The Timeline (Gantt chart) feature gives you a linear view of the project on a timeline. In the Timeline, you can work with tasks, easily change deadlines, move deadlines in bulk, or create task relations. The feature makes it easy to keep tasks in your project from overlapping and completing them on time.
You can only find the Timeline in the projects if you have the Business plan or are invited by the captain of the Business plan. If you want to experience all the benefits of the Business plan, activate the Business panel testing.
As an invited user, you must have all To-Do lists visible in the project to view the Timeline.
How to view the Timeline of the project
You can go to the Timeline via the menu in the project details.
You will see the project in the Timeline view. If you have already set up task relations, you will see them here.
Setting the Timeline view
You have several options for customizing your Timeline view:
- Set the timeline on which you want to see the tasks. Choose from Days/Weeks/Months/Quarters/Half a year/Years.
Set the project view to daily or for example yearly. - Sort by the Beginning/Deadline/Solver or To-do lists, to create new tasks or To-Do lists via the green button.
Options for sorting tasks in the Timeline. - Use the gear icon to display the subtasks and completed sub/tasks on the Timeline using the checkboxes as needed.
Enable these checkboxes if you want to show subtasks and completed sub/tasks in the Timeline.
Touchpad – Move the Timeline sideways by simply dragging two fingers right/left, or using the gesture you have set up for that movement. Mouse – Move sideways using the grey bar at the bottom of the Timeline. Or use the shortcut Ctrl/Cmd + press the left mouse button and drag right/left.
Work with sub/tasks in the Timeline
The Timeline shows tasks and subtasks with due dates, which you can complete directly in the Timeline. Subtasks are marked with a yellow box. The Timeline of a project is always displayed next to the current day marked with a blue vertical line.
If you lose your way while working in the Timeline, you can always return via the Today button on the top right.
Unfinished tasks and subtasks without a deadline are listed under the Unscheduled section. From here, you can use draq&drop to schedule them on the Timeline. You can also use the draq&drop feature to move scheduled sub/tasks around, changing their due dates, solvers or To-Do list placement.
You can only do this action with tasks. If you try to do this with a subtask, the application will alert you that the action cannot be done.
The exception is a bulk move of the main task with its subtask to another To-Do list. This action can be done.
How to add a task
There are several ways to create a new task directly in the Timeline:
- Click in the Timeline row where you want to create the task. Write its name and confirm with Enter or click outside the new task field.
Option how to add a task to the Timeline. - In the To-Do list view you can add a task via the Add Task green button on the top left. Click on it and you will see a field to write the name of the task next to today’s date.
Example of how to add a task to the Timeline via the green button. - Via the Alt/Option + Shift + N keyboard shortcut – a form will pop up to add a new task.
Tasks created by methods 1 and 2 have a default deadline of 5 days. This deadline also applies to tasks you move from the Unscheduled section. After creating them, you can edit the deadlines as needed.
Easy control
Use keyboard shortcuts for faster planning:
- assign sub/tasks to yourself – the cursor on the task + M,
- view preview a sub/task – the cursor on the task + Q,
- edit a sub/task – the cursor on the task + E,
- set a reminder for a sub/task– cursor on the task + R.
Via draq&drop you can easily and comfortably:
- plan or replan a task,
- change the time range of a task,
- bulk change the deadlines of marked tasks,
- create blocking relations between tasks.
Relations in the Timeline
To make it obvious to the newcomer what is related, there are relations in the Timeline.
- Blocking/It’s blocked prevents the task from being closed/completed until all previous tasks have been completed. The blocked task will have a lock symbol visible to everyone in every view of the project (Kanban, Mind map,…).
- Related to indicates that tasks are related. You can easily create it manually or by linking to another task in a comment – these relations will also be created retrospectively, so you might see some forgotten tasks in the related relation.
- Is a duplicate is used, for example, to mark a task that has been reported several times. It is then easy to close the multiple tasks when the error is resolved.
Task and subtask conflicts check
The feature Task conflicts check controls the correct relations of tasks and subtasks to the Timeline. If you have the feature enabled, and you make a sub/task due date change in the Timeline – the feature automatically reschedules the due dates of the upcoming sub/tasks. If the feature is off and you make a sub/task due date change in the Timeline that results in a collision, the relation will become red to alert you.
