The Grid View is a powerful, spreadsheet-like interface for managing tasks. It supports hierarchical organization, inline editing, multi-column layouts, filtering, sorting, and drag-and-drop — giving you full control over your project data without ever leaving the table.
Overview
- Hierarchical Organization — tasks and subtasks displayed in a collapsible tree structure.
- Multiple Columns — status, priority, due date, tags, bucket, effort, cost, and more; all toggleable and reorderable.
- Inline Editing — click any cell to edit its value directly in the grid.
- Filtering & Sorting — narrow down tasks by priority, keyword, or completion status.
- Drag-and-Drop — reorder tasks, nest them as subtasks, or rearrange columns by dragging.
- Parent Roll-Up — parent tasks automatically aggregate dates, effort, and % complete from their subtasks.
Navigation
Header Bar
The header bar sits at the top of the Grid View and provides quick access to common actions:
- Project Selector — switch between projects via the dropdown.
- View Buttons — toggle between Dashboard, My Tasks, Grid, Board, Timeline, and Graph views.
- + Add Task — create a new top-level task at the bottom of the list.
- Filters — filter by priority or keyword; toggle completed task visibility.
Column Customization
Every column in the grid can be tailored to your workflow:
- Sort — click a column header to sort ascending/descending.
- Resize — drag the right edge of a column header to adjust width.
- Reorder — drag a column header to a new position; order is persisted across sessions.
- Show / Hide — click the Columns button in the header to toggle column visibility.
Available columns include: Title, Status, Priority, Bucket, Tags, Dependencies, Start Date, Due Date, Created, Modified, % Complete, Effort Done, Effort Left, Effort Total, Duration, Est. Cost, and Actual Cost.
Tip
Hide columns you rarely use to keep the grid compact on smaller screens.
Task Rows
Each row represents a single task. Rows support the following interactions:
- Expand / Collapse — click the arrow icon on parent tasks to show or hide subtasks.
- Checkbox — mark a task complete directly from the grid.
- Editable Cells — click any cell (title, status, priority, dates, etc.) to modify its value inline.
- Context Menu — right-click any row to access actions including cut, copy, paste, move to project, make subtask, and delete.
Creating Tasks
Top-Level Tasks
- Click the + Add Task button in the header bar, or
- Right-click any row and choose Add new task above or Add new task below from the context menu.
- Type a title and press Enter to confirm.
Subtasks
- Right-click a task and select Make subtask — the task becomes a child of the one immediately above it, or
- Drag a task row and drop it onto another task to nest it as a child.
Note
Subtasks inherit the parent's project but maintain their own status, priority, and due-date fields. Parent task dates, effort, and % complete are automatically rolled up from children.
Editing Tasks
Inline Editing
Click any editable cell to activate it. Change the value, then press Enter or click outside the cell to save. If Markdown Sync is enabled, changes are written to the task's .md file immediately.
Task Details Panel
For a more comprehensive editor, right-click a row and select Open details to open the Task Details Panel. The panel provides access to every field including description, dependencies, links, checklists, effort, and cost.
Data Storage
Each project's tasks are stored in a .planner-tasks.json file inside your vault at {projectsBasePath}/{Project Name}/.planner-tasks.json. Changes made in the Grid View are written to this file immediately. For a detailed breakdown, see the Data Structure reference.
Note
If Markdown Sync is enabled, edits are also reflected in the corresponding .md task files in real time. Avoid editing those files manually while the grid is open to prevent conflicts.
Support & Related Pages
Explore more views and features: