Guide
On a Timeline, each Entity is represented as a row with start and end dates. Timeline View is handy to visualize roadmaps and plans.
Add timeline view to a space
Put the mouse cursor on a Space and click + icon
Select Timeline from the menu
Configure timeline view
Select one or more databases to be visualized as rows on Timeline View.
Select date fields. It can be a single Date Range field or two different fields that you will use as start/finish fields. In most cases Date Range is preferable.
You can also resize lanes on the Timeline, to show all necessary information
If there is no Date field in a Database, you have to create it.
Just click on the Dates selector and click
+ Create new Date Field
You can also display one entity per lane.
As a result, you can see full names and units of entities in this mode. This setting is handy for dense timelines.
Configure visible fields for rows and items
You may select what Fields will be visible on rows and lanes:
Click Fields in the top menu
Select the required fields. You can show unique fields for every database, just click on a database on the left and select the required fields.
Add new entities
There are several ways to add new entities.
Click + New button in the top menu and a new row will be added on top.
Hold Cmd (or Ctrl on Windows) key to create new cards.
Open entities
Just click on a row and an entity will be opened on the right. Note that you can explore the entities easily by clicking them.
Change entities dates
You may drag and drop rows to change entities' dates.
Drag the left or right side of the row if you want to change start/end date respectively.
Drag the whole row if you want to change both dates at the same time.
Batch drag and drop is also supported, select several cards and drag them together.
Configure secondary dates
You can display secondary pair of dates on a Timeline View. The most popular use case is Planned vs. Actual dates. Click Items and then click Add secondary dates button. Select dates fields.
Secondary dates only visible in "Display one Entity per lane" mode.
Filter cards
You may filter rows.
Click Filter in the top menu
Select required fields and build filter conditions
You can choose whether an entity should be shown only if it matches all filters or if it matches any of the filters. It's not currently possible to use more complex logic in filters (e.g. if A and B or C).
Each View has Global Filters and My Filters. Global Filters will be applied for all users, while My Filter is visible to you only.
You can also quickly find something on Timeline View, just use Cmd + F shortcut and type some keyword. This quick search works for Name, ID, numbers and other visible basic text fields.
You can also pin filters for easier accessibility.
Sort rows and lanes
You may sort rows and lanes by fields.
Click Sort on the top menu.
Add one or more sorting rules.
Group entities by lanes
You can group rows by Fields (including Relations ).
Click Items in the top menu.
Find Lanes option and select a required field.
Add one more group level in Grouped By option if you need it.
Hide Lanes
You may hide some lanes.
Click ••• near the Lane name
Click Hide action.
All hidden fields are added to the Filter section. If you need to make them visible again, click Filter and exclude hidden fields.
You can hide empty lanes with a single switcher. Click Filters, click on Lane databases and enable Hide Empty Lanes option.
Color cards
You may color code rows to highlight some important things. For example, mark features that are in progress green.
Click on Colors in the top menu.
Set one or many color rules.
Work with Backlog
Many entities may have empty dates, you can find them in the Backlog panel on the right.
Click on Backlog in top right menu.
Drag and drop an entity from backlog to the timeline.
Note: entities in Final states (for example, the ones that are Done) won't be shown in the Backlog
🆕 Manage Dependencies
You can manage Dependencies on a Timeline View. Dependency is a self-relation. Click Enable Dependencies for some database and you will be able to see, create and delete dependencies on a Timeline.
Limitations:
Dependencies work in One Entity per lane mode only.
When entities are far apart and you have to scroll the timeline, dependencies will not be visible between these entities. Use zoom to fit them into a screen.
It is not possible to drag and drop cards to change vertical position (yet).
Creating and deleting dependencies
Put cursor over a card, find small circle and drag a arrow from this circle to another card to create a dependency.
Put cursor over an arrow and click Ⓧ circle to delete a dependency.
When dates of cards overlap, relation is red to indicate overlapping.
Card shifting strategies
On a timeline dependent cards can change dates automatically. There are three strategies to select from:
Do not automatically shift dates
Shit dates only when they are overlap
Shift dates and keep time between entities
Try them and see how they work.
Visualize Milestones
You can see milestones on a Timeline View as vertical lines.
Click Milestones option in the top menu:
Select a Database as Milestone
Select any Date field in this Database.
Adjust the first day of the week
Every person sees a timeline according to their Personal preferences: the same timeline view might start on Monday for you and on Sunday for your colleague.
The personal preferences, in turn, are set based on your browser locale and can be adjusted if needed.
Duplicate timeline view
You may duplicate the current timeline view into the same Space.
Click ••• on the top right.
Click Duplicate Timeline option.
Link to your timeline
You can copy an anchor link to this specific view so you can share it elsewhere. There are two ways to do it:
Click ••• on the top right and click Copy Link
Click on timeline Id in top left corner and the link will be copied to your clipboard