What is the Timeline View?
The Timeline View is a powerful project management tool that visualizes your🧊 Objects
as bars along a horizontal time axis, similar to a Gantt chart.
It is designed to help you plan project schedules, understand the duration of tasks, visualize dependencies between work items, and track overall progress against a calendar. It provides the “big picture” view of your project’s timing and health.
[Image Placeholder: A screenshot of a Timeline View showing several task bars of different lengths spread across a calendar. Some bars are connected with dependency lines.]
Configuration: Bringing Your Timeline to Life
To function correctly, the Timeline View needs to know how to place your🧊 Objects
in time. This is done through a simple but critical configuration.
Setting the Date Range
To place an🧊 Object
on the timeline, the view needs to know its start and end dates. You must map these to specific Date
or Date & Time
fields on your Object Type
.
- In the Timeline view’s settings, find the “Date Mapping” or “Timeline Settings” option.
- For the “Start Date”, select the appropriate
Data Field
from yourObject Type
(e.g.,Start Date
,Kick-off Date
). - For the “End Date”, select the corresponding
Data Field
(e.g.,Due Date
,Launch Date
).
If your
🧊 Object
only has one significant date (like a deadline), you can map both the start and end points to the same Due Date
field. The 🧊 Object
will then appear as a single-day event or milestone on the timeline.Customizing the View
You can adjust the timeline’s zoom level to suit your planning horizon. Switch between Daily, Weekly, Monthly, and Quarterly views to see the big picture or zoom in on the details of an upcoming week.Managing Your Project on the Timeline
Once configured, the Timeline becomes an interactive tool for managing your project.Visualizing Progress
The Timeline view provides an at-a-glance understanding of your project’s health. You can instantly see which tasks are running in parallel, which are sequential, and how long each is scheduled to take. Optionally, you can configure the shading of the bars to reflect a “Percent Complete” number field, giving you a visual cue for progress on each task.Managing Dependencies
Dependencies are the heart of project scheduling, showing the relationships between tasks. The Timeline view makes these connections visual and interactive. To create a “Finish-to-Start” dependency (where one task must finish before the next can begin):- Hover over the end of the first task’s bar until a small dot appears.
- Click and drag the arrow from this dot to the beginning of the task that depends on it.
🧊 Objects
. If the first task’s end date is delayed, you can see the immediate impact on the start date of the dependent task, helping you manage your critical path.
[Guidejar Placeholder: A short tutorial showing a user creating a dependency. They hover over one task bar, a dot appears, and they drag a line from it to another task bar, which then automatically shifts to a later start date.]