Table View

The Table view is only available in the Professional, Premium, Enterprise plans. More information can be found on our pricing page.

Overview

With Quire’s Table view, it allows you to switch up your task list into a structure of a database. It will organize and provide your list with a layout of a spreadsheet, allowing you to view more information in one glance.

With the power of adding more customized fields to your task, you can contextualize your tasks with more information, such as adding URLs, email addresses, or currency and so much more.

You can switch to the Table view from the List or any sublists in your project by clicking on the Table icon at the upper right corner of the mail panel.

Note: The Table views of each sublist are different from each other. The columns that you enabled or disabled will be remembered in each sublist. You can use different sublists for different purposes. For example, one sublist for calculating the total inventory cost of all the items. And the other sublist for planning the timeframe of the entire project.

Tip: Press 3 on your keyboard to switch to the Table view. Press 3 again to access the dropdown menu for additional options, then use the arrow keys to navigate through the different options.

Add a new field

There are several ways to add new fields in the Table view. The first way is to switch to the Table view and click on the Table icon again, then click +Add a new field in the dropdown menu.

Another way is to click on the + icon at the right edge of the table and select +Add a new field. It will then bring up a dialog for you to create a new custom field and select what type you want to add.

Show and hide a field

After switching to the Table view, you can click on the Table icon again to bring up the fields menu. Click on the checkboxes to either show or hide the existing fields.

Tip: Press 3 on your keyboard to switch to the Table view. Press 3 again to access the dropdown menu for additional options, then use the arrow keys to navigate through the different options.

Another way to show or hide the fields in your Table view is to click on the + icon. It will bring up the same dropdown menu for you to choose from.

You also have the option to click on the field name located in the column header and choose either Hide field or Hide fields to the right to hide the columns.

Adjust table’s row height

In order to show more information for your Table view, you can adjust the height of each row. Click on the Table icon again for the Row height option to appear. You can adjust the row height in four different sizes.

Rearrange the fields

To rearrange the fields in your Table, drag the field name at the top to your desired position.

Freeze the columns

To freeze the columns for your Table view, right-click on the header and select Freeze up to this column.

To unfreeze the columns, right-click on the table header and select Unfreeze columns.

Edit fields

There are several ways to edit the custom fields in the Table view. You can click on the dropdown menu arrow next to your project name at the top and select Edit fields.

It will bring up a dialog of all the custom fields you have created. Hover over the field and click on the More Options icon to delete it.

A much quicker way is to click on the field name at the column header and select Edit field to edit that particular field.

Add conditional colors for custom fields

You can color-code the custom field results based on conditions that are defined by you. The fields that meet the rules will automatically receive the specified color.

Note: Setting conditional formats are currently only available for Date, Number, Currency, Duration and Formula custom fields type.

When adding or editing a custom field, click Add a new condition to create your own conditions.

Enter the conditions and choose the colors. Remember to click Save after entering all the conditions.

Note: The colors will be applied to the field results based on the order of the conditions. The condition that is placed at the top will be applied to the field results first. You can drag and drop the conditions by clicking on the six-dotted icon in front of the conditions to rearrange the order.

To set the conditional colors for the Formula type, click the Format tab. After selecting the format for your formula results, you can click Add a new condition to set up the different conditions to color-code your formula results.

Delete fields

There are several ways to delete custom fields in the Table view. You can click on the dropdown menu arrow next to your project name at the top and select Edit fields.

It will bring up a dialog of all the custom fields you have created. Hover over the field and click on the … icon to delete it.

A much quicker way is to click on the field name at the column header and select Delete field to delete that particular field.

Add new tasks in Table view

There are several ways to add new tasks in the Table view. You can press Enter when inspecting a task or press T to add a task at the bottom of your list.

Another way to click the + icon at the upper right corner of your workspace and select Add task.