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Table View

The Table View in WorkBoard is a powerful tool for managing and interacting with project data directly through a structured and customizable table format.

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I. Table Functionality

To access functionalities for a specific column, click on the column header.

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When I click on the “Name” Column, 2 features show up: Sort column and Upin/Pin column

1. Sort column

This sorts column Descending and Ascending, you can change those options with the arrow icon

⬇️ for descending

⬆️ for ascending

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2. Update work item inline

By clicking on the field that you want to update

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Update Priority

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Update Assignee

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Update Status

3. Update work item color

  • Click on the color tag

  • Select one of the pre-defined colors or drag the color handler

  • Submit with press image-20240229-102745.png

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Delete or Duplicate work item

4. Update work items using modal

Hovering over the work Item name and clicking on icon: image-20240229-103734.png

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Then this shows up


5. Search work item

Type work item’s name to search to search item

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6. Create new item

By clicking “ +Add new item” button on the bottom left. image-20240229-104411.png

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Type down name, select time range, assignee and priority for the new work item

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And hit Save

7. Drag and Resize item

Drag: Grab the leftmost drag handle and drag the item to your desired place


I drag it to the middle

And the result:


Resize column: To resize a column, simply place your cursor at the intersection point between two columns until it changes to a resizable icon. Then, click and drag the cursor to adjust the column width according to your preference.


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