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The table view is very similar to the familiar Excel or Google Docs tables. It is organized by columns and rows. At the top of each column are the headings. 


The difference with Zenkit is that columns, fields, and rows represent tasks. Here is how it all comes together. 



Creating tasks in the table view

Click the "+" icon in the upper left corner to create a new row. 



Alternatively, you can click on any cell in the grey bar that appears at the bottom of the table. Click the Enter key after adding an item to add the next one.


Columns

The column headings are custom fields. When you add a new column, you create a new field in your project and can define how the information in this field should behave. (Custom fields can be created from a business plan onwards. Click here to find out about the prices).



If you'd like to learn more about custom fields and other benefits that Business Plan brings, click here to book a free demo with our Sales team.


Select rows

When you hover over the row numbers on the left, a grey box will appear around the number. Click on it to select the row. The selected rows are blue. If you select multiple rows, you can process them in bulk. This allows you to make changes to multiple tasks at the same time.



Sorting tasks

Sorting is very simple. Click the arrow icons next to the column header to sort in ascending order (A-Z, 1-9) and click again to sort in descending order (Z-A, 9-1). Click a third time to remove the sorting of this column.


The sort direction is shown with a small arrow icon next to the field name. You can see which sorting is currently applied to your table on the right above the table.



Click on this to add further sort orders to the table view. You can now add further orders by clicking on the field with the "+" symbol.



You can also determine within this menu whether the sorting should be ascending or descending. Click on "Ascending" here to select from a small window.



Hide fields (columns)

To hide a field (column), click the field name (column header) and then click Hide. 



If you want to show the field again after it has been hidden, click the "..." icon at the top right to open the view options menu. Click on "Visible Columns". Select the columns to be shown or hidden by clicking on the buttons. 




To make a column appear, just click the toggle to the 'on' position (it will be green).


Change column width

Some fields contain a lot of information, so you may need to change the width of your columns in Zenkit to make the content easier to read. To do this, simply click on the separator line just above the column header and drag it to the desired width.



Reorder columns

You can easily adjust the order of your columns by dragging and dropping: Click on a column heading to drag and drop it to where you want it. 



Reordering tables in this way does not affect how other members see the table.


Archiving Fields (Columns)

To delete a field (column) from your project, click on the field name (column heading) and then select "Archive field" from the drop-down menu.

You must then confirm that you want to delete this field.



To remove the field permanently, open the project settings and select "Fields". Below the list of all fields, you can now click on "Archived fields" to view them. You can then permanently delete the fields that have already been archived or restore them.



Please note that deleting a field is permanent! You will no longer be able to retrieve the field once it is gone. Therefore, please make sure that you want to remove it.