Project Views Explained

Taskade stores information in a flexible tree-structured database. The same data can be visualized in multiple ways to suit different workflows. These presentation modes are called Project Views.

Projects & Databases Guide →

{% hint style="success" %} Your data lives in one place, but you can view it through many lenses. Switch views instantly — no conversion, no data loss. Each view simply emphasizes a different aspect of the same underlying tree. {% endhint %}

Views Reference

View	Best For	Key Interactions	Use Cases
List	Linear task lists, meeting agendas	Drag-to-indent / reorder, checkboxes	To-do lists, meeting notes, SOPs
Board	Kanban workflows, pipelines	Drag cards between columns	Sales pipelines, project stages, sprint boards
Table	Spreadsheet-style databases	Inline edit custom fields, sort & filter, multi-select rows (Shift/Cmd-click) + bulk delete with undo	CRM, inventory, contact lists
Calendar	Scheduling & deadlines	Drag tasks on calendar, date pickers	Content calendars, event planning, deadlines
Mind Map	Brain-storming & hierarchical planning	Radial drag to create branches	Strategy planning, idea mapping, research
Org Chart	Organizational hierarchies	Expand / collapse levels	Team structures, reporting lines, decision trees
Action	Mobile-friendly task capture	Quick-add, swipe to complete	Daily tasks, quick capture, on-the-go
Gantt	Timeline & dependency tracking	Resize bars to adjust durations	Project timelines, resource planning, dependencies
Docs (Beta)	Long-form documents & wikis	Continuous rich-text editing, headings, embeds	Specs, knowledge bases, proposals, SOPs

All views are backed by the same underlying data — update a task in one view and it instantly updates everywhere, thanks to Taskade's real-time engine.

💡 Tip: Use the /view slash-command or the View switcher in the top-right corner of any project to toggle between visualizations.

📤 Export any view. The project's ⋯ More menu > Export works in every view — including Mind Map, Board, Calendar, and Org Chart — on all plans. CSV export flattens the task tree (depth, text, note, completed) for spreadsheets and BI tools; Markdown export preserves the outline.

When to Use Each View

A short guide to the situations each view is built for.

{% tabs %} {% tab title="List" %} Reach for List when work is linear or hierarchical.

• Step-by-step processes and standard operating procedures
• Meeting agendas with clear progression
• Checklists, outlines, and content planning
• Quick task capture and brain dumps

Indent freely to build a tree: major categories at the top level, sub-processes beneath them, and specific action items (with assignees and dates) at the deepest level. {% endtab %}

{% tab title="Board" %} Reach for Board when work moves through stages.

• Kanban workflows and pipeline management
• Status tracking with clear hand-offs between people or teams
• Sales / lead management and editorial workflows
• Sprint and project-phase tracking

Each column is a stage; drag a card to move work forward. Keep card titles short and actionable, and limit labels and assignees per card so the board stays scannable. {% endtab %}

{% tab title="Table" %} Reach for Table when you need structured, sortable data.

• Database-like records with sorting and filtering
• CRM, contact lists, and inventory
• Budget and financial tracking
• Reporting and analysis

Define custom fields (text, number, date, select, person, formula, relation, and more) to give each row structure, then sort and filter to surface what matters. {% endtab %}

{% tab title="Calendar" %} Reach for Calendar when timing matters.

• Event planning and scheduling coordination
• Deadline and milestone tracking
• Editorial calendars and content planning
• Personal time blocking

Drag tasks onto dates and switch between daily, weekly, and monthly modes for detail vs. overview. {% endtab %}

{% tab title="Mind Map" %} Reach for Mind Map when you're thinking, not yet executing.

• Brainstorming and idea generation
• Concept and knowledge mapping
• Creative planning and problem solving

Put the core topic at the center, branch into a handful of main themes, then expand outward to specific ideas and next steps. {% endtab %}

{% tab title="Org Chart" %} Reach for Org Chart to show hierarchy and flow.

• Organizational and reporting structures
• Decision trees and process flows
• Product hierarchies and categorization

Expand and collapse levels to move between the big picture and the details. {% endtab %}

{% tab title="Action" %} Reach for Action when you're mobile or moving fast.

