> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/crm/board-view/table-view.md).

# Table View

Table View is the main way to manage your data, spreadsheet-style. Here you can view, add, filter and edit items directly.

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FONUWf3E2SCPOfthwvXDd%2FScreenshot%202025-08-21%20at%202.08.00%E2%80%AFPM.png?alt=media&#x26;token=763a813f-7806-40f0-ad45-5b8bb7317725" alt=""><figcaption></figcaption></figure>

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**Adding a new column**

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FDcK0riYB93CnoYXWmZLo%2FScreenshot%202025-08-21%20at%202.10.45%E2%80%AFPM.png?alt=media&#x26;token=71498452-b326-45c9-a129-1ecfce2826e7" alt="" width="375"><figcaption></figcaption></figure>

To add a new column to the table:

1. Scroll to the far right of the table.
2. Click **"Add New Column"**.
3. A pop-up of column types appears. Choose the one you need.

**Available column types:**

* Text: short text
* Number: numbers only
* Date: pick a date
* Timeline: pick a date range
* Email: an email address
* Phone: a phone number
* Long Text: longer text
* Checkbox: tick for a status or checklist
* Select: a dropdown with one fixed choice
* Dropdown: a dropdown with multiple choices
* Agents: choose an agent from your team
* Contact: link to your contact list
* Company: link to your company list
* Conversation: link to a conversation
* Order: link to order data
* Subscription: link to subscription data

***

**Managing existing columns**

To edit or delete a column:

* Click the three-dot **(⋮)** menu next to the column name.
* You can:
  * Rename the column
  * Change the column type
  * Delete the column
  * Set the column's sorting or display
