Project Views Mastery

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 →

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	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

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.

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 →

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