Help Center

List View, Board, and Timeline

Go to Projects tab and click on project name to view

Activities related to project are shown in List View (new in Winter '18 Release)

Activities_List_View.png

Click arrow to expand and view sub-tasks

arrow.png

To re-order tasks or move tasks into sub-projects click on activity name, drag and drop to desired location

Go to Board to view progress of activities and update status

board.png

Click dropdown to view projects by Status, Tasks, or Assignee

Screen_Shot_2017-10-12_at_4.26.07_PM.png

To change Status, click activity card and drag it to correct stage

Screen_Shot_2017-10-12_at_4.28.41_PM.png

 To view by date click Timeline

Timeline.png

Choose Filters and type of view, Today, Week, Month, or Year

Today_Week_Month_Year.png 

Baselines shown in red compare actual vs planned start and finish dates

Gray line indicates finish to start dependencies

Timeline_view.png

Double click on task to be taken to edit modal

Screen_Shot_2017-10-12_at_5.46.39_PM.png

  • When start date is changed, sub-activities and sub-projects will also be rescheduled
  • Dependencies have buffer days when auto schedule is used
  • Calculate project finish date based on activities and dependencies
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