How do I use TIMELINE VIEW?

The Timeline Items section allows you to analyze your work in greater detail from a timing perspective.

Collapse and Expand All #

This allows you to collapse or expand all related items listed in the Timeline View.

  1. Click to expand all related items listed in the Timeline View.
  2. Click to collapse all related items listed in the Timeline View.

Collapse and Expand Item #

This allows you to collapse or expand each set of related items listed in the Timeline View.

  1. Click to expand a set of related items listed in the Timeline View.
  2. Click to collapse a set of related items listed in the Timeline View.

Show Left Bar #

This item allows you to see more details about your work items.

  1. Click to display the menu bar providing more details about your work items.
  2. Click to hide the menu bar.

Day/Month Toggle #

This item allows you to toggle between seeing your work laid out in time by the Day or the Month.

  1. Click Day or Month.

Width Adjuster #

This allows you to adjust the width of the column – narrower or broader.

  1. Move your cursor between the lines separating the titles at the top of a column.

  1. Note how your cursor has converted to the Width Adjustericon ().
  2. Click your mouse and move the Width Adjustericon () left or right to narrow the column.
  3. Unclick your mouse when you are satisfied with the width of the column.

Create a Child Item #

This item allows you to create a Child Item of work aligned to a Parent Item already created in the system.

  1. Click  .
  2. Select the ChildItem you want to create that will be aligned to a Parent Item already created in the system.

View Options #

This allows you to access more features for your work item. You can View, Edit, or Archive it.

Please see View Options for more information.

Jump to Start #

This allows you to be sent directly when the work item begins in the Timeline View.

  1. Go to the Work Item you want to view from its start date. (See the example below for Improve customer onboarding. It starts on 2021-05-14, but the calendar focused on April 13, 2021.)

  1. Click  .

  1. See the Work Item from its start date.

Scroll #

This allows you to move forward or backward in time to see your work in the Timeline View.

  1. Move your cursor to the calendar section of the Timeline.
  2. Click and hold your mouse; move the cursor left or right to move the calendar backward or forward.

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Updated on December 28, 2022
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