The table view gives you completely new ways to edit and manage your list efficiently. This article guides you through all available features.
The table view is available from the pro plan.
Using the Table View
To switch to the table view for an existing list, click on the table icon in the "View" menu:
When creating a new list, you can set the preferred view in the setup menu. This will then be saved as the default view for the list:
You can change the default view at any time via the edit menu of the list:
You can now add organisations and projects to your list as usual – either directly from their profile or via the search.
Columns and Their Functions
The table consists of several columns. Each column is based on a field with a specific value. Every list comes with the following default columns:
Name: The name of the organisation or project.
Type: The type of entry – e.g. funding foundation, nonprofit organisation, or project.
Fit: A rating field (1 to 5 stars) indicating how well the entry matches your goals, focus areas or funding criteria.
Hope: A rating field (1 to 5 stars) expressing how confident you are that a successful collaboration could result from this entry.
Scoring: An objective rating field for assessing the potential for a funding partnership – typically used by foundations.
Notes: A free text field for your own comments or notes.
Labels: You can assign one or more labels to the entry. Labels already assigned in the classic view will automatically carry over.
Lead: Assign yourself or a team member to indicate who is responsible for following up on the entry.
In addition to the default fields, you can also create custom fields – more on this below.
Show or Hide Columns
Not all predefined columns are relevant for every list. Use the “Select Columns” menu to decide which columns should be shown or hidden in your view.
Example: Nonprofits may want to hide the “Scoring” column, which is primarily relevant for funders – or create their own rating fields instead.
Sorting Columns
You can sort any column based on its values:
Text fields can be sorted alphabetically (A–Z or Z–A).
Numeric or rating fields can be sorted in ascending or descending order.
By holding the CTRL key and selecting multiple columns, you can apply multi-level sorting.
The first column selected then determines the first level of sorting, the second the second and so on. This means that if the values in the first column selected are the same, the sorting is continued using the second column; if the values in the second column are also the same, the third column is used as the decisive sorting column.
Filtering Columns
You can filter content in one or more columns. The available filter depends on the field type:
Text fields (e.g. Name, Notes): Filter using keyword input.
Fixed value fields (e.g. single/multi-select): Filter using options from dropdown.
Number fields: Filter using number ranges or exact values.
Date fields: Filter using a specific time range.
Editing List Entries
You can manage list entries in the following ways:
Copy: Select one or more target lists. The entry will be copied to those lists, and the original remains unchanged.
Move: The entry is transferred to the target list and removed from the current one.
Delete: The entry is permanently removed.
When moving entries, comments, votes, labels, and field values may be lost if the corresponding fields don’t exist in the target list.
You can edit entries individually by clicking the checkbox and selecting an action from the menu – or using right-click to open the context menu.
You can also bulk-edit entries: select multiple checkboxes and choose an action from the menu above the list.
Moving Columns and Entries
Move columns: Click and drag the sort icon to rearrange columns horizontally.
Move entries: If you want to change the order of entries manually (regardless of sorting), simply drag them up or down using the icon on the left.
Detail View
Clicking on a list entry opens the detail view.
In the detail view, you can:
Edit all fields of an entry in more depth
Use the expanded layout for better clarity and editing space
Access relevant links (e.g. to the organisation profile)
Upvote or downvote the entry
Leave comments for individual entries
add and delete custom fields
Adding Custom Fields
You can add your own fields in the detail view. These fields will also appear as columns in the table and can be sorted, filtered, moved, and shown/hidden just like the predefined ones.
To add a new field, click on “Add new field” at the bottom of the detail view.
Available field types:
Text: Free text input
Single select: Choose one value from a predefined list
Multi select: Select multiple values from a predefined list
Number: Enter numerical values
Rating: 1 to 5 star scale
Date: Date picker
Checkbox: Tickable field
You can also delete custom fields. Please note that this will permanently remove the field and all related data from affected entries.
Note: You can create custom options for single or multi-select fields. Each option can be named and assigned a colour. The colour won't be visible immediately, but is applied in the background. Click on the option to view the colour.
If you delete an option, it will be removed from all entries that had it selected.
Export, Activity Log & Permissions
In the table view, you still have access to:
the Export function (only basic organisation data will be exported – field values, comments, votes and labels are excluded)
the Activity log (shows updates to organisations and projects in the list)
the Access & permissions settings (manage list visibility, invite team members, etc.)