Create a Table view in ClickUp
A Table view in ClickUp lets you work with tasks in a flexible spreadsheet-style layout, so you can quickly scan important fields, edit details in bulk, and share organized task data with your team.
This guide explains how to create, customize, and share a Table view so you can manage work more efficiently across your Workspace.
What is a Table view in ClickUp?
A Table view displays tasks in rows and columns, similar to a spreadsheet. Each row represents a task, and each column represents a field, such as status, assignee, due date, or any custom field your team uses.
Use a Table view when you want to:
- Compare task data across multiple fields at once.
- Quickly edit many tasks without opening each one.
- Filter and sort information for reporting or reviews.
- Share structured task data with stakeholders.
How to create a ClickUp Table view
You can create a Table view from almost any level of your hierarchy, including Spaces, Folders, Lists, and the Everything view. The options available may depend on your plan and permissions.
Step 1: Open a location in ClickUp
First, open the part of your Workspace where you want the Table view to live.
- From the sidebar, select a Space, Folder, List, or Everything.
- Confirm you have access to view and edit tasks in that location.
Step 2: Add a new Table view
Next, add a new view of type Table.
- At the top of your screen, locate the views bar.
- Click the + View button.
- In the view options, choose Table.
- Give your view a clear name so others know its purpose, such as “Sprint Table” or “Client Pipeline”.
- Choose whether to make the view private or visible to others in the location.
- Click Create to add the Table view in ClickUp.
Once created, this view appears alongside any other views for the same location, like List, Board, or Calendar.
Customize your ClickUp Table view
After setting up a Table view, you can customize it so it shows only the information that matters most to your workflow.
Show or hide columns in ClickUp
Each column corresponds to a task field. You can control which fields appear in your Table view.
- In the Table view toolbar, locate the Columns menu or icon.
- Select the fields you want to display, such as Status, Priority, Assignee, or Due Date.
- Deselect any fields that you do not need to see.
- Drag and drop column headers to reorder them.
This lets you build a focused layout for reporting, sprint planning, or resource management.
Edit tasks directly from the ClickUp Table view
Table view supports quick inline edits without opening the full task window.
- Click directly into a task cell to edit text fields, such as task names or simple custom fields.
- Use dropdowns to change statuses, assignees, or priorities.
- Adjust dates using the built-in date picker.
- Update custom fields that appear as separate columns.
Inline editing is ideal for rapid updates during standups, backlog grooming, or review sessions.
Sort and filter data in a ClickUp Table view
Sorting and filtering help you understand your work faster and keep the Table view focused on what matters.
- Sort by fields like Due Date, Priority, or Assignee to organize rows in a meaningful order.
- Filter by conditions such as status, tags, custom field values, or assignee.
- Combine multiple filters to create a focused dataset, like all high-priority tasks due this week.
Sorting and filtering settings are saved with the Table view, so you can return to the same configuration later.
Group tasks in your ClickUp Table view
Grouping helps you see related tasks together. In many Table views, you can group by fields such as:
- Status
- Assignee
- Priority
- Custom fields
To change grouping:
- Open the grouping control from the view toolbar.
- Select the field you want to group by.
- Expand or collapse groups to focus on specific sections of your workflow.
Share and manage ClickUp Table views
Once you have a Table view configured the way you want, you can share and manage it so your team benefits from the same structure.
Make your Table view public or private in ClickUp
When creating or editing a view, you can choose its visibility.
- Private views are visible only to you or to selected people with explicit access.
- Shared views are visible to everyone who can access the underlying location.
To update visibility:
- Open the Table view.
- Click the view settings icon or name.
- Adjust privacy or sharing options as needed.
Pin important ClickUp Table views
If you use a specific Table view frequently, pin it so it stays easy to access.
- Open the view you want to pin.
- In the view bar, select the pin option for that view.
- The pinned view appears first in the row of views for that location.
Duplicate or delete a ClickUp Table view
You can reuse configurations or clean up old views when they are no longer needed.
- Duplicate a Table view to use the same columns, filters, and sorting in another context.
- Delete a Table view if it is outdated or unused. Deleting a view does not remove the tasks themselves.
To duplicate or delete:
- Open the Table view.
- Click the view settings menu.
- Choose Duplicate or Delete and confirm the action.
Best practices for using ClickUp Table views
Follow these practical tips to get more value from your Table views:
- Use clear, descriptive view names so teammates know when to use each one.
- Limit visible columns to the fields your team actually reviews, to keep the layout easy to scan.
- Create separate Table views for reporting, sprint management, and backlog review instead of mixing them.
- Share key Table views with stakeholders who prefer structured, spreadsheet-style information.
Learn more about ClickUp Table views
For the full official documentation and the latest feature updates, read the original guide on the ClickUp Help Center: Create and share a Table view.
If you want expert help optimizing your Workspace and processes around Table views and other features, you can explore consulting resources like Consultevo to refine your setup and workflows.
By creating and customizing a Table view in ClickUp, your team can manage tasks in a powerful, flexible grid that supports fast updates, better visibility, and more efficient collaboration.
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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