Timeline Report

Timeline report is best for those who want to view and schedule project tasks on a calendar. Unlike the Gantt view, the Timeline allows you to see all workspace boards in one place and easily set task dependencies across them. 

Customizing the Timeline Report  

Before diving in, you can customize the view to group items that best fits your workflow, whether by team members, task categories, or custom fields. 

Grouping Options

You can group work items in the following ways: by rows, users, tags, or custom fields. 

If you want to see work items organized by the task boards they belong to, select “group by rows.” The other options will group items based on the user or tag, aggregating all items across the workspace. 

Zoom Mode 

You can also choose the type of calendar view that suits your needs—daily, weekly, monthly, or quarterly. Switch between these views as you plan your project. 

Once you’re ready, simply select a day on the calendar and click to add your tasks. 

Dependencies

One of the great features of the Timeline report is the ability to view and manage dependencies between different boards within the workspace, so you can juggle multiple projects in one place. 

Note: For dependencies to appear, the boards need to be expanded. If you collapse a board or row where a dependent item is located, the dependencies will be hidden. You can also turn off the display of dependencies for the entire view when needed, making the Timeline report easier to read. 

Child Items

Similar to dependencies, you can choose whether to display child items in the Timeline report. If you enable child items, they’ll appear in a box under their parent task. Additionally, these items must have a scheduled date to be visible in the Timeline report. If they don’t have a schedule, they will remain hidden. 

Time Blocking

Lastly, if you set specific dates for your rows, you’ll notice another useful feature of the Timeline. It will automatically grey out dates outside of the selected time window. Additionally, you won’t be able to add new work items to the greyed-out areas in the Timeline report. 

This makes it easier for everyone to stay on the same page about project schedules and deadlines.