Overview

Timelines offer a clear, visual way to track projects, milestones, and dependencies for a workstream, or across Workstreams within a team. You can leverage them to help you manage complex and multi-phase projects with an interactive roadmap view that enables cross-functional execution.

What’s New with Timelines?

• Automated Timeline Views: Workstreams now include a dedicated Timeline tab that automatically generates a visual representation of your project.
• Grouping & Sorting: Organize items by assignee, status, section, priority, and more.
• Custom Views & Filters: Customize what’s displayed using filters, grouping, and color coding.
• Time Horizon Selection: View your project across different time frames - Day, Week, Month, Quarter, or Year.

How to Access the Timeline View

• Timeline of an individual workstream: Navigate to your Workstream and click on the Timeline tab
• Timeline of all workstreams belonging to a team: Navigate to a team you are a part of and click on the Timeline tab

Customizing Your Timeline

Tailor your Timeline view to fit your needs, giving you a personalized view of your project for optimal visualization and management.

Grouping & Sorting

• Group tasks by assignee, priority, status, or section. You may also choose to remove any grouping to simply see the work organized by time. Click on the Customize button on the right side to change the grouping choices.
• Sort your view by Start Date, End Date, Name, or Assignee from the Sort button on the top right of the timeline.

Filters

Use filters to refine your view by including or excluding specific elements, helping you focus on what matters most.

• Assignee
• Status (Done, Doing, Pause, Next)
• Confidence Rating (Green, Amber, Red)
• Priority & Type (Action, Milestone, Risk, etc.)

Adjusting Dates

Click an item’s name to open its detailed action modal, where you can adjust the start and end dates.

Time Horizon & Zoom

Select Day, Week, Month, Quarter, or Year to change the timeline scope.

Saving and Shared Views

Note: Your timeline preferences (filters, groupings, sorting) are saved in your browser. Coming soon, permissioned users can adjust filters and preferences that are saved and shared for the whole team.