Several colleagues at our company have requested the ability to create a new type of view within a project — similar to the current “Notes” view, but designed more like a list or spreadsheet (similar to Google Sheets).
The main purpose of this new view would be to list tasks that are not directly tied to the core project tasks. For example, if the project involves onboarding a new customer, the main project view would contain all onboarding-related tasks. However, we also want a separate tab within the same project to manage other relevant tasks — such as development requests or integration assignments — that shouldn’t be mixed in with the primary onboarding tasks.
Just like the Notes view, this new tab should start empty, allowing us to manually add and organize the content as needed, but in a more structured, table-based format.
2 Likes
Hey @Sandra_Martínez, I really like this idea — having a separate, table-style view in the same project would make it so much easier to keep related but non-core tasks organized without cluttering the main workflow. It sounds especially useful for cases like yours, where you have supporting work (like dev or integration tasks) that still needs tracking but doesn’t belong in the primary list. Well, it’s much needed!
1 Like
@Sandra_Martínez and @Ayush_kumar Don’t forget to vote for this request at the top of the thread.
1 Like
@Sandra_Martínez Why not use a custom field to differentiate the two?
Custom field: “Relates to”
Values: “Core project tasks”, “Other tasks”
Assign the values, and filter the views for those values. This would also ensure they get the custom field values automatically when you add them to the tab.
You can then even hide the field from the tab.
More inspiration on organising your tabs here: 🪄 Design magical tabs with group, sort, and filter!
4 Likes
Hi, @Sandra_Martínez
I think you can achieve the desired view with @Jan-Rienk 's advice, so please give it a try.
If you could show us what you need in an image or something, we might get closer to the answer.