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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. Log in to your Jira Cloud site.

  2. From the left sidebar, go to Apps > Flexible Table.

  3. The All Flexible Tables page appears. Click the name of the table you want to view.

  4. The table view of the selected Flexible Table appears.

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Sidebar

The sidebar is a global menu that provides quick access to key features of Flexible Table in one place. It is accessible from all pages and can be collapsed or expanded as needed. The sidebar includes the following menus:

 

  • AI: Provides AI features supported by Flexible Table. Click AI to open the AI Center page.

  • Tables: Opens the All Flexible Tables page, where you can view the full list of created tables.

  • Starred: Shows the list of tables you have marked as favorites.

  • Recent: Shows the list of recently visited tables.

  • Create: Provides options to create a new table. Click Create Table to choose between creating a table manually or using Create Table with AI.

  • Help: Provides help and related resources.

  • Apps: Provides information about other apps developed by Open Source Consulting and opens the marketplace where you can download them.

  • Theme: Select the sidebar color (Navy or Gray).

 

Header area 1

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  • Project Name: Displays the project name.

  • Switch table: Click the table name to display the table list. Select a table from the list to navigate to a different table.

  • Flexible Table details: Displays the owner, due date, creation date, and last updated date of the table. Click the Edit icon to go to the Details tab in Table settings, where you can update the table information and scope.

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  • Add to starred: Adds the current table to your starred list.

  • More actions: Provides options to access table settings, duplicate the table, or delete the table.

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

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

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  • Help: Access additional resources for Flexible Table. The following options are available in Help.

    • Book a demo: Opens the demo request page.

    • Get support: Opens the technical support page.

    • User guide: Opens the user guide.

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

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  • Apps by Open Source Consulting: Introduces other apps developed by Open Source Consulting. Click an app to go to the Marketplace, where you can view the app details and download a trial version.

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  • Ask AI: Use AI to easily access a range of Flexible Table features through the chat, including table creation, view management, and usage-related questions.

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Header area 2

 

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  • Add item: Adds a new item to the table.

  • If the table has two or more scopes configured, Add item is not displayed in the header area and can be used directly within the table instead.

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  • Group by: Groups the table view by the selected column. You can add multiple groups, and each group can be assigned a color to distinguish the group hierarchy. Items within each group can also be sorted in ascending or descending order.

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

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

  • Pin: Pins the selected column to the left. The Type and Key columns cannot be pinned. When multiple columns are pinned, they are fixed on the screen in the order they were pinned.

  • View: Manage saved views in Manage Views, or click Create View to create a new one. The displayed name indicates the currently selected view.

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

    • Save current view: Saves changes to the current view.

    • Save as new view: Saves the current view as a new view with a different name.

    • Reset view: Resets the current view to its initial state when the project was first loaded in Flexible Table. All changes such as column order, sorting, and filters are removed, and the view is restored to its original configuration.

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  • Timeline: Displays the timeline view to the right of the table view. In the timeline view, you can visually check the start and end dates of issues, adjust schedules, and get an overview of progress at a glance.

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  • Expand all: Expands all groups to display the items within each group.

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

  • Sum: Displays the total sum of each column in the table.

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  • View Hierarchy: Displays work in a hierarchical structure based on Epic–work relationships.

  • Search: Enter a keyword to search for the information you need in the table.

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