose aggregation type

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Grouping Records

Organize rows into collapsible groups:
1

Open view settings

Click the settings icon in the view header.
2

Select Group By

Choose a select or relation field to group by.
3

View grouped data

Records appear in sections by field value:
▼ Not Started (5)
▼ In Progress (12)
▼ Completed (23)
4

Collapse/expand groups

Click the arrow to show/hide group contents.
Best fields for grouping:
  • Status fields
  • Priority levels
  • Assigned users
  • Categories or types

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Quick Filters

Filter without opening settings:
  1. Click the filter icon in column header
  2. Choose filter operator
  3. Enter value
  4. Filter applies immediately
Quick filters are temporary unless saved to the view.

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Column Formulas

Formulas are coming soon. You’ll be able to create calculated columns based on other fields.

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View Sharing

Control who can see and use your views:

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Personal Views

Default for new views you create:
  • Only you can see the view
  • Not visible to other workspace members
  • Perfect for personal work views

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Shared Views

Make views available to your team:
  1. Open view settings
  2. Toggle Share view
  3. Choose who can access:
    • Everyone in workspace
    • Specific roles
    • Specific users
Shared views appear in everyone’s view list.

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View Permissions

  • Can View - See the view and data
  • Can Edit View - Modify view settings
  • Can Edit Data - Change record values (follows object permissions)

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Table View Best Practices

Instead of one view for everything, create focused views:✅ Good:
  • “My Open Tasks”
  • “High Priority This Week”
  • “Completed This Month”
❌ Avoid:
  • “All Tasks” (too broad)
Too many columns make tables hard to use:
  • Start with 5-8 key columns
  • Add more only if needed
  • Hide columns you rarely use
Less scrolling = faster work.
Set a default sort that makes sense:
  • Tasks: Sort by due date
  • Leads: Sort by score or created date
  • Projects: Sort by priority then deadline
View names should indicate:
  • What’s included
  • Who it’s for
  • When to use it
Examples:
  • “Sales Pipeline - Q1”
  • “My Active Projects”
  • “Overdue Invoices”
Instead of recreating filters:
  1. Set up filters once
  2. Save as a new view
  3. Access instantly next time
Navigate faster:
  • ↑ ↓ ← → to move between cells
  • Enter to edit
  • Tab to move to next cell
  • Esc to cancel
  • Cmd/Ctrl+A to select all

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Performance Tips

For large tables:
  • Use filters to limit visible records
  • Hide unused columns to reduce rendering
  • Avoid too many relation fields (they load additional data)
  • Use pagination instead of loading all records

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Next Steps

Kanban Views

Visualize workflows with kanban boards

Filters and Sorting

Master advanced filtering and sorting

Importing Data

Bring data into table views via CSV

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