What is Table Layout?
Table Layout is a feature in Claap that allows you to organize your meetings in a structured, spreadsheet-like view. This layout makes it easier to sort, filter, and organize your recordings based on various properties like meeting name, date, and other custom information you add.
Accessing Table Layout
To switch to Table Layout:
Click on the "Layout" button in the top navigation of your Library or Channel
Select "Table view" from the dropdown menu
Understanding Table Layout
When you switch to Table Layout, your recordings will be displayed in rows and columns, similar to a spreadsheet. Each recording is represented as a row, and the different properties of the recording are organized in columns.
Customizing Your Table Layout
Default Columns
By default, Table Layout displays the following columns:
Title: The name of your recording
People: The author of the recording or meeting participants
Date: The date and time when the recording was created
Company: The company of the meeting participants
Deal: The CRM deal related to this meeting
Labels: The list of labels attached to this recording
Editing Displayed Columns
You can customize which columns appear in your Table Layout:
Click the "..." button above the table
In the dropdown menu, click "Edit columns":
You'll see all available columns with checkboxes
Select or unselect specific columns
Your changes will apply immediately
Resizing Columns
You can adjust the width of columns to better view their content:
Hover your cursor between two column headers until you see a double-headed arrow
Click and drag to resize the column to your preferred width
Sorting Your Recordings
Table Layout makes it easy to sort your recordings:
Click on the Sort button above the table
Select the column to sort by
Click again to toggle between ascending and descending order
A small arrow will appear next to the column name indicating the sort direction
For example, clicking on the "Created" column will sort your recordings from oldest to newest or newest to oldest.
Filtering Your Recordings
To filter recordings in Table Layout:
Click the Filter button above the table
Select the column you want to filter by
Choose your filter criteria
💡 You can add multiple filters to narrow down your results further.
Saving Your Table Layout Preferences
Once you've customized your table with the right columns, filters, and sorting, you can save it as a view for quick access later.
Click "Save view" at the top right of the table to save these preferences into a view so that other workspace members can benefit from the same customized layout.
Exporting Data as CSV
To export your recordings data from Table Layout:
Click the "..." button above the table
In the dropdown menu, click "Export CSV":
This will download the CSV file
💡 The CSV file will contain the same columns which are currently displayed in the table
Performing Bulk Actions
Table Layout allows you to edit multiple recordings at once, saving you time when managing your content:
Select multiple recordings by:
Clicking the checkbox next to each recording you want to edit, or
Click the checkbox in the header row to select all visible recordings
Once you've selected multiple recordings, click the "Bulk edit" button that appears at the top of the table:
From the available bulk options which appear, you can:
Move recordings to a channel
Add labels to recordings
Delete recordings
