💡 We have a New Navigation Layout available in the BETA program. If you already have the new navigation enabled, some of the screenshots in this article may appear differently.
We'll update the screenshots once the new navigation is fully released.
What's new in the new navigation? Check out this article 📖
Want to try new navigation? Let us know via in-app chat ☎️
Streamline and organize your tasks using the Timeline view available from the Layout dropdown in Project > Tasks and the global Tasks menu.
Only the tasks with a due date will be shown in this view, while others will be listed in the Unscheduled menu on the far right.
Adding a new task
To add a new task, click on the Timeline view under the column which will represent the task's start date, and drag it until its due date.
You will need to select at least 2 days for a task to be created
In this example, the task's bracket in the Timeline view ends on August 4th which is visible in the pop-up window. In that window, additional information can be entered for the task - its Title, description, the project, and task list it belongs to. Furthermore, you can also designate an assignee and upload an attachment:
Tasks can be closed and opened in new tabs directly from the Timeline view. Click on a task's box for more options.
Rearranging and resizing tasks
Tasks will find their optimal way of fitting in this view upon dragging and dropping them having Date as the main ordering factor. In other words, tasks with the earliest start date will be placed on top.
By using the drag-and-drop function you can move tasks around as well as expand and contract them to update start and due dates.
Note how the shadow remains as the task is dragged to another place to indicate its original position:
Tasks without a due date can be located in the Unscheduled list available on the far right.
You can search for them as well as Group by Assignee, Task List, Status, or any custom field you have created.
Furthermore, you can drag and drop them into the Timeline view (but not the other way around).
Tasks can be grouped by Task list, Assignee, Status, as well as any Custom field you have set up.
In the global tasks view only the Global Tasks Custom Fields will be visible whereas in Project Tasks all project and global task custom fields will be available.
Task grouping is also available under Unscheduled tasks:
You can also color tasks by either Project color or Custom fields.
Here is an example of a custom field coloring where tasks will be colored based on their Priority:
Check out the following article to see how to assign priorities to tasks and choose colors for priority categories:
Assign priorities to tasks using custom fields
💡 Note: Multiselect custom fields are not available in Timeline view. Only single-select fields can be displayed.
Navigation and zoom levels
In addition to scrolling, you can navigate the view by using the navigation markers located at the bottom and the far right.
The Today button will bring you back to today's date and the magnify icons will either zoom in or zoom out the view.