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Timelines

Timelines

Timelines are a chronological visual representation of tasks which provides a single place to see scope and deadlines while having the ability to make changes when things come up along the way.

The timeline view represents the same information contained in the form registers however visually as a timeline. 

Create a New Timeline

  1. Navigate to Configure > Timelines.

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  1. A list of all available timelines for the project will show. If there are no timelines created then the list will be blank.

  2. Click Add New Timeline.

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  1. Fill in the details.

    1. Give your timeline a title.

    2. From the contact picker choose users, companies, groups, roles etc. who can view the timeline.

    3. From the contact picker choose users, companies, groups, roles etc. who can edit the timeline criteria. (Suggest this is kept to a Minimum).

    4. Click on the 3 dots to choose a folder in the menu that you want this timeline to live.

    5. Click on the 3 dots and choose an icon for your timeline.

    6. Select the period type. Do you want to see the timeline in day, week, month or year view.

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  1. Select either single form or multiple form mode.

Single Form Mode - Pick a single form type to display in a timeline according to the forms' date fields. ClickTimelines | Create a Single Form Timeline

Multiple Form Mode -  Pick multiple forms can display a single associated form type that belongs to a parent form. Click Timelines | Creating a Multiple Form Mode Timeline

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Create a Single Form Timeline

  1. Follow steps 1 to 4 above.

  2. Select Single Form Mode in Step 5.

  3. Under Timeline View Configuration, choose your form.

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  1. Select which user field you want to use to group your forms.

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  1. Select if you want that user field to order ascending or descending.

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  1. Select the criteria for your timeline report.

You can select standard fields:

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or custom fields which are user fields that are on your form (these vary depending on the form you choose):

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  1. Pick the columns you want to include on your timeline.

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Clicking on this field will open a column picker window. Select from the right-hand panel by placing a tick in the checkbox of the fields you want. This will move them into the left-hand panel. To reorder the left-hand panel just drag and drop the columns.

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  1. Under Timeline Configuration select your Planned Dates.

  2. Select your start Date. The dates you can choose from include date user fields that are on your form. If there are no date user fields on your form

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  1. Do the same for the other Planned and Actual Dates.

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  1. Select the field you want to sort your timeline by.

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  1. Select the direction of the sorting i.e. ascending or descending.

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  1. An example of what the timeline will look like shows, then just click Save.

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Example of the Single Form Timeline Report

On the top right-hand side of your timeline report you can toggle between Day / Week / Month and Year

At the bottom left-hand side of your timeline report you can adjust your configuration by clicking on Configure.

Or on the bottom right-hand side of your timeline report you can export your report to Excel.

Green represents closed, Red represents overdue and Orange represents open and not overdue or outstanding.

The line represents the Planned Start and End Dates and the bar represents the Actual Start and End Dates.

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Creating a Multiple Form Mode Timeline

  1. Follow steps 1 to 4 above.

  2. Select Multiple Form Mode in Step 5.

  3. Under Timeline View Configuration, choose the parent form type.

  4. Then configure the criteria for the form you wish to display.

  5. Choose which columns you wish to see on the timeline.

  6. Pick the group by field from the parent form and choose sorting order.

  7. Under Timeline Configuration, choose the Task Form type you wish to display.

  8. Select the criteria for the task forms you wish to display 

  9. Pick the start and end dates 

10. Click Save.

Example of the Multiple Form Timeline Report

On the top right-hand side of your timeline report you can toggle between Day / Week / Month and Year

At the bottom left-hand side of your timeline report you can adjust your configuration by clicking on Configure.

Or on the bottom right-hand side of your timeline report you can export your report to Excel.

This timelines shows all the Action Points associated with Lots. Green represents closed, Red represents overdue and Orange represents open and no overdue or outstanding.