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Grid View

The Grid view is the default view for every new board table and Copera's most powerful way to work with structured data. It presents your rows and columns in a fast, familiar spreadsheet layout where each row is an item and each column is a field. If you have ever used a spreadsheet, you already know how to use the Grid --- but with the speed, collaboration, and structure of a real database underneath.

The Grid is built to stay smooth even with tens of thousands of rows, edits save automatically as you type, and changes sync live so you and your teammates can work in the same table at the same time without stepping on each other.

What It's Best For

  • Bulk data entry and editing --- Type, paste, and fill values across many rows the way you would in a spreadsheet.
  • Large tables --- Thousands of rows scroll smoothly; the Grid loads your data progressively in the background so the view is interactive almost immediately.
  • Power workflows --- Keyboard shortcuts, copy/paste, fill-down, find & replace, and undo/redo make repetitive edits fast.
  • Working together --- See where teammates are editing in real time and watch their changes appear cell by cell.
tip

Every view on a table reads from the same underlying data. A value you edit in the Grid is instantly reflected in your Kanban, Calendar, Gantt, and every other view --- and the other way around.

Inline Cell Editing

Every cell in the Grid is editable in place. Click a cell to select it and start typing to replace its value, or press Enter (or F2) to open the editor and edit the existing value. Each field type gets a purpose-built editor:

  • Text and Number cells accept typing directly.
  • Status, Dropdown, and Labels open an option picker.
  • Date cells open a calendar (with an optional time picker).
  • Users and Contacts open a member or contact selector.
  • Duration, Location, Link, and other structured types open the editor designed for that field.
  • Rich-text Description cells open a full editor so you can format longer content.

Changes are saved automatically the moment you confirm an edit --- there is no Save button to click.

Working at Scale

The Grid is designed for tables that are far larger than a typical spreadsheet can handle comfortably.

  • Smooth scrolling --- Only the rows and columns on screen are drawn, so the Grid stays responsive whether you have fifty rows or fifty thousand.
  • Progressive loading --- When you open a large table, the first rows appear right away and the rest load quietly in the background, yielding to your scrolling and typing so nothing ever feels blocked.
  • Jump to any row --- Press Ctrl+J (or Cmd+J on Mac) to open the jump bar and go straight to a specific row number without scrolling.

Real-Time Collaboration

The Grid is built for teams working together in the same table.

  • Live edits --- When a teammate changes a cell, you see it update in place --- no refresh required.
  • Presence --- A colored marker shows where each teammate is currently working, so you can tell at a glance who is editing what.
  • Safe concurrent saving --- If two people edit the same cell at nearly the same moment, Copera detects the conflict, keeps your data consistent, and lets you know rather than silently overwriting work.

Copy, Paste, and Cut

The Grid supports spreadsheet-style clipboard operations, including across many cells at once.

  • Copy (Ctrl+C) --- Copies the selected cell or range. You can paste it back into Copera or into any external spreadsheet, where it lands in the right rows and columns.
  • Paste (Ctrl+V) --- Pastes a copied range starting from the selected cell. A single copied value can be broadcast across a whole selection, and a single row can be repeated down a multi-row selection.
  • Cut (Ctrl+X) --- Copies the selection and clears it in one step.

When you paste more rows than the table currently has, Copera offers to create the extra rows for you. Any cells that can't accept a pasted value (for example, read-only or computed columns) are skipped, and a summary tells you exactly how many cells were applied and how many were skipped.

Fill Handle

Fill a value across many cells without copying and pasting.

  • Drag to fill --- Select one or more cells, then drag the small handle at the corner of the selection across or down to fill the value (or repeat the pattern) into the cells you cover.
  • Fill down (Ctrl+D) --- Instantly fills the selected cell's value down through the contiguous block of filled rows below it in the same column.

Read-only and computed columns are skipped automatically, and Copera confirms how many cells were filled.

Find & Replace

Search inside the current view without leaving the Grid.

  • Press Ctrl+F to open the search bar and type to highlight every matching cell. A counter shows your position among the matches.
  • Press Enter (or Ctrl+G) to jump to the next match and Shift+Enter (or Ctrl+Shift+G) for the previous one.
  • Press Ctrl+Shift+F to expand the bar into Find & Replace, where you can replace the current match or replace every match in the view at once.

Search matches across the different column types in your table, so you can find a value wherever it lives.

Undo and Redo

Made a mistake? The Grid keeps a history of your edits.

  • Undo (Ctrl+Z) --- Reverts your last change, including cell edits, fills, pastes, and clears.
  • Redo (Ctrl+Shift+Z or Ctrl+Y) --- Re-applies a change you undid.

If a row changed after your original edit (for example, a teammate edited it in the meantime), the Grid skips just the affected cells when replaying and lets you know, so your undo never quietly clobbers someone else's work.

Column Management

Reordering Columns

Drag any column header to a new position to rearrange the order in which fields appear. The title column stays pinned to the left.

Resizing Columns

Hover over the border between two column headers until you see the resize cursor, then drag left or right to adjust the width.

Frozen Title Column

The leading title column stays frozen at the left edge as you scroll horizontally, so you always know which row you are looking at across a wide table.

Column Header Menu

Click a column header to open its menu, where you can:

  • Sort the table by that column (A→Z or Z→A).
  • Group by that column.
  • Filter by that column (opens the filter editor so you can enter a value).
  • Insert a new column to the left or right.
  • Edit, duplicate, hide, or delete the column.
  • Set the column's text alignment (left, center, or right).

Adding Columns

Click the + button at the far right of the header row to add a new column, choose its field type (Text, Number, Status, Date, Users, and more), and name it.

