Boards: Table

Use Table to scan records, edit fields, and organize a set of work. A table can have other views of the same records, such as Board, Calendar, and Timeline.

Find records

To filter the table: 1. Select Filter. 2. Choose a field, a condition, and a value. 3. Add another condition if needed. To change the order, select a column heading and choose a sort direction. Group records by a field when you want to scan them in sections.

Change a field

To edit a cell: select it and enter a value or choose an option. Changes save automatically. If a value is read-only for your role, the app explains that you can’t change it.

To add a field: 1. Select Create field. 2. Enter a Field name. 3. Choose a Field type and set its options. Formula and relation fields can show calculated values; they are not all editable in every view.

To change a field’s type, open its menu and choose Edit field. Review the conversion preview before saving. The preview uses mock conversion rules: values that do not match the new type are cleared, and number formats or field settings may be lost.

Work with rows

To add a record, select New record and enter its title. Select a row to open Peek, or open it as a full page. Use Select to choose several rows, then use the actions shown for that selection. The available actions depend on access.

To copy records from a spreadsheet, select the target cell and paste tab-separated rows. Check the column order before pasting.

To repeat a cell value down a column, drag the fill handle down, or select a range and press ⌘D (Ctrl+D on Windows). The selected range must be in one column.

Summaries and selection

The Summary row at the bottom of the table can show a calculation for each field. Choose Summary for {field} and select an available calculation. Grouped tables can show a Group subtotal. Select rows to see Selection statistics for the selected values.

Views

Select Views to move between Table, Board, Calendar, and Timeline. These views share the table’s records. A filter or field change in one view can affect what you see in another.