Table View

Table View

Take control over projects and portfolios using Visor’s crystal clear Table View

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Take a Clearer View of Your Projects

Visor’s Table view feels like a smart spreadsheet, enabling you to organize and analyze your portfolios of projects, and to share these clear views with stakeholders.

Example of a Visor table view, showing implementation projects using Jira and Salesforce data
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Connect Data From Your Apps

Visor has two-way integrations with apps like Jira, Asana, and Salesforce, giving you better ways to update, combine, and share your projects while preserving a single source of truth.

Data Transfer & Networking

Organize Your Portfolios of Projects

Combine multiple projects from apps like Jira and Asana into organized, structured portfolios based on any criteria you choose.

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Ditch Bland, Stale Spreadsheets

Visor Table Views look great and stay fresh with live data from your connected apps. Customize and protect data down to the field level for a clearer, safer sharing experience for you and stakeholders.


Integrations You Can Trust

Connect Visor to popular SaaS apps or input your project data directly into Visor.

Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.

Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.

Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.


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Share Updates Stakeholders Understand

Create tailored views for stakeholders that communicate key information more quickly. Provide focus by showing the precise level of detail you want them to see, in a highly-engaging format.

Example of a Visor table view, showing implementation projects using Jira and Salesforce data
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Save Time With Bulk Edits and Updates

Quickly make bulk edits to tasks, projects, and portfolios in Jira and Asana. Reduce time spent on admin, and sync back your selected edits and updates in a single click.

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Maintain Structure and Order

Visor maintains your imported project hierarchies and relationships. Adjustments are easy with a smooth drag-and-drop interface. Add additional hierarchy levels to group projects and take a bird’s eye view.

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Multiple Visualizations That Stay in Sync

Create synchronized Gantt charts, Kanban boards, dashboards, and capacity-planning charts, so that you always have the right format for any scenario.

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Visor Table View FAQs

Why is Visor‘s Table View so much better than standard spreadsheets?

Unlike standard spreadsheets or tables, in Visor’s Table View you can create elegant nested hierarchies. This enables you to neatly organize subtasks under tasks, and tasks under parent tasks and so on. This allows you to easily switch between granular and high level view points as required.

If you import project data from apps like Jira or Asana then Visor keeps your existing nesting in tact, so you can modify or supplement your project data without any manual work to piece your task structure back together.

Visor’s Table View uses a two-way integration to stay up to date with changes in connected apps like Jira and Asana, so you don’t need to keep exporting CSVs or worry about working with or sharing data that is out of date.

Can I “roll up” multiple Jira and Asana projects in Visor?

Yes, you can import multiple projects from Jira, Asana, Salesforce, and other apps, into a single Table View and other Visor visualizations (such as Gantt charts and dashboards).

This means you can create views that combine data from multiple projects and multiple apps, giving you a powerful project portfolio management and cross-app collaboration tool.

Can I export and import data into Visor’s Table View

Yes, you can import data from CSVs into Visor to create Table Views and any other visualization type. You can also export data from Visor whenever you need to, as CSVs or PDFs.

What makes Visor’s bi-directional integration different?

Visor connects to your apps bi-directionally; this means that you can import data from these apps and push out changes to these apps from Visor. Therefore, you can push data to Jira, Asana, and Salesforce.

Can I lock specific fields to make them un-editable for specific users?

Yes, you can lock specific fields to stop them being edited. You can also create tailored views for different individuals or teams, and lock specific fields in those views. You can also control permissions for different types of users to control these capabilities across multiple workbooks.

What kind of other views can I use in Visor?

In Visor you can display data from multiple projects and portfolios in a range of view types including Gantt charts, Kanban boards, timelines, and dashboards with charts. All views of a project stay in sync with connected project management systems so you don’t need to make updates manually to reconcile different views, or Visor with your connected apps.

Do I need Jira, Salesforce, Asana or another app to use Visor?

Nope! Although most users add project data via Visor’s two-way integrations with other apps, it’s not essential. You can add data directly into Visor manually, or import data from Excel or Google Sheets.

Is Visor a plug-in?

Visor is not a plug-in for apps like Jira, Salesforce, or Asana. Instead it is an app with full two-way integrations with those primary systems you use. This means users do not need to access systems like Jira in order to view and interact with live data from those systems.

Does Visor support JQL and SOQL?

Yes, you can use Visor’s basic Jira and Salesforce importer. Or, if you want to run more advanced queries, you can use Visor’s JQL and SOQL importer.

Where can I find pricing information for Visor?

Find our full and up-to-date pricing information on our pricing page.

Have another question?

If you have any more questions, they may be answered in our Knowledge Base. Otherwise feel free to reach out to us. Our email is support@visor.us. We’d love to hear from you!

Try Visor for free now

It’s secure, free, and doesn’t require a credit card.

Verified Visor Reviews:

“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”

Nick B.,
Atlassian Reviewer

“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”

Kemper R.,
Atlassian Reviewer

“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”

Gabby C.,
Atlassian Reviewer

“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”

Shruti P.,
Atlassian reviewer

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