Learn

The Table, in twenty videos.

Every file in your vault as a row you can filter, sort, group and edit — taken one feature at a time. The written guide covers the same ground if you would rather read it.

Your whole vault, as a table

Your whole vault, as a table
Transcript

Your whole vault, as a table. The Table view turns your vault into a database. Every note, every task, every meeting is a row, and the header counts how many you are looking at. The columns are your own front matter. Due date, type, group, tags, start. Nothing is stored anywhere but the files themselves. Not every file is shown by default. The Kinds button lists what your vault actually contains, with a count beside each one, and a tick for the ones the table is currently listing. Turn the rest on and your images and audio files become rows too. Documents only puts it back.

Search and sort the table

Search and sort the table
Transcript

Find it, then order it. The search box at the left of the toolbar narrows the table by title as you type. It matches anywhere in the name, it ignores capitals, and the count in the header falls as it goes. Click any column header to sort by it. An arrow appears to show which way. Click the same header again and the arrow flips, so the order runs the other way. One column is often not enough. The Sort button opens the levels behind it, where you can stack up to three: sort by the first, and where the first ties, the second decides.

Filter the table

Filter the table
Transcript

Ask the table a question. Search finds a title. A filter asks something about the file itself. The Filter button opens a builder, and every condition in it is the same three parts: a field, a way of comparing it, and a value. Pick the field, choose the comparison, give it a value, and the table narrows to the rows that match. The count in the header tells you how many survived. Add a second condition and you choose whether rows must match all of them or any of them. All of them narrows further. Any of them widens back out. Clear all takes the conditions away and the whole vault comes back. Nothing you filter is ever written to a file.

A table filter that follows the note you are reading

A table filter that follows the note you are reading
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A filter that follows what you are reading. Most filter fields ask about the file itself. The Wikilink field asks about the links between files, and two of its operators are unusual: they do not name a file at all. They say, the one I am looking at. Links to active file gives you every row pointing at whatever is open. Is linked from active file gives the other direction. Neither has a value to fill in. Open the table beside a note and it becomes a live answer to one question. What refers to this? Move to another note and the same filter answers it again, without you touching the conditions.

Group the table into piles

Group the table into piles
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Sort puts rows in order. Grouping puts them in piles. The Group by control gathers the rows under headings instead of listing them flat. Group by status and every to-do sits together, every done sits together, and each heading tells you how many are under it. Click a heading to fold that pile away. Fold the ones you are finished with and what is left is the work you still have, which is usually the reason you opened the table at all. The same control groups by priority, by group, by type, or by kind. And once you have made a column of your own, that becomes something you can group by too.

Subtasks in the table

Subtasks in the table
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Subtasks, shown as subtasks. A task with subtasks says so in the table. Beside its title is a small count, finished over total. A checklist inside a note gets the same badge. The Hierarchy button in the toolbar goes further. Turn it on and children are pulled underneath their parent and indented, so the table reads as the tree the work actually is, rather than as a flat list that happens to contain both. It only applies when nothing else is grouping the table. Grouping already decides how rows are gathered, and two answers to that question at once would be one too many.

Choose and arrange the table's columns

Choose and arrange the table's columns
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The table shows what you tell it to. The Columns button opens the list of every column the table can draw. A tick shows it, clearing the tick hides it, and the grip at the left of each row drags it into the order you want. Drag a column to the top and it moves to the left of the table. The order you set here is the order you read, and it is remembered for this table. Widths are yours too. Drag the edge of a header to make a column wider or narrower, and double-click that same edge to put it back to the width it started at.

Add your own columns to the table

Add your own columns to the table
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Columns of your own. The Columns list ends with Add custom column, and that is where the table stops being fixed. Give it a label, and the front matter property behind it is worked out from that label and shown to you, so you always know which field you are about to read. Then say what kind of value it holds. Text, a number, a list, a date, or a checkbox. That choice decides how the cells look and how sorting treats them. Add it and the column joins the table like any other. It can be hidden, reordered, sorted, grouped by and filtered on, because as far as the table is concerned it was never a special case. One thing worth knowing. The type you choose is recorded for the whole vault, not just this table, so the properties panel in the editor agrees with the column you just made.

A checkbox column in the table

A checkbox column in the table
Transcript

A column that is a checkbox. Add a column of your own and choose Checkbox as its type. It takes a moment, and from then on every row in the table carries one. There is nothing to open. The box is live in the row, and clicking it writes true or false into that file's front matter straight away. Going down a list marking things off is as fast as it sounds. And it is a real property. It sits in the file's front matter, so you can filter on it and group by it.

