Getting started

How to create table using Quick Tables?

Columns setup

First you need to set up columns in app configuration.

1. Go to Settings -> Apps.

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2. Click on Quick Tables Configuration button.

   Open

   

3. On the “Columns” tab click “Add Column”.

4. In the modal window, you need to specify the column name and data type. Name of the column should be unique. if you choose the "Custom select" data type, you need to additionally specify options.

5. Click “Save”. Make as many columns as you need for the current table.

Template setup

Now you need to set up a template. Templates are used to quickly create a table with the same columns.

1. On the same page move to “Templates” tab and click “Add template”.

2. In the modal window, specify the name of the template, choose the projects where you want to use this template, and select the columns you want to add to the template. Note that you can’t add or remove columns later.

3. Additionally, you can change the size of the columns and their color.

4. Click “Save”.

Creating a table

When at least one template is created, you can start adding tables to issues.

1. Open any issue and click on “Quick Tables” action button.

2. On the issue panel that just appeared you can see a selector with available templates. Select a template from the list.

3. Add the required number of rows and fill the table with data.

    

4. When your table is ready click on “Save” button.
   
   

Table editing mode

1. Click on the edit icon to enter the table editing mode.

2. Delete unnecessary rows, add new ones, and edit the data in the table.

"Collapse" and "Expand" mode

1. To ensure comfortable viewing of the table when the data does not fit into the cell, you can use the "Collapse" or "Expand" mode. The default display is set in the settings when configuring the table template.

2. In the "Expand" mode, all data in the cells is visible.

3. Expanded view is also available in table editing mode to make it easier to edit data in cells.

Fullscreen viewing and editing

For ease of editing and/or viewing the table, switch to full-screen view mode in the current window or in a new window.

In full-screen mode, the same features and functionality are available, plus you can easily switch between different Jira projects and issues that have Quick Tables plugin tables.

Another way to get into full-screen mode is through the menu Apps → Quick Tables

Then select the Jira project and task in which you want to add or edit the table of the "Quick Tables" plugin:

Updating data in a table

Use the "Update" button to force the data in the table to be updated without reloading the page. This is especially useful if you have configured data synchronization between Quick Tables and third-party systems.

Export

You can export data from Quick Tables to an Excel file.

The order and color of the columns are preserved.

Using third party systems

If you want to use Quick Tables with a third party systems check this article.