Using Table view

How to configure and use Table view to manage tasks and projects in Client Work.

Table view displays your tasks and projects in a structured grid with columns for deadline, assignee, priority, and more. Use it when you need to review assignments, check deadlines, and triage work at a glance.

Access and configure Table view

When to use: You want to set up Table view with the columns and order that fit your workflow.

1. Go to Projects in the left panel.

2. Click on the arrow button to expand the secondary sidebar.

3. Click the All Projects & Tasks on the secondary sidebar .

4. Click the Table tab.

5. Click the + button in the column header area to add or remove columns.

6. Click and drag column headers to reorder them.

7. Click Filters and then click Save and choose whether to update the current view or create a new view.

8. You can save Private or Shared views

Expected outcome: Your Table view is now configured with the columns and order you need.

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FAQ

Can I save more than one Table view configuration? Yes. You can save as many Personal and Team views as you need. Each saved view preserves its own column setup, filters, and sorting configuration. To switch between them, click the view name at the top of the screen and select the one you want.

Can I sort by a column in Table view? Yes. Click a column header to sort by that column. Click it once to sort ascending, and again to sort descending.