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Advice and answers from the Productive Team

Search results for:timeline view

Getting Started with Budget and Deal Scenarios
6) Visualize and Edit in Timeline View… Once bookings are added, switch to the Timeline View to visualize and manage scenario data… Tip: The Timeline View clearly differentiates between live and scenario data
Timeline Layout
Plan and monitor your tasks with the Timeline layout… Productive's task Timeline layout organizes tasks by visualizing them on a timeline… Note: In the global tasks view (Project management > Tasks), only task custom fields from the task custom
The Scenario Builder: General Overview
Switch between Timeline View and List View to manage bookings seamlessly… Use the scenario Timeline View to assign resources and define their working periods… 5. Managing Bookings and Timelines
Managing and Applying Scenarios to Deals and Budgets
Timeline View: Visualize availability and adjust bookings directly on the timeline. ​… List View: Expand booking options using the + icon to adjust allocations. ​… Compare the live timeline to the applied scenario before confirming changes
Adding Start and Due Dates to Tasks
Switch to the Calendar, Gantt, Timeline or Workload view for a comprehensive overview of all tasks, displaying… Note: Adding a due (and, optionally, start) date is essential for the tasks to appear in the Timeline
Exporting the Gantt Layout View
Learn how to export your Gantt layout view as a PDF… How to Export the Gantt Layout View… The Gantt Layout provides a visual timeline for tracking your project’s progress
Task Views
Enhance task management with custom views, filters, and fields. Personalize and save views in Productive for efficient workflows… Access the Task View Panel… Use filters, layouts, and fields to shape a view that supports your workflow
Gantt Layout
The Gantt layout provides a visual timeline of your project tasks, making it easier to manage dependencies… The Today button allows you to quickly jump back to the current date on your timeline… You can export your Gantt Layout as a PDF to save or share a snapshot of your project timeline
Viewing Meeting Recordings, Transcripts, and Notes
a visual timeline showing each speaker's participation, color-coded by speaker; click any point to… teams, or dynamic groups (like the project manager or project members) and choose an access level: Can view… comment to a related task Click the three-dot menu in the top-right corner of the meeting view
Viewing Team Absences in the Resource Planner
Learn how to view team absences from the project perspective in the Resource Planner and who can see this information… You can view team absences directly in the By Project view of the Resource Planner… Showing Absences in the Budget/Deal or Project Views