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.
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.
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.
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.
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.
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.
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.
It’s secure, free, and doesn’t require a credit card.
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. You can also connect Visor to apps like Jira, Asana, and Salesforce, using a bi-directional integration.
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 back into Jira, Asana, and Salesforce.
Do I need Jira, Salesforce, Asana or another app to use Visor?
No, 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.
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.
Can I create multiple Table/spreadsheet views of my project or portfolio?
Yes, in Visor you can create multiple Table views (and Kanban boards, Gantt charts, Timeline Yes, in Visor, you can create multiple Table views (Kanban boards, Gantt charts, Timeline visualizations, and Dashboards) of the same project or portfolios of projects.
You can create different views with different:
Data
Levels of detail (for example, initiatives and epics vs. tasks and subtasks)
Color coding
Structures and nesting
Creating multiple views of the same project or portfolio enables you to:
Share tailored views with different stakeholders, teams, or audiences
Create different views for different analytical focuses or other tasks
Manage what data is viewed by which people
Control who can make changes to your workbooks, including data, formatting, and structure
All your views of a project or portfolio stay in sync with each other and your primary data source, so you can give every stakeholder a tailored view without manually updating or refreshing the data in them.
Can I show/hide fields on my Table view for different individuals/groups?
Yes, in Visor, you can curate and control the information shown in any Table view. You can also add custom fields with additional information for different stakeholders or teams. You can create multiple table views containing different data and custom fields to control who sees what and how.
Can I see who is currently active in my Table views, and which cells they are selecting?
Visor has live indicators showing which teammates are active in your workbook and which field or cell they are currently working on. You can even click on their avatar to jump to their location in the workbook, making it easier for you to collaborate in real time.
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.
Is Visor’s Table view synchronized with the other Visor view types?
Yes, all view types in a Visor workbook are synchronized, meaning your view types (for example, your Table view, Dashboard view, and Gantt chart view) all stay in sync, preventing discrepancies across view types.
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.
Can I use advanced/combined filters in Visor’s Table view?
Yes, in Visor’s Table view, you can combine multiple filters using “AND” or “OR” logic to create advanced filters (sometimes called compound filters).
With Visor’s advanced filters, you can:
Be more precise about the data you select to include and exclude from your Table view
Drill down deeper into your data and refine your dataset further
Create multiple Table views of the same project or portfolio of projects for different stakeholders or analytical tasks
Advanced filters in Visor are easy to add, change, lock, or remove.
Can I use advanced/combined filters in Visor’s Table view?
Yes, in Visor’s Table view you can combine multiple filters using “AND” or “OR” logic to create advanced filters (sometimes called compound filters). This enables you to:
Be more precise about the data you select to include and exclude from your Table view
Drill-down deeper into your data and refine your dataset further
Create multiple Table views of the same project or portfolio of projects, for different stakeholders or analytical tasks
Advanced filters in Visor are easy to add, change, lock, or remove.
Can I add use “roll up” calculations to summarize data in Table views?
This feature is coming soon! Watch our roadmap for more info.
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!
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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Visor is secure, free, and doesn't require a credit card.