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WorkCanvas Timeline template

 

 

When planning or implementing projects, a timeline serves as your compass to visualize the project and its timeframe. With the WorkCanvas Timeline template there are multiple ways to display your timeline, as well as integrate it with your monday.com boards. 

Let us guide you 🧭

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Basic Timeline template

The basic Timeline template enables you to start from scratch and manually build your timeline on your canvas with various shapes, sticky notes, and colors. To add the basic template to your canvas, find the Timeline template within the template centre, and select the "Start from scratch" option.

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Once inserted on your canvas, you can add new shapes and sticky notes from the toolbar on the left-hand side of your canvas, drag and drop elements, add text, and change the elements' colors. 

 

Tip: Read our article on building your WorkCanvas for a better understanding of how to create and edit elements on your canvas 😉

 

Non-synced Timeline template 

Wanting a one-time import of data for your timeline from a monday.com board? The non-synced Timeline template enables you to create a timeline using items from your monday.com, without establishing a two-way sync. 

To add the non-synced template, find the Timeline template within the template centre, and select the "Import from monday board" option. From the window that appears, select a monday.com board from the dropdown menu, and choose which Date Column you would like to use for the timeline. 

WC- Add Non-Synced Timeline.gif

 

Note: To ensure that this is a one-time import and does not contain a two-way sync, leave the box next to "Live Sync" unselected. For establishing a two-way sync, read the below section on the synced Timeline

 

The one-time import inserts the data on a timeline based on the Date Column, with the Item name appearing as text in a sticky note.

WC- Non-Synced Timeline.png

This timeline is dynamic, and therefore sticky notes can be moved across the timeline and edited easily. To add a sticky note to this timeline, drag a drop a new sticky note to the selected location in the timeline.

WC- Add Non-Synced Timeline Edit.gif

 

Note: The above template does not contain a two-way sync and therefore any changes made to the timeline on WorkCanvas will not reflect on your monday.com board, and vice versa. 

 

Synced Timeline template

A synced Timeline template has a dynamic two-way connection to a selected monday.com board. Any changes made on either your monday board or your canvas, would reflect on both platforms.

Locate the template in the template centre and select the "Import from monday board" option. From the window that appears, select a monday.com board from the dropdown menu, choose which Date Column you would like to use for the timeline, and select the box next to "Live sync".

WC- Add Synced Timeline.gif

 

Note: The synced Timeline template is only available on the WorkCanvas Pro plan. Read our article on WorkCanvas activation, billing, and pricing to learn more. 

 

The synced Timeline is created from items on your monday.com board, and is represented over a vertical timeline. The dynamic two-way sync ensures that your timeline is always up to date on both your canvas and monday board, as changes made to an item will automatically update in both places. 

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By clicking on the dropdown arrow on the item card on your canvas, and selecting the "pen" icon, you can choose which details to display on the item card based on the columns from your monday board. 

WC- Timeline Edit Item Card.png

 

Tip: If you have made changes on your monday board and they are not reflecting on your canvas, refresh your page and the item should appear updated 🌟

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.