Timeline

This article describes how to use the Timeline feature, which requires a Business or Enterprise account. See this comparison chart that outlines MeisterTask's plans and prices.

 

Introduction

Timeline is similar in concept to a Gantt chart, and allows you to see all tasks in a project displayed in a calendar view. The Timeline shows the following information about tasks:

  • the start and end date
  • the assignee
  • the location in the workflow

The color of a task on the Timeline corresponds to the section the task is in. For example, if your In Progress section is red, all tasks In Progress will appear in red on your Timeline.

Note: The end date and due date of a task are not the same. They can be set independently from one another.

 

Enable the Timeline

To enable the Timeline, go to the Project Properties menu ( i ), and under Power-Ups turn on the Timeline view.

Project_properties_menu.PNG                                               

Enable.PNG

 

Show / Hide the Timeline

To show or hide the Timeline, click the Timeline icon in the header.

show_hide.png

 

Populate the Timeline

Populate the Timeline by adding tasks to it. There are many ways to do this:

Drag and drop an existing task from your project board.

drag_and_drop_1.png

 

Drag and drop multiple, existing tasks from your project board using the CTRL key.

drag_and_drop_many.png

 

Open an existing task and schedule a start and end date.

existing_task.png

 

Double click on the Timeline and search for an existing task.

 double_click_existing.png

 

Double click on the Timeline and start typing to create a new task.

double_click_new.png

 

Create a new task using the plus icon and schedule a start and end date.

new_plus.png

 

Adjust Start and End Dates

You can adjust start and end dates in the task dialogue or directly on the Timeline. Drag the node at the beginning of a task to change its start date. Or drag the node at the end of a task to change its end date.

drag_node.png

 

Assign Tasks

To assign tasks directly in the Timeline, just click the question mark and search for an assignee.

assignee.png

 

Filter Tasks

Filter tasks by tag, watcher, due date, status, and scheduling in the collapsible sidebar. Or filter by assignee by clicking on the person’s picture in the right panel. Mix and match filters in any combination.

Note: Filters will affect both what appears on the project board and on the Timeline. The only exception being the schedule filter; it only affects the project board.

filters.png

 

Viewing Options

Fullscreen the Timeline by clicking the down icon.

down_icon.png

Go back to split screen by clicking the up icon.

up_icon.png

Sort the Timeline by space in the arrow icon drop-down menu.

sort_by_space.png

Sort the Timeline by start date in the arrow icon drop-down menu.

sort_by_start_date.png

Zoom in and out to see a smaller or larger time frame. Do this by clicking the + and - on either side of Today OR press Ctrl and scroll with the wheel on your mouse OR on a touchpad or touchscreen use two fingers.

zoom.png

If you want to know more about getting the most out of Timeline, read our blog article.

More questions or feedback about Timeline? Send us an email referencing “Timeline” or leave us a comment below.