/
Exploring the Table View

Exploring the Table View

 

The Flexible Table app helps you manage projects through a spreadsheet-like table view, offering clarity and control.
In this section, you’ll get an overview of the key features available in the table view and learn how to make the most of each one.

 

 

Table View at a Glance

 

  1. Login to your Jira Cloud site.

  2. Select the project you want to manage with the Flexible Table app, following the instructions in the Getting Started guide.

  3. The table view in Flexible Table will appear.

image-20260205-054324.png

 

 

 

Top section of the table

image-20260205-054317.png

 

 

  • Project Name: Displays the project name.

  • Edit Scope: You can adjust the issue levels displayed in the table. Use a JQL query to add or modify issue levels, and define the hierarchy structure as needed.

  • Share: Copy link to the current view to share with others.

image-20260205-054304.png

  • Export: Exports the current view to an Excel or CSV file.

image-20260205-054258.png

  • Help: Access additional resources, including Book a Demo, Get Support, User Guide, and App Overview.

    • Book a demo: Go to the demo request page.

    • Get support: Go to the technical support page.

    • User Guide: Open the user guide.

    • App overview: View the app listing page on the Atlassian Marketplace.

  • AI Chatbot: An interactive, contextual guide that provides real-time assistance for questions that arise while using Flexible Table.

image-20260205-054135.png

 

 

 

image-20260205-054039.png

 

  • Add item: Add a new item of the Work type to the project.

  • Group by: Groups the table view based on selected columns. You can add multiple grouping levels and assign colors to distinguish the hierarchy. Items within each group can also be sorted in ascending or descending order.

  • Filters: Adjusts which items appear in the table view based on selected filter criteria.

  • Sort: Sorts the selected column in ascending or descending order.

  • Pin: Moves the selected column to the left. Type and Key columns cannot be pinned. If multiple columns are pinned, they remain fixed in the order they were pinned.

  • View: Save the current view or select a view from the list of saved views. The name shown corresponds to the view currently displayed on the screen.

image-20250923-040546.png

  • Save this view: A blue dot appears on the icon when changes occur in the current view. Click the icon to save the changes.

image-20250923-040721.png

  • Expand all: Expand all groups to show their items.

  • Collapse all: Collapse all groups based on the selected grouping (Epic, Status, or Assignee).

  • Sum: Displays the total for each column in the project.

image-20260205-054030.png

  • Search: Enter a keyword to search within the table.

 

On This Page

Table columns

 

All table columns — except the fixed Type and Key columns — are added from Add column on the far right of the table and displayed in the table view.

The icons next to each field name in Add column indicate the following:

image-20260205-044852.png
Icon indicating a Jira system field

 

image-20260205-045015.png
Icon indicating a Flexible Table field

 

image-20260205-052715.png

 

If you look at the table columns based on commonly used fields, they typically include the following:

  • Type: Shows the work item type icon (e.g., Epic, Task) and its hierarchy level.

  • Key: Displays the work key and a sequential number. Click the key to view issue details. The key cannot be edited.

  • Summary: Shows the summary of the work. The summary is editable.

  • Progress: Shows the progress of the work. This field cannot be edited.

  • Created: Shows the date the work was created. This field is read-only.

  • Status: Shows the current status of the work. Status can be updated.

  • Assignee: Shows the user assigned to the work. The assignee can be changed.

  • More actions: Hover over a column header to access additional options, including sorting in ascending or descending order and Pin column.

image-20251126-065802.png

  • Sort Ascending: Sorts the column in ascending order, such as A–Z or 1–9.

  • Sort Descending: Sorts the column in descending order, such as Z–A or 9–1.

  • Pin Column: Pins the selected column. All columns except Key and Summary can be pinned.

    • None: Unpins the column or keeps it unpinned.

    • Pin to left: Fixes the selected column to the left.

  • Autosize This Column: Automatically adjust the width of the selected column based on its content.

  • Autosize All Columns: Automatically resizes all columns to fit their content.

By default, the table view displays the following columns: Type, Key, Summary, Progress (Child work items), Status, Assignee, and Created. These columns correspond to the standard Jira system fields.

 

  • Purple line: Click the + icon on the purple line in the table to select Add work item and create a new work item. Depending on the position of the purple line, Add sub-task will appear as enabled or disabled. When you click Add work item or Add sub-task, a new work item or sub-task is added at the selected position.

image-20251126-071510.png

 

 

Sort column

Sort the table by the values in the selected column. Click once to sort in ascending order (▲ icon appears), again for descending order (▼ icon appears), and a third time to clear the sorting.

image-20250922-072526.png
image-20250922-072444.png

 

Summed Values

Summary information for the works shown in the table is displayed at the bottom of the view.

image-20260205-052701.png

  • N Work items: Shows the total number of works in this project.

  • Progress: Shows the average progress of all works in this project.

  • Status: The proportion of work items in each status, represented in the corresponding status bar.

  • Assignee: Shows the assigned users for the work in this project. Click the number to view other assignees not shown as avatars.

image-20251126-072406.png

  • Created: Shows the earliest and latest created dates of works in this project.

 

 

 

On This Page

Tooltip

 

If a column in the table view cannot display all its content, hover over the column to see a tooltip showing the full content.

image-20260205-052654.png

 

 

 

On This Page

Popup

 

When you hover over a column that contains longer text, such as the Description column, a pop-up displays a preview of the full content.

image-20260205-052649.png

 

 

 

 

 

On This Page