Create a table
Create a table, add columns and rows, and save another view of the same records.
Help
Choose project views
Add views to a project and choose how the same tasks appear.
Projects
Project views show the same tasks in different layouts. Use a board for grouped cards, a table for cells, or a date-based layout for scheduled work.
Before you start
Open a project you can access. Adding a view requires Can edit or Full access on the project.
Switch between views
- Select Board to open the board included with a new project.
- Select Table to open its spreadsheet view.
These are the initial view names. A collaborator can rename a view.
Add another layout
- Select New view, the plus button beside the tabs.
- Choose a layout from the menu. Zanbase adds the view and opens it, with its name ready to edit.
- Type a name for the view and press Enter.
The New view menu offers:
- Table: tasks in rows and columns.
- List: tasks in a list.
- Gallery: tasks as tiles.
- Board: tasks as cards in lanes.
- Calendar: tasks arranged by date.
- Gantt: tasks shown as bars along a time axis.
- Chart: an aggregate chart of task data.
Rename a view
- Select the view’s tab.
- Click its name and type the new one.
- Press Enter, or click away, to save. Esc keeps the old name.
Good to know
A view’s layout cannot change after creation. Add another view for a different layout. To remove a view, open the menu on its tab and select Delete view. Changing a shared view needs Can edit or Full access; changing a locked view needs Full access.
Use Plan a project to add tasks and dates before exploring date-based views.
Products used
Related resources
Plan a project
Create a project and add tasks with assignees, dates, priorities, and parent tasks.
Zanbase for agencies
Keep client briefs, delivery tasks, and review conversations in one workspace. Give each project a place and each handoff an owner.