View type: Timeline
Introduction
The Timeline view offers a visual representation of your projects' duration, key milestones, and current status. It helps you quickly understand the progress and scheduling of each project in a calendar-based layout.
Using the Timeline tab, you can access the Timeline view from the Project Navigator.
General Timeline Behavior
Timeline Units
You can view the timeline by Day, Week, Month, or Quarter, depending on your zoom preference and planning level.
Navigating Through Time
Use the arrows in the top-right corner to scroll forward or backward in time. Click Today to return to the current date.
Projects column
On the left is where your projects are located, and you can order them by their name.
If you like to order by another field, you can use the advanced search mode and do it through PQL.
Timeline Rows
Each project is displayed with two distinct rows in the timeline:
A bar that represents the time range based on the project's Start Date and End Date.
A milestone row below the bar, which starts empty and allows you to create individual milestones over time.
The timeline bars are based exclusively on the predefined Start date and End date fields. Custom date fields are not supported and cannot be configured for display.
Timeline headers and date indicators
When you choose "Week" as a unit, you will have two kinds of vertical lines:
Month indicator
Week indicator
An orange vertical line will indicate the current day.
Project Duration Bars
Each project in the timeline has a first row that visually represents its start and end dates using a horizontal bar. In this section, you’ll learn how these bars work, how they are colored, and how they behave when editing or navigating the timeline.
If your project has only one date filled, you will see a gradient on the missing date.
Project status visualization
The bar color will depend on the Status field, by default (if you don't have modified it) these will be the available colors:
OFF TRACK , AT RISK, on track , PENDING , PAUSED and DONE
If the project has no value in the status field, you will see a white bar.
Creation
Double-click on an empty line to create a new bar.
Edition
Drag the bar at the beginning or the end to change dates.
Timeline arrows for hidden dates
If the dates are before or after the displayed period, by hovering the mouse over the project, an arrow will appear. Press it to travel to the project's dates.
If the date is in the past, the arrow will appear on the left. If the date is in the future, the arrow will appear on the right.
Project Milestones
Each project in the timeline also includes a second row dedicated to milestones, which are represented as diamond-shaped icons. Milestones are associated with a specific date and help highlight key events in the project.
If your project has no milestones yet, this row will appear empty.
Milestone appearance and behavior
Each milestone will appear as a diamond-shaped marker on the timeline. The color of each milestone reflects the progress of its linked issues, based on the following rules:
Status TO DO: when all linked issues are in To Do
Status IN PROGRESS: when at least one linked issue is In Progress or there’s a mix of To Do and Done
Status DONE: when all linked issues are Done
When multiple milestones fall within the same visible time slot (depending on the current timeline view: day, week, month, quarter), they will be grouped into a cluster. Clusters do not display a status color.
Creation
Double-click on an empty line to create a milestone
This action will open a modal where you can fill in the following fields:
Date (required)
Name (required)
Linked issues (optional)
Once saved, the milestone will appear on the timeline based on the selected date.
Details
View milestone or cluster details
Click on a milestone or a milestone cluster to open its detail modal.
This modal allows you to view all its information, including the date, name, and linked issues (if any).
From this view, you can also edit or delete the milestone.
Edition
You can edit a milestone in two different ways:
By dragging the milestone on the timeline:
Drag the milestone to change its date directly on the timeline.
This method only updates the date.
(Note: milestone clusters cannot be moved.)By opening the detail modal:
From the milestone detail view, click the edit icon to open the milestone editor.
This will allow you to modify the date, name, and linked issues.
Once saved, the changes will be reflected in the timeline.
Timeline arrows for hidden milestones
If the dates are before or after the displayed period, by hovering the mouse over the project, an arrow will appear. Press it to travel to the project's dates.
If the date is in the past, the arrow will appear on the left. If the date is in the future, the arrow will appear on the right.
Permissions
If you don’t have permission over the Milestone field, you won’t be able to create or edit them.
Limitations
There is a limit of 20 milestones per project.
Mouse and trackpad behaviours:
Move the timeline to future or past dates
Click and drag to move the timeline
With the trackpad, use two fingers left and right
With mouse and keyboard: Shift + mouse wheel
Zoom (See a bigger or smaller segment of time in the future and the past at the same time)
Option + mouse wheel
Option + trackpad with two fingers up and down
Projectrak History
All changes made in the timeline view —such as creating, editing, or deleting milestones or project dates— are tracked and can be reviewed in the project’s history panel.
For more details, check the Projectrak History documentation.