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Customizing the table layout

You can use the table layout to build a spreadsheet using your project's items, GitHub metadata, and your custom fields.

About the table layout

The table layout is a powerful and adaptable spreadsheet comprised of your issues, pull requests, and draft issues with metadata from GitHub and the custom fields you've added to your project. You can group, sort, and filter items, and show or hide fields in your table layouts to suit the needs of everyone on your team.

For more information about changing a view to use the table layout, see "Changing the project layout."

Showing and hiding fields

You can show or hide a specific field.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Under "Configuration", click and the list of currently shown fields. Screenshot showing show and hide fields menu option
  3. Select or deselect the fields you want to show or hide. Screenshot showing show and hide fields menu

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "show", "hide", or the name of the field.

You can also hide individual fields using the field headers.

  1. Next to the field you want to hide, click . Screenshot showing field menu icon
  2. Click Hide field. Screenshot showing hide field menu option

Grouping by field values

You can group items by a custom field value. When items are grouped, if you drag an item to a new group, the value of that group is applied. For example, if you group by "Status" and then drag an item with a status of In progress to the Done group, the status of the item will switch to Done. Similarly, when you add a new item to a group, the new item is populated with the value of the group.

Note: You cannot group by title, labels, reviewers, or linked pull requests.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Click Group. Screenshot showing the group menu item
  3. Click the field you want to group by. Screenshot showing the group menu
  4. Optionally, to disable grouping, click No grouping at the bottom of the list. Screenshot showing "no grouping"

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "Group by."

Reordering fields

You can change the order of fields.

  1. Click the field header. Screenshot showing the field header
  2. While continuing to click, drag the field to the required location.

Reordering rows

You can change the order of rows.

  1. Click the number at the start of the row. Screenshot showing the row number
  2. While continuing to click, drag the row to the required location.

Sorting by field values

You can sort items by a field value.

Note: When a table is sorted, you cannot manually reorder rows.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Click Sort. Screenshot showing the sort menu item
  3. Click the field you want to sort by. Screenshot showing the sort menu
  4. Optionally, to change the direction of the sort, click . Screenshot showing sort order option
  5. Optionally, to remove a sort, click No sorting at the bottom of the list. Screenshot showing "no sorting"

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "Sort by."

Showing the sum of a number field

You can configure a view to show the sum of one of more number fields, including a count of items in the group or column. For example, if you have a number field tracking the number of hours each item may take to complete, you can display of sum of those hours for each group or column.

In a board layout, field sums are displayed at the top of each column. In table and roadmap layouts, when you enable grouping by a field, field sums are included in each group's header.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon

  2. Click Field sum.

    Screenshot showing the field sum menu item

  3. Select the fields you want to include.

    Screenshot showing the field sum menu