The Table Layout option gives users the ability to see an overview of all of their roadmap items in one place.
Navigate to your roadmap's Table Layout by clicking the table icon in your roadmap Header.
Once in the Table Layout section of your roadmap, you can choose whether you want to filter by Planned or Parked bars.
Planned Section
Planned bars are any of the in-flight items currently on your primary Timeline or List View. Any time an item gets added to your primary view, they will appear under the planned area of your Table Layout. You can also add new bars or containers to your planned section.
Parked Section
The Parked section represents your roadmap's backlog. It's a great place to store future items for prioritization or paused initiatives. For more information on managing your roadmap's backlog click here.
Once you have added containers planned or parked section of your Table Layout, you can then bulk add bars inside their desired containers. To do this, select the bar or bars you wish to add. Next, choose the Actions dropdown option, and finally click Move to Container. From there, you will select the container you want to move the bar(s) into.
Custom Order + Sort
After you've successfully added bars and containers into your planned and parked section, you can begin to custom order your items. Custom ordering allows you to drag and drop bars and containers in your Table in the order you desire. You can keep this custom sort and will be able to revert back to that custom order even if you choose to temporarily sort your items by another column. In the example below, you’ll see Initiatives 1-5 have been dragged in numerical order, creating the custom sort:
If you then want to sort by the lanes (or any other column), you can do so without losing your custom sort. You’ll see a new option appear in your tool bar that will allow you to revert to your custom sort by clicking the X. You'll see the Initiatives go back to their original numerical 1-5 order:
Additionally, you will also have the ability to reverse the order or even set the new sort as your new custom order:
Edit Columns
From the Edit Columns dropdown menu of the Table Layout, you can customize which columns you want to appear in your planned and parked view. Click on the Edit Columns dropdown in the top right corner to see your options. By default, you can choose from the options seen in the screenshot below. If your account is utilizing Custom Fields, you will have the option to display those in the table as well as an item's Prioritization Score.
From from the planned or parked section, you're able to export your roadmap data at any time. Keep in mind, this will only export the columns you have visibly checked. There are a few columns that will not export (even if you have them checked). These items include connections, custom dropdown fields and links. For more information on our Table Layout check out our Table Layout Demo here.
Filter Your Table
Similar to filtering your live roadmap, you can now filter the planned and parked section of your Table Layout. You can create a personal filter which lets you adjust your view of the roadmap, or you can even create new filtered custom views and save that will be visible to your teammates.
Just like the live roadmap, you will be reminded that your Table Layout has a personal filter on when you see the Filter bolded with a dot next to it.
From your personal filter in your Table Layout, you can take it one step further to create a new custom view. Once you have selected the items you want your custom view to show, click Save as New View. Be sure to give it a title, description, and adjust the layout if needed, then click Create.
You will then see the new custom view in your roadmap dropdown menu. In the example below, a filter for the Lane Web Team was applied to the Table, from there, a custom view of the roadmap was created.
Table layout filters will also be accessible from an existing custom view and it will respect any filters that you've applied to your custom view of your roadmap. In the example below, you'll see there was an existing List View filtered to show only the Mobile Team. From that custom view, you can access the Table layout and see that the filter is still correctly applied:
Portfolio Table View
For Professional and Enterprise accounts, Portfolio Table View gives you another format to manage your roadmap data. You’re able to toggle between the Planned and Parked sections to see multiple roadmaps combined into this Portfolio Table Layout.
The columns can be reordered in the portfolio view Table view.