Table and Cards

Table workspace

Table is the fastest place to scan many records, edit fields, sort, filter, group, and work with columns. Use it when field detail matters.

• Sort by any column, resize, reorder, pin, and hide columns
• Group by a column; groups collapse, remember their state, and can be pinned
• Filter by status and tags; the stats strip above the table summarizes totals
• Headers stay readable while you scroll

Several values in one cell

Contacts, Company, Email, Phone, Weblink, Flags and Tags can hold several values. Use the same + button as Files to add another item. Each item has its own pill. Contacts, companies, email addresses, phone numbers and web links can be edited in place; flags and tags use their pickers. Flags keep their bright, solid backgrounds and bold white labels.

Cells show as many pills as fit the column width and row appearance. A +1 or +2 count opens the remaining items. Widen the column to show more. Use the X on a pill to remove it, then Undo if you change your mind. Removing a contact or company from a cell keeps its profile intact.

The first value leads

Sorting and grouping use the first item in each cell. For example, [Alex, Sam] and [Alex, Morgan] belong to the same Alex group. The other names stay in their cells and do not break sorting ties. Contacts and companies sort by the first name; flags sort by the first flag label. Table, Calendar and Timelines use the same grouping rule.

The first contact supplies the record identity and person thumbnail when there is no record cover. Removing the first item promotes the next one. Editing a group or moving a row to another group changes the first item and keeps the remaining items. A new row added inside a group starts with that group’s first value.

Files sort by the first file name; file columns are not groupable. Pings keep their own rule: group by the date of the first non-expired ping, or the first expired ping when none remain active.

Row appearance

Rows can be Compact, Normal, or Enriched. Enriched rows show the record’s cover image fading behind the title and richer cells, which suits people and product lists; Compact fits the most rows on screen. The choice is per project, and Settings → Table can apply it to every project. Records without an image show their initials in the same treatment.

Cards workspace

Cards arrange the rows in columns, one per value of the project’s Filter column. Drag a card to another column to change its status, reorder cards within a column, reorder the columns, or select several cards at once. Cards still use the same rows and fields; they are another surface for the same project, not a separate database.

Settings → Cards controls the card size, which fields show on a card, the column width, and whether empty columns are hidden.

Useful actions

• Create rows quickly
• Edit cells and fields inline
• Open the row side panel or the expanded record view
• Lock a record so only owners and admins can change it
• Bulk edit, set pings, share, move, or delete where access allows
• Copy, duplicate, or move records between projects

Choosing the surface

• Use Table for detail, cleanup, data entry, and review
• Use Cards when status movement or visual scanning matters
• Use Calendar or Timelines when dates matter more than fields
• Use saved views when the same project needs different lenses