Add a Dynamic Table to a board

Add a Dynamic Table

Add a blank Dynamic Table

To add a blank Dynamic Table to a workspace, follow these steps:

1. Click the Organizers icon from the Primary Toolbar on the left-side of the canvas.
2. Select Dynamic Table from the menu that appears.
3. Click anywhere on the workspace.

An empty Dynamic Table will be added to the canvas. You can drag shapes into the table.

Create from selected shapes

To add a Dynamic Table that includes shapes you've selected on the canvas, users with paid accounts can follow these steps:

1. Select the shapes, sticky notes, and Lucid Cards on your canvas that you want added to the Dynamic Table.
2. From the context menu, select the Wrap icon icon.
3. From the options, select Dynamic Table.

A Dynamic Table will be added to the canvas with the shapes, sticky notes, and Lucid Cards you selected. You can also drag shapes from the canvas into the table after you have created it.

Format a Dynamic Table

You have various formatting options for Dynamic Tables such as adding rows and columns or setting row and column filters. Check out the sections below for more details.

Show organizer controls

Most formatting options for Dynamic Tables are hidden by default in order to keep the focus on your content. To change the format of a Dynamic Table, adjust your settings so they appear by following these steps:

1. Select a Dynamic Table on the canvas.
2. In the context menu that appears, select the three-dot icon on the far-right.
3. Uncheck Hide organizer controls.

The organizer controls appear at the top of the Dynamic Table.

Depending on the size of your Dynamic Table, these options may appear only as icons.

Resize organizer controls: You can change the size of organizer controls to fit the size of your Dynamic Table by following the steps below.

1. Select a Dynamic Table on the canvas.
2. In the context menu that appears, select the Shape options icon.
3. Use the dropdown next to "Control size" to select a new size.

Set row or column filters

To assign a filter to rows and columns on a Dynamic Table, follow these steps:

1. Select a Dynamic Table on the canvas.
2. Click Custom row or Custom column from the top-left of the Dynamic Table.
   • If you have previously set up filters for this Dynamic Table, click the filter name instead (such as Emojis, Fill color, Line color, or Tags).
   • Depending on the size of your Dynamic Table, the filter options may appear as the Set row icon or the Set column icon instead.
3. Select a filter from the options.
   • Selecting None removes rows or columns from the Dynamic Table entirely.

Items in the Dynamic Table move automatically to new cells within the Dynamic Table according to the filters you’ve set.

Add a row or column

To add a row or column to a Dynamic Table, follow these steps:

1. Select a row or column within a Dynamic Table on the canvas by clicking inside its header cell.
2. Click the plus icon that appears on either side of the row or column.

Delete a row or column

To delete a row or column from a Dynamic Table, follow these steps:

1. Select a row or column within a Dynamic Table on the canvas by clicking inside its header cell.
2. Click the Delete icon from the context menu that appears.

Resize a row or column

To resize a row or column from a Dynamic Table, follow these steps:

1. Select a row or column within a Dynamic Table on the canvas by clicking inside its header cell.
2. Hover your cursor over a border of the row or column.
3. Click and drag to a new size.

Rearrange rows or columns

To move a row or column on a Dynamic Table to a new position, follow these steps:

1. Select a row or column within a Dynamic Table on the canvas by clicking inside its header cell.
2. While clicking the header, drag the row or column to a new location within the Dynamic Table.

Lock a row or column

To lock a row or column on a Dynamic Table, follow these steps:

1. Select a row or column within a Dynamic Table on the canvas by clicking inside its header cell.
2. Click the Lock icon from the context menu that appears.

Locked rows and columns cannot be dragged to a new position in the Dynamic Table, and the header cannot be edited.

Import items into a Dynamic Table

Enterprise users can import items into a Dynamic Table from Jira or Azure DevOps. To import work items into a Dynamic Table, follow these steps:

1. Select a Dynamic Table on the canvas.
2. Click Import work from the organizer controls at the top of the Dynamic Table.
   • Depending on the size of your Dynamic Table, this may appear as the Import work icon.
3. Select Jira or Azure DevOps.

For further details about importing issues or work items using these integrations, check out the following articles:

• Integrate Lucid Cards with Jira
• Integrate Lucid Cards with Azure DevOps Cloud

Manage imported items

To manage work items that have already been imported, follow these steps:

1. Select a Dynamic Table on the canvas.
2. Click Manage work from the organizer controls at the top of the Dynamic Table.
   • Depending on the size of your Dynamic Table, this may appear as the Manage work icon.
3. Select Jira or Azure DevOps.

From here, you can:

• Write a new query or adjust filters for what work items are being imported.
• Sync Jira or Azure DevOps with Lucid, updating the work items with any new information from your work management system.

Use planning features with Dynamic Tables

Team and Enterprise users can use various planning features with Dynamic Tables. To view the options for planning features, follow the steps below:

1. Select a Dynamic Table on the canvas.
2. Click Planning from the organizer controls at the top of the Dynamic Table.
   • Depending on the size of your Dynamic Table, this may appear as the Planning icon.

For further details about enhanced planning features, check out the following articles:

• Measure progress and track workload in Lucid (available to Team and Enterprise accounts)
• Manage team workload with enhanced planning (Enterprise-only)

Add style to a Dynamic Table

From the context menu that appears when you select a Dynamic Table, you can customize fill color, line color, and text options. Check out the sections below for more details.

Edit fill color

To change the fill color for the headers of a Dynamic Table, follow these steps:

1. Select a Dynamic Table on the canvas.
   • Select a specific row or column if you want to change the fill color for only that row or column’s header.
2. Click the Fill color icon from the context menu that appears.
3. Select a new color.

Edit line color

To change the color of the border and cell lines on a Dynamic Table, follow these steps:

1. Select a Dynamic Table on the canvas.
2. Click the Line color icon from the context menu that appears.
3. Select a new color.

Edit text font and size

1. Select a Dynamic Table on the canvas.
2. Click the Text options icon from the context menu that appears.

From the text options menu, you can adjust:

• Font
• Font size
• Text color
• Highlight color
• Formatting options such as bold, italic, underline, or strikethrough
• Text alignment and orientation
• Line spacing

Share a Dynamic Table

To generate a shareable link that will take collaborators directly to the Dynamic Table, follow these steps:

1. Select a Dynamic Table on the canvas.
2. Click the Share icon from the context menu that appears.
   • Optionally, click Edit share link in the popup that appears in the bottom-left corner of the board to adjust sharing permissions.

The shareable link is automatically copied to your clipboard.

FAQ

Why can’t I access any formatting options on my Dynamic Table?
Most formatting options for Dynamic Tables are hidden by default. To change the style and format of a Dynamic Table, you need to adjust the settings so they appear by following the steps in the Show organizer controls section above.

Can I create a Dynamic Table with only rows or only columns?
Yes. If you want to create a Dynamic Table that has only rows or only columns, you can select None from row or column filters.

Can I manually title rows and columns?
Yes. From the set row and column filters, you can select Custom row or Custom column. Double-click the row or column header and replace "Label" by typing in any title you want for the selected row or column.

Why am I receiving an error when I try dragging a shape into another cell?
There are a few reasons you may be running into this issue:

• User-specific data: Personal reactions like emojis and votes can’t be edited by moving shapes. Change them directly on the shape itself.
• Incompatible shape types: Different shapes support different fields. Dragging a shape (such as a sticky note) into a cell with unsupported properties (such as a Lucid Card-specific field) won't work.

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