Tables in Projects

Projects enables you to use Tables to organize and manage structured project information in a tabular format.

They allow project owners and collaborators to capture, edit, and track key project data — such as client details, document status, or review progress — directly within the project workspace.

Key use cases

• Tracking submissions or progress across multiple items.
• Maintaining a centralized list of client details or deliverables.
• Managing structured workflows like onboarding checklists or audit reviews.

Additional capabilities

1. Column Customization - Add different field types including text, dropdown, number, checkbox, or date for more flexibility.

2. Autosave and Real-time Sync - All edits are automatically saved, ensuring all participants see up-to-date information.

3. Export Data - Export table contents as a CSV file for reporting, analysis, or backup.

4. Comments – Add comments at every record level to collaborate and maintain audit trails of communications.

Limitations

• Client contacts cannot comment in table view.