Data tables
Creating and switching views
Grid / Kanban / Calendar / Gallery — same table, many views.
Why multiple views
A single table holds one underlying dataset, but you and your teammates want to see different slices at different times. Morning: "due today + assigned to me" as a kanban. Friday afternoon: "this week" as a board grouped by status. Month-end: a grid grouped by owner for reporting.
Views are exactly that — saved lenses. Editing a view does not touch the data; editing data updates every view live. Each view independently persists its filter, sort, group, hidden columns, and row height.
Four view types
- Grid — classic spreadsheet, best for bulk editing
- Kanban — columns by a
selectfield; drag cards to change the value - Calendar — lays a
datefield across a month grid, great for deadlines - Gallery — card wall with
attachmentcovers; perfect for reading lists / asset libraries - List (in progress) — compact rows for inbox-style flows
Creating and switching
Click "+ View" in the top-right, pick a type, name it. New views inherit the current view's filter and sort so you can fork-and-tweak. The view bar sits above the table; click a name to switch, long-press to reorder.
Want a view to be the landing view? Right-click the name → "Set as default". That is what teammates see when they open the table.
Embed a view in a doc
The killer use case for views is not the table page itself — it is embedding them inside docs. Weekly meeting notes can carry a "this week" kanban at the top; a project doc can host a grid of related tasks. The view is live: edits propagate both ways.
## This week's shipping list
![[Tables/Projects#shipping-this-week]]
## Backlog (read-only snapshot)
![[Tables/Projects#backlog?readonly=true]]Personal vs shared views
- New views are shared by default — everyone in a team vault sees them
- Click the lock icon next to the view name → "Make personal" so only you see and edit it
- Personal views are perfect for experimental filters — promote them once they earn their keep
- Cap shared views at roughly 8 per table — beyond that the view bar wraps