Expanded Planner List View: Bulk-Edit Tasks in a Table
The expanded planner list view opens one planner list as a wide table, so you can pick the columns you need, narrow the list with quick filters and change many tasks in one go. Planners in Planfix are made of columns called lists, and you change a task by dragging it to another list; when a list grows long, the expanded view lets you work with it as a table. This short video from the Planfix: Tips and Tricks series explains when to use expanded lists and how to work with them.
What you’ll learn: when and how to use the expanded planner list view
The video has two chapters:
- When it makes sense to switch a planner list to the expanded view (0:08).
- How to work with the list once it is open in the expanded view (0:33).
Below, based on the Help Center, you’ll find how to:
- open a planner list in the expanded view;
- customize the list columns and keep them for next time;
- filter the list by column values with quick filters;
- change many tasks or contacts in one bulk action.
How to open a planner column as a table and bulk edit tasks, step by step
Step 1. Open the list in the expanded view
In the planner, open the menu of the list you need with the three dots in its header and switch to the expanded view, or click the expanded-view icon in the list header. In the current interface, that icon sits between the collapse icon and the three dots. In older Help Center screenshots, the menu item is called Expanded list….
In the Help Center screenshot, the planner stays in a panel on the left, and the list opens on the right as a wide table with the Create, Print and Import buttons, a Filter drop-down, a checkbox on each row and a close (×) icon at the top right.
Step 2. Customize the list columns
Click the gear icon to open Column settings and pick the columns you need, such as Number, Priority, Name, Project group / Project, Start date and Due date. Drag columns to change their order. To reuse the setup of an existing filter, choose it in the Use settings from filter field and click the Apply? link. Then click Save or Save and close: from now on, this list always opens with the columns you chose.
Step 3. Filter by column values with quick filters
The expanded view looks and works like a filter in the Tasks or Contacts section. Click a column header to filter by that column’s values or sort the list by it. The filter form depends on the column’s data type: for a fixed set of values, you simply pick one. To search by name across all planner lists instead, see how task search in Planfix works.
Step 4. Change many tasks at once
Tick the checkboxes next to the tasks and apply one change to all of them, such as a new project, assignee or parent task. The Do not notify about changes option is available only to administrators. More on bulk task actions in the Help Center.
If the list shows contacts, you can change several of them in one bulk action too.
Kanban board vs list view: when to switch
In the regular planner view, you drag a task to another list, and it takes on the parameters that list uses to select tasks. Hold Ctrl while dragging to add a value instead of replacing the existing one, for example, a second assignee; this works for the Assignee field and Set of values custom fields. For the planner setup itself, see how to set up a Kanban board in Planfix.
Switch to the expanded list view when the job concerns the whole list: filtering by a column value, comparing start and due dates side by side or making one change to many tasks.
Practical use cases: who this is for
- Team leads: hand several tasks from one list to another assignee in one bulk change.
- Project managers: move a group of tasks to another project or give them a common parent task.
- Deadline reviews: show the Start date and Due date columns and sort the list by them.
- Sales and account managers: filter a contact list with quick filters and update the selected contacts together.
Expanded planner list view: FAQ
How do I open a planner list in the expanded view?
Open the list’s menu with the three dots in its header and switch to the expanded view, or click the expanded-view icon in the list header.
Can I bulk edit tasks from the planner?
Yes. Open the list in the expanded view, select the tasks and apply one change to all of them, for example, a new assignee, project or parent task.
Does the expanded list view work for contacts?
Yes. If the planner list shows contacts, you can filter them with quick filters, select several, click Change, choose an operation and click Apply.
Try it on your longest list
Pick the planner list you scroll through most often, open it in the expanded view and save the columns you use. The expanded list works alongside the regular planner view, filters and bulk actions in task management in Planfix. For details, see the expanded planner list view in the Help Center. New to Planfix? Sign up to try it.
This video was featured in What’s New in Planfix: January- February 2026.
