Tables are an interactive tool that allow you to structure your content on Miro, turning ideas into actionable plans.
Available on: All devices
Available for: All Miro plans
Who can do it: Board owners and editors
Key features
Tables includes the following key features:
-
Create custom fields
Organize and structure your information with custom fields. -
Create records from Miro Cards
Drag and drop Miro Cards into the Table widget to create new records. -
Advanced filter and sorting capabilities
Filter and sort Tables to organize and prioritize records. -
Group records
Organize the records in a Table by field to group information logically. -
Create synced Tables on multiple boards
Copy and paste a Table to create a synced view of the same records -
Timeline view
Switch to a Timeline view to see your data in a new layout.
How to add a Table to your board
The following procedure explains how to add a table to your board.
Follow these steps:
- Open a Miro board.
- Click the Tools, Media and Integrations icon (+) on the creation toolbar.
The Tools, Media and Integrations panel opens. - Search and select Table.
Your cursor now shows as the Table icon. -
Click anywhere on the Miro board to place your Table widget.
You have successfully added a table to your board.
Copying and pasting Tables
You essentially have two options when copying and pasting Tables, either within a board or between boards. The first option is to create a synced Table that will show updates in each location. The second option is to create a non-synced Table, which functions like a template.
Follow these steps to copy and paste a Table:
- Select the table you’d like to copy.
- Click on the Context menu ( ) and select Copy. Alternatively, use the Ctrl + C (on Windows) or Command + C (on Mac) keyboard shortcut.
- Navigate to the place on the board where you want to paste your table.
- Right click and select Paste. Alternatively, use the Ctrl + V (on Windows) or Command + V (on Mac) keyboard shortcut.
A pop-up will open. - Select whether you want to create a synced Table or a new Table in the pop-up.
You have successfully copied and pasted a table to your board.
Managing permissions for Tables
If you create one or more synced views of a table across Miro boards you will have to manage permissions to make sure that when you add a synced view of a Table to a new board you can see and manage who has edit and view access to that Table. Permissions to synced views of tables are managed by the Home board—the board on which the original table was created.
Upon pasting a Table on a new board as a synced view you will be shown a pop-up if not all users of the board have view or edit permissions for the Table. If you would like to view or edit the permissions of the table it will navigate you to the original board where the Table appears to make changes.
If a user on a board does not have access to the home board where the original Table was created the Table will appear in a no access state for them. If the user only has view access to the home board they will be able to see the Table on the new board but not edit any of the records or change the view by applying filters, sorts, groups etc.
Interacting with Tables
The Table widget provides flexibility to create content you want and structure and organize it most effectively for your use case.
Upon creating a new Table on your Miro board a set of default fields will be provided that map to the existing fields found in Miro cards. You can delete, edit, or hide these fields or create your own new fields.
Create a field
The following procedure explains how to create a field in your Table.
Follow these steps to create a new field:
- Click the + icon at the top of the far right column of the Table.
A menu opens. - Click on the type of field you want to create from the menu. There are options for Miro fields and Custom field types.
An options dialog opens. - Enter the field information (Field name and in the case of the Select field, the Options for the drop down) in the dialog and click Save.
You have successfully added a new field to your Table.
Edit a field name or options
The following procedure explains how to edit a field name or field options.
Follow these steps:
- Hover over the field name.
A three dots (...) icon will appear. - Click the three dots (...) icon.
A menu will open. - Click Edit field.
A dialog will open with edit options. - Edit the field name and/or options and click Save.
You have successfully edited the field.
Delete a field
The following procedure explains how to delete a field.
Follow these steps to delete a field:
- Hover over the field name.
A three dots (...) icon will appear. - Click the three dots (...) icon.
A menu will open. - Click Delete.
You have successfully deleted the field.
⚠️ A deleted field cannot be undone. It will be deleted from the current Table and all synced versions immediately.
Hide or unhide a field
The following procedure explains how to hide or unhide a field.
Follow these steps to hide or unhide a single field:
- Hover over the field name.
A three dots (...) icon will appear. - Click the three dots (...) icon.
A menu will open. - Click Hide field.
The field will be hidden. - To unhide the field, repeat the same steps above but click Unhide field.
You have successfully hidden or unhidden a field.
