Status table

See where everything in a table stands at a glance: a short list of each row's name and stage.

Use it when

Use it when a table has stages and you want a quick list of where everything stands, without a board. It adds one view called By status.

Use something else when

To drag work between stages, and see it by date as well, use Pipeline.

How to add it

1. Open My Business, then Advanced, then Data.
2. Next to the table you want it on, press New view.
3. On the Status table card, press Use.
4. If it shows Your fields, choose which of your columns it uses, then press Review changes.
5. Check what it adds, then press Apply.

You see Added, and the new view opens.

It asks for the column that names each row and the stages column.

What it adds or changes

• Opens as: Table
• Columns: Title · Status

Nothing to connect

Views: By status (table).

What it needs

It needs:

• The column that names a row (required)
• The configured process column (required)

Example

Brightside Cleaning, a fictional cleaning business, adds Status table to its Quote requests table. On Monday morning the team opens By status to see which requests are still New and need a quote.

If something isn't working

• Status table isn't offered for your table. The table has no stages. Use it on a table that has them, such as Quote requests or Job tracker.
• There's no New view button beside the table. You can't change this table's views. Ask an admin of your business.