Hiding and Showing Columns

Use the Hide Columns control in the toolbar to toggle which columns appear. Hidden columns still hold their data --- they are simply not shown in this view.

Sorting

Click the Sort button in the toolbar to define one or more sort rules. Each rule specifies a column and a direction (ascending or descending). When multiple rules are active, they apply in order --- the first is the primary sort, the second breaks ties, and so on. A badge on the Sort button shows the number of active rules.

Filtering

Click the Filter button to build filter conditions. Each condition targets a column, applies an operator (equals, contains, is empty, greater than, and more), and compares against a value. Combine multiple conditions with AND/OR logic for precise queries. Filters apply in real time as you configure them.

Grouping

Click Group By to cluster rows under collapsible headers by a Status, Dropdown, or Users column. The Grid supports multi-level grouping --- add sub-groups to break your data down further --- and lets you:

  • Sort each group level ascending or descending.
  • Hide empty groups.
  • Expand or collapse all groups at once.

Each group header shows the group value and a count of items, so you can focus on one category at a time.

Summary Row

The Grid can display a summary row with aggregate values for your columns. Choose an aggregation per column, such as:

  • Sum, Average, Median, Min, and Max for numeric columns.
  • Count, Count empty, Count unique, Percent filled, and Percent empty for any column.
  • Value distributions for Status and Dropdown columns, showing how items split across options.

When grouping is active, each group gets its own summary so you can compare totals across categories.

Conditional Formatting

Make important rows stand out automatically. Open Conditional formatting to create rules that color cells based on their values.

  • Each rule combines a condition (built with the same filter editor used elsewhere on the board) with a background color and an optional text color.
  • Rules have a priority order you can rearrange, and each can be toggled on or off.
  • Formatting updates live as your data changes --- a row that newly matches a rule is colored immediately.

For example, color overdue tasks red, or highlight high-priority items so they are impossible to miss.

Row Height

Use the Row height control in the toolbar to switch between density presets --- Auto, Compact, Default, Tall, and Extra tall. Taller rows reveal more of your longer text and rich content; compact rows let you see more items at once. Your choice is remembered for next time.

Bulk Actions

Select multiple rows using the checkbox column on the left. As soon as you have a selection, a floating action bar appears at the bottom of the Grid, letting you:

  • Duplicate --- Create copies of the selected rows.
  • Delete --- Remove all selected rows at once.
  • Edit field --- Set the same value for a chosen column across every selected row.
  • Translate --- Translate the content of the selected rows.
  • Move --- Move the selected rows to another table.
  • Export --- Export the selected rows.
  • Copy link --- Copy a direct link to the selected row (or rows).

Expanding Cells and Rows

  • Expand a cell --- Press Shift+Space to open the selected cell in a larger editor, handy for long text or rich content.
  • Open the full row --- Click the row's ID or press Ctrl+Enter to open the row detail dialog, which shows every field (including hidden ones), an activity log, comments, and a dedicated edit form.

Adding Rows

  • Click the + New Row control at the bottom of the Grid to append a row.
  • Press Shift+Enter to insert a row directly below the current one.
  • Press Ctrl+Shift+Enter to append a row at the end of the view.

Keyboard Shortcuts

The Grid is built for keyboard-driven editing. The most useful shortcuts (use Cmd in place of Ctrl on Mac):

ShortcutAction
Arrow keysMove the selected cell
Ctrl + ArrowJump to the edge of the table
Shift + ArrowExtend the selection
Tab / Shift+TabMove to the next / previous cell
Enter / F2Open the cell editor
EscCancel editing or clear the selection
Ctrl+C / Ctrl+V / Ctrl+XCopy / paste / cut
Ctrl+Z / Ctrl+Shift+ZUndo / redo
Ctrl+F / Ctrl+Shift+FFind / find & replace
Ctrl+G / Ctrl+Shift+GNext / previous match
Ctrl+DFill down
Ctrl+;Insert today's date (date cells)
Ctrl+JJump to a row
Delete / BackspaceClear the selected cells
SpaceToggle a checkbox / open the row
Shift+SpaceExpand the current cell
Ctrl+EnterOpen the row detail dialog
Shift+EnterInsert a row below
Alt + ↑ / ↓Move the current row up / down

Tips

  • Paste straight from an external spreadsheet --- copied rows and columns land in the right cells, and Copera offers to create any extra rows you need.
  • Use Fill down (Ctrl+D) to apply a value to a whole column section in one keystroke.
  • Combine grouping and sorting for clarity --- for example, group by Status and sort by Due Date within each group.
  • Turn on conditional formatting to make overdue or high-priority rows jump out automatically.
  • Switch to a Compact row height to scan large tables, or Extra tall to read longer text without opening each cell.
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The Grid replaced the older List view as Copera's spreadsheet-style board view, bringing faster performance, real-time collaboration, and spreadsheet power features. If you have an existing List view, it continues to work --- but new tables open in the Grid.

Next Steps

Explore the other ways to visualize the same data:

  • Views Overview --- Compare all eight board view types and learn how to create them.
  • Kanban View --- Visualize workflow stages with drag-and-drop cards.
  • Gantt View --- Plan timelines with task dependencies and milestones.
  • Timeline View --- See items spread across day, week, or month scales.
  • Calendar View --- Place items on a traditional calendar layout.
  • To Do View --- Plan your day with a notebook-style daily list.
  • Form View --- Collect data from internal or external respondents.
  • Workload View --- Monitor team capacity and balance assignments.
  • Export History & Scheduled Exports --- Track every export you run from the Grid, download finished files, and schedule recurring exports.