Tree View

Tree View shows your records nested under their parent records, so you can see a hierarchy at a glance. Use it when your records have multiple levels, such as departments and sub-departments, or tasks and sub-tasks. A Table view shows the same records as a flat list.

Note: Tree is marked Beta in the + View type picker, which means the feature is still being developed and may change.

Before You Start

Tree View needs a Parent Field: a Linked List field that links the list to itself. Add it to your list first. You can't create a Tree View without one.

How to Set Up a Tree View

1. Create the Tree View

1. Select + View, then choose Tree.
2. Under Tree configuration, choose the Parent Field (required).
3. Under Who can access this view, choose Workspace (the default), Personal, or Team.
4. Select Create.

Expected result: The Tree View opens and shows your records nested under their parents.

2. Set the Parent Field on Your Records

For each child record, set its Parent Field to the record you want it to sit under. Records without a parent appear as top-level rows.

Navigate Your Tree View

• Expand and collapse: a parent record has an arrow next to it. Select the arrow to show or hide its children. A badge next to the parent shows how many children it has.
• First open: you see the top-level records and their direct children. Deeper levels stay collapsed until you expand them, one level at a time.
• Toolbar: use + Record to add a record, and Search, Filter, and View Settings to find and shape what you see. The toolbar also shows how many records are in the view (for example, 6 records).

Tree View Remembers Your Open Branches

Tree View opens on the top two levels and remembers which branches you left open, so it looks the same on your next visit.

How It Works

1. Open a Tree View. You see the top-level records and their direct children.
2. Select a parent's arrow to show its direct children. Each click opens one more level.
3. Leave and come back. Your open and closed branches are restored.

Things to Know

• First open: deeper levels stay collapsed until you expand them, one level at a time.
• Tree View only: this applies to Tree View, not to Org Chart View.

Example: In a Departments tree, you open Operations and its Logistics team. The next day the tree opens with those branches still open, and every other department collapsed.

💡 Tip: Expand only the branches you work in. They'll still be open next time.

Sort and Save a Default Sort

Select a column header to sort. A Save as Default Sort button appears in the toolbar. Select it to save the current sort as the default for this view.

Use Cases

• Business use case: You manage an organization's departments in one list, with a Parent Field named Parent Department. Create a Tree View with Parent Department as the Parent Field, then set the Parent Department value on the Backend Team record to Engineering. The tree then looks like this:

Engineering
└── Backend Team

• Simple use case: You track tasks in one list, with a Parent Field named Parent Task. Create a Tree View with Parent Task as the Parent Field, then set the Parent Task value on the Write homepage copy record to Launch website. The tree then looks like this:

Launch website
└── Write homepage copy

💡 Tip: Give the Parent Field a clear name, such as Parent Department or Parent Task, so it's easy to recognize in the Parent Field list.

Need help? Reach out to our support team.