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Table view

Use Table view to organize, review, and update Jira work items from multiple spaces in one structured list.

What is Table view?

Table view displays your Jira work items in a hierarchical, spreadsheet-like layout.

Instead of switching between Jira spaces, you can see work items from several spaces together and understand how they relate to one another.

This makes Table view useful for managing large projects and cross-project portfolios.

Set up Table view

  1. Open Planyway and select the Table tab.

  2. Connect the Jira spaces you want to include.

  3. Choose the hierarchy that fits your planning needs. Planyway supports custom hierarchy from Jira as well.

  4. Group the view by Space, Label, or Custom field, if necessary.

  5. Use filters to focus on the relevant work items.

Build a portfolio

Connect multiple Jira spaces to bring work from different teams or projects into one place.

You can also group the view by Labels and Custom fields.

Edit work items

You can edit certain fields directly from the table. Changes to Jira fields are synchronized with Jira.

Reorder and sort work items

By default, work items at the same hierarchy level follow their Jira rank.

Drag and drop work items to change their order.

You can also click the Space column header to sort by Jira space. Clicking it repeatedly cycles through ascending, descending, and default rank ordering.

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Note: Drag-and-drop rank changes are unavailable while sorting by space. Moving a task from one epic to another is not currently supported in Table view.

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