How to use the Timeline

The Timeline is really great for when you have a project or tasks that spans over multiple days.  It allows you to get a visual representation of your projects so you are able to see which team member is working on a particular task or project and when it is expected to be completed.  What's great about this is that it also allows you to see you and you team's availability, so, if you've got a bit of extra time, you will be able to take on more projects!  

Now, let’s look into several examples of how you can use the Timeline.

Let’s say you have several large projects scheduled for this month. Your team is already working on these projects, some are yet to start or have been delayed due to unexpected circumstances.  You have created a high-level overview board so you are able to see all of your scheduled projects, and it looks like this:  


As you can see, you are able to see which phase each project is in, it is a little bit harder to see how much time the project is actually taking, especially if there are any delays.  

This is when the timeline view steps in. All you need to do is add Timeline column by clicking the '+' sign on the right of a group of pulses to add a 'Timeline' column to your board.  Once you have done that, you will be able to click into a timeline cell and a calendar view will pop up.  From there, you are able to select your Start and End date. 



So, once you have set up your Start and End dates, you are able to click into any Timeline cell to open up the Timeline View.  



And if the dates change due to a delay, you can adjust the Timeline quickly by simply dragging and dropping the timeline bars like this:




The Timeline also helps you to control the workload of your team: by filtering display by person you can see exactly what each team member is currently working on as well as what’s their workload for the next couple of months.




Also, the Timeline is color coded! As you can see, the color displayed in the Timeline view corresponds to the color of the group of pulses it came from.


Screen_Shot_2018-03-20_at_12.42.16.png The Timeline is also helpful to control the workload of your team. Imagine this situation: your long-term client is begging you to squeeze in one more job this month. You are not sure if you will have enough time or capacity to work on this project, but don’t want to say "no" to a valued customer! You are able to see your teams workload and decide whether or not your team can handle one more project.   

And the best part about the Timeline is that you can also sync it with your calendar, here's how!

**The Timeline feature comes with the Standard plan and above!  For more information, please see our pricing page.  

If you have any other questions about the Timeline, feel free to reach out to us at!

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