Master Table View in ClickUp
Table view in ClickUp lets you manage work in a flexible spreadsheet-style layout so you can quickly organize, edit, and report on tasks across your workspace.
This guide explains how to use Table view, adjust columns, perform bulk updates, and customize your task data for better visibility and control.
What is Table View in ClickUp?
Table view displays tasks in rows and task fields in columns, similar to a spreadsheet. You can see, sort, and update many items at once without opening each task individually.
Table view works at different levels of your hierarchy, so you can review tasks from a single list, an entire folder, or across a whole space.
- Rows represent tasks and subtasks.
- Columns represent task fields, such as Status, Assignee, Priority, and Custom Fields.
- You can quickly edit most fields directly from the table.
For detailed platform-specific behavior, you can reference the official Table view section on the ClickUp help center.
How to Add a Table View in ClickUp
You can add a new Table view to any location in your hierarchy to focus on just the data you need.
Create a Table View step by step
- Open the Space, Folder, or List where you want to add the view.
- Locate the view bar at the top of your screen.
- Click the option to add a new view.
- Select Table from the view types.
- Choose whether the view should be private or visible to others.
- Click to create the view and load your tasks in a table.
Once the Table view is created, it appears in your view bar so you can switch between layouts like List, Board, and other available views.
Customize Columns in ClickUp Table View
Column control is the core of Table view in ClickUp. You can show, hide, and reorder fields to create a layout that fits your workflow.
Add or remove columns
- Open your Table view.
- Find the column control menu, usually near the right side of the header row.
- Open the menu to see a list of available fields.
- Check fields to add them as columns.
- Uncheck fields you do not want to display.
Common column types include:
- Task name and ID
- Assignee
- Status
- Priority
- Due date and start date
- Time estimates and tracked time
- Custom Fields for unique data
Reorder and resize columns
- Hover over a column header.
- Drag the header left or right to change its order.
- Drag the boundary between headers to adjust column width.
By arranging and resizing columns, you create a clean layout that focuses attention on the most important task details.
Editing Tasks Directly in ClickUp Table View
Table view in ClickUp supports inline editing, so you can update fields directly without opening each task in a separate window.
Inline field editing
- Locate the task row you want to edit.
- Click in the cell of the field you want to change.
- Update the value, such as status, assignee, or due date.
- Press Enter or click away to save the update.
Typical inline edits include:
- Change task status to move work through your workflow.
- Assign or reassign tasks to team members.
- Adjust dates, priorities, and time estimates.
- Update Custom Fields for tracking specific attributes.
Create and manage subtasks
Subtasks can also appear in Table view. You can expand parent tasks to reveal their subtasks and update them in place.
- Click the expand icon on a parent task to show subtasks.
- Edit subtask fields just like regular tasks.
- Collapse the parent to hide subtasks when you need a simpler layout.
Bulk Actions in ClickUp Table View
Bulk editing in Table view helps you update many tasks at once, saving time on repetitive changes.
Select multiple tasks
- In Table view, hover over the left side of a row.
- Use the checkboxes to select individual tasks.
- Use shift-click to select a range of tasks.
- Use the header checkbox, when available, to select all tasks in the view.
Apply bulk updates
After you select tasks, a bulk action toolbar appears.
Common bulk actions include:
- Change status for all selected tasks.
- Assign or reassign tasks to one or more people.
- Update priority or dates in one step.
- Add or remove tags.
- Apply changes to Custom Fields.
Bulk actions are especially powerful when combined with filters, so you can target a specific set of tasks and update them together.
Sort and Filter Data in ClickUp Table View
Sorting and filtering make it easier to focus on relevant work in Table view.
Sort columns
- Click on a column header.
- Choose ascending or descending order.
- Combine sorts on multiple columns when supported to refine the order of tasks.
Sorting is helpful for seeing the next upcoming due dates, highest priorities, or recently updated tasks.
Filter your Table view
- Open the filter menu from the view toolbar.
- Add conditions such as status, assignee, priority, or custom field values.
- Combine filters to narrow down tasks to a specific focus set.
- Save filters as part of your view configuration for quick access later.
Filters help you build focused reports, such as tasks due this week, work assigned to a particular team member, or items that are stuck in a certain status.
Group and Summarize Tasks in ClickUp Table View
Grouping in ClickUp Table view lets you organize tasks into sections based on shared attributes.
Group tasks by key fields
- Open the grouping menu in your Table view.
- Select a field to group by, such as Status, Assignee, or Priority.
- Review tasks organized into collapsible groups.
Grouping offers clear overviews, such as how much work each person owns or how many tasks are in each stage of your workflow.
Use summaries and totals
Depending on your fields, you may be able to display calculations at the bottom of groups or the entire table.
- Sum numeric Custom Fields.
- Count tasks in each group.
- Review time, quantity, or other metrics in one place.
These summaries make Table view useful for lightweight reporting without exporting data.
Save and Share ClickUp Table View Configurations
When you customize Table view in ClickUp, your configuration can be saved and shared so your team always sees consistent information.
Save view settings
- Adjust columns, sorting, filters, and grouping to match your needs.
- Use the view settings menu to save your layout.
- Choose whether the layout should apply only to you or to everyone with access.
Share views with your team
Views can be made public to the location so teammates who open the same Space, Folder, or List can access the identical Table view configuration.
- Set permissions to control who can edit the view.
- Pin important Table views so they are easy to find.
Tips for Getting More From ClickUp Table View
To maximize the value of Table view in ClickUp, combine structure with clear naming and consistent use of fields.
- Plan your Custom Fields so they match how your team reports and tracks work.
- Use filters and saved views to create ready-made reports for key stakeholders.
- Rely on bulk actions to keep statuses, assignees, and dates up to date.
- Regularly review column layouts to keep your tables simple and focused.
If you want strategic guidance on implementing productivity systems and documentation around tools like ClickUp, you can learn more at Consultevo.
By mastering Table view in ClickUp, you turn your workspace into a dynamic, spreadsheet-style environment where you can see everything at once, update it fast, and keep your projects running smoothly.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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