Use timelines

Make the most out of your project timelines and manage deadlines and roadmaps easily

The Timeline is a project mode that lets you display and organize cards and groups on a timeline.

It is perfect for projects with deadlines or roadmaps.

For instance:

  • organizing an event,
  • launching a product,
  • handling marketing campaigns,
  • managing OKRs and strategic planning.

Basics

  1. Select the date field you want to use. You can view the following types of fields:

    • Date
    • Look up of a date value (display the date of a date on the card of
      another workspace)
    • Formula: only a date format so the result of a function as_date() or as_daterange() e x: as_daterange({created at};{due date:end})

  2. Select the group by and the filter

  3. The default display mode shows you each card in their group in a side bar on the left side (even those that have no set dates) You can choose to fold the side bar and in this case the cards are positioned in the timeline from their start and end date. The display will automatically use as few lines as possible to display the cards. This compact mode is very useful if you want to know how many cards in this group are programmed at the same time.

  4. Select the date range you want to see in your windows, you can select it as large as possible. The timeline grid is displaying smartly based on the selected dates range. date range selector
  5. Download you timeline as an image or get the iCalendar feed
  6. Cards are grouped by the selected group by.
  7. Click on a card (in the sidebar or in the timeline) to open it. Right click to open its context menu. Click on the small arrow (appearing on hover) to center the timeline around it.
  8. Drag the card on the timeline to change its daterange. Drag its left or right end to shorten or widen the range. If you shorten the card until it disapears, it will remove the daterange.
  9. To set a daterange on a card without one, click and drag (side bar mode)

Display sub-cards

On a card, you can click on the number of sub-cards to display/hide them.

Timeline sub-cards

If the date range of the sub-cards exceed the one of the parent card, a green bar will represent the complete period covered by these dates.

If you hide the sub-cards, this bar remains visible so that you will notice the sub-cards total date range.

This total date range is used in compact mode, instead of the card date.

Miscellaneous

Here are few other things worth knowing about timelines:

  • You can’t reorder cards in groups by drag and drop.
  • sub-cards are always ordered by their references.
  • Cards that don’t have access to the current active date field are hidden. However, they are counted in the cards number displayed at the top of each group.
  • Card mirrors are displayed only if their target have access to the current active date field.
  • In compact mode sub cards of a card with no date, is still visible (as a fake card).