You can also hide or unhide multiple fields at once.
Follow these steps to hide or unhide multiple fields:
- Click on the Hide icon at the top of the Table.
A list of fields in the Table will appear. - Select the fields you would like to hide or unhide from the list.
You have successfully hidden or unhidden multiple fields.
Edit a record
The following procedure explains how to edit a record.
Follow these steps to edit a record:
- Double click on the record you’d like to edit.
The record becomes editable. - Edit the record and hit enter.
You have successfully edited the record.
Delete a record
The following procedure explains how to delete a record.
Follow these steps to delete a record:
- Hover over the record you’d like to delete.
A trash icon will appear on the left-hand side of the record. - Click the trash icon.
You have successfully deleted the record.
Add a Miro Card or Sticky note to a Table
You can create records in a Table using Miro Cards or Sticky notes.
Follow these steps to add a card or sticky to a Table:
- Select the Card or Sticky note you want to copy to the Table.
- Drag and drop the Card or Stick over the Table.
A blue line will appear where the new record will go. - A new record is created, with the content from the Card mapped to the appropriate fields.
In the case of a Sticky note, the content will populate in the first field.
You have successfully added content from a Card or Sticky note into your table.
Filter a Table
You can filter the contents of a Table by one or more fields to help narrow the view/records you would like to work with.
Follow these steps to filter a Table:
- Click the Filter icon at the top of the Table.
A dialog will open. - Select whether you want to Add filter or Add filter group.
A dialog opens. - Specify the parameters of the filter: the field to filter based on, the filter logic, and the specific content for the filter.
The Table is filtered in real-time. - Click anywhere outside of the filter dialog to close it.
You have successfully filtered the table.
Sort a Table
The following procedure explains how to sort records in a Table.
Follow these steps to sort a Table:
- Hover over the field name.
A three dots (...) icon will appear. - Click the three dots (...) icon.
A menu will open. - Click on either Sort ascending or Sort descending.
You have successfully sorted the Table.
To remove sorting on a Table:
- Click on the Sort icon at the top of the Table.
A dialog opens. - Click on Delete sort.
You have successfully removed sorting on the Table.
Group records by field
The following procedure explains how to group records in a Table by field.
Follow these steps to group records:
- Click on the Group icon at the top of the Table.
A menu opens. - Select the field you’d like to group records based on.
The records in the Table will be grouped by the chosen field.
You have successfully grouped records in your Table.
To remove the grouping on a Table, follow these steps:
- Click on the Group icon at the top of the Table.
A menu opens. - Click Clear grouping.
You have successfully removed the grouping in your Table.
Synced Cards
You can drag and drop records from the Table onto your canvas to create a synced card.
The following procedure explains how to create synced cards.
Follow these steps to create a synced card:
- Hover over the record you’d like to create a synced card from.
Icons will appear on the left-hand side of the record. - Click and hold the dots icon and drag it onto the canvas.
A card is created with the information from that record. - The card will be updated whenever the record in the Table is updated, and vice versa.
You have successfully created a synced card from your Table.
You can tell whether a card is synced to a Table via a database icon that will appear on the bottom right of the card.
If you delete a record, the corresponding synced card will remain on the board but will now appear blank.
If you delete a synced card on the canvas, the record will remain in the Table.
If you drag an existing synced card into the Table it originates from, it will not work, as it is treated as a unique record in that Table. However, you can drag an existing synced card into a new Table and it will appear in the Table as a new un-synced record.
View a Table as a Timeline
The following procedure explains how to change from a Table view to a Timeline view.
Follow these steps to switch to Timeline view:
- Click on the Table icon at the top of the Table.
A dialog opens. - Select Timeline view (or switch back to Table view).
You have successfully switched to Timeline view for your Table.
When you switch to a Timeline view, the default Start date and End date, where populated, are used to plot the records in your Table as corresponding bars in your timeline. The Title field and the assignee field are used to display the record name and assignee on the bar.
More information: Timeline
Focus mode
You can edit and view your Table in focus (full screen) mode. Simply click the diagonal arrow icon at the top of the widget. Settings like Filter, Sort, Group, and Hide fields are located on the top right.
To return to the canvas, click Ideate on canvas at the top.