Open rows from the table, your way

Open rows from the table, your way
Transcript

From a row to the file itself. Clicking a row's title opens that file. The table is a way into your vault, not a dead end, and whatever the row happens to be, a note, a task, a PDF, it opens the way it should. Hold command while you click and it opens in a new tab instead, so the table stays where it is. Hold shift and command together and it opens in a pane beside the table, which is the one worth remembering. If that is how you always want it, there is a button in the toolbar for exactly that. Turn it on and an ordinary click opens on the right, with the table still in view beside it.

Add tasks and notes from the table

Add tasks and notes from the table
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Add a task without leaving the table. The bar above the table is a quick add. Type a title, press Enter, and a task is created and filed into the vault without taking you anywhere. Search for it and there it is, a row like any other. The little menu beside it decides what you are making. Switch it to Note and the same box creates a note instead, so the table is somewhere you add things, not only somewhere you look at them.

Change status and priority from the table

Change status and priority from the table
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Change a task without opening it. Status and priority are not columns the table draws by default, so turn them on in the Columns list first. Now every task carries both, right there in its own row. Clicking a status opens the whole list, including any statuses you have added yourself in settings. Pick one and the file on disk is changed. No editor, no dialogue box, no saving. Priority is quicker still. Each click steps it up, from none, to low, to medium, to high, and then round to none again. A row of tasks can be triaged in about as long as it takes to read them.

Edit groups and tags in the table

Edit groups and tags in the table
Transcript

Two cells you can type straight into. Click a Group cell and it turns into a box you can type in. It suggests the groups already used in your vault as you go, so the same work keeps the same name instead of quietly splitting into three spellings of it. Tags work differently. Clicking a Tags cell opens a small editor whose box suggests tags from across your vault as you type, with a count beside each. Press Enter and the tag is written to the file and appears as a pill, with a cross to take it off again.

What one row can do

What one row can do
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Everything one row can do. At the right-hand end of every row there is a small button, and it holds the things you can do to that one file. It is the shortest way to the rest of the app from a row. Edit task opens the full editor for it. Open file takes you to the file itself. Convert to note turns a task back into an ordinary note, keeping the writing and dropping the task fields. And delete, at the bottom, where dangerous things belong. It moves the file to the trash rather than destroying it, and it knows what kind of file it is dealing with, so a PDF and a task go to the right place.

Change many rows at once

Change many rows at once
Transcript

Change many rows at once. Every row has a checkbox at its left. Tick a few and a bar appears above the table, telling you how many you have and what it can do to them. Tags is the one worth knowing. It adds, it does not replace, so you can tag thirty files with something new without losing whatever they already carried. Group sets them all to the same stream of work in one go, and clears it just as easily. It works on any kind of file, so notes and tasks can be filed together.

Archive and restore from the table

Archive and restore from the table
Transcript

Put things away without losing them. Select some rows and the bar offers Archive. It takes them out of the way without deleting anything, which is the thing you actually want most of the time, and it works on every kind of file rather than only on tasks. The same control brings them back. Restore from Archived sits right beside it, so archiving is never irreversible. Delete sits at the far end of the bar, marked as the dangerous one. It asks first, it says how many, and it moves the files to the trash rather than destroying them.

Set a property across many files

Set a property across many files
Transcript

One property, across many files. Once you have a column of your own, the bulk bar grows a Properties button. It is not there before that, because until you have declared a property there is nothing for it to set. Select some rows, open it, and it lists the columns you made, each with the kind of value it holds. Pick one and it gives you the right editor for that type rather than a text box for everything. Then it tells you what it is about to do. Apply to the number of files you picked, or clear it from them, with a note saying how many of them already carry a value and whether those values agree.

Save a table view as a filter

Save a table view as a filter
Transcript

Keep the view you just built. The row of pills above the table is your saved filters. Click one and the table becomes that view: its conditions, its sorting, its columns. Click it again and you are back. Save turns whatever you are looking at right now into one of those. Give it a name, and it joins the row. It also asks where it should open. Table keeps it as a pill above the grid. Files sends it to the sidebar instead, as a list of matching files.

A filter as its own tab

A filter as its own tab
Transcript

A filter that is its own tab. A saved filter does not have to share the table with everything else. Open it in its own tab and it keeps its own conditions, its own sorting and its own columns, while the plain table carries on beside it. Change something and Pellet notices. A bar appears: put it back as it was saved, or save your change into the filter. Until you choose, nothing is written. And if you close the tab with changes still unsaved, it asks rather than guessing. Save them, throw them away, or cancel and stay where you are.

The table's timeline

The table's timeline
Transcript

The same tasks, on a timeline. The Timeline button splits the view. Rows stay on the left, and on the right each task with dates becomes a bar where it falls in time. The scale is yours. Day when you are looking at this week in detail, or month and quarter when you want to see whether the year is going to work out. The bars take their colour from whatever you choose. Status, so late work stands out. Priority, so the important things do. Or group, so each stream of work reads as its own band. And if your tasks depend on one another, turn the arrows on and the chain is drawn straight across the chart.