• On-the-go task management
• Quick capture without complex formatting
• Simple, focused daily workflows

A clean, single-column layout with large touch targets and swipe-to-complete gestures. {% endtab %}

{% tab title="Gantt" %} Reach for Gantt when timelines and dependencies are central.

• Project scheduling with dependencies
• Resource allocation and capacity planning
• Milestone tracking and progress reporting

Resize bars to adjust durations and link tasks to model dependency relationships (finish-to-start, start-to-start, finish-to-finish, start-to-finish). {% endtab %} {% endtabs %}

Switching Views Across a Project's Lifecycle

The right view often changes as a project evolves. A common progression:

{% stepper %} {% step %}

Ideation

Use Mind Map to brainstorm, then List to capture and roughly organize the output. {% endstep %}

{% step %}

Planning

Use Gantt to lay out the timeline and Table to track resources and structured details. {% endstep %}

{% step %}

Execution

Use Board to manage workflow stages and Action for daily, on-the-go task completion. {% endstep %}

{% step %}

Review

Use Calendar to look back across the timeline and Table to review records and outcomes. {% endstep %} {% endstepper %}

{% hint style="info" %} Match the view to the job. Gantt is overkill for a simple checklist; Action View is too lightweight for detailed planning; Table is restrictive for open-ended brainstorming. Keep custom fields and naming consistent so switching views stays seamless. {% endhint %}

Focus Management: Hide Completed Tasks (List View)

Keep long-running projects clutter-free by hiding completed tasks while still tracking progress.

{% stepper %} {% step %}

Open project options

Click the three dots (···) in the top-right corner of your project. {% endstep %}

{% step %}

Toggle visibility

Select Hide completed from the dropdown menu. {% endstep %}

{% step %}

Track progress

The progress bar at the top continues to fill as tasks are completed, even when they're hidden. {% endstep %} {% endstepper %}

• Set a default behavior for all projects in a workspace; individual projects can override it.
• Complete a task quickly with ⌘ + Enter (Mac) or Ctrl + Enter (Windows/Linux).

Fill with AI (Table View)

In Table View, Taskade EVE can populate columns automatically by analyzing the data already in each row — turning the table into an AI-assisted processing tool.

AI Action	What It Does	Example Use
Translate	Convert text into another language	Multi-language customer data
Summarize	Condense long text into key points	Turning feedback into takeaways
Extract	Pull specific values out of unstructured text	Automated data entry
Categorize	Auto-assign tags or labels	Consistent record organization
Custom analysis	Run a prompt you define against each row	Tailored, business-specific insights

{% hint style="info" %} Fill with AI works on the data in your table. Results are suggestions — review them before relying on them, especially for decisions. {% endhint %}

Field Types Reference

Projects support custom fields for structured data storage:

Field Type	Description	Use Cases
Text	Single or multi-line text	Names, descriptions, notes
Number	Numeric values	Prices, quantities, scores
Date	Date and time values	Deadlines, schedules, milestones
Select	Dropdown options (single/multi)	Status, categories, priorities
Person	Team member assignment	Assignees, owners, reviewers
Checkbox	True/false toggle	Completion flags, approvals
URL	Web links	References, resources, documents
Email	Email addresses	Contact information
Phone	Phone numbers	Contact information
File	Attachments	Documents, images, assets
Formula	Calculated values	Totals, averages, derived data
Relation	Links to other projects	Dependencies, parent/child relationships

View Selection Guide

If You Need To...	Use This View
Track tasks with subtasks	List
Visualize workflow stages	Board
Manage structured data	Table
Plan by date	Calendar or Gantt
Brainstorm ideas	Mind Map
Show team hierarchy	Org Chart
Quick mobile capture	Action

API Considerations

The REST and GraphQL APIs expose data only; view choice is a client-side concern. Use the view query parameter in certain list endpoints (or the X-Taskade-View header) to request server-optimized payloads for large Gantt or Calendar renders.

API Documentation →

REST API v1 Guide →

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