Using Kanban and Table Views for Task Management

  • Updated: November 8, 2025
  • Topic: Projects & Tasks

WorkOwl gives you the flexibility to view and manage your projects in ways that best suit your workflow. Two of the most popular ways to visualize tasks are the Kanban View and the Table View. Each offers a different perspective—one for visual progress tracking and the other for data-focused organization.

This guide will help you understand how to use both views effectively to stay organized and productive.

1. Understanding the Kanban View

The Kanban View in WorkOwl is ideal for visualizing your project’s workflow from start to finish. It represents tasks as cards that move across columns representing different stages of progress—such as “To Do,” “In Progress,” “Review,” and “Completed.”

When to Use Kanban View:

  • You want a quick visual overview of project progress.
  • You manage tasks that move through clear, sequential stages.
  • Your team works collaboratively and needs to track task flow in real time.

How to Use It:

  1. Go to your project dashboard.
  2. Select the Kanban View tab.
  3. You’ll see all your tasks organized into columns by their current status.
  4. Drag and drop a task card to a new column when its status changes.

Pro Tip: Customize your columns to match your internal process (e.g., “Planning,” “Design,” “Development,” “QA,” “Launch”). This helps align the Kanban board with your actual workflow.

2. Customizing the Kanban View

You can adjust your Kanban board to fit your team’s needs:

  • Add or Rename Columns: Reflect your unique workflow stages.
  • Filter Tasks: View by status, priority, assignee, or due date.
  • Color Labels: Apply tags or color codes to differentiate task types or clients.
  • Expand Task Cards: Click a card to view details, attachments, comments, and subtasks.

Kanban is perfect for visual thinkers and teams that want to track momentum at a glance.

3. Understanding the Table View

The Table View (also called the List View) presents your tasks in a structured, spreadsheet-like format. This view focuses on details—allowing you to sort, filter, and manage large volumes of tasks efficiently.

When to Use Table View:

  • You need a detailed overview of all projects and tasks in one place.
  • You want to track attributes like priority, deadlines, owners, or tags.
  • You’re managing multiple projects or clients simultaneously.

How to Use It:

  1. Go to your Project → Table View.
  2. Each row represents a task, and columns display key details like assignee, due date, and priority.
  3. Click any cell to update information directly (inline editing).
  4. Use filters at the top to narrow down your view—by team member, due date, or client.

4. Customizing the Table View

WorkOwl lets you personalize your Table View to display exactly what you need:

  • Add or Hide Columns: Choose which details to show (e.g., task owner, due date, status).
  • Sort Columns: Organize tasks by deadline, priority, or status.
  • Bulk Edit: Select multiple tasks to update their status, priority, or owner at once.
  • Save Filters: Create custom saved views for recurring use (e.g., “High Priority Tasks” or “Tasks Due This Week”).

This makes the Table View an excellent choice for project managers, team leads, and anyone tracking progress across multiple workflows.

5. Switching Between Views

You can switch between Kanban and Table views at any time without losing data. WorkOwl keeps your task details synced, ensuring your workflow stays consistent.

For example:

  • Use Kanban for daily stand-ups and progress visualization.
  • Use the table for weekly reviews, reporting, and detailed task adjustments.

To switch views, simply click the View Selector in the top-right corner of your project dashboard.

6. Best Practices for Using Both Views

  • Start with Kanban to visualize project stages.
  • Switch to Table when you need to analyze or audit task details.
  • Use filters to keep your workspace clutter-free.
  • Save custom views for recurring reports or reviews.
  • Encourage teams to update task statuses regularly so both views stay accurate.

Quick Recap

  • Kanban View: Visual progress tracking using drag-and-drop task cards.
  • Table View: Detailed, data-driven view for managing large task lists.
  • Both views sync automatically and can be customized for your workflow.
  • Use the right view at the right time for maximum efficiency.

Need Help?

If you’d like to learn more about customizing your Kanban or Table layouts, visit WorkOwl Support or check out the in-app “View Settings” guide under your project dashboard.

WorkOwl gives you full control over how you visualize and manage your work—so your team can stay organized, aligned, and on track. rta felis euismod semper. Maecenas faucibus mollis interdum. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